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Amazon reported higher capital spending than expected, while its e-commerce revenue slowed ahead of a potentially lukewarm holiday sales season. Intel's revenue forecast missed estimates, hurt by sputtering demand for PC processors and supply-chain problems with its lucrative data center companies.

On today's episode:

  • Anurag Rana, Bloomberg Intelligence Senior Tech Analyst
  • Jake Silverman, Bloomberg Intelligence Semiconductor Analyst
  • Kunjan Sobhani, Bloomberg Intelligence Senior Semiconductor Analyst
  • Liz Ann Sonders, Schwab Chief Investment Strategist
  • Mike Townsend, Schwab Managing Director of Legislative & Regulatory Affairs

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