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:

 

1. Discussion of the EU's 40 billion Euro AI chip purchase agreement with the U.S.: A quick analysis of the practicality and implications of this deal. (The Decode)

2. Palo Alto Networks Acquisition of CyberArk: A look at their potential $25 billion acquisition of CyberArk and the strategic importance of identity management in cybersecurity. (The Decode)

3. NVIDIA Updates: Concerns about potential backdoors in NVIDIA’s H20 chips and an analysis of the insatiable global demand for NVIDIA’s AI chips. (The Decode)

4. Microsoft & OpenAI’s Ongoing Relationship Challenges: Commentary on Satya Nadella & Sam Altman’s respective strategies (The Decode)

5. The Flip - Intel's 14A Foundry Strategy: A simulated debate on Intel's approach to 14A Foundry development, including a discussion of geopolitical implications and competition in the semiconductor industry. 

6. Bulls & Bears Tech Earnings Roundup - Analysis of recent earnings reports from major tech companies:

- Amazon's impressive growth and future potential

- Microsoft's strong performance, particularly in Azure

- Meta's success in leveraging AI for platform stickiness

- Apple's steady performance and potential AI developments

- Arm's strategic shift towards chip production

- Qualcomm's challenges in market perception despite solid performance

1. Market Reactions and Future Outlook: Market responses to earnings reports and strategic moves, and speculation on future developments in AI, robotics, and data center technologies.

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.

 

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)

https://www.npr.org/2025/07/23/nx-s1-5213904/trump-ai-regulations

https://www.csis.org/analysis/experts-react-unpacking-trump-administrations-plan-win-ai-race

Pat speaks on Winning the AI Race Event and “Trump’s AI Roadmap” (The Decode)

 

https://x.com/PatrickMoorhead/status/1947644571627757683

https://x.com/PatrickMoorhead/status/1948044849858437209

https://x.com/PatrickMoorhead/status/1948045885939531813

https://x.com/PatrickMoorhead/status/1948063418696511930

https://x.com/PatrickMoorhead/status/1948057960636158019

https://x.com/danielnewmanUV/status/1948059191182045549

https://x.com/PatrickMoorhead/status/1948116469612527820

Pat on Yahoo Finance breaking the event down

https://x.com/PatrickMoorhead/status/1948547645011525860

https://www.cnbc.com/2025/07/26/china-ai-action-plan.html

US and EU clinch trade deal to avert prohibitive US tariffs, Trump says (The Decode)

 

https://www.reuters.com/business/us-eu-clinch-trade-deal-avert-prohibitive-us-tariffs-trump-says-2025-07-27/

https://x.com/PatrickMoorhead/status/1949535107288801287

https://x.com/danielnewmanUV/status/1949534884655145434

US, China hold new talks on tariff truce extension, easing path for Trump-Xi meeting (The Decode)

 

https://www.reuters.com/world/china/us-china-hold-new-talks-tariff-truce-extension-easing-path-trump-xi-meeting-2025-07-28/

https://www.reuters.com/world/china/china-us-extend-tariff-pause-sweden-talks-by-another-90-days-scmp-reports-2025-07-27/

Trump announces ‘massive trade’ agreement with Japan (Bulls and Bears)

https://www.cnn.com/2025/07/22/business/japan-trade-agreement-us

Earnings Season (Bulls and Bears)

Tesla Earnings

https://finance.yahoo.com/news/tesla-misses-on-q2-earnings-but-says-more-affordable-model-planned-for-2025-production-201633342.html

https://x.com/danielnewmanUV/status/1948525488936484961

IBM Q2 Earnings

https://www.cnbc.com/2025/07/23/ibm-q2-earnings-report-2025.html

Alphabet Inc. - Q2 2025

https://finance.yahoo.com/video/alphabet-posts-q2-earnings-beat-201530698.html

https://x.com/danielnewmanUV/status/1947371163526570418

https://x.com/danielnewmanUV/status/1947724737813107160

T-Mobile US - Q2 2025 Earnings

https://finance.yahoo.com/news/t-mobile-dials-up-big-earnings-beat-as-it-bests-verizon-att-in-new-customers-201824624.html

