Intel beat on earnings but its fourth-quarter revenue forecast came in about $1.5 billion short of what investors wanted, sending the stock sharply lower after hours. Moor Insights & Strategy's Patrick Moorhead explains how soaring memory prices and a slumping PC market are weighing on the outlook, why AI agents could drive new demand for Intel's data center CPUs, what to watch from its foundry business and 14A process, and what management needs to say on the earnings call to reassure investors. Market Domination, Market Domination Overtime and Asking for a Trend are live weekdays 3-5pm ET with Yahoo Finance Host Josh Lipton. 00:00 Intel sinks on its forecast 00:22 What went wrong in the guide 01:18 Memory prices and the PC slump 02:36 AI demand for Intel's CPUs 03:42 Intel's foundry deals 05:24 What management needs to say #intel #semiconductors #stockmarket == AlphaSpace by Yahoo Finance: A Professional-Grade Investment Platform Built for Everyday Investors. 👉 https://finance.yahoo.com/about/promos/gold/alphaspace?ncid=100003571