Kristina Partsinevelos(@KristinaParts):Intel beat, locked in customers, raised capex. Stock pops. Then the market asks: $20B+ capex into PC weakness with no foundry wins to show, no 2027 capex number, and equity raise isn't ruled out. Those questions turned the tape. Nothing in chips impresses lately. $INTC $TSM $ASML

Kristina Partsinevelos

@KristinaParts

@CNBC Nasdaq correspondent covering semiconductors and AI hardware. Montreal native with a passion for dance and cookies.

参加 December 2009

1.3K フォロー中 31.4K ファン

Kristina Partsinevelos@KristinaParts

2026.07.24 14:30

Intel beat, locked in customers, raised capex. Stock pops. Then the market asks: $20B+ capex into PC weakness with no foundry wins to show, no 2027 capex number, and equity raise isn't ruled out. Those questions turned the tape. Nothing in chips impresses lately. $INTC $TSM $ASML