ServiceNow Q2 2025

https://www.cnbc.com/2025/07/23/servicenow-now-q2-earnings-2025.html

https://x.com/PatrickMoorhead/status/1947726458891141274

https://x.com/danielnewmanUV/status/1947712998501462422

Intel - Q2 2025 Earnings

https://www.cnbc.com/2025/07/24/intel-intc-earnings-report-q2-2025.html

TSMC - Trillion Dollar Market Cap (Bulls and Bears)

https://qz.com/tsmc-trillion-market-cap-ai-chips-taiwan-earnings-semiconductor

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)

https://www.cnn.com/2025/07/15/business/NVIDIA-resume-h20-chip-sales-to-china-intl-hnk 

https://x.com/danielnewmanUV/status/1945509802211254661 

https://x.com/PatrickMoorhead/status/1945089356022096361

https://x.com/PatrickMoorhead/status/1945049406199226857

https://x.com/PatrickMoorhead/status/1945049728141447261

https://x.com/danielnewmanUV/status/1944939965953011869

https://x.com/danielnewmanUV/status/1945084756619571695

https://x.com/danielnewmanUV/status/1945120959314141508

https://x.com/danielnewmanUV/status/1945317350573519001

https://x.com/danielnewmanUV/status/1945439985139691965

https://x.com/danielnewmanUV/status/1945509802211254661

https://x.com/PatrickMoorhead/status/1945504256821457108

https://x.com/PatrickMoorhead/status/1945582561066877304

National-Security Concerns Tie Up Trump’s U.A.E. Chips Deal (The Decode)

https://www.wsj.com/politics/national-security/national-security-concerns-tie-up-trumps-u-a-e-chips-deal-a0273815

https://x.com/PatrickMoorhead/status/1945816740987797799

DoD $200M Investment In AI Companies + Grok in the Pentagon + xAI (The Decode)

https://www.cnbc.com/2025/07/14/anthropic-google-openai-xai-granted-up-to-200-million-from-dod.html

Trump Touts Billions in Investments to Create AI Hub in Pennsylvania https://www.wsj.com/tech/ai/trump-to-tout-billions-in-investments-to-create-ai-hub-in-pennsylvania-1e9afa89?gaa_at=eafs&gaa_n=ASWzDAi_pJAtfK0fPCCk3S5NJcha_SuAm3XOeUy0DRuI3CMWo2gZdOaIlyBtlxQUyAo%3D&gaa_ts=68781440&gaa_sig=_Yqa5IRyVzkkxPc_xhj_byTz9tIqmfU3uYprcwrEJY-8pMkq1FCK9CZsPqsyMrV7gPK26K5Gon8bw2Vp_cu5xQ%3D%3D

Pentagon to start using Grok as part of a $200 million contract with Elon Musk's xAI (The Decode)

https://www.cbsnews.com/news/grok-elon-musk-xai-pentagon-contract/

https://x.ai/news/government

AWS New York Summit Keynote (The Decode) https://x.com/PatrickMoorhead/status/1945501010824413579

https://x.com/PatrickMoorhead/status/1945501932270850512

https://x.com/PatrickMoorhead/status/1945502428100505736 

https://www.aboutamazon.com/news/aws/aws-summit-agentic-ai-innovations-2025 

AWS KIro Announcement - Jason video https://youtube.com/shorts/Dlaxxbfc_k8?feature=share 

AWS is Launching an AI Agent Marketplace With Anthropic (The Decode)

https://techcrunch.com/2025/07/10/aws-is-launching-an-ai-agent-marketplace-next-week-with-anthropic-as-a-partner/ 

Synopsys CEO Sassine Ghazi took us inside his $35 billion acquisition of Ansys, which closes today (The Decode)

https://fortune.com/2025/07/17/synopsys-ceo-sassine-ghazi-35-billion-acquisition-ansys/

