EP 272: The Great Tech Reshuffle: Insights on Cisco, NVIDIA, and Industry Shifts
The Six Five with Patrick Moorhead and Daniel Newman
Release Date: 08/18/2025
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...
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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...
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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...
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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...
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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...
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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...
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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...
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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...
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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 &...
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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_outlineOn 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:
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AI and Technology Industry Updates: NVIDIA, Intel, and ChatGPT-5, plus Elon Musk's recent controversy with Apple's App Store.
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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 on inflation trends and their impact on various sectors.
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Cisco President and Chief Product Officer Jeetu Patel Goes “Off the Record”: Jeetu Patel discusses Cisco's strong Q4 performance, with product orders up 7% and over $800 million in AI Infrastructure business. He highlights that AI is driving a fundamental shift in networking and that Cisco's in-house Silicon One and security integration are key structural advantages.
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Company Earnings and Performance Reviews: Analysis of CoreWeave's financial results and business model. Cisco's continued strength, particularly in AI-related revenues. Examination of Coherent's recent spin-off and market reaction. Lenovo's quarterly results highlight its PC market share and challenges in the data center segment. Applied Materials' earnings and the impact of China-related guidance.
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Industry Trends and Strategic Moves: Intel's potential government investment and revised foundry strategy. The importance of traditional enterprise IT in the AI era. Implications of U.S. government actions on chip sales to China.
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