Oct 9, 2026 · 7 min

Tech selling rattles Intel as cities plan for AI-driven growth

Weekly Roundup: Intel Fell, Schneider Sank, Skyworks Solutions

The episode links immediate market reactions around major technology companies with the longer-term infrastructure choices shaping fast-growing cities.

3 key takeaways

1Intel fell amid broader technology selling and uncertainty surrounding its work with Elon Musk.
2Schneider Electric dropped after announcing its acquisition of PTC, while Skyworks traded unevenly after combining with Qorvo.
3Dubai illustrates how long-term planning, AI, and innovative infrastructure can help cities manage rapid urbanization.

Don't miss

The episode’s sharpest pivot is from weekly semiconductor and industrial stock moves to Dubai’s long-term blueprint for managing rapid urban growth.

The brief

Carol Massar and Katie Greifeld review a volatile week for technology stocks, with Intel under pressure as broader selling and uncertainty around its work with Elon Musk weigh on sentiment.

Schneider Electric fell after announcing its acquisition of PTC, while PTC surged; Skyworks also traded unevenly after its combination with Qorvo and reports of reduced Apple component orders.

The episode then shifts from near-term stock moves to a larger question: how can cities build infrastructure that keeps pace with rapid population growth and changing needs?

Jacob Greaves introduces a discussion featuring Rohit Kumar and Estefanía Tapias on AI-enabled urban systems, innovation, and Dubai’s long-term approach to managing expansion.

The through line is planning under uncertainty: investors reassess corporate combinations and technology exposure, while cities design systems meant to remain useful as conditions change.

What was said on this episode

7 statements · 3 positive · 3 negative · 1 neutral

Katie Greifeldon Intel CorporationNegative1:55
Intel fell 12% for the week, its worst weekly performance since July 2026.
“So this was among the biggest decliners in the group. So down 12%. It's its worst week since July 2026.”
Listen at 1:55
Katie Greifeldon TSMC impact on Intel growth catalystNegative2:25
TSMC is encouraging one of Intel’s major growth catalysts.
“Intel's biggest rival, TSMC, is encouraging one of the company's biggest growth catalysts.”
Listen at 2:25
Katie Greifeldon U.S. government Intel ownershipNeutral2:54
The U.S. government owns a position in Intel.
“the U.S. government has taken a position.”
Listen at 2:54
Katie Greifeldon SkyworksNegative3:32
Skyworks Solutions fell 10% for the week, its worst since November 2025.
“SWKS, the ticker down 10% on a weekly basis. Worst week since November of 2025.”
Listen at 3:32
Estefanía Tapiason AI in smart citiesPositive5:29
AI will accelerate and compress processes in smart-city systems.
“AI will allow in the smart city space to compress a lot of things. The speed will change.”
Listen at 5:29
Rohit Kumaron Dubai urban population growth responsePositive5:49
Dubai responded effectively to its sudden population increase.
“Dubai has learned a lot from a sudden increase in population, which doesn't happen everywhere in the world. And I think they reacted very well to it.”
Listen at 5:49
Rohit Kumaron Dubai urban planningPositive5:57
Dubai has a long-term urban planning vision.
“They have a long-term urban planning vision, which again doesn't happen everywhere in the world.”
Listen at 5:57

Statements are attributed to the speaker as said on the episode and reflect their view at the time, not PodLume's. They are not advice.

Books & mentions

Economy of Scale

Its smart-cities discussion extends the episode’s look at AI, infrastructure, and urban planning.