Schwab Network(@SchwabNetwork):"The $INTC story is largely over," argues @Robinson_STI, pointing to the stock's stellar surge over recent months as a sign that "easy money" has already been made. Sean O'Hara adds that the AI spending story is real but would not put a big position on Intel due to its growth story taking time. Both panelists discuss other names they like in the AI trade, from $AMD to $VRT, and how Intel differs itself from the growing CapEx trends across Big Tech after $GOOGL and $TSLA raised investor concerns. For more market news, tune in at:

2026.07.24 16:12

"The $INTC story is largely over," argues @Robinson_STI, pointing to the stock's stellar surge over recent months as a sign that "easy money" has already been made. Sean O'Hara adds that the AI spending story is real but would not put a big position on Intel due to its growth story taking time. Both panelists discuss other names they like in the AI trade, from $AMD to $VRT, and how Intel differs itself from the growing CapEx trends across Big Tech after $GOOGL and $TSLA raised investor concerns. For more market news, tune in at: