By Yahoo Finance Video
Publication Date: 2026-01-11 13:00:00
00:00 Speaker A
Damn, are these wildly different companies despite all hawking AI chips of some capacity. Nvidia and CEO Jensen Wong are leading the pack on the AI chip front. AMD CEO Lisa Su is putting up a great fight against Nvidia. And Intel, well, it’s trying to do something in AI chips, trying to turn itself around. All of this brings me to today’s question of the day. What’s the best way to profit off the AI revolution? Do you stay long a leader like Nvidia? Do you wager and can you take that and AMD can take market share away or uh share away from Nvidia? Or do you toss a Hail Mary pass and go all in on an Intel turnaround? Dan Ives, I’m I’m thinking you’re not, you’re not a big believer in Intel.
01:05 Speaker B
Well, look, I mean, you you got to think where Intel is today relative to obviously Trump backing in Nvidia. is a total different story than a year ago. So I do think, look, to me, to play the the the trade for semis, it’s Godfather of AI Nvidia. You got to own everything Lisa Su is doing, AMD, Micron, you know, Broadcom and others. Look, Intel, I think that has to be a piece of the portfolio just given that they’re going to play more and more of a role in the AI revolution. You cannot just count them out. They’re no longer, like if we were at a wedding, they’re no longer at that table by the sort of kitchen with the random people that you’re at. They’re they’re they’re getting closer to the cooler table.
02:04 Speaker A
