In this episode, Scott Becker discusses Boeing’s efforts to recover from cash burn, Intel’s leadership shake-up and AI strategy overhaul, and Williams Sonoma’s cautious outlook for 2025 despite recent improvements.
Chapter 1: What is Boeing's current financial status?
this is scott becker with the becker private equity and business podcast today's discussion we're to discuss very quickly boeing intel and williams sonoma and i know those are three very different companies boeing is up today almost seven percent and really news that their cfo reported that the cash burn is not as bad as it was now boeing is trying to turn the corner they've had a tumultuous several years and it continues along those tracks
Chapter 2: What challenges is Intel facing in 2024?
Second, Intel. Intel has been way up the last few days, but struggling today down about 7%. Again, they had a $19 billion loss in 2024, which seems like a lot. And now the new CEO, a former board member and a leader in the area is making big moves. And this was reported again today in many different places. I'm reading it in Guru Focus.
Chapter 3: What changes is Intel making under its new CEO?
Slashing middle management, overhauling the company's AI strategy, and doubling down on their foundry business. And the problem with the foundry business is they thought they might sell it. They're not selling it. But they're trying to get leaner, better, stronger. We'll see if they could do that. So that's Boeing and Intel, two long-term stock names in the United States. Big, big names.
Chapter 4: What is the outlook for Williams Sonoma in 2025?
The third stock we'll talk about is retailer Williams Sonoma. Williams is down several percent today on news that even though they stem some of the losses in the fourth quarter of 2024, they have a very cautious outlook for 2025. So, again, those are three of the things we're watching today. Boeing. I know you have no choice.
You get on whatever plane you get on, whether it's an Airbus plane, a Boeing plane. I think after the last couple of years, we're all just a little bit more tentative about getting on those planes, but we go on them a lot. Intel, Intel inside, new CEO trying to turn this around. $19 billion in losses last year. That seems like a lot of losses. And finally, Williams-Sonoma.
There used to be one near us in the north suburbs of Chicago. Used to love this store. Thank you for listening to the Becker Private Equity and Business Podcast. Thank you very, very much.