Intel investors have been looking for signs of life with its foundry business – a couple billion dollars in deals and its new independent subsidiary status might help.

Tim Beyers and Dylan Lewis discuss:- Intel’s three focuses for turning it around: its Foundry business, AI strategy, and cost structure.- The real reason Amazon might be pushing workers to return to office five days a week, and why Andy Jassy is looking to reduce bureaucracy.- Microsoft’s new buyback authorization and dividend hike and it marches on the path to being a Dividend Aristocrat.