Ep. 209: We are Live! Talking NVIDIA, Apple, Broadcom, Intel, Micron, Synopsys

The Six Five with Patrick Moorhead and Daniel Newman

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) 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.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

NVIDIA GTC 2024

• https://twitter.com/PatrickMoorhead/status/1769838908823773309
• https://twitter.com/PatrickMoorhead/status/1769830465517605058
• https://twitter.com/PatrickMoorhead/status/1769828267572224010
• https://twitter.com/PatrickMoorhead/status/1769827927024447975
• https://twitter.com/danielnewmanUV/status/1770193573138587662
• https://twitter.com/danielnewmanUV/status/1769922189963501653
• https://twitter.com/danielnewmanUV/status/1769831329435091137
• https://twitter.com/danielnewmanUV/status/1769827402744516695
• https://twitter.com/danielnewmanUV/status/1769824783619743964
• https://twitter.com/danielnewmanUV/status/1769803530921992584
• https://twitter.com/danielnewmanUV/status/1770912556795773429

Broadcom “Enabling AI Infrastructure” Investor Meeting 2024

• https://twitter.com/PatrickMoorhead/status/1770487470724960511
• https://twitter.com/PatrickMoorhead/status/1770521331278528633
• https://twitter.com/PatrickMoorhead/status/1770906752025862432
• https://twitter.com/PatrickMoorhead/status/1770641173113180413
• https://twitter.com/PatrickMoorhead/status/1770634404085330213
• https://x.com/danielnewmanUV/status/1770569378016411881?s=20

Intel $20B Chips Act Funding

• https://twitter.com/PatrickMoorhead/status/1770471457854034039
• https://twitter.com/danielnewmanUV/status/1770471115749806239

Apple Sued by DoJ for Illegal Monopoly

• https://www.nytimes.com/2024/03/21/technology/apple-doj-lawsuit-antitrust.html
• https://apnews.com/article/apple-antitrust-monopoly-app-store-justice-department-822d7e8f5cf53a2636795fcc33ee1fc3
• https://twitter.com/PatrickMoorhead/status/1770617555725480333
• https://twitter.com/danielnewmanUV/status/1770851931449119120

Micron Tech Q2 FY24 Earnings

• https://twitter.com/danielnewmanUV/status/1770554006244659331
• https://investors.micron.com/news-releases/news-release-details/micron-technology-inc-reports-results-second-quarter-fiscal-2024
• https://twitter.com/patrickmoorhead/status/1742377962450653612?s=12&t=YiEHo6jc4-PozRf_efr9PA

Synopsys Investor Day 2024

• https://twitter.com/danielnewmanUV/status/1770550106066178523
• https://twitter.com/danielnewmanUV/status/1770547546148233285
• https://twitter.com/danielnewmanUV/status/1770546383344582801
• https://x.com/PatrickMoorhead/status/1770559958997995704?s=20

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.