Intel desperate to get 14A foundry customer, says Susquehanna's Chris Rolland

Let's get more on the potential investment uh in Intel and AI Alibaba with Sesuana's Chris Roland. Chris, great to have you with us on a day when there's just so much chip related news in the air. Um I first want to get your take on on this Bloomberg report that Intel has approached Apple for some sort of an investment.Um the stock was up curiously during the session. Um outsized gains relative to peers. What do you make of this report.>> Yeah, I think it does make sense on the surface. Uh, you know, our ou ...