Intel CEO Change, Economic Impact of Trump Deportations: Catalysts

Seana Smith and Madison Mills take a look at the trading day’s top stories with leading experts in today’s episode of Catalysts.

Following the announcement that Intel (INTC) CEO Pat Gelsinger has retired, Futurum Group research director for semiconductors, electric vehicles and automobiles Olivier Blanchard shares his opinion on the executive’s sudden departure.

Manufacturing activity contracted less than expected in November, according to the Institute for Supply Management’s Purchasing Managers’ Index. Tim Fiore, chair of the ISM Manufacturing Business Survey Committee, breaks down the pressure.

PwC partner Andrew Alperstein examines the trends emerging in the commercial real estate market as it enters a “much more bullish 2025.”

Hamilton Project Director and Brookings Institution Senior Fellow in Economic Studies Wendy Edelberg outlines the expected impact on the economy and workforce of President-elect Donald Trump’s proposed mass deportations.

Shares of semiconductor tool makers including Lam Research (LRCX), KLA Corporation (KLAC) and Applied Materials (AMAT) are in focus amid concerns about U.S. export regulations. Electric vehicle makers Tesla (TSLA) and BYD (1211.HK, BYDDY) are offering additional discounts and incentives in the Chinese market to boost year-end sales.

For more expert insights and analysis on the latest market activity, click here.

This post was written by Naomi Buchanan.