Kristina Partsinevelos
@KristinaParts
@CNBC Nasdaq correspondent covering semiconductors and AI hardware. Montreal native with a passion for dance and cookies.
가입 December 2009
1.3K 팔로잉 중 31.4K 팬
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
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