Bloomberg Businessweek Intel Gives Weak Forecast After Supply Shortages Hurt Sales
Jan 22, 2026
Guest Ivan Feinseth, Research Director at Tigress Financial, discusses Intel's weak revenue forecast and the ongoing supply shortages impacting the semiconductor giant's comeback efforts. He remains optimistic about Intel's long-term positioning despite current manufacturing challenges. Joe Feldman from Telsey Advisory Group analyzes resilient consumer spending patterns, emphasizing the divide between affluent shoppers and the mass-affluent, while profiling the retail sector's outlook, identifying potential winners amidst economic headwinds.
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Treat Pullbacks As Potential Buy Opportunities
- Investors should expect volatility after a sharp run-up in Intel shares and consider dips as buying opportunities.
- Ivan Feinseth suggests holding conviction for long-term AI and foundry growth despite near-term pullbacks.
Foundry Growth Is Central To Intel's Future
- Intel's foundry business is small and currently serves mainly internal demand but is the key to future growth.
- Expanding external foundry customers is essential for Intel to become a major competitor to TSMC.
Market Prices Future Execution, Not Current Results
- Intel's valuation climbed sharply on expectations of future revenue and margin expansion.
- Feinseth notes market prices often reflect anticipated long-term cash-flow improvements rather than current fundamentals.
