https://www.whatthechiphappened.com/

Intel (INTC) stock plunged roughly 23% after hours as its earnings outlook disappointed Wall Street. Q4 revenue guidance of approximately $15.5 billion fell short of expectations near $17 billion, despite data center revenue growing 78% year over year. Jose Najarro breaks down Intel's manufacturing bottlenecks, PC weakness, and cash flow concerns. Could Advanced Micro Devices (AMD) benefit from Intel's server CPU supply shortages? We also examine what these developments mean for AI chip investors in 2026.

DISCLAIMER: I am not a financial advisor. All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions. Please do your own research and talk with a financial advisor before making any investing decisions.

https://www.whatthechiphappened.com

Is the AI spending boom approaching a turning point? Oracle (ORCL) expects capital expenditures to peak in fiscal 2027–2028 before declining in fiscal 2029. Meanwhile, Microsoft (MSFT) reported 48% Azure growth, and Alphabet (GOOGL) delivered 103% Google Cloud revenue growth. We examine why these numbers are bullish for AI infrastructure, what slowing CapEx could mean for Nvidia and semiconductor stocks, and why a decline in spending doesn't necessarily mean fewer chips.

DISCLAIMER: I am not a financial advisor. All content provided on this channel, and my other social media channels/videos/podcasts/posts, is for entertainment purposes only and reflects my personal opinions. Please do your own research and talk with a financial advisor before making any investing decisions.

0:00 Market overview and intro
0:35 Google earnings analysis
4:49 Microsoft performance update
8:56 Oracle outlook and strategy