The Six Five with Patrick Moorhead and Daniel Newman

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:   Trump aims to get rid of AI regulations in a push to win the AI race (The Decode) https://www.npr.org/2025/07/23/nx-s1-5213904/trump-ai-regulations [https://www.npr.org/2025/07/23/nx-s1-5213904/trump-ai-regulations] https://www.csis.org/analysis/experts-react-unpacking-trump-administrations-plan-win-ai-race [https://www.csis.org/analysis/experts-react-unpacking-trump-administrations-plan-win-ai-race] Pat speaks on Winning the AI Race Event and “Trump’s AI Roadmap” (The Decode)   https://x.com/PatrickMoorhead/status/1947644571627757683 [https://x.com/PatrickMoorhead/status/1947644571627757683] https://x.com/PatrickMoorhead/status/1948044849858437209 [https://x.com/PatrickMoorhead/status/1948044849858437209] https://x.com/PatrickMoorhead/status/1948045885939531813 [https://x.com/PatrickMoorhead/status/1948045885939531813] https://x.com/PatrickMoorhead/status/1948063418696511930 [https://x.com/PatrickMoorhead/status/1948063418696511930] https://x.com/PatrickMoorhead/status/1948057960636158019 [https://x.com/PatrickMoorhead/status/1948057960636158019] https://x.com/danielnewmanUV/status/1948059191182045549 [https://x.com/danielnewmanUV/status/1948059191182045549] https://x.com/PatrickMoorhead/status/1948116469612527820 [https://x.com/PatrickMoorhead/status/1948116469612527820] Pat on Yahoo Finance breaking the event down https://x.com/PatrickMoorhead/status/1948547645011525860 [https://x.com/PatrickMoorhead/status/1948547645011525860] https://www.cnbc.com/2025/07/26/china-ai-action-plan.html [https://www.cnbc.com/2025/07/26/china-ai-action-plan.html] US and EU clinch trade deal to avert prohibitive US tariffs, Trump says (The Decode)   https://www.reuters.com/business/us-eu-clinch-trade-deal-avert-prohibitive-us-tariffs-trump-says-2025-07-27/ [https://www.reuters.com/business/us-eu-clinch-trade-deal-avert-prohibitive-us-tariffs-trump-says-2025-07-27/] https://x.com/PatrickMoorhead/status/1949535107288801287 https://x.com/danielnewmanUV/status/1949534884655145434 [https://x.com/danielnewmanUV/status/1949534884655145434] US, China hold new talks on tariff truce extension, easing path for Trump-Xi meeting (The Decode)   https://www.reuters.com/world/china/us-china-hold-new-talks-tariff-truce-extension-easing-path-trump-xi-meeting-2025-07-28/ [https://www.reuters.com/world/china/us-china-hold-new-talks-tariff-truce-extension-easing-path-trump-xi-meeting-2025-07-28/] https://www.reuters.com/world/china/china-us-extend-tariff-pause-sweden-talks-by-another-90-days-scmp-reports-2025-07-27/ [https://www.reuters.com/world/china/china-us-extend-tariff-pause-sweden-talks-by-another-90-days-scmp-reports-2025-07-27/] Trump announces ‘massive trade’ agreement with Japan (Bulls and Bears) https://www.cnn.com/2025/07/22/business/japan-trade-agreement-us [https://www.cnn.com/2025/07/22/business/japan-trade-agreement-us] Earnings Season (Bulls and Bears) Tesla Earnings https://finance.yahoo.com/news/tesla-misses-on-q2-earnings-but-says-more-affordable-model-planned-for-2025-production-201633342.html [https://finance.yahoo.com/news/tesla-misses-on-q2-earnings-but-says-more-affordable-model-planned-for-2025-production-201633342.html] https://x.com/danielnewmanUV/status/1948525488936484961 [https://x.com/danielnewmanUV/status/1948525488936484961] IBM Q2 Earnings https://www.cnbc.com/2025/07/23/ibm-q2-earnings-report-2025.html [https://www.cnbc.com/2025/07/23/ibm-q2-earnings-report-2025.html] Alphabet Inc. - Q2 2025 https://finance.yahoo.com/video/alphabet-posts-q2-earnings-beat-201530698.html [https://finance.yahoo.com/video/alphabet-posts-q2-earnings-beat-201530698.html] https://x.com/danielnewmanUV/status/1947371163526570418 [https://x.com/danielnewmanUV/status/1947371163526570418] https://x.com/danielnewmanUV/status/1947724737813107160 [https://x.com/danielnewmanUV/status/1947724737813107160] T-Mobile US - Q2 2025 Earnings https://finance.yahoo.com/news/t-mobile-dials-up-big-earnings-beat-as-it-bests-verizon-att-in-new-customers-201824624.html [https://finance.yahoo.com/news/t-mobile-dials-up-big-earnings-beat-as-it-bests-verizon-att-in-new-customers-201824624.html] ServiceNow Q2 2025 https://www.cnbc.com/2025/07/23/servicenow-now-q2-earnings-2025.html [https://www.cnbc.com/2025/07/23/servicenow-now-q2-earnings-2025.html] https://x.com/PatrickMoorhead/status/1947726458891141274 [https://x.com/PatrickMoorhead/status/1947726458891141274] https://x.com/danielnewmanUV/status/1947712998501462422 [https://x.com/danielnewmanUV/status/1947712998501462422] Intel - Q2 2025 Earnings https://www.cnbc.com/2025/07/24/intel-intc-earnings-report-q2-2025.html [https://www.cnbc.com/2025/07/24/intel-intc-earnings-report-q2-2025.html] TSMC - Trillion Dollar Market Cap (Bulls and Bears) https://qz.com/tsmc-trillion-market-cap-ai-chips-taiwan-earnings-semiconductor [https://qz.com/tsmc-trillion-market-cap-ai-chips-taiwan-earnings-semiconductor]

