Ep 216: Special Guest, Intel & Qualcomm & Huawei, Arm, GlobalFoundries, Apple, ServiceNow, Solidigm
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- čas přidán 9. 05. 2024
- 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:
2:12 Welcome Stacy Rasgon, Bernstein Research - AMD, Intel, Qualcomm
26:03 Intel, Qualcomm, and Huawei Licenses
30:35 Arm Q4 FY24 Earnings
35:28 GlobalFoundries Q1/24 Earnings
39:55 Apple iPad Event, M4, and Crush Ad
45:40 Visit to Solidigm HQ - State of Storage for AI
51:01 ServiceNow Knowledge 2024
Welcome Stacy Rasgon, Bernstein Research - AMD, Intel, Qualcomm
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Intel, Qualcomm, and Huawei Licenses
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Arm Q4 FY24 Earnings
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GlobalFoundries Q1/24 Earnings
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Apple iPad Event, M4, and Crush Ad
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Visit to Solidigm HQ - State of Storage for AI
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ServiceNow Knowledge 2024
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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.
