Buckle up! The Six Five Podcast is back, and Patrick Moorhead and Daniel Newman are diving headfirst into the week's tech news, from the latest AI showdowns to the escalating US-China trade war. Get ready for an action-packed breakdown! The handpicked topics for this week are:

1. Tariff and Trade Policy Whipsaw: Analysis on the recent tariff changes and exemptions, highlighting the extreme volatility in trade policy and its immediate repercussions.

2. Intel's Strategic Moves: The podcast covers Intel's decision to sell a majority stake in its Altera FPGA business to Silver Lake. This segment focuses on the implications of this move and the potential impact on Intel's future competitiveness in the AI and data center markets.

3. HPE and Activist Investor Involvement: Talking Elliott Management's stake in HPE and the potential influence of this activist investor on the company's strategy. Plus, a comparison of HPE's performance against key competitors like Dell and Cisco gives context for understanding the investor's motivations.

4. China and Advanced Chip Sales Debate: Pat and Dan engage in a simulated debate about the complexities of selling advanced chips to China. They weigh the potential economic benefits against the inherent national security risks, considering China's growing technological capabilities and long-term development strategies.

5. Market Volatility and Banking Sector Performance: The podcast analyzes how the current policy volatility is impacting bank trading revenues. It also discusses broader market trends, including the delays in IPOs and overall M&A activity, within the context of the current economic climate.

6. Predictions on Future Trade Deals: The hosts speculate on the likelihood and timing of potential upcoming trade agreements. They also discuss the increasing urgency for new deals to provide stability amid the current market conditions and to mitigate the potential for further economic disruption.

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

"Is this Armageddon or just another Monday morning?" That's the question on everyone's mind as the tech world grapples with a whirlwind of AI hype, market volatility, and geopolitical maneuvering. Patrick Moorhead and Daniel Newman deliver their unfiltered perspectives on what's really happening. This week, they explore a handpicked selection of topics that go straight to the heart of the matter, including:

 

1. Google Cloud Next & Enterprise AI: A look at Google Cloud's announcements from Next 2025, and the company's efforts to differentiate itself through solutions like the Ironwood platform and its approach to enabling enterprise AI adoption.

 

1. Apple's Challenges with Tariffs: Analysis of Apple's vulnerability to US-China trade tensions and manufacturing relocation difficulties.

 

1. A Market in Turmoil: The conversation delves into the recent market downturn, exploring the complex interplay of trade wars, economic uncertainty, and investor sentiment.

 

1. The Tariff Tango: Is Trump's tariff strategy a 4D chess masterclass or a dangerous game of roulette? The hosts debate the potential consequences for the US economy and its global trading relationships.

 

1. Big Tech's Balancing Act: Amidst the chaos, the long-term outlook for tech giants like the MAG7 is examined, considering their resilience, growth potential, and ability to capitalize on AI-driven efficiencies.

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.

 

Is this the end, or just the beginning of a new chapter? This week on The Six Five, hosts Patrick Moorhead and Daniel Newman discuss the turbulent waters of a market reeling from trade war escalations and looming recession fears. But amidst the chaos, a long-term narrative emerges: the unstoppable force of AI. The handpicked topics for this week are:

 

1. Microsoft Copilot Consumer Announcements: A breakdown of Microsoft's latest consumer-focused Copilot features and their potential impact on user adoption and competition with other AI assistants.

 

1. Qualcomm's IoT Expansion: An overview of Qualcomm's acquisitions and strategies to build out its presence in the industrial IoT and edge computing sectors, focusing on the growing importance of edge data for AI.

 

1. Intel Vision Event Recap: A discussion of Intel's Vision event, with a focus on new CEO Lip-Bu Tan's messaging and the company's strategy for competing in the AI-driven future.

 

1. TSMC and Intel Partnership Rumors: A debate on the potential partnership between TSMC and Intel and an exploration of pros and cons for Intel and national security implications.

 

1. Bulls and Bears: Market Volatility:An analysis of the current market downturn, the factors driving investor uncertainty, and the long-term outlook for major tech companies amid this volatility.

 

1. AI's Power Consumption Problem and Solutions: An off-the-record discussion about the increasing energy demands of AI and the potential solutions being explored to address this challenge.

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.

 

From OpenAI’s $300 Billion Valuation to shake-ups at Intel and more, hosts Patrick Moorhead and Daniel Newman dive into the week's biggest tech stories with a very special guest: Pat Gelsinger. Get ready for insights and unfiltered perspectives you won't hear anywhere else. The handpicked topics for this week are:

 

1. AI Model Mania: From the latest from OpenAI, Microsoft, and Google, we break down the key AI announcements and what they mean for the future of the industry.

2. The OpenAI Valuation Debate: Is OpenAI's $300 billion valuation justified? We go head-to-head on this hot topic, exploring the factors driving investor enthusiasm and potential risks.

