Stock Movers Stock Movers: Intel, Solar Stocks, Life360 (Podcast)
Jan 23, 2026
A dive into Intel's manufacturing troubles and a shaky forecast that rattled its stock. A discussion of Elon Musk's Davos comments and the surge in solar names. Coverage of Life360's blockbuster user and subscriber growth that sent its shares higher.
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Intel's Supply, Not Demand, Is The Problem
- Intel has demand but is struggling to convert it into supply due to manufacturing problems.
- CEO Lip-Bu Tan warns the turnaround is a multi-year journey requiring fab and process fixes.
AI Satellites Lift Solar Stocks
- Elon Musk's Davos comments about solar-powered AI satellites lifted solar and related stocks.
- Market excitement ties SpaceX's satellite ambitions and an expected large IPO to gains in Canadian Solar and Array Technologies.
Big Gains Don't Fix Manufacturing Gaps
- The stock's strong prior gains don't erase current operational gaps in manufacturing skill sets.
- The hosts stress Wall Street must face reality about Intel's ability to scale fabs and processes now.