Ep. 248: We are Live! Talking Qualcomm, Arm, AMD, Amazon, Alphabet, IBM, Coherent
The Six Five with Patrick Moorhead and Daniel Newman
Release Date: 02/07/2025
EP 258: From Intel's Altera Sale to HPE's Elliot Shake-up: Tech's Turbulent Week
The Six Five with Patrick Moorhead and Daniel Newman
Buckle up! The Six Five Podcast is back, and Patrick Moorhead and Daniel Newman are diving headfirst into the week's tech news, from the latest AI showdowns to the escalating US-China trade war. Get ready for an action-packed breakdown! The handpicked topics for this week are: : Analysis on the recent tariff changes and exemptions, highlighting the extreme volatility in trade policy and its immediate repercussions. : The podcast covers Intel's decision to sell a majority stake in its Altera FPGA business to Silver Lake. This segment focuses on the implications of this move and the...
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EP 257: Google Cloud Next, Tariff Tango, and the Market Whipsaw
The Six Five with Patrick Moorhead and Daniel Newman
"Is this Armageddon or just another Monday morning?" That's the question on everyone's mind as the tech world grapples with a whirlwind of AI hype, market volatility, and geopolitical maneuvering. Patrick Moorhead and Daniel Newman deliver their unfiltered perspectives on what's really happening. This week, they explore a handpicked selection of topics that go straight to the heart of the matter, including: : A look at Google Cloud's announcements from Next 2025, and the company's efforts to differentiate itself through solutions like the Ironwood platform and its approach to enabling...
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EP 256: Wall Street Meltdowns, Intel Vision, Tech Rumors & the AI Energy Challenge
The Six Five with Patrick Moorhead and Daniel Newman
Is this the end, or just the beginning of a new chapter? This week on The Six Five, hosts Patrick Moorhead and Daniel Newman discuss the turbulent waters of a market reeling from trade war escalations and looming recession fears. But amidst the chaos, a long-term narrative emerges: the unstoppable force of AI. The handpicked topics for this week are: : A breakdown of Microsoft's latest consumer-focused Copilot features and their potential impact on user adoption and competition with other AI assistants. : An overview of Qualcomm's acquisitions and strategies to build out...
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EP 255: From Intel to Innovation: Pat Gelsinger's New Ventures
The Six Five with Patrick Moorhead and Daniel Newman
From OpenAI’s $300 Billion Valuation to shake-ups at Intel and more, hosts Patrick Moorhead and Daniel Newman dive into the week's biggest tech stories with a very special guest: Pat Gelsinger. Get ready for insights and unfiltered perspectives you won't hear anywhere else. The handpicked topics for this week are: From the latest from OpenAI, Microsoft, and Google, we break down the key AI announcements and what they mean for the future of the industry. : Is OpenAI's $300 billion valuation justified? We go head-to-head on this hot topic, exploring the factors driving investor...
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EP 254: Unpacking GTC: Nvidia's AI Dominance and the Hyperscaler Challenge
The Six Five with Patrick Moorhead and Daniel Newman
Hosts Patrick Moorhead and Daniel Newman are back on Episode 254 of The Six Five Pod. They discuss the tech news stories that made headlines this week, with key takeaways from the NVIDIA GTC conference, macroeconomic signals in big tech, and more. The handpicked topics for this week include: NVIDIA's GTC 2025: Taking AI beyond the hype, Jensen Huang's vision for enterprise AI is promising. The rapidly expanding hardware pipeline is setting the stage for a dramatic market shift. But can these companies deliver? AI Chip Showdown: NVIDIA's dominance isn't going unchallenged....
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Ep. 253: Navigating Market Volatility: Tech Moves and Looming Tariffs
The Six Five with Patrick Moorhead and Daniel Newman
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week’s handpicked topics include: ServiceNow's major acquisition of Moveworks Intel's new CEO: Lip-Bu Tan takes charge TSMC's rumored joint venture in the U.S. Oracle's earnings miss amid the recent “market meltdown” Adobe's record revenue but cautious guidance AI trade and recession risks Watch the full episode and be sure to so you never miss an episode.
