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The Six Five Pod | EP 274: Balancing Hype and Reality: The True Impact of AI on Tech Earnings

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Manage episode 503780923 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://podcastplayer.com/legal.

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:

VMware Explore 2025 - Fly By (The Decode)

https://x.com/danielnewmanUV/status/1960376180127011283

https://x.com/danielnewmanUV/status/1960383797842600155

https://x.com/danielnewmanUV/status/1960383687196860601

https://x.com/danielnewmanUV/status/1960408530198126731

Meta + Google $10B Cloud Deal (The Decode)

https://www.techtarget.com/searchenterpriseai/news/366630037/How-Metas-10B-cloud-deal-with-Google-helps-it-scale-AI

Musk sues Apple & OpenAI for antitrust behavior (The Decode)

https://www.bloomberg.com/news/videos/2025-08-25/bloomberg-tech-8-25-2025-video

Meta Superintelligence Lab Exodus (The Decode)

https://www.wired.com/story/researchers-leave-meta-superintelligence-labs-openai/

Apple AI + Robotics Strategy (The Decode)

https://x.com/danielnewmanUV/status/1959793966054072516

https://x.com/danielnewmanUV/status/1960413825209131366

https://x.com/danielnewmanUV/status/1960413625216328059

https://x.com/danielnewmanUV/status/1960437517414764812

https://x.com/danielnewmanUV/status/1960496235355455849

Trump Tariff/Investment Updates (The Decode)

U.S. Gov’t $9.9B Intel Investment (The Decode)

https://x.com/PatrickMoorhead/status/1959975116273807796

https://x.com/danielnewmanUV/status/1960001853300605381

India hit with 50% Tariffs

https://x.com/PatrickMoorhead/status/1960678399086878841

https://x.com/PatrickMoorhead/status/1960678395962122407

Is Enterprise AI a “Bubble of Expectations” or the Start of Something Bigger? (The Flip)

https://techstrong.ai/articles/openais-altman-warns-of-ai-bubble-while-defending-its-historic-importance/

Fed Chairman Powell’s hint at upcoming rate cuts creates optimism for investors but tech-heavy Nasdaq lags behind S&P 500 (Bulls and Bears)

https://www.schwab.com/learn/story/weekly-traders-outlook

Trump Removes Fed Governor Lisa Cook (Bulls and Bears)

https://www.cnbc.com/2025/08/26/trump-fed-cook-respond-court.html

NVIDIA Q2 Earnings + Blackwell GPU Upgrade (Bulls and Bears)

https://x.com/YahooFinance/status/1961160887265312923

https://x.com/danielnewmanUV/status/1960012616358629739

https://x.com/danielnewmanUV/status/1960478545291174235

https://x.com/danielnewmanUV/status/1960689856020939166

https://x.com/danielnewmanUV/status/1960699136790949991

https://x.com/PatrickMoorhead/status/1960808541721387388

https://x.com/PatrickMoorhead/status/1960814476967703014

https://x.com/danielnewmanUV/status/1960796280851993042

https://x.com/danielnewmanUV/status/1960806211525263448

https://x.com/danielnewmanUV/status/1960813452529680455

https://x.com/danielnewmanUV/status/1960802234679103882

https://x.com/danielnewmanUV/status/1960803494715384304

https://x.com/danielnewmanUV/status/1960804557912727996

https://x.com/danielnewmanUV/status/1960792380631568880

Dell Earnings (Bulls and Bears)

https://www.barrons.com/articles/dell-technologies-earnings-stock-price-a32f36e5

https://www.wsj.com/business/earnings/dell-technologies-raises-full-year-outlook-third-quarter-view-is-mixed-0c054f8d

Pure Storage Earnings (Bulls and Bears)

https://www.cnbc.com/2025/08/28/pure-storage-stock-soars-to-record-meta-deal-bolsters-results-outlook.html

https://x.com/danielnewmanUV/status/1961086131119731156

MondoDB Stock soars on Atlas Cloud’s AI Tailwind & Okta Stock Gains (Bulls and Bears)

https://finance.yahoo.com/news/live/earnings-live-mongodb-stock-soars-on-ai-tailwind-kohls-surges-okta-gains-122659750.html

Marvell Earnings (Bulls and Bears)

https://www.reuters.com/business/marvell-sinks-weak-data-center-outlook-stokes-custom-ai-chip-worries-2025-08-29/

https://www.investors.com/news/technology/marvell-stock-mrvl-fiscal-q2-2026/

HP Earnings (Bulls and Bears)

https://finance.yahoo.com/video/hp-earnings-legacy-tech-names-142151026.html

https://x.com/PatrickMoorhead/status/1959932080160231572

  continue reading

119 episodes

Artwork
iconShare
 
Manage episode 503780923 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://podcastplayer.com/legal.

