The US is in the midst of a big effort to bring more semiconductor manufacturing onshore. Intel is the biggest US semiconductor manufacturer. There's just one problem. Intel has really been struggling to get its fab operations up and running in a timely, efficient manner. So what's the problem, and can the company turn things around? On this episode of Lots More, we speak to Stacy Rasgon of Bernstein Research and Mackenzie Hawkins of Bloomberg News to discuss the current struggles and future prospects for the company.

Mentioned in this episode: 
Intel Gets Multibillion-Dollar Apollo Offer as Qualcomm Circles
Arm Is Rebuffed by Intel After Inquiring About Buying Product Unit

Only Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots

The US is in the midst of a big effort to bring more semiconductor manufacturing onshore. Intel is the biggest US semiconductor manufacturer. There's just one problem. Intel has really been struggling to get its fab operations up and running in a timely, efficient manner. So what's the problem, and can the company turn things around? On this episode of Lots More, we speak to Stacy Rasgon of Bernstein Research and Mackenzie Hawkins of Bloomberg News to discuss the current struggles and future prospects for the company. Mentioned in this episode: <a href="https://bloom.bg/3zRBoV2" data-destination="https://bloom.bg/3zRBoV2">Intel Gets Multibillion-Dollar Apollo Offer as Qualcomm Circles</a> <a href="https://bloom.bg/3zVFqf4" data-destination="https://bloom.bg/3zVFqf4">Arm Is Rebuffed by Intel After Inquiring About Buying Product Unit</a>
Only Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at <a href="https://www.bloomberg.com/subscriptions/oddlots?in_source=oddlotspodcast" data-destination="https://www.bloomberg.com/subscriptions/oddlots?in_source=oddlotspodcast">bloomberg.com/subscriptions/oddlots</a>
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Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

Bloomberg's Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets and economics. Join the conversation every Monday and Thursday.

Bloomberg's Joe Weisenthal and Tracy Alloway analyze the weird patterns, the complex issues and the newest market crazes. Join the conversation every Tuesday and Thursday for interviews with the most interesting minds in finance, economics and markets.

Odd Lots

On Bloomberg’s Odd Lots podcast Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets, and economics. Join the conversation every Monday and Thursday. 

On Bloomberg’s Odd Lots podcast Joe Weisenthal and Tracy Alloway explore the most interesting topics in finance, markets, and economics. Join the conversation every Monday and Thursday.

Lots More on the Ongoing Mess That Is Intel

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/1caa065b-838a-46b3-aa46-b1fe01201f74/transcript

In 2017, Congress passed the Tax Cuts and Jobs Act, which may be better known as the Trump tax cuts. Due to the way fiscal policy works in the United States, a large component of the bill was temporary. And starting in 2026, millions of households are due to see higher taxes if the bill isn't extended or a new one is passed. Regardless of who wins the presidency, dealing with this tax hike is going to be a key political issue. But what is the TCJA? What was the idea behind it? And what happens if it expires? On this episode of the podcast we speak to Kevin Brady, who was the architect of the bill as the former Chairman of the House Ways and Means Committee. We discuss both the economics and the politics of passing tax reform, and what Brady hoped to accomplish when he created the law.

Read More: Trump Tax Cuts Would Cost More Than Almost All Federal Agencies

In 2017, Congress passed the Tax Cuts and Jobs Act, which may be better known as the Trump tax cuts. Due to the way fiscal policy works in the United States, a large component of the bill was temporary. And starting in 2026, millions of households are due to see higher taxes if the bill isn't extended or a new one is passed. Regardless of who wins the presidency, dealing with this tax hike is going to be a key political issue. But what is the TCJA? What was the idea behind it? And what happens if it expires? On this episode of the podcast we speak to Kevin Brady, who was the architect of the bill as the former Chairman of the House Ways and Means Committee. We discuss both the economics and the politics of passing tax reform, and what Brady hoped to accomplish when he created the law. Read More: <a href="https://bloom.bg/4dyjrIU">Trump Tax Cuts Would Cost More Than Almost All Federal Agencies</a>

