Wall Street Breakfast Intel surges into earnings
5 snips
Jan 22, 2026 Intel's impressive 11% surge fuels excitement in the semiconductor sector ahead of its earnings report. Trump is contemplating a tariff-free zone to aid in rebuilding Ukraine's economy. Meanwhile, Paramount Skydance extends its tender offer for Warner Bros. Discovery, creating waves in the media landscape. Prediction markets are leaning towards Netflix in this competition, highlighting the shifting dynamics in entertainment. Additional discussions include Apple’s Lunar New Year promotions and the U.S. plans for nuclear waste management.
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Intel Sparks Sector Rally
- Intel's stock jumped 11% ahead of its fourth-quarter results, signaling strong market optimism about its trajectory.
- Other chipmakers like Micron, AMD and Marvell also rose, showing sector-wide bullishness tied to AI expectations.
AI TAM Boosts Chip Outlook
- J.P. Morgan sees many semiconductor firms with sizable upside in the AI accelerator total addressable market.
- Wall Street expects Intel to report EPS of $0.08 on $13.39 billion revenue, implying a slight quarterly revenue decline.
Tariff-Free Zone For Ukraine Considered
- U.S. envoy Steve Whitcoff said President Trump is considering a tariff-free zone for Ukraine to rebuild industry.
- Whitcoff called the idea "game-changing" as part of diplomatic efforts tied to a potential peace process.