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:

VMware Explore 2025 - Fly By (The Decode)

https://x.com/danielnewmanUV/status/1960376180127011283

https://x.com/danielnewmanUV/status/1960383797842600155

https://x.com/danielnewmanUV/status/1960383687196860601

https://x.com/danielnewmanUV/status/1960408530198126731

Meta + Google $10B Cloud Deal (The Decode)

https://www.techtarget.com/searchenterpriseai/news/366630037/How-Metas-10B-cloud-deal-with-Google-helps-it-scale-AI

Musk sues Apple & OpenAI for antitrust behavior (The Decode)

https://www.bloomberg.com/news/videos/2025-08-25/bloomberg-tech-8-25-2025-video

Meta Superintelligence Lab Exodus (The Decode)

https://www.wired.com/story/researchers-leave-meta-superintelligence-labs-openai/

Apple AI + Robotics Strategy (The Decode)

https://x.com/danielnewmanUV/status/1959793966054072516

https://x.com/danielnewmanUV/status/1960413825209131366

https://x.com/danielnewmanUV/status/1960413625216328059

https://x.com/danielnewmanUV/status/1960437517414764812

https://x.com/danielnewmanUV/status/1960496235355455849

Trump Tariff/Investment Updates (The Decode)

U.S. Gov’t $9.9B Intel Investment (The Decode)

https://x.com/PatrickMoorhead/status/1959975116273807796

https://x.com/danielnewmanUV/status/1960001853300605381

India hit with 50% Tariffs

https://x.com/PatrickMoorhead/status/1960678399086878841

https://x.com/PatrickMoorhead/status/1960678395962122407

Is Enterprise AI a “Bubble of Expectations” or the Start of Something Bigger? (The Flip)

https://techstrong.ai/articles/openais-altman-warns-of-ai-bubble-while-defending-its-historic-importance/

Fed Chairman Powell’s hint at upcoming rate cuts creates optimism for investors but tech-heavy Nasdaq lags behind S&P 500 (Bulls and Bears)

https://www.schwab.com/learn/story/weekly-traders-outlook

Trump Removes Fed Governor Lisa Cook (Bulls and Bears)

https://www.cnbc.com/2025/08/26/trump-fed-cook-respond-court.html

NVIDIA Q2 Earnings + Blackwell GPU Upgrade (Bulls and Bears)

https://x.com/YahooFinance/status/1961160887265312923

https://x.com/danielnewmanUV/status/1960012616358629739

https://x.com/danielnewmanUV/status/1960478545291174235

https://x.com/danielnewmanUV/status/1960689856020939166

https://x.com/danielnewmanUV/status/1960699136790949991

https://x.com/PatrickMoorhead/status/1960808541721387388

https://x.com/PatrickMoorhead/status/1960814476967703014

https://x.com/danielnewmanUV/status/1960796280851993042

https://x.com/danielnewmanUV/status/1960806211525263448

https://x.com/danielnewmanUV/status/1960813452529680455

https://x.com/danielnewmanUV/status/1960802234679103882

https://x.com/danielnewmanUV/status/1960803494715384304

https://x.com/danielnewmanUV/status/1960804557912727996

https://x.com/danielnewmanUV/status/1960792380631568880

Dell Earnings (Bulls and Bears)

https://www.barrons.com/articles/dell-technologies-earnings-stock-price-a32f36e5

https://www.wsj.com/business/earnings/dell-technologies-raises-full-year-outlook-third-quarter-view-is-mixed-0c054f8d

Pure Storage Earnings (Bulls and Bears)

https://www.cnbc.com/2025/08/28/pure-storage-stock-soars-to-record-meta-deal-bolsters-results-outlook.html

https://x.com/danielnewmanUV/status/1961086131119731156

MondoDB Stock soars on Atlas Cloud’s AI Tailwind & Okta Stock Gains (Bulls and Bears)

https://finance.yahoo.com/news/live/earnings-live-mongodb-stock-soars-on-ai-tailwind-kohls-surges-okta-gains-122659750.html

Marvell Earnings (Bulls and Bears)

https://www.reuters.com/business/marvell-sinks-weak-data-center-outlook-stokes-custom-ai-chip-worries-2025-08-29/

https://www.investors.com/news/technology/marvell-stock-mrvl-fiscal-q2-2026/

HP Earnings (Bulls and Bears)

https://finance.yahoo.com/video/hp-earnings-legacy-tech-names-142151026.html

https://x.com/PatrickMoorhead/status/1959932080160231572

  continue reading

119 episodes

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