Intel CEO Exclusive, the case for a 50-basis-point cut, Apples supply and demand question 9/16/24
Intel CEO Pat Gelsinger joins for an exclusive interview after a slew of news, including billions more in CHIPS Act funding, an expanded partnership with AWS, and a plan to set up a separate internal governance structure for its foundry business. Evercore ISI\u2019s Julian Emanuel discusses the prospects of a 50-basis-point rate cut at this week\u2019s Fed meeting. Bank of America Securities analyst Wamsi Mohan talks about demand for the latest iPhone Pro, as Apple\u2019s stock takes a leg lower. Plus a side effect of the Fed decision that could add cash to Americans\u2019 wallets, and the latest on the historic Polaris Dawn spaceflight.