The Jacaranda FM News team is based in Gauteng – but covers local and international news of the day, providing the latest developments online and on-air. News bulletins run from 5am to 7pm weekdays, and from 7am to 6pm on weekends and public holidays. Tune into Jacaranda FM, or log on to www.jacarandafm.com, for the news you need to know.. now.
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Content provided by Daniel Newman and Patrick Moorhead. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Daniel Newman and Patrick Moorhead or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Ep 216: Special Guest, Intel & Qualcomm & Huawei, Arm, GlobalFoundries, Apple, ServiceNow, Solidigm
Manage episode 417685797 series 2645868
Content provided by Daniel Newman and Patrick Moorhead. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Daniel Newman and Patrick Moorhead or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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
- https://bernstein-autonomous.bluematrix.com/sellside/Disclosures.action?brand=SCB
- https://x.com/PatrickMoorhead/status/1785780919111942486
- https://x.com/PatrickMoorhead/status/1785431080146989100
- https://x.com/PatrickMoorhead/status/1783635930894782641
Intel, Qualcomm, and Huawei Licenses
- https://twitter.com/danielnewmanUV/status/1788206137030123565
- https://finance.yahoo.com/news/us-revokes-intel-qualcomm-licenses-215129066.html
- https://www.wsj.com/business/telecom/intel-says-u-s-commerce-department-revokes-licenses-for-exports-of-certain-items-to-chinese-customer-ccc24cb4
Arm Q4 FY24 Earnings
- https://twitter.com/PatrickMoorhead/status/1788320613268169075
- https://twitter.com/danielnewmanUV/status/1788307911560896740
- https://investors.arm.com/financials/quarterly-annual-results
GlobalFoundries Q1/24 Earnings
- https://x.com/PatrickMoorhead/status/1788666648364196204
- https://twitter.com/danielnewmanUV/status/1787852243485737438
- https://investors.gf.com/news-releases/news-release-details/globalfoundries-reports-first-quarter-2024-financial-results
Apple iPad Event, M4, and Crush Ad
- https://twitter.com/PatrickMoorhead/status/1788232540014485719
- https://twitter.com/PatrickMoorhead/status/1787924179305775113
- https://twitter.com/PatrickMoorhead/status/1787872625584451675
- https://twitter.com/anshelsag/status/1787853937191919786
- https://twitter.com/danielnewmanUV/status/1788038241947718113
- https://twitter.com/danielnewmanUV/status/1787888079027490939
- https://twitter.com/danielnewmanUV/status/1787874439620911493
- https://twitter.com/danielnewmanUV/status/1787645269766738082
- https://finance.yahoo.com/news/apples-ipad-event-was-an-ai-teaser-for-its-future-184058075.html
Visit to Solidigm HQ - State of Storage for AI
- https://twitter.com/PatrickMoorhead/status/1787587203889066087
- https://twitter.com/danielnewmanUV/status/1787584537993814352
ServiceNow Knowledge 2024
- https://twitter.com/PatrickMoorhead/status/1788377708428251536
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- https://twitter.com/danielnewmanUV/status/1787878111465590840
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.
