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 275: AI's Ripple Effect: The White House, Job Market, Chip Wars, and Corporate Strategy
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 tech news stories that made headlines this week. The handpicked topics for this week are: Analysis of the recent antitrust ruling regarding Google's search monopoly. Discussion on the impact of Generative AI on the competitive landscape. Examination of data sharing requirements and their implications. : Discussion on recent unemployment data released in the latest jobs report. Pat & Dan share skepticism about the accuracy of economic indicators. Analysis of interest rates and...
info_outline
The Six Five Pod | EP 274: Balancing Hype and Reality: The True Impact of AI on Tech Earnings
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: VMware Explore 2025 - Fly By (The Decode) Meta + Google $10B Cloud Deal (The Decode) Musk sues Apple & OpenAI for antitrust behavior (The Decode) Meta Superintelligence Lab Exodus (The Decode) Apple AI + Robotics Strategy (The Decode) Trump Tariff/Investment Updates (The Decode) U.S. Gov’t $9.9B Intel Investment (The Decode) India hit with 50% Tariffs Is...
info_outline
EP 273: Silicon Strategies: Government Stakes, AI Chips, and Market Volatility
The Six Five with Patrick Moorhead and Daniel Newman
On this episode of The Six Five Pod, hosts and discuss the tech news stories that made headlines this week. The handpicked topics for this week are: : Extensive coverage of Intel's recent developments. A debate on the U.S. government stake in Intel and its implications. : Discussion on China's progress in computer and chip manufacturing. Analysis of China's indigenous chip acceleration efforts. : Examination of current market conditions and Fed Chair Powell's comments. Insights on potential interest rate cuts and their economic impact. Tech Earnings...
info_outline
EP 272: The Great Tech Reshuffle: Insights on Cisco, NVIDIA, and Industry Shifts
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 tech news stories that made headlines this week, with special guest Jeetu Patel, President & Chief Product Officer, joining for Off the Record! The handpicked topics for this week are: AI and Technology Industry Updates: , , and , plus recent controversy with Apple's App Store. Economic Indicators and Market Analysis: Discussion of recent CPI (Consumer Price Index) and PPI (Producer Price Index) data, debate on the reliability and methodology of economic measurements. Observations...
info_outline
EP 271: Navigating AI's Future: GPT-5, Palantir, Lip-Bu Tan, & Industry Disruption
The Six Five with Patrick Moorhead and Daniel Newman
In this week's episode, hosts Daniel Newman and Patrick Moorhead dissect a whirlwind of tech news! From Palantir, Lip-Bu, Trump, and tariffs to the latest in GPT-5, they break down the key announcements and market shifts that are shaping the industry: Tech Industry News and Analysis: Rumors about release and its potential impact. : Trump's call for Intel CEO Lip-Bu Tan’s removal. Analysis of Intel's missed opportunities in the US chip manufacturing push. : Discussion of Palantir's market valuation and performance. Analysis of the company's government...
info_outline
The Six Five Pod | EP 270: Silicon Strategies: Intel's 14A Gambit and the Future of Chip Manufacturing
The Six Five with Patrick Moorhead and Daniel Newman
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman dive into the latest tech news and earnings reports. They discuss Intel's foundry strategy, NVIDIA's chip sales to China, and recent earnings from major tech companies like Amazon, Microsoft, Meta, and Apple. Get their analysis of market trends, geopolitical factors affecting the tech sector, and the competitive landscape among industry giants. This week’s handpicked topics include: Discussion of the EU's 40 billion Euro AI chip purchase agreement with the U.S.: A quick analysis of the practicality...
info_outline
EP 269: From D.C. to Silicon Valley: Navigating the AI Revolution
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: Trump aims to get rid of AI regulations in a push to win the AI race (The Decode) Pat speaks on Winning the AI Race Event and “Trump’s AI Roadmap” (The Decode) Pat on Yahoo Finance breaking the event down US and EU clinch trade deal to avert prohibitive US tariffs, Trump says (The Decode) https://x.com/PatrickMoorhead/status/1949535107288801287 US, China hold new talks on...
info_outline
The Six Five Pod | EP 268: The Fed, Inflation, and AI: Decoding Market Signals
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: NVIDIA & AMD get greenlight to sell & ship chips to China (The Decode) National-Security Concerns Tie Up Trump’s U.A.E. Chips Deal (The Decode) DoD $200M Investment In AI Companies + Grok in the Pentagon + xAI (The Decode) Trump Touts Billions in Investments to Create AI Hub in Pennsylvania Pentagon to start using Grok as part of a $200 million contract with Elon Musk's xAI...
info_outline
EP 267: Get the Decode on Grok 4, Galaxy Folds, AI Ethics, and Frothy Markets
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: X and xAI News Apple/META/OpenAI Talent War & Exits Samsung Galaxy Unpacked Groq EU Data Center Capgemini $3.3B WNS Acquisition (duplicate, but good for emphasis if you want!) Tredence Agentic AI Playbook Apple Perplexity Deal Microsoft & Replit “Vibe Coding” The Flip – NVIDIA Dominance Bulls & Bears – Futurum Equities AI 15 Bulls &...
info_outline
EP 266: Tech Giants' Chess Moves - From Meta's Hiring Flex to Oracle's Cloud Surge
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: Amazon’s 1 million robot milestone AI job losses and economic impacts Intel Foundry Updates Tesla robotaxis: Game-changing or overhyped? "Big Beautiful Bill" and economic growth Oracle's $30 billion cloud deal Robinhood and SoFi fintech success HPE-Juniper acquisition
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.