Intel flexes on Q2 beat
Summary
Host Julie Morgan covers Intel’s strong Q2 earnings and upbeat guidance driven by AI demand. The episode details new 10% tariffs on trading partners and Oracle’s $7 billion military software contract. Other highlights include Tesla’s short seller gains, Stripe’s potential OpenRouter acquisition, and Amkor Technology’s surge following an NVIDIA partnership.
Topics discussed
Introduction and show overview
Intel Q2 earnings beat and Q3 guidance
New tariffs on 60 trading partners
Oracle secures $7B military contract
Trending news: Tesla, Stripe, and Sandisk
Market futures and commodity prices
Amkor Technology partnership with NVIDIA
Economic calendar, quiz, and sign-off
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