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Kandungan disediakan oleh Daniel Newman and Patrick Moorhead. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Daniel Newman and Patrick Moorhead atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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Ep 216: Special Guest, Intel & Qualcomm & Huawei, Arm, GlobalFoundries, Apple, ServiceNow, Solidigm

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Manage episode 417685797 series 2645868
Kandungan disediakan oleh Daniel Newman and Patrick Moorhead. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Daniel Newman and Patrick Moorhead atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

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:

Welcome Stacy Rasgon, Bernstein Research - AMD, Intel, Qualcomm

Intel, Qualcomm, and Huawei Licenses

Arm Q4 FY24 Earnings

GlobalFoundries Q1/24 Earnings

Apple iPad Event, M4, and Crush Ad

Visit to Solidigm HQ - State of Storage for AI

ServiceNow Knowledge 2024

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.

  continue reading

123 episod

Artwork
iconKongsi
 
Manage episode 417685797 series 2645868
Kandungan disediakan oleh Daniel Newman and Patrick Moorhead. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh Daniel Newman and Patrick Moorhead atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.

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:

Welcome Stacy Rasgon, Bernstein Research - AMD, Intel, Qualcomm

Intel, Qualcomm, and Huawei Licenses

Arm Q4 FY24 Earnings

GlobalFoundries Q1/24 Earnings

Apple iPad Event, M4, and Crush Ad

Visit to Solidigm HQ - State of Storage for AI

ServiceNow Knowledge 2024

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.

  continue reading

123 episod

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