Ep. 231: We are Live! Talking NVIDIA, Intel, Qualcomm, Broadcom, HPE

The Six Five with Patrick Moorhead and Daniel Newman

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:

Latest NVIDIA DOJ Antitrust Conversations

https://twitter.com/PatrickMoorhead/status/1831331194761261266

https://twitter.com/PatrickMoorhead/status/1831083609869963483

https://twitter.com/danielnewmanUV/status/1831271181774725292

https://www.cnbc.com/2024/09/04/nvidia-says-it-didnt-receive-antitrust-subpoena-from-doj.html

https://fortune.com/2024/09/04/nvidia-stock-market-value-antitrust-doj/

Intel Lunar Lake Copilot+ Chip Announcement

https://twitter.com/PatrickMoorhead/status/1830995081140060264

https://twitter.com/danielnewmanUV/status/1831010656461459683

https://twitter.com/danielnewmanUV/status/1831009962547650782

https://twitter.com/danielnewmanUV/status/1831006376287473761

https://twitter.com/danielnewmanUV/status/1831007316189057293

https://www.theverge.com/2024/9/3/24233957/intel-lunar-lake-core-ultra-200v-launch

Qualcomm 8-Core Copilot+ Chip Announcement

https://twitter.com/PatrickMoorhead/status/1831291079464763500

https://twitter.com/PatrickMoorhead/status/1831294309368266790

https://twitter.com/PatrickMoorhead/status/1831297439870996939

https://twitter.com/danielnewmanUV/status/1831287991731634407

https://twitter.com/danielnewmanUV/status/1831296565207773212

https://twitter.com/danielnewmanUV/status/1831292181535223868

https://www.qualcomm.com/news/releases/2024/09/qualcomm-expands-performance-leadership-to-more-copilot--pc-user

https://www.business-standard.com/technology/tech-news/qualcomm-snapdragon-x-plus-8-core-arm-chip-to-make-copilot-pcs-affordable-124090500360_1.html

Latest Intel Conversations (20A, Arrow Lake, 18A, I-Bankers, IFS Broadcom, Lip-Bu Tan)

https://twitter.com/danielnewmanUV/status/1831264995394421014

https://twitter.com/danielnewmanUV/status/1831000797481771165

https://www.yahoo.com/tech/intel-signals-arrow-lake-desktop-174503128.html

https://www.tomshardware.com/pc-components/cpus/intel-announces-cancellation-of-20a-process-node-for-arrow-lake-goes-with-external-nodes-instead-likely-tsmc

Broadcom Q3FY24 Earnings

https://twitter.com/PatrickMoorhead/status/1831648744179220626

https://twitter.com/PatrickMoorhead/status/1831798095635447913

https://investors.broadcom.com/node/62441

https://finance.yahoo.com/video/broadcom-earnings-beat-q4-revenue-202642315.html

HPE Q3FY24 Earnings

https://twitter.com/PatrickMoorhead/status/1831429333577028091

https://twitter.com/danielnewmanUV/status/1831425492219822402

https://www.hpe.com/us/en/newsroom/press-release/2024/09/hewlett-packard-enterprise-reports-fiscal-2024-third-quarter-results.html#:~:text=Third%20Quarter%20Fiscal%202024%20Segment%20Results&text=Financial%20Services%20revenue%20was%20%24879,from%20the%20prior%2Dyear%20period

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.