The following video is from today's MarketFoolery podcast, in which host Chris Hill, along with Jim Gillies and Joe Magyer, discuss the latest business news. Shares of Intel finished up 3% after better-than-expected earnings. The leading chipmaker also cut guidance for the year, leading some to wonder what the ripple effect would be for competitor Advanced Micro Devices. In this segment the guys analyze the challenge Intel and AMD face in the mobile space and discuss the ripple effect for PC makers like Hewlett-Packard, Dell, and Microsoft.

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Chris Hill owns shares of Microsoft. The Motley Fool owns shares of Intel and Microsoft. Motley Fool newsletter services have recommended buying shares of Microsoft and Intel and creating a bull call spread position in Microsoft. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. Try any of our Foolish newsletter services free for 30 days. The Motley Fool has a disclosure policy.