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 include:

 

1. Intel's Resurgence and Nvidia Partnership: Discussion of Intel's 30% stock gain following the announcement of their partnership with Nvidia. Analysis of the strategic implications for both companies.

 

1. Oracle, Silver Lake, and TikTok: The potential of a deal involving TikTok, Oracle, and Silver Lake. A discussion analyzing the data management and algorithm concerns.

 

1. Microsoft and Nvidia's UK Investment: $40 billion investment announcement in the UK’s AI infrastructure & how this will impact the UK's position in global AI development.

 

1. Groq's Funding Round: Grok raises $750 million at a higher valuation & a brief overview of Groq's technology and market position.

 

1. IonQ's Market Performance: IonQ's stock price surged to nearly $70. The hosts discuss recent acquisitions and partnerships.

 

1. Meta's New VR/AR Glasses: Reactions to Meta's sleek new VR/XR glasses & a debate on the product’s potential impact on mainstream AR/VR adoption.

 

1. Federal Reserve's Interest Rate Decision: Analysis of the Fed's recent interest rate decision & a discussion on the potential economic impacts.

 

1. Elon Musk's Tesla Stock Purchase: Musk's billion-dollar purchase of Tesla stock & its impact on Tesla's stock price and market sentiment.

 

1. Google's $3 Trillion Valuation: Google reaches $3 trillion market cap – a look at their market position and where Google's AI capabilities come into play.

 

For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.