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 265: Will AI Take Your Job? Plus Intel’s Quiet Transformation & AMD’s Opportunity in the AI Chip Race
The Six Five with Patrick Moorhead and Daniel Newman
Could AI make your job obsolete? Episode 265 of the Six Five Podcast tackles this question and other hot topics. Patrick Moorhead and Daniel Newman explore Amazon's AI-driven hiring slowdown and the potential impact on white-collar jobs. From HPE Discover highlights to OpenAI's legal battles with Microsoft, and a debate over the ethics of AI companies using copyrighted data for training, the boys are back with insightful commentary on the rapidly evolving tech landscape. This week’s handpicked topics include: Intro: Recent events, including HPE Discover and the Six Five Summit ...
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EP 264: Breaking Up and Making Up: Feuds, Forecasts & Foundries
The Six Five with Patrick Moorhead and Daniel Newman
The girls are fighting! From Microsoft's reorganization signaling the potential end of SaaS, the (un)surprising public feud between Elon Musk and Donald Trump, and Broadcom's impressive AI chip performance, Pat and Dan cover it all! The handpicked topics for this week are: : Discussion of Microsoft's reorganization and its implications for SaaS. Analysis of the . and its impact on AI infrastructure. : Overview of current market trends, including S&P 500 reaching 6,000. Examination of Tesla stock fluctuations. Analysis of Broadcom and HPE earnings reports. :...
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EP 263: NVIDIA’s Big Week, The iPhone Made in America Debate, and the China Chip Crunch
The Six Five with Patrick Moorhead and Daniel Newman
It’s NVIDIA Week! On Episode 263 of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman share a lively dialogue on the week's most compelling tech news and earnings reports. From new US chip software restrictions on China, and Salesforce's strategic acquisition of Informatica, to the latest tech earnings reports. This episode heats up! This week’s handpicked topics include: : Breakdown of NVIDIA's strong quarterly performance despite trade restrictions with China. Key highlights for growth in the gaming, automotive, and networking segments. : Discussion of Pure...
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EP 262: AI Acceleration: Cisco's Jeetu Patel on Transforming Enterprise Tech
The Six Five with Patrick Moorhead and Daniel Newman
In this episode, and sit down with , President and Chief Product Officer at , to explore the transformative impact of AI on technology and business. Jeetu shares insights into Cisco's strategic focus on infrastructure, security, and partnerships to drive AI innovation. The handpicked topics for this week are: : Discussion on the seismic shift in technology driven by AI with special guest: Cisco’s Jeetu Patel. Cisco's role in providing low-latency connectivity and reducing GPU idle time. Strategic investments and partnerships for networking and security infrastructure. ...
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EP 261: AI's Global Surge: From Middle East Deals to Data Center Disruption
The Six Five with Patrick Moorhead and Daniel Newman
Join your favorite hosts, Patrick Moorhead and Daniel Newman, as they unpack the week's most significant tech headlines. From surprising developments in the Middle East to groundbreaking announcements in data center technology and the electrifying buzz around AI, they leave no stone unturned. The handpicked topics for this week are: : Major tech companies' involvement with Gulf countries and the significance of Western technology expansion in the region, including economic commitments and data center projects in Saudi Arabia and the UAE. : Qualcomm's unexpected announcement...
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EP 260: The AI Chip Race and the Trade Deal Gamble: Analyzing AMD, ARM
The Six Five with Patrick Moorhead and Daniel Newman
This week on The Six Five Podcast, and are back from their travels and diving headfirst into the whirlwind of tech news! From big tech earnings and deepening trade tensions to the evolution of enterprise AI, SaaS disruption, and the shifting role of software agents, the duo breaks down what’s driving transformation across the tech landscape. The handpicked topics for this week are: : Discussion of the first trade deal between the UK and US. Analysis of tariff reductions and remaining trade barriers, and the implications for tech companies and services taxes. : @AMD's...
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EP 259: Tech Titans Under Scrutiny: Antitrust, AI, and Global Competition
The Six Five with Patrick Moorhead and Daniel Newman
Tough times for tech as Apple AND Google face legal woes. This week on The Six Five Pod, Patrick Moorhead and Daniel Newman dissect the major developments shaping the tech landscape: From the DOJ's challenge to Google Chrome’s search dominance and Apple's legal battles over its app store policies. Get the expert breakdown on the implications for consumers and the future of these tech behemoths. The handpicked topics for this week are: : Discussion on Google's predicament with the DOJ's demand to sell Chrome, plus the examination of antitrust implications and the potential impact on...
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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...
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.