The Big Tax Hike Coming in Just Over a Year

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/08760687-32fe-4e0b-8eff-b1fd0117b7d8/transcript

Earlier this month, we got the surprising headline that the shuttered nuclear reactor at Three Mile Island will be restarted. Of course, Three Mile Island was the site of a famous disaster in 1979 — one of the incidents that contributed to the US pulling back on the construction of new nuclear plants. This particular reactor was shuttered in 2019, when the economics of it no longer made sense. So why the restart? And why is there generally more interest and excitement about nuclear than there has been in years? On this episode of the podcast, we speak with Jigar Shah, the head of the Loan Programs Office at the Department of Energy. We talk about the big drivers both in terms of policy and economic conditions that have created this renaissance.

Read More: 
Microsoft AI Needs So Much Power It's Tapping Site of US Nuclear Meltdown
Microsoft to Pay Hefty Price for Three Mile Island Clean Power

Only Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots

Earlier this month, we got the surprising headline that the shuttered nuclear reactor at Three Mile Island will be restarted. Of course, Three Mile Island was the site of a famous disaster in 1979 — one of the incidents that contributed to the US pulling back on the construction of new nuclear plants. This particular reactor was shuttered in 2019, when the economics of it no longer made sense. So why the restart? And why is there generally more interest and excitement about nuclear than there has been in years? On this episode of the podcast, we speak with Jigar Shah, the head of the Loan Programs Office at the Department of Energy. We talk about the big drivers both in terms of policy and economic conditions that have created this renaissance. Read More: <a href="https://bloom.bg/3TLiaXT">Microsoft AI Needs So Much Power It's Tapping Site of US Nuclear Meltdown</a> <a href="https://bloom.bg/3BmlTVI">Microsoft to Pay Hefty Price for Three Mile Island Clean Power</a> Only Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at <a href="https://www.bloomberg.com/subscriptions/oddlots?in_source=oddlotspodcast" data-destination="https://www.bloomberg.com/subscriptions/oddlots?in_source=oddlotspodcast">bloomberg.com/subscriptions/oddlots</a>

Jigar Shah on the Three Big Things Driving the Nuclear Energy Revival

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/23e79b11-0c2d-4e90-9675-b1f801183b33/transcript

Look out. Supply chains are back in the news. As soon as next week, workers at all of the ports on the US East Coast could go on strike, crippling trade across a range of industrial and agricultural parts of the economy. So what's at stake? What do the workers want? Is there any prospect of the US government heading it off? On this episode, we speak with Craig Fuller, the founder and CEO of FreightWaves, about what the labor dispute is all about and how it could possibly hammer the economy in the weeks leading up to the presidential election.

Read More: Port Employers Ask NLRB to Force Dockworkers to Bargaining Table

Only Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at bloomberg.com/subscriptions/oddlots

Look out. Supply chains are back in the news. As soon as next week, workers at all of the ports on the US East Coast could go on strike, crippling trade across a range of industrial and agricultural parts of the economy. So what's at stake? What do the workers want? Is there any prospect of the US government heading it off? On this episode, we speak with Craig Fuller, the founder and CEO of FreightWaves, about what the labor dispute is all about and how it could possibly hammer the economy in the weeks leading up to the presidential election.   Read More: <a href="https://bloom.bg/3N3m4Yy" data-destination="https://bloom.bg/3N3m4Yy">Port Employers Ask NLRB to Force Dockworkers to Bargaining Table</a>
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Only Bloomberg.com subscribers can get the Odd Lots newsletter in their inbox each week, plus unlimited access to the site and app. Subscribe at <a href="https://www.bloomberg.com/subscriptions/oddlots?in_source=oddlotspodcast" data-destination="https://www.bloomberg.com/subscriptions/oddlots?in_source=oddlotspodcast">bloomberg.com/subscriptions/oddlots</a>

Lots More on Potentially Massive East Coast Port Strikes

https://api.omny.fm/orgs/e73c998e-6e60-432f-8610-ae210140c5b1/clips/a092723a-4331-4c72-bbdc-b1f7017bd27e/transcript

Lots More on the Ongoing Mess That Is Intel

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