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Ep. 229: Talking Synopsys, NVIDIA, Broadcom, AI GPU & ASIC Market, Microsoft, Downward Job Revision
Manage episode 435803369 series 2645868
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:
Synopsys Q3FY24 Earnings
https://twitter.com/PatrickMoorhead/status/1826367273507971490
https://twitter.com/danielnewmanUV/status/1826352357099122723
https://investor.synopsys.com/news/news-details/2024/Synopsys-Posts-Financial-Results-for-Third-Quarter-Fiscal-Year-2024/#:~:text=Synopsys%20Posts%20Financial%20Results%20for%20Third%20Quarter%20Fiscal%20Year%202024,-August%2021%2C%202024&text=Record%20quarterly%20revenue%20of%20%241.526,over%20year%20and%20exceeding%20guidance.
NVIDIA Earnings Predictions
https://twitter.com/danielnewmanUV/status/1826279941844963516
https://www.tipranks.com/news/goldman-sachs-sets-expectations-on-nvidia-stock-ahead-of-earnings
https://finance.yahoo.com/news/nvidia-stock-slips-ahead-of-earnings-release-as-wall-street-reiterates-bullish-outlook-175404516.html
https://www.thestreet.com/investing/stocks/analyst-resets-nvidia-stock-price-target-before-earnings
Broadcom Wins 1st & 2nd Generation AI ASIC Programs From OpenAI?
https://twitter.com/danielnewmanUV/status/1826631682356650231
https://www.benzinga.com/analyst-ratings/analyst-color/24/08/40505439/broadcom-secures-major-wins-with-openai-google-meta-as-it-targets-150b-ai-market
Debating The Size of The AI GPU & ASIC Market
https://twitter.com/danielnewmanUV/status/1826438394127221065
https://twitter.com/danielnewmanUV/status/1826298517251342541
https://www.cnbc.com/2024/08/23/how-google-makes-custom-cloud-chips-that-power-apple-ai-and-gemini.html
Windows Recall Gets A Date
https://twitter.com/PatrickMoorhead/status/1826413608365863129
https://www.msn.com/en-us/news/technology/recall-just-got-a-release-date-window-for-windows-pcs-here-s-when-you-ll-get-to-test-it/ar-AA1pcu0Y?ocid=BingNewsSerp
https://www.windowscentral.com/software-apps/windows-11/microsoft-says-windows-recall-will-enter-public-preview-in-october
Massive Downward Job Revision
https://twitter.com/danielnewmanUV/status/1826273339142181042
https://twitter.com/PatrickMoorhead/status/1826334206772834474
https://www.cnbc.com/2024/08/21/us-job-growth-revised-down-by-the-most-since-2009-why-this-time-is-different.html
https://seekingalpha.com/article/4716491-3-implications-from-the-massive-downward-jobs-revision
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.
120集单集
Manage episode 435803369 series 2645868
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:
Synopsys Q3FY24 Earnings
https://twitter.com/PatrickMoorhead/status/1826367273507971490
https://twitter.com/danielnewmanUV/status/1826352357099122723
https://investor.synopsys.com/news/news-details/2024/Synopsys-Posts-Financial-Results-for-Third-Quarter-Fiscal-Year-2024/#:~:text=Synopsys%20Posts%20Financial%20Results%20for%20Third%20Quarter%20Fiscal%20Year%202024,-August%2021%2C%202024&text=Record%20quarterly%20revenue%20of%20%241.526,over%20year%20and%20exceeding%20guidance.
NVIDIA Earnings Predictions
https://twitter.com/danielnewmanUV/status/1826279941844963516
https://www.tipranks.com/news/goldman-sachs-sets-expectations-on-nvidia-stock-ahead-of-earnings
https://finance.yahoo.com/news/nvidia-stock-slips-ahead-of-earnings-release-as-wall-street-reiterates-bullish-outlook-175404516.html
https://www.thestreet.com/investing/stocks/analyst-resets-nvidia-stock-price-target-before-earnings
Broadcom Wins 1st & 2nd Generation AI ASIC Programs From OpenAI?
https://twitter.com/danielnewmanUV/status/1826631682356650231
https://www.benzinga.com/analyst-ratings/analyst-color/24/08/40505439/broadcom-secures-major-wins-with-openai-google-meta-as-it-targets-150b-ai-market
Debating The Size of The AI GPU & ASIC Market
https://twitter.com/danielnewmanUV/status/1826438394127221065
https://twitter.com/danielnewmanUV/status/1826298517251342541
https://www.cnbc.com/2024/08/23/how-google-makes-custom-cloud-chips-that-power-apple-ai-and-gemini.html
Windows Recall Gets A Date
https://twitter.com/PatrickMoorhead/status/1826413608365863129
https://www.msn.com/en-us/news/technology/recall-just-got-a-release-date-window-for-windows-pcs-here-s-when-you-ll-get-to-test-it/ar-AA1pcu0Y?ocid=BingNewsSerp
https://www.windowscentral.com/software-apps/windows-11/microsoft-says-windows-recall-will-enter-public-preview-in-october
Massive Downward Job Revision
https://twitter.com/danielnewmanUV/status/1826273339142181042
https://twitter.com/PatrickMoorhead/status/1826334206772834474
https://www.cnbc.com/2024/08/21/us-job-growth-revised-down-by-the-most-since-2009-why-this-time-is-different.html
https://seekingalpha.com/article/4716491-3-implications-from-the-massive-downward-jobs-revision
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.
120集单集
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