Zaid Admani

but executives said the company left meaningful revenue on the table because it was caught flat-footed on manufacturing capacity.

On top of the weak guidance, Intel swung to a loss in Q4, and they anticipate deeper losses in the current quarter as it ramps up production of its newest chips and looks to solve its inventory shortage.

So when you add all that up and investors are pretty frustrated, Intel stock is down 13% at the time of this recording.

You know, a lot is riding on Intel's turnaround plan.

The company is trying to reinvent itself as a viable U.S.

manufacturer of advanced AI chips.

You know, they've received direct investments from the U.S.

government, along with Nvidia, which invested $5 billion and SoftBank, which invested $2 billion.

And it was all this hype and investment that pushed Intel stock up 84% in 2025.

And the stock was already up another 35% this year.

But this earnings report is a reality check on Intel's business.

And what I don't understand is how Intel wasn't prepared for the surge in data center demand.

Do they not see the hundreds of billions of dollars in CapEx commitment from these hyperscalers?

Being caught flat-footed here is just crazy.

What makes this even more frustrating is that Intel is being handed a once-in-a-generation opportunity to be relevant again during the biggest technological build-out we've ever seen, and they're not ready for it.

Now, CEO Liv Bhutan told analysts he was disappointed by the short-term inability to meet demand, but he reminded everyone that this is a multi-year journey.

And while that may be true, we'll have to see if Wall Street and President Trump has the patience if Intel keeps missing the moment.

Let's shift gears and talk about TikTok.

After years of drama, TikTok has officially finalized a deal that lets it keep operating here in the U.S.,

TikTok's Chinese parent company ByteDance has spun out TikTok's US operations into a separate US-based company owned mostly by American and non-Chinese investors.