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The Six Five Pod | EP 268: The Fed, Inflation, and AI: Decoding Market Signals
Manage episode 495685390 series 2645868
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week’s handpicked topics include:
NVIDIA & AMD get greenlight to sell & ship chips to China (The Decode)
https://www.cnn.com/2025/07/15/business/NVIDIA-resume-h20-chip-sales-to-china-intl-hnk
https://x.com/danielnewmanUV/status/1945509802211254661
https://x.com/PatrickMoorhead/status/1945089356022096361
https://x.com/PatrickMoorhead/status/1945049406199226857
https://x.com/PatrickMoorhead/status/1945049728141447261
https://x.com/danielnewmanUV/status/1944939965953011869
https://x.com/danielnewmanUV/status/1945084756619571695
https://x.com/danielnewmanUV/status/1945120959314141508
https://x.com/danielnewmanUV/status/1945317350573519001
https://x.com/danielnewmanUV/status/1945439985139691965
https://x.com/danielnewmanUV/status/1945509802211254661
https://x.com/PatrickMoorhead/status/1945504256821457108
https://x.com/PatrickMoorhead/status/1945582561066877304
National-Security Concerns Tie Up Trump’s U.A.E. Chips Deal (The Decode)
https://www.wsj.com/politics/national-security/national-security-concerns-tie-up-trumps-u-a-e-chips-deal-a0273815
https://x.com/PatrickMoorhead/status/1945816740987797799
DoD $200M Investment In AI Companies + Grok in the Pentagon + xAI (The Decode)
https://www.cnbc.com/2025/07/14/anthropic-google-openai-xai-granted-up-to-200-million-from-dod.html
Trump Touts Billions in Investments to Create AI Hub in Pennsylvania https://www.wsj.com/tech/ai/trump-to-tout-billions-in-investments-to-create-ai-hub-in-pennsylvania-1e9afa89?gaa_at=eafs&gaa_n=ASWzDAi_pJAtfK0fPCCk3S5NJcha_SuAm3XOeUy0DRuI3CMWo2gZdOaIlyBtlxQUyAo%3D&gaa_ts=68781440&gaa_sig=_Yqa5IRyVzkkxPc_xhj_byTz9tIqmfU3uYprcwrEJY-8pMkq1FCK9CZsPqsyMrV7gPK26K5Gon8bw2Vp_cu5xQ%3D%3D
Pentagon to start using Grok as part of a $200 million contract with Elon Musk's xAI (The Decode)
https://www.cbsnews.com/news/grok-elon-musk-xai-pentagon-contract/
AWS New York Summit Keynote (The Decode) https://x.com/PatrickMoorhead/status/1945501010824413579
https://x.com/PatrickMoorhead/status/1945501932270850512
https://x.com/PatrickMoorhead/status/1945502428100505736
https://www.aboutamazon.com/news/aws/aws-summit-agentic-ai-innovations-2025
AWS KIro Announcement - Jason video https://youtube.com/shorts/Dlaxxbfc_k8?feature=share
AWS is Launching an AI Agent Marketplace With Anthropic (The Decode)
https://techcrunch.com/2025/07/10/aws-is-launching-an-ai-agent-marketplace-next-week-with-anthropic-as-a-partner/
Synopsys CEO Sassine Ghazi took us inside his $35 billion acquisition of Ansys, which closes today (The Decode)
https://fortune.com/2025/07/17/synopsys-ceo-sassine-ghazi-35-billion-acquisition-ansys/
Trump intensifies trade war with threat of 30% tariffs on EU, Mexico (Bulls and Bears)
https://www.reuters.com/business/trump-announces-30-tariffs-eu-2025-07-12/
CPI and PPI (Bulls and Bears)
https://www.cnbc.com/2025/07/16/ppi-inflation-report-june-2025.html
https://www.bloomberg.com/news/articles/2025-07-16/us-producer-prices-stagnated-on-decline-in-services-costs?embedded-checkout=true
https://www.cbsnews.com/news/cpi-report-june-2025-inflation-trump-tariffs/
Trump Firing Powell? (Bulls and Bears)
https://www.reuters.com/world/us/trump-indicated-republican-lawmakers-he-will-fire-feds-powell-cbs-reports-2025-07-16/
https://www.cbsnews.com/news/what-does-the-federal-reserve-do-and-why-is-trump-mad-at-its-chair-jerome-powell/
TSMC Earnings (Bulls and Bears)
TSMC profit surges 61% to record high fueled by AI chip demand
https://www.cnbc.com/2025/07/17/tsmcs-second-quarter-profit-soars-nearly-61percent-as-ai-chip-demand-stays-strong-.html
https://x.com/FuturumEquities/status/1944741028952707502