3. Pat Gelsinger's Next Chapter: We sit down with Pat Gelsinger to discuss his new roles as Executive Chairman of Gloo and General Partner at Playground Global, delving into his passion for deep tech innovation and the future of faith-based technology.

4. Semiconductor Sovereignty: Pat Gelsinger shares his views on the critical importance of US semiconductor manufacturing and the ongoing efforts to strengthen domestic supply chains.

5. Powering the AI Revolution: The increasing power demands of AI, and the crucial need for more efficient computing architectures to sustain future growth.

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

 

Hosts Patrick Moorhead and Daniel Newman are back on Episode 254 of The Six Five Pod. They discuss the tech news stories that made headlines this week, with key takeaways from the NVIDIA GTC conference, macroeconomic signals in big tech, and more. The handpicked topics for this week include:

 

1. NVIDIA's GTC 2025: Taking AI beyond the hype, Jensen Huang's vision for enterprise AI is promising. The rapidly expanding hardware pipeline is setting the stage for a dramatic market shift. But can these companies deliver?

2. AI Chip Showdown: NVIDIA's dominance isn't going unchallenged. Hyperscalers are building their own chips, sparking a debate on whether the AI chip landscape is about to get a lot more competitive.

3. Google's Wiz Deal: Risk vs. Reward? A $32 billion gamble raises crucial questions. Will regulators allow it? And does this move signal a new era of tech M&A, or is it a regulatory minefield?

4. MAG7 in the Hot Seat: Market uncertainty is hitting the tech giants hard, MAG7 are looking a little less shiny ✨Is the time to buy NOW? Or is this just the beginning of a larger correction?

5. SoftBank's AI Play: The Ampere acquisition hints at a strategic power move. Is SoftBank building an AI empire, and what does it mean for the future of data center tech?

Watch the full episode and be sure to subscribe to The Six Five Pod so you never miss an episode.

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:

 

ServiceNow's major acquisition of Moveworks https://www.reuters.com/technology/servicenow-buy-ai-firm-moveworks-29-billion-tap-new-customers-2025-03-10/ 

Intel's new CEO: Lip-Bu Tan takes charge https://x.com/danielnewmanUV/status/1899153069470011865 https://x.com/PatrickMoorhead/status/1900229243524833302 https://www.linkedin.com/posts/daniellouisnewman_intel-ceo-activity-7305692820848136193-xUr-?utm_source=share&utm_medium=member_desktop&rcm=ACoAAA84rLgBlQEgE9kmL8ASHTy8Nkn-OcyGjwc https://x.com/YahooFinance/status/1899934659716202665 https://finance.yahoo.com/video/intel-ceo-brings-stability-investors-133356850.html 

TSMC's rumored joint venture in the U.S. 

https://www.reuters.com/technology/tsmc-pitched-intel-foundry-jv-nvidia-amd-broadcom-sources-say-2025-03-12/

Oracle's earnings miss amid the recent “market meltdown” https://www.cnbc.com/video/2025/03/10/oracle-misses-on-quarterly-results-raises-dividend-by-25-percent.html 

Adobe's record revenue but cautious guidance 

https://finance.yahoo.com/news/adobe-stock-tumbles-despite-record-120849371.html

AI trade and recession risks

https://x.com/danielnewmanUV/status/1900288442795479151 https://x.com/PatrickMoorhead/status/1898127308332187715

 

Watch the full episode and be sure to subscribe to The Six Five Pod so you never miss an episode.

Leading 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:

 

MWC Wrap-Up

https://x.com/PatrickMoorhead/status/1897644077958725984

https://x.com/PatrickMoorhead/status/1896980302494621856

https://x.com/PatrickMoorhead/status/1897271496063537479

https://x.com/PatrickMoorhead/status/1897260017260118242

https://x.com/PatrickMoorhead/status/1897275407956631987

https://x.com/PatrickMoorhead/status/1897315734075928768

https://x.com/PatrickMoorhead/status/1897324890929422364

https://x.com/PatrickMoorhead/status/1897327150585528503

https://x.com/danielnewmanUV/status/1897768085433495572

 

Salesforce Agentforce 2dx

https://www.salesforce.com/news/press-releases/2025/03/05/agentforce-2dx-news/

https://venturebeat.com/ai/salesforce-launches-agentforce-2dx-pushing-autonomous-ai-deep-into-enterprise-workflows/

https://www.cio.com/article/3840122/salesforce-takes-on-hyperscalers-with-agentforce-2dx-updates.html

https://www.cxtoday.com/crm/salesforce-launches-agentexchange-strengthens-agentforces-ecosystem/

 

