Ep 216: Special Guest, Intel & Qualcomm & Huawei, Arm, GlobalFoundries, Apple, ServiceNow, Solidigm

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:

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
• https://twitter.com/PatrickMoorhead/status/1788261884707348781
• https://twitter.com/PatrickMoorhead/status/1788253247075229755
• https://twitter.com/PatrickMoorhead/status/1787947668356165751
• https://twitter.com/PatrickMoorhead/status/1787890800812245053
• 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.