Trump intensifies trade war with threat of 30% tariffs on EU, Mexico (Bulls and Bears)

https://www.reuters.com/business/trump-announces-30-tariffs-eu-2025-07-12/

CPI and PPI (Bulls and Bears)

https://www.cnbc.com/2025/07/16/ppi-inflation-report-june-2025.html

https://www.bloomberg.com/news/articles/2025-07-16/us-producer-prices-stagnated-on-decline-in-services-costs?embedded-checkout=true

https://www.cbsnews.com/news/cpi-report-june-2025-inflation-trump-tariffs/

 

Trump Firing Powell? (Bulls and Bears)

https://www.reuters.com/world/us/trump-indicated-republican-lawmakers-he-will-fire-feds-powell-cbs-reports-2025-07-16/

https://www.cbsnews.com/news/what-does-the-federal-reserve-do-and-why-is-trump-mad-at-its-chair-jerome-powell/

 

TSMC Earnings (Bulls and Bears)

TSMC profit surges 61% to record high fueled by AI chip demand

https://www.cnbc.com/2025/07/17/tsmcs-second-quarter-profit-soars-nearly-61percent-as-ai-chip-demand-stays-strong-.html

https://x.com/FuturumEquities/status/1944741028952707502

https://x.com/danielnewmanUV/status/1944737452150673605

https://x.com/danielnewmanUV/status/1945790790556663909

 

 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 https://techcrunch.com/2025/07/09/elon-musks-xai-launches-grok-4-alongside-a-300-monthly-subscription/ https://x.com/patrickmoorhead/status/1943342069235245421?s=46&t=YiEHo6jc4-PozRf_efr9PA https://www.npr.org/2025/07/09/nx-s1-5462609/grok-elon-musk-antisemitic-racist-content https://www.cnbc.com/2025/07/09/linda-yaccarino-x-elon-musk.html https://x.com/lindayaX/status/1942957094811951197

 

Apple/META/OpenAI Talent War & Exits

https://www.investopedia.com/meta-poaches-apple-ai-executive-reports-say-11768000 https://x.com/danielnewmanUV/status/1942350275437813777 https://www.wired.com/story/openai-new-hires-scaling/ https://x.com/danielnewmanUV/status/1942721860166353287 https://www.investopedia.com/meta-platforms-enticed-apple-ai-executive-with-200m-pay-package-report-says-11769571

 

Samsung Galaxy Unpacked

https://x.com/PatrickMoorhead/status/1942961894832152898 https://x.com/PatrickMoorhead/status/1942953058184437939 https://x.com/PatrickMoorhead/status/1942948447281455188 https://x.com/PatrickMoorhead/status/1942725650152055227 https://x.com/PatrickMoorhead/status/1942963639134375952 https://x.com/PatrickMoorhead/status/1942967272626323730

 

Groq EU Data Center

https://x.com/danielnewmanUV/status/1942400094852222989

 

Capgemini $3.3B WNS Acquisition

https://www.reuters.com/en/frances-capgemini-buy-business-transformation-firm-wns-33-billion-2025-07-07/ https://www.reuters.com/en/frances-capgemini-buy-business-transformation-firm-wns-33-billion-2025-07-07/ (duplicate, but good for emphasis if you want!)

Tredence Agentic AI Playbook

https://www.prnewswire.com/news-releases/tredence-launches-agentic-ai-playbook-for-cdaos-to-scale-enterprise-modernization-302500398.html

Apple Perplexity Deal

https://thetechnologyexpress.com/apple-eyes-14b-deal-for-perplexity-ai-to-boost-search-and-challenge-google/ https://www.bloomberg.com/news/articles/2025-06-20/apple-executives-have-held-internal-talks-about-buying-ai-startup-perplexity https://finance.yahoo.com/news/dan-ives-says-apple-aapl-102802274.html