117 episodes
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Manage episode 417685797 series 2645868
Content provided by Daniel Newman and Patrick Moorhead. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Daniel Newman and Patrick Moorhead or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://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
- https://bernstein-autonomous.bluematrix.com/sellside/Disclosures.action?brand=SCB
- https://x.com/PatrickMoorhead/status/1785780919111942486
- https://x.com/PatrickMoorhead/status/1785431080146989100
- https://x.com/PatrickMoorhead/status/1783635930894782641
Intel, Qualcomm, and Huawei Licenses
- https://twitter.com/danielnewmanUV/status/1788206137030123565
- https://finance.yahoo.com/news/us-revokes-intel-qualcomm-licenses-215129066.html
- https://www.wsj.com/business/telecom/intel-says-u-s-commerce-department-revokes-licenses-for-exports-of-certain-items-to-chinese-customer-ccc24cb4
Arm Q4 FY24 Earnings
- https://twitter.com/PatrickMoorhead/status/1788320613268169075
- https://twitter.com/danielnewmanUV/status/1788307911560896740
- https://investors.arm.com/financials/quarterly-annual-results
GlobalFoundries Q1/24 Earnings
- https://x.com/PatrickMoorhead/status/1788666648364196204
- https://twitter.com/danielnewmanUV/status/1787852243485737438
- https://investors.gf.com/news-releases/news-release-details/globalfoundries-reports-first-quarter-2024-financial-results
Apple iPad Event, M4, and Crush Ad
- https://twitter.com/PatrickMoorhead/status/1788232540014485719
- https://twitter.com/PatrickMoorhead/status/1787924179305775113
- https://twitter.com/PatrickMoorhead/status/1787872625584451675
- https://twitter.com/anshelsag/status/1787853937191919786
- https://twitter.com/danielnewmanUV/status/1788038241947718113
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- https://twitter.com/danielnewmanUV/status/1787874439620911493
- https://twitter.com/danielnewmanUV/status/1787645269766738082
- https://finance.yahoo.com/news/apples-ipad-event-was-an-ai-teaser-for-its-future-184058075.html
Visit to Solidigm HQ - State of Storage for AI
- https://twitter.com/PatrickMoorhead/status/1787587203889066087
- https://twitter.com/danielnewmanUV/status/1787584537993814352
ServiceNow Knowledge 2024
- https://twitter.com/PatrickMoorhead/status/1788377708428251536
- https://twitter.com/PatrickMoorhead/status/1788261884707348781
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- https://twitter.com/PatrickMoorhead/status/1787888259370283299
- https://twitter.com/PatrickMoorhead/status/1787879440485318790
- https://twitter.com/PatrickMoorhead/status/1787877672951128380
- https://twitter.com/danielnewmanUV/status/1787893020928713062
- https://twitter.com/danielnewmanUV/status/1787878111465590840
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.
117 episodes
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Similar to The Six Five with Patrick Moorhead and Daniel Newman
The Jacaranda FM News team is based in Gauteng – but covers local and international news of the day, providing the latest developments online and on-air. News bulletins run from 5am to 7pm weekdays, and from 7am to 6pm on weekends and public holidays. Tune into Jacaranda FM, or log on to www.jacarandafm.com, for the news you need to know.. now.
…
continue reading
A daily dose of irreverent, offbeat, and informative takes on business & tech news. Hosted by Jon Weigell, Juliet Bennett Rylah, Mark Dent, Ben Berkley, Sara Friedman and Rob Litterst from The Hustle.
…
continue reading
Tech News Briefing is your guide to what people in tech are talking about. Every weekday, we’ll bring you breaking tech news and scoops from the pros at the Wall Street Journal, insight into new innovations and policy debates, tips from our personal tech team, and exclusive interviews with movers and shakers in the industry. Hosted by Zoe Thomas
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continue reading
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…
continue reading
Technical interviews about software topics.
…
continue reading
It's not just Google. This Week in Google hosts, Leo Laporte, Jeff Jarvis, and Paris Martineau, cover all of Big Tech every Wednesday. Listeners tune in for thought-provoking and entertaining conversations about AI, Internet memes, the future of media, and the latest emerging tech. You won't want to miss a minute. Records live every Wednesday at 5:00pm Eastern / 2:00pm Pacific / 21:00 UTC.
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continue reading
Ever wondered how automation will change the world? Maybe you puzzle over what India could do to ease traffic congestion, or how China's aircraft carriers will transform Indian Ocean geopolitics? All Things Policy, a daily podcast brought to you by the Takshashila Institution, brings you all the answers. Every weekday, our researchers break down complex economic and geopolitical ideas through the lens of current events. For everyone from the busy executive to the curious student, All Things ...
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Risky Business is a weekly information security podcast featuring news and in-depth interviews with industry luminaries. Launched in February 2007, Risky Business is a must-listen digest for information security pros. With a running time of approximately 50-60 minutes, Risky Business is pacy; a security podcast without the waffle.
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continue reading
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…
continue reading
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