Broadcom Q1FY25 Earnings

https://x.com/danielnewmanUV/status/1897318547245662290

https://x.com/danielnewmanUV/status/1897759473483288852

https://investors.broadcom.com/news-releases/news-release-details/broadcom-inc-announces-first-quarter-fiscal-year-2025-financial

https://www.cnbc.com/2025/03/06/broadcom-avgo-earnings-report-q1-2025-.html

https://www.investors.com/news/technology/avgo-stock-broadcom-fiscal-q1-2025-earnings/

https://finance.yahoo.com/news/broadcom-forecasts-second-quarter-revenue-212446731.html

 

Marvell Q4FY25 Earnings

https://investor.marvell.com/2025-03-05-Marvell-Technology,-Inc-Reports-Fourth-Quarter-and-Fiscal-Year-2025-Financial-Results

https://www.barrons.com/articles/marvell-technology-earnings-stock-price-9d0fa9cd

https://www.investors.com/news/technology/mrvl-stock-marvell-misses-q1-sales-whisper-number/

https://finance.yahoo.com/news/marvell-plunges-forecast-trails-loftiest-214523669.html

 

HPE Q1FY25 Earnings

https://x.com/danielnewmanUV/status/1897764313768825021

https://www.hpe.com/us/en/newsroom/press-release/2025/03/hewlett-packard-enterprise-reports-fiscal-2025-first-quarter-results.html

https://www.cnbc.com/2025/03/06/hewlett-packard-enterprise-hpe-q1-earnings-report-2025.html

https://finance.yahoo.com/video/hpe-stock-sinking-over-mixed-212020407.html

https://www.investors.com/news/technology/hpe-stock-hpe-earnings-q42024/

 

Tariffs Impact on Tech

https://x.com/PatrickMoorhead/status/1897209988910551359

https://x.com/danielnewmanUV/status/1896605525221245318

https://x.com/danielnewmanUV/status/1896662541390241929

https://x.com/danielnewmanUV/status/1896903202827579696

https://www.politico.com/news/2025/03/05/trumps-tariffs-are-already-rattling-californias-tech-sector-00213828

https://www.theverge.com/604742/trump-tariffs-canada-mexico-china-updates

https://x.com/danielnewmanUV/status/1897768085433495572

 

TSMC and Intel

 

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.

Leading 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:

 

TSMC & Broadcom Eye Control Of Intel?

https://x.com/PatrickMoorhead/status/1890534596305199444

https://x.com/PatrickMoorhead/status/1890754946821222816

https://x.com/PatrickMoorhead/status/1890577982206460078

https://x.com/PatrickMoorhead/status/1890754949845274750

https://x.com/danielnewmanUV/status/1891189011835727903

https://x.com/danielnewmanUV/status/1891902924634140900

https://www.barrons.com/articles/intel-stock-price-tsmc-broadcom-353ca9d9

https://finance.yahoo.com/news/intel-stock-pulls-back-from-record-rally-as-analysts-note-barriers-to-potential-deals-with-tsmc-broadcom-183207050.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAJpQvcuN74hvyRnTUyDFWaJS2MJJGmjwzD_92TrTyZj2R5PCKkrxYfqGguZCIdE0K37bX5V752FrR6qL1-BLDIxNGvUJ-mrdSAsHCPo79XLsG3H4Fv5Zr6_rDkM8y6pb0ON_EzIor8h8tVb_giEKEwCHB9vNaQciY3V7LIFjt3mx

https://www.wsj.com/tech/broadcom-tsmc-eye-possible-intel-deals-that-would-split-storied-chip-maker-966b143b

 

Lenovo Q3FY25 Earnings

https://news.lenovo.com/pressroom/press-releases/q3-fy-2024-25/#:~:text=Revenue%20grew%2020%25%20year%2Don,Reporting%20Standards%20(HKFRS)%20basis.

https://www.reuters.com/technology/lenovos-q3-revenue-jumps-20-pc-industry-recovers-2025-02-20/

https://www.stocktitan.net/news/LNVGY/lenovo-group-third-quarter-financial-results-2024-ljkkqskfq2ue.html

 

What HP Acquiring Humane Means for AI

https://x.com/danielnewmanUV/status/1891981440625369418

https://fortune.com/2025/02/19/hp-humane-deal-ai-pin-shutting-down/

https://finance.yahoo.com/news/hp-inc-hpq-acquires-humane-215402894.html

 

Groking Grok-3

https://x.com/danielnewmanUV/status/1891845938404012528

https://x.com/danielnewmanUV/status/1891988379631239487

https://x.com/PatrickMoorhead/status/1891829617800982706

https://www.reuters.com/technology/artificial-intelligence/musks-xai-unveils-grok-3-ai-chatbot-rival-chatgpt-chinas-deepseek-2025-02-18/

https://www.nbcnews.com/tech/tech-news/musk-xai-releases-grok-3-rcna192670

 

