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)

https://x.com/danielnewmanUV/status/1960376180127011283

https://x.com/danielnewmanUV/status/1960383797842600155

https://x.com/danielnewmanUV/status/1960383687196860601

https://x.com/danielnewmanUV/status/1960408530198126731

Meta + Google $10B Cloud Deal (The Decode)

 

https://www.techtarget.com/searchenterpriseai/news/366630037/How-Metas-10B-cloud-deal-with-Google-helps-it-scale-AI 

Musk sues Apple & OpenAI for antitrust behavior (The Decode)

https://www.bloomberg.com/news/videos/2025-08-25/bloomberg-tech-8-25-2025-video 

Meta Superintelligence Lab Exodus (The Decode)

https://www.wired.com/story/researchers-leave-meta-superintelligence-labs-openai/ 

Apple AI + Robotics Strategy (The Decode)

https://x.com/danielnewmanUV/status/1959793966054072516

https://x.com/danielnewmanUV/status/1960413825209131366

https://x.com/danielnewmanUV/status/1960413625216328059

https://x.com/danielnewmanUV/status/1960437517414764812

https://x.com/danielnewmanUV/status/1960496235355455849

Trump Tariff/Investment Updates (The Decode)

U.S. Gov’t $9.9B Intel Investment (The Decode)

https://x.com/PatrickMoorhead/status/1959975116273807796

https://x.com/danielnewmanUV/status/1960001853300605381

India hit with 50% Tariffs

https://x.com/PatrickMoorhead/status/1960678399086878841

https://x.com/PatrickMoorhead/status/1960678395962122407

Is Enterprise AI a “Bubble of Expectations” or the Start of Something Bigger?  (The Flip)

https://techstrong.ai/articles/openais-altman-warns-of-ai-bubble-while-defending-its-historic-importance/ 

Fed Chairman Powell’s hint at upcoming rate cuts creates optimism for investors but tech-heavy Nasdaq lags behind S&P 500 (Bulls and Bears)

https://www.schwab.com/learn/story/weekly-traders-outlook 

Trump Removes Fed Governor Lisa Cook (Bulls and Bears)

https://www.cnbc.com/2025/08/26/trump-fed-cook-respond-court.html

NVIDIA Q2 Earnings + Blackwell GPU Upgrade (Bulls and Bears)

https://x.com/YahooFinance/status/1961160887265312923 

https://x.com/danielnewmanUV/status/1960012616358629739

https://x.com/danielnewmanUV/status/1960478545291174235

https://x.com/danielnewmanUV/status/1960689856020939166

https://x.com/danielnewmanUV/status/1960699136790949991

https://x.com/PatrickMoorhead/status/1960808541721387388

https://x.com/PatrickMoorhead/status/1960814476967703014

https://x.com/danielnewmanUV/status/1960796280851993042

https://x.com/danielnewmanUV/status/1960806211525263448

https://x.com/danielnewmanUV/status/1960813452529680455

https://x.com/danielnewmanUV/status/1960802234679103882

https://x.com/danielnewmanUV/status/1960803494715384304

https://x.com/danielnewmanUV/status/1960804557912727996

https://x.com/danielnewmanUV/status/1960792380631568880

Dell Earnings (Bulls and Bears)

https://www.barrons.com/articles/dell-technologies-earnings-stock-price-a32f36e5

https://www.wsj.com/business/earnings/dell-technologies-raises-full-year-outlook-third-quarter-view-is-mixed-0c054f8d 

Pure Storage Earnings (Bulls and Bears)

https://www.cnbc.com/2025/08/28/pure-storage-stock-soars-to-record-meta-deal-bolsters-results-outlook.html

https://x.com/danielnewmanUV/status/1961086131119731156

MondoDB Stock soars on Atlas Cloud’s AI Tailwind & Okta Stock Gains (Bulls and Bears)

https://finance.yahoo.com/news/live/earnings-live-mongodb-stock-soars-on-ai-tailwind-kohls-surges-okta-gains-122659750.html 

Marvell Earnings (Bulls and Bears)

https://www.reuters.com/business/marvell-sinks-weak-data-center-outlook-stokes-custom-ai-chip-worries-2025-08-29/

https://www.investors.com/news/technology/marvell-stock-mrvl-fiscal-q2-2026/

HP Earnings (Bulls and Bears)

https://finance.yahoo.com/video/hp-earnings-legacy-tech-names-142151026.html

https://x.com/PatrickMoorhead/status/1959932080160231572