Microsoft & Replit “Vibe Coding”

https://techcrunch.com/2025/07/08/in-a-blow-to-google-cloud-replit-partners-with-microsoft/

The Flip – NVIDIA Dominance

https://x.com/danielnewmanUV/status/1942947771738104164 https://x.com/danielnewmanUV/status/1942722398501101954

Bulls & Bears – Futurum Equities AI 15

https://x.com/danielnewmanUV/status/1942378588948623468 https://x.com/danielnewmanUV/status/1942947187278987621 https://futurumequities.com/

Bulls & Bears – NVIDIA Earnings & Trends

https://x.com/YahooFinance/status/1942546161279041868 https://x.com/YahooFinance/status/1942422381894492183 https://x.com/danielnewmanUV/status/1942550986570227807 https://x.com/danielnewmanUV/status/1942642005127127268 https://x.com/danielnewmanUV/status/1942722398501101954 https://x.com/danielnewmanUV/status/1942947771738104164 https://finance.yahoo.com/video/nvidia-stock-why-investors-bullish-220000250.html?guccounter=2

Bulls & Bears – CoreWeave Updates

https://www.cnbc.com/2025/07/07/coreweave-to-acquire-core-scientific-in-9-billion-all-stock-deal.html https://www.cnbc.com/2025/07/03/coreweave-dell-blackwell-ultra-nvidia.html https://x.com/PatrickMoorhead/status/1941122315263283535

 

Bulls & Bears – SOFI Rapid Growth

https://x.com/danielnewmanUV/status/1942367641123061833 https://x.com/SoFi/status/1942569679136120996 https://x.com/danielnewmanUV/status/1942617508743368921

 

Bulls & Bears – LangChain Unicorn Round

https://techcrunch.com/2025/07/08/langchain-is-about-to-become-a-unicorn-sources-say/

 

Bulls & Bears – S&P 500 / Other

https://x.com/TheTranscript_/status/1942219645743718797 https://www.youtube.com/watch?v=XhOwlEyJhOg https://www.youtube.com/watch?v=j_72m2LfLwM

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 https://www.aboutamazon.com/news/operations/amazon-million-robots-ai-foundation-model

AI job losses and economic impacts https://techcrunch.com/2025/06/27/as-job-losses-loom-anthropic-launches-program-to-track-ais-economic-fallout/ https://www.reuters.com/business/world-at-work/microsoft-lay-off-many-9000-employees-seattle-times-reports-2025-07-02/

Intel Foundry Updates

https://www.reuters.com/business/retail-consumer/intels-new-ceo-explores-big-shift-chip-manufacturing-business-2025-07-02/

Tesla robotaxis: Game-changing or overhyped? https://www.barrons.com/articles/tesla-robotaxi-uber-stock-415b1a91

"Big Beautiful Bill" and economic growth https://qz.com/online-shopping-just-saw-its-biggest-drop-in-more-than-a-decade-survey-says https://finance.yahoo.com/video/trump-announces-us-vietnam-trade-145624832.html

Oracle's $30 billion cloud deal https://www.cnbc.com/2025/06/30/oracle-orcl-stock-cloud-deal.html

Robinhood and SoFi fintech success https://www.cnbc.com/2025/07/02/robinhood-stock-record.html https://x.com/danielnewmanUV/status/1940247427946357189 https://x.com/danielnewmanUV/status/1939795552738202064 https://www.investing.com/news/company-news/sofi-technologies-stock-hits-52week-high-at-1843-93CH-4117314 https://x.com/danielnewmanUV/status/1939688148155412527

HPE-Juniper acquisition https://finance.yahoo.com/news/hewlett-packard-hpe-surges-11-142505725.html

 

Could AI make your job obsolete? Episode 265 of the Six Five Podcast tackles this question and other hot topics. Patrick Moorhead and Daniel Newman explore Amazon's AI-driven hiring slowdown and the potential impact on white-collar jobs. From HPE Discover highlights to OpenAI's legal battles with Microsoft, and a debate over the ethics of AI companies using copyrighted data for training, the boys are back with insightful commentary on the rapidly evolving tech landscape. This week’s handpicked topics include:

