Warsh Drops a Hawkish Bomb, Cramer Goes All-In on Intel, and RTX Is the Quiet Winner Nobody's Talking About
Kevin Warsh's first FOMC presser rattled markets, but underneath the noise, INTC and RTX are quietly building serious momentum
Ticker Ratings
Let's set the scene: Kevin Warsh walks into his first Fed press conference, delivers a 131-word statement (down from 341), drops forward guidance entirely, and casually mentions that 9 of 18 FOMC members want a rate hike. The 2-year Treasury spiked 16 basis points to 4.20%, the S&P slid 1.2%, and the Dow shed over 500 points. Cool first day, Kevin.
While macro Twitter melted down, YouTube finance channels found two actionable names. Jim Cramer called $INTC his top new pick on CNBC, citing rising CPU demand from agentic AI — potentially 4 CPUs per GPU — and a genuine foundry turnaround under CEO Lip-Bu Tan. Meanwhile, Seeking Alpha flagged $RTX with a Citi 30-day upside catalyst watch, a $226 price target implying 21% upside, and an A+ quant profitability grade ahead of Q2 earnings.
The Fed just made macro investing harder — but stock picking just got a whole lot more interesting.