Intel CEO change, economic impact of Trump deportations: Catalysts

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

Following the announcement that Intel (INTC) CEO Pat Gelsinger has retired, the Futurum Group research director for semiconductors, EVs, and autos, Olivier Blanchard, shares his take on the executive's sudden departure.

Manufacturing activity shrank less than expected in November, according to the Institute for Supply Management's manufacturing purchasing managers' index. ISM Manufacturing Business Survey Committee chair Tim Fiore breaks down the print.

PwC Partner Andrew Alperstein examines trends emerging in the commercial real estate market ahead of the start of "a much more bullish 2025."

The Hamilton Project director and Brookings Institution senior fellow in economic studies, Wendy Edelberg, outlines the expected economic and labor force impacts of President-elect Donald Trump's proposed mass deportations.

Semiconductor toolmaker stocks, including Lam Research (LRCX), KLA Corporation (KLAC), and Applied Materials (AMAT), are in focus amid concerns about US export rules. EV makers Tesla (TSLA) and BYD (1211.HK, BYDDY) are offering additional discounts and incentives in the China market to boost year-end sales.

To watch more expert insights and analysis on the latest market action, check out more Catalysts here.

This post was written by Naomi Buchanan.