 

1. Intro: Recent events, including HPE Discover and the Six Five Summit 

2. Amazon's Announcement About Workforce Reduction: This aligns with broader industry trends, where AI and automation are reshaping workforce needs across various sectors & spans Amazon's diverse operations, including physical AI and robotics in warehouses, autonomous delivery systems, and white-collar knowledge work. (The Decode)

3. Microsoft and OpenAI’s Partnership: Examining the complex relationship between Microsoft and OpenAI, and the definition and implications of “AGI,” Artificial General Intelligence. (The Decode) Intel's Strategic Moves: Analysis of Lip Bu Tan’s recent shifts at Intel, including its automotive division shutdown. Plus, speculation on Intel's future focus and strategy. (The Decode)

4. Fair Use and AI Training: A debate on the use of copyrighted material for AI training. (The Flip)

5. Market Performance and Earnings: A review of Micron's recent earnings and market performance, and a look at the overall market trends and AI-related stocks. (Bulls & Bears)

6. NVIDIA's Market Performance: NVIDIA stock climbs to all-time highs & the factors contributing to their success in the AI market. (Bulls & Bears)

7. AI and Market Competition: Multiple winners in the AI chip market and an analysis of potential market share for companies like AMD, NVIDIA, Broadcom, and Marvell. (Bulls & Bears)

 

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.

 

The girls are fighting! From Microsoft's reorganization signaling the potential end of SaaS, the (un)surprising public feud between Elon Musk and Donald Trump, and Broadcom's impressive AI chip performance, Pat and Dan cover it all! The handpicked topics for this week are:

 

1. Breaking News and Market Trends: Discussion of Microsoft's reorganization and its implications for SaaS. Analysis of the Trump-Elon Musk public feud. Broadcom's new chip and its impact on AI infrastructure.

 

1. Market Analysis and Earnings Reports: Overview of current market trends, including S&P 500 reaching 6,000. Examination of Tesla stock fluctuations. Analysis of Broadcom and HPE earnings reports.

 

1. AI and Technology Developments: Global Foundries' $16 billion investment in US chip production Broadcom's Tomahawk 6 chip and its significance for AI infrastructure.HPE's AI revenue growth and enterprise market share.

 

1. Navigating Industry Challenges: Discussion on the impact of political relationships on tech companies. Analysis of supply chain issues and their effect on earnings. Speculation on the future of physical devices and AI integration. Discussion on the potential impact of AI on job markets.

 

1. The Six Five Summit Preview: Teaser of high-profile speakers and AI-focused content, 100% virtual and free to attend, streaming June 16-19 at sixfivemedia.com/summit 

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.

 

It’s NVIDIA Week! On Episode 263 of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman share a lively dialogue on the week's most compelling tech news and earnings reports. From new US chip software restrictions on China, and Salesforce's strategic acquisition of Informatica, to the latest tech earnings reports. This episode heats up! This week’s handpicked topics include:

 

1. NVIDIA Earnings Analysis: Breakdown of NVIDIA's strong quarterly performance despite trade restrictions with China. Key highlights for growth in the gaming, automotive, and networking segments.

 

1. Pure Storage Earnings Review: Discussion of Pure Storage's revenue beat and ARR growth slowdown. Insights on the company's pivot towards AI-ready data solutions.

 

1. Synopsys Earnings and China Impact: Analysis of Synopsys' earnings and the potential impact of new China restrictions. The company's suspension of guidance due to uncertainty in the Chinese market.

 

1. HP and Dell Earnings Comparison: Contrasting HP's challenges in the consumer PC market with Dell's strong AI-driven growth.  Plus a discussion on Dell's significant $12 billion AI-related orders and backlog.

 

1. Coherent Investor Day Highlights: Overview of Coherent's investor day presentation and financial projections. - Discussion of the company's strategy in optical connectivity for AI and data centers.

