Microsoft’s AI Pullback… And Intel’s Semi Shift 7/2/25
Shares of Microsoft falling, as reports the tech giant is scaling back plans for AI server chips. What it means for the company as the AI revolution continues, and the impact of Microsoft’s biggest round of layoffs since 2023. Plus Intel’s Foundry Changes. What the beaten down chip company is planing for its foundry business, and how the new CEO is trying to attract new customers. Fast Money Disclaimer
July 2, 2025
43 min
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1,908 of 2,139
July 2, 2025
Microsoft’s AI Pullback… And Intel’s Semi Shift 7/2/25
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Microsoft’s AI Pullback… And Intel’s Semi Shift 7/2/25
Summary
Shares of Microsoft falling, as reports the tech giant is scaling back plans for AI server chips. What it means for the company as the AI revolution continues, and the impact of Microsoft’s biggest round of layoffs since 2023. Plus Intel’s Foundry Changes. What the beaten down chip company is planing for its foundry business, and how the new CEO is trying to attract new customers.
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