Apple iPhone 16e And Its New Modem

https://x.com/danielnewmanUV/status/1892294426027823194

https://x.com/PatrickMoorhead/status/1892291469139996926

https://www.wsj.com/tech/apple-iphone-se-new-chip-3cf0cdb2

https://www.cnbc.com/2025/02/19/apple-unveils-iphone-16e-with-ai-.html

 

Microsoft Majorana 1 Quantum

https://x.com/danielnewmanUV/status/1892341026955596241

https://news.microsoft.com/source/features/innovation/microsofts-majorana-1-chip-carves-new-path-for-quantum-computing/

https://www.cnbc.com/2025/02/19/microsoft-reveals-its-first-quantum-computing-chip-the-majorana-1.html

https://www.theverge.com/news/614205/microsoft-quantum-computing-majorana-1-processor

 

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.

Leading 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:

 

Cisco Gets AI Lift, All-In On DPUs

https://x.com/danielnewmanUV/status/1889786849536926064

https://x.com/PatrickMoorhead/status/1890121941169893739

https://investor.cisco.com/news/news-details/2025/CISCO-REPORTS-SECOND-QUARTER-EARNINGS/default.aspx

https://blogs.cisco.com/datacenter/fortify-your-data-center-with-new-cisco-n9300-series-smart-switches

https://www.nextplatform.com/2025/02/11/cisco-cuts-network-costs-by-welding-nexus-switch-to-amd-dpu/

 

DOGE & Tech Impact

https://www.washingtonpost.com/education/2025/02/13/doge-education-department-cuts/

https://x.com/PatrickMoorhead/status/1890028722193076526

https://www.npr.org/2025/02/11/nx-s1-5290288/doge-savings-billions-contracts-musk-trump

https://www.ntd.com/musk-says-doge-providing-tech-support-to-white-house-improving-outdated-technology_1047468.html

https://thehill.com/policy/technology/5133585-elon-musk-doge-reforms/

https://www.nbcnews.com/tech/tech-news/elon-musk-doge-usaid-treasury-government-rcna190450

 

Lattice Semi Q4FY24 Earnings

https://x.com/danielnewmanUV/status/1889057474327777571

https://ir.latticesemi.com/news-releases/news-release-details/lattice-semiconductor-reports-fourth-quarter-and-full-year-2024

https://finance.yahoo.com/news/lattice-semiconductor-corp-lscc-q4-070740185.html

 

Elon Makes A Play For OpenAI

https://x.com/danielnewmanUV/status/1888954766950281579

https://www.nytimes.com/2025/02/10/technology/elon-musk-openai-bid.html

https://thehill.com/policy/technology/5142737-elon-musk-open-ai-sam-altman/

https://www.reuters.com/markets/deals/elon-musk-led-group-makes-974-billion-bid-control-openai-wsj-reports-2025-02-10/

https://www.bbc.com/news/articles/cpdx75zgg88o

 

CAPEX Spending Still On A Tear (Told Ya')

https://x.com/danielnewmanUV/status/1888254807216881959

https://finance.yahoo.com/news/big-tech-set-to-invest-325-billion-this-year-as-hefty-ai-bills-come-under-scrutiny-182329236.html

 

Intel Rising, But Why?

https://x.com/PatrickMoorhead/status/1890054026332418390

https://finance.yahoo.com/news/intel-stock-skyrockets-12-u-165931216.html

https://www.cnbc.com/2025/02/11/intel-rises-after-vp-vance-promises-to-safeguard-american-ai-and-chips.html

https://www.fool.com/investing/2025/02/11/why-intel-stock-is-soaring-today/

https://x.com/danielnewmanUV/status/1890141617539150324

 

JD Vance Lays Out US AI Case In Paris; Will EU Ever Change?

https://www.foxnews.com/politics/deregulatory-flavor-jd-vance-lays-out-vision-paris-future-ai-under-trump

https://x.com/PatrickMoorhead/status/1889304155350618414

https://x.com/PatrickMoorhead/status/1889290891916927315

https://www.cnn.com/2025/02/11/tech/jd-vance-ai-regulation-paris-intl/index.html

https://www.npr.org/2025/02/12/nx-s1-5290257/vice-president-vance-lays-out-ai-vision-very-different-from-biden-administrations

https://www.euronews.com/2025/02/11/jd-vance-challenges-europes-excessive-regulation-of-ai-at-paris-summit

 

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.

Leading 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

https://www.cnbc.com/2025/02/05/qualcomm-qcom-q1-earnings-report-2025.html#:~:text=Earnings%20per%20share%3A%20%243.41%2C%20adjusted,%2410.93%20billion%20expected

 

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://ir.amd.com/news-events/press-releases/detail/1236/amd-reports-fourth-quarter-and-full-year-2024-financial

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.