Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) 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. 

 

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each. 

 

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

 

Microsoft Earnings

• Microsoft Outperforms For Its Fiscal Q4 Showing Tech Resiliency
• CNBC Interview: https://www.cnbc.com/video/2020/07/22/moor-insights-strategy-president-says-microsoft-is-covid-proof.html

 

NVIDIA ARM

• What Could an NVIDIA Acquisition of ARM Mean for Semiconductors?
• Citation: https://www.barrons.com/articles/nvidia-softbank-arm-holdings-microprocessor-licensee-smartphones-51595450803?mod=hp_INTERESTS_technology&refsec=hp_INTERESTS_technology 

 

IBM Earnings

• IBM Kicks Off Tech Earnings With A Strong Q2 Result
• https://twitter.com/PatrickMoorhead/status/1285312636184334336?s=20 

 

Intel Earnings 

• Intel Deliver Strong Q2 But Leaves Some Questions For Investors
• CNBC Interview: https://twitter.com/cnbci/status/12866095710
• 21238273?s=12
• https://finance.yahoo.com/video/intels-q2-earnings-mean-chip-145704123.html
• https://twitter.com/PatrickMoorhead/status/1286403987038785537?s=20

 

IBM and Adobe Announcement

• IBM and Adobe Partner to Digitally Transform Regulated Industries

 

Dynamics and Power Platform Announcements at Inspire 

• Microsoft Seeks To “Inspire” With Back-To-Work Power Platform Updates 
• Microsoft Updates Dynamics 365 and Power Platform at Inspire

 

Alright...let’s get started.

 

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.