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Ep. 252: We are Live! Talking MWC, Salesforce, Broadcom, Marvell, HPE, Tariffs & Tech
The Six Five with Patrick Moorhead and Daniel Newman
Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking: MWC Wrap-Up Salesforce Agentforce 2dx ...
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Ep. 250: We are Live! Talking Lenovo, Intel & TSMC & Broadcom, Groq, HP, Apple, Microsoft
The Six Five with Patrick Moorhead and Daniel Newman
Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking: TSMC & Broadcom Eye Control Of Intel? Lenovo...
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Ep. 249: Talking Cisco, DOGE, Lattice Semi, OpenAI, CAPEX Spending, Intel, JD Vance & AI
The Six Five with Patrick Moorhead and Daniel Newman
Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking: Cisco Gets AI Lift, All-In On DPUs DOGE & Tech...
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Ep. 248: We are Live! Talking Qualcomm, Arm, AMD, Amazon, Alphabet, IBM, Coherent
The Six Five with Patrick Moorhead and Daniel Newman
Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking: Qualcomm Q1FY25 Earnings Arm Q3FY25 Earnings ...
info_outlineLeading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.
Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:
Qualcomm Q1FY25 Earnings
https://x.com/PatrickMoorhead/status/1887253686423863659
https://x.com/danielnewmanUV/status/1886838173063585999
https://x.com/danielnewmanUV/status/1887256254361575534
https://www.qualcomm.com/news/releases/2025/02/qualcomm-announces-first-quarter-fiscal-2025-results
Arm Q3FY25 Earnings
https://x.com/PatrickMoorhead/status/1887253686423863659
https://x.com/danielnewmanUV/status/1886838173063585999
https://x.com/danielnewmanUV/status/1887254976025727414
https://newsroom.arm.com/news/arm-q3-fye25-results
https://www.investopedia.com/arm-holdings-earnings-q3-fy-2025-8785973
AMD Q4FY24 Earnings
https://x.com/PatrickMoorhead/status/1886895779757088888
https://x.com/PatrickMoorhead/status/1886912623423230369
https://x.com/danielnewmanUV/status/1886838173063585999
https://x.com/danielnewmanUV/status/1886892031294796102
https://x.com/danielnewmanUV/status/1886884498421268609
https://x.com/danielnewmanUV/status/1887116522285359533
https://www.cnbc.com/2025/02/04/amd-earnings-report-q4-2024.html
Amazon Q4FY24 Earnings
https://x.com/danielnewmanUV/status/1887609783471226935
https://x.com/danielnewmanUV/status/1887608976373915721
https://x.com/danielnewmanUV/status/1887615023725306222
Alphabet Q4FY24 Earnings
https://x.com/PatrickMoorhead/status/1886889370315317435
https://x.com/PatrickMoorhead/status/1887113807580828016
https://x.com/danielnewmanUV/status/1886839409112191189
https://x.com/danielnewmanUV/status/1886838173063585999
https://x.com/danielnewmanUV/status/1886884498421268609
IBM Investor Day
https://x.com/danielnewmanUV/status/1886840970630873567
https://x.com/danielnewmanUV/status/1886841336592003541
https://x.com/danielnewmanUV/status/1886841702801187143
https://x.com/danielnewmanUV/status/1886842675468378178
https://x.com/danielnewmanUV/status/1886843221264707710
https://x.com/danielnewmanUV/status/1886844259132751968
https://x.com/danielnewmanUV/status/1886845332903866666
https://x.com/danielnewmanUV/status/1886846140424790053
https://x.com/danielnewmanUV/status/1886847808512167976
https://x.com/danielnewmanUV/status/1886850412361490904
https://x.com/danielnewmanUV/status/1886852003021668458
https://x.com/danielnewmanUV/status/1886840111746187533
https://x.com/danielnewmanUV/status/1886840111746187533
Coherent Q2FY25 Earnings
https://www.coherent.com/news/press-releases/second-quarter-fiscal-year-2025-results
https://finance.yahoo.com/news/coherent-corp-cohr-q2-2025-071533486.html
https://www.valuethemarkets.com/analysis/coherent-corps-earnings-surge-exceeds-expectations
Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.