Intel Hits a 52-Week High: Time to Buy?

16 snips

Jan 12, 2026

Guest

Asit Sharma

Guest

Rick Munarriz

Join investment analyst Rick Munarriz and tech expert Asit Sharma as they dive into Intel's recent 52-week high. They discuss the impact of U.S. government backing and CEO Lip-Bu Tan's meeting with President Trump on future growth. Expect lively debates about Intel's financials, the challenges of growing its foundry business, and advanced chip technologies crucial for AI. Rick and Asit share contrasting strategies on whether now is the time to invest, all while offering valuable insights into the semiconductor landscape.

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ANECDOTE

Trump Publicly Backed Intel After CEO Meeting

Tim Beyers recounts President Trump's public enthusiasm after meeting Intel's CEO.
The meeting highlights the administration's interest in funding domestic chipmaking.

INSIGHT

Policy Backing Drives Stock More Than Results

Intel's stock rally is driven more by policy backing than current fundamentals.
The business still shows declining revenue and lacks reported profitability, so gains rest on future execution.

INSIGHT

Financials Lag Behind Technical Progress

Despite product buzz and partnerships, Intel's near-term financials lag.
Analysts don't expect positive free cash flow until 2027, so patience is required.

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On Friday, Intel (NASDAQ: INTC) hit a fresh 52-week high. Are higher highs in the forecast? We look at the U.S. government's backing of the business and what it might mean for future returns.

Asit Sharma, Rick Munarriz, and Tim Beyers discuss:

- CEO Lip-Bu Tan's meeting with President Trump.

- Plans for advanced (or even AI) chipmaking on U.S. soil.

- The challenges of growing the foundry business versus the promises cooked into the current share price.

Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!

Tickers: Companies discussed: INTC, AMD, NVDA, TSM, ASML

Host: Tim Beyers

Guests: Asit Sharma, Rick Munarriz

Producer: Anand Chokkavelu

Engineer: Dan Boyd

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