Microsoft’s AI Pullback… And Intel’s Semi Shift 7/2/25

CNBC's "Fast Money"

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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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


Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

2025-07-02 43 min
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