120 episodes
Manage episode 495685390 series 2645868
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week’s handpicked topics include:
NVIDIA & AMD get greenlight to sell & ship chips to China (The Decode)
https://www.cnn.com/2025/07/15/business/NVIDIA-resume-h20-chip-sales-to-china-intl-hnk
https://x.com/danielnewmanUV/status/1945509802211254661
https://x.com/PatrickMoorhead/status/1945089356022096361
https://x.com/PatrickMoorhead/status/1945049406199226857
https://x.com/PatrickMoorhead/status/1945049728141447261
https://x.com/danielnewmanUV/status/1944939965953011869
https://x.com/danielnewmanUV/status/1945084756619571695
https://x.com/danielnewmanUV/status/1945120959314141508
https://x.com/danielnewmanUV/status/1945317350573519001
https://x.com/danielnewmanUV/status/1945439985139691965
https://x.com/danielnewmanUV/status/1945509802211254661
https://x.com/PatrickMoorhead/status/1945504256821457108
https://x.com/PatrickMoorhead/status/1945582561066877304
National-Security Concerns Tie Up Trump’s U.A.E. Chips Deal (The Decode)
https://www.wsj.com/politics/national-security/national-security-concerns-tie-up-trumps-u-a-e-chips-deal-a0273815
https://x.com/PatrickMoorhead/status/1945816740987797799
DoD $200M Investment In AI Companies + Grok in the Pentagon + xAI (The Decode)
https://www.cnbc.com/2025/07/14/anthropic-google-openai-xai-granted-up-to-200-million-from-dod.html
Trump Touts Billions in Investments to Create AI Hub in Pennsylvania https://www.wsj.com/tech/ai/trump-to-tout-billions-in-investments-to-create-ai-hub-in-pennsylvania-1e9afa89?gaa_at=eafs&gaa_n=ASWzDAi_pJAtfK0fPCCk3S5NJcha_SuAm3XOeUy0DRuI3CMWo2gZdOaIlyBtlxQUyAo%3D&gaa_ts=68781440&gaa_sig=_Yqa5IRyVzkkxPc_xhj_byTz9tIqmfU3uYprcwrEJY-8pMkq1FCK9CZsPqsyMrV7gPK26K5Gon8bw2Vp_cu5xQ%3D%3D
Pentagon to start using Grok as part of a $200 million contract with Elon Musk's xAI (The Decode)
https://www.cbsnews.com/news/grok-elon-musk-xai-pentagon-contract/
AWS New York Summit Keynote (The Decode) https://x.com/PatrickMoorhead/status/1945501010824413579
https://x.com/PatrickMoorhead/status/1945501932270850512
https://x.com/PatrickMoorhead/status/1945502428100505736
https://www.aboutamazon.com/news/aws/aws-summit-agentic-ai-innovations-2025
AWS KIro Announcement - Jason video https://youtube.com/shorts/Dlaxxbfc_k8?feature=share
AWS is Launching an AI Agent Marketplace With Anthropic (The Decode)
https://techcrunch.com/2025/07/10/aws-is-launching-an-ai-agent-marketplace-next-week-with-anthropic-as-a-partner/
Synopsys CEO Sassine Ghazi took us inside his $35 billion acquisition of Ansys, which closes today (The Decode)
https://fortune.com/2025/07/17/synopsys-ceo-sassine-ghazi-35-billion-acquisition-ansys/
Trump intensifies trade war with threat of 30% tariffs on EU, Mexico (Bulls and Bears)
https://www.reuters.com/business/trump-announces-30-tariffs-eu-2025-07-12/
CPI and PPI (Bulls and Bears)
https://www.cnbc.com/2025/07/16/ppi-inflation-report-june-2025.html
https://www.bloomberg.com/news/articles/2025-07-16/us-producer-prices-stagnated-on-decline-in-services-costs?embedded-checkout=true
https://www.cbsnews.com/news/cpi-report-june-2025-inflation-trump-tariffs/
Trump Firing Powell? (Bulls and Bears)
https://www.reuters.com/world/us/trump-indicated-republican-lawmakers-he-will-fire-feds-powell-cbs-reports-2025-07-16/
https://www.cbsnews.com/news/what-does-the-federal-reserve-do-and-why-is-trump-mad-at-its-chair-jerome-powell/
TSMC Earnings (Bulls and Bears)
TSMC profit surges 61% to record high fueled by AI chip demand
https://www.cnbc.com/2025/07/17/tsmcs-second-quarter-profit-soars-nearly-61percent-as-ai-chip-demand-stays-strong-.html
https://x.com/FuturumEquities/status/1944741028952707502
120 episodes
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