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

Опубликовано: 26 Октябрь 2024
на канале: Moor Insights & Strategy
24,804
4

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:

3:08 NVIDIA GTC 2024
11:59 Broadcom “Enabling AI Infrastructure” Investor Meeting 2024
20:54 Intel $20B Chips Act Funding
26:10 Apple Sued by DoJ for Illegal Monopoly
33:41 Micron Tech Q2 FY24 Earnings
36:52 Synopsys Investor Day 2024

NVIDIA GTC 2024
  / 1769838908823773309  
  / 1769830465517605058  
  / 1769828267572224010  
  / 1769827927024447975  
  / 1770193573138587662  
  / 1769922189963501653  
  / 1769831329435091137  
  / 1769827402744516695  
  / 1769824783619743964  
  / 1769803530921992584  
  / 1770912556795773429  

Broadcom “Enabling AI Infrastructure” Investor Meeting 2024
  / 1770487470724960511  
  / 1770521331278528633  
  / 1770906752025862432  
  / 1770641173113180413  
  / 1770634404085330213  
https://x.com/danielnewmanUV/status/1...

Intel $20B Chips Act Funding
  / 1770471457854034039  
  / 1770471115749806239  

Apple Sued by DoJ for Illegal Monopoly
https://www.nytimes.com/2024/03/21/te...
https://apnews.com/article/apple-anti...
  / 1770617555725480333  
  / 1770851931449119120  

Micron Tech Q2 FY24 Earnings
  / 1770554006244659331  
https://investors.micron.com/news-rel...
https://twitter.com/patrickmoorhead/s...

Synopsys Investor Day 2024
  / 1770550106066178523  
  / 1770547546148233285  
  / 1770546383344582801  
https://x.com/PatrickMoorhead/status/...

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.