 

1. US Manufacturing of iPhones Debate: Patrick argues for the potential of US-manufactured iPhones while Daniel counters with challenges in supply chain, workforce, and cost considerations in this segment of “The Flip.”

 

1. The Six Five Summit Preview: Teaser of high-profile speakers and AI-focused content, 100% virtual and free to attend, streaming June 16-19 at sixfivemedia.com/summit 

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.

 

In this episode, Daniel Newman and Patrick Moorhead sit down with Jeetu Patel, President and Chief Product Officer at Cisco, to explore the transformative impact of AI on technology and business. Jeetu shares insights into Cisco's strategic focus on infrastructure, security, and partnerships to drive AI innovation. The handpicked topics for this week are:

 

1. AI and Industry Transformation: Discussion on the seismic shift in technology driven by AI with special guest: Cisco’s Jeetu Patel. Cisco's role in providing low-latency connectivity and reducing GPU idle time. Strategic investments and partnerships for networking and security infrastructure.

 

1. Microsoft Build Highlights: Comprehensive end-to-end development cycle offerings from Microsoft with a focus on Agentic Web and AI augmentation. Advancements in AI-assisted code development and security measures.

 

1. Google I/O Announcements: Launch of AI mode in search and upgrades to various AI tools. Introduction of real-time translation in meetings. Discussion on Google's competitiveness in the AI space.

 

1. Market and Economic Updates: Analysis of bond yields and auctions. Impact of potential new tariffs on EU trade. Discussion on Apple's manufacturing strategy and potential shift to US production.

 

1. Earnings Highlights: Strong results from Palo Alto Networks and Snowflake. Lenovo's impressive growth, particularly evident in infrastructure solutions. Expectations for NVIDIA’s upcoming earnings report. Indications of strong AI demand and stable CapEx spending.

 

1. The Six Five Summit Preview: Teaser of high-profile speakers and AI-focused content, 100% virtual and free to attend.

 

The Six Five Summit

Don't miss The Six Five Summit: AI Unleashed 2025 — a high-impact, four-day virtual event, June 16–19. Explore how the world’s leading companies are putting AI into action.

👉 Register now: https://www.sixfivemedia.com/summit

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.

Join your favorite hosts, Patrick Moorhead and Daniel Newman, as they unpack the week's most significant tech headlines. From surprising developments in the Middle East to groundbreaking announcements in data center technology and the electrifying buzz around AI, they leave no stone unturned. The handpicked topics for this week are:

 

1. Middle East Tech Investments and Partnerships: Major tech companies' involvement with Gulf countries and the significance of Western technology expansion in the region, including economic commitments and data center projects in Saudi Arabia and the UAE.

 

1. Qualcomm's Data Center Ambitions: Qualcomm's unexpected announcement of data center solutions. Analysis of Qualcomm's intellectual property and potential in the data center market. Comparison with competitors like AMD, Intel, and NVIDIA.

 

1. Market Reactions to Middle East Deals: Stock rallies for tech companies involved in Middle Eastern partnerships. Notable gains for Supermicro, NVIDIA, AMD, and Palantir. Pat & Dan’s analysis of market valuations and investor sentiment.

 

1. Cisco's AI Strategy and Financial Performance: Cisco's success in monetizing AI-related products and services. Double-digit revenue growth and exceeded AI revenue targets. Leadership changes and positioning for the "Age of AI.”

 

1. AI's Impact on Information Workers: Debate on AI replacing most information workers. Arguments for AI's potential to automate various job functions and counterpoints highlighting the limitations and current challenges of AI implementation.

 

1. The Six Five Summit Preview: Teaser of high-profile speakers and AI-focused content, 100% virtual and free to attend.

The Six Five Summit

Don't miss The Six Five Summit: AI Unleashed 2025 — a high-impact, four-day virtual event, June 16–19. Explore how the world’s leading companies are putting AI into action.

👉 Register now: https://www.sixfivemedia.com/summit

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.