Stephen Spoko sees a "fantastic" demand cycle for AI demand bolstering Intel (INTC) ahead of earnings. It's the company's customer base that he thinks may open a trap door to selling action. Stephen believes Intel needs to make moves that put the company "in the middle of a marketplace" for the tech trade. He makes comparisons to TSMC (TSM) to explain ways Intel can learn from international foundry competitors.
Morning Movers
22 Jan 2026
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