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://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/danielnewmanUV/status/1945509802211254661]  https://x.com/PatrickMoorhead/status/1945089356022096361 [https://x.com/PatrickMoorhead/status/1945089356022096361] https://x.com/PatrickMoorhead/status/1945049406199226857 [https://x.com/PatrickMoorhead/status/1945049406199226857] https://x.com/PatrickMoorhead/status/1945049728141447261 [https://x.com/PatrickMoorhead/status/1945049728141447261] https://x.com/danielnewmanUV/status/1944939965953011869 [https://x.com/danielnewmanUV/status/1944939965953011869] https://x.com/danielnewmanUV/status/1945084756619571695 [https://x.com/danielnewmanUV/status/1945084756619571695] https://x.com/danielnewmanUV/status/1945120959314141508 [https://x.com/danielnewmanUV/status/1945120959314141508] https://x.com/danielnewmanUV/status/1945317350573519001 [https://x.com/danielnewmanUV/status/1945317350573519001] https://x.com/danielnewmanUV/status/1945439985139691965 [https://x.com/danielnewmanUV/status/1945439985139691965] https://x.com/danielnewmanUV/status/1945509802211254661 [https://x.com/danielnewmanUV/status/1945509802211254661] https://x.com/PatrickMoorhead/status/1945504256821457108 [https://x.com/PatrickMoorhead/status/1945504256821457108] https://x.com/PatrickMoorhead/status/1945582561066877304 [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://www.wsj.com/politics/national-security/national-security-concerns-tie-up-trumps-u-a-e-chips-deal-a0273815] https://x.com/PatrickMoorhead/status/1945816740987797799 [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 [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 [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/ [https://www.cbsnews.com/news/grok-elon-musk-xai-pentagon-contract/] https://x.ai/news/government [https://x.ai/news/government] AWS New York Summit Keynote (The Decode) https://x.com/PatrickMoorhead/status/1945501010824413579 [https://x.com/PatrickMoorhead/status/1945501010824413579] https://x.com/PatrickMoorhead/status/1945501932270850512 [https://x.com/PatrickMoorhead/status/1945501932270850512] https://x.com/PatrickMoorhead/status/1945502428100505736 [https://x.com/PatrickMoorhead/status/1945502428100505736]  https://www.aboutamazon.com/news/aws/aws-summit-agentic-ai-innovations-2025 [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 [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/ [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/ [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/ [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.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.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/ [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.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/ [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://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 [https://x.com/FuturumEquities/status/1944741028952707502] https://x.com/danielnewmanUV/status/1944737452150673605 [https://x.com/danielnewmanUV/status/1944737452150673605] https://x.com/danielnewmanUV/status/1945790790556663909 [https://x.com/danielnewmanUV/status/1945790790556663909]

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: X and xAI News https://techcrunch.com/2025/07/09/elon-musks-xai-launches-grok-4-alongside-a-300-monthly-subscription/ [https://techcrunch.com/2025/07/09/elon-musks-xai-launches-grok-4-alongside-a-300-monthly-subscription/] https://x.com/patrickmoorhead/status/1943342069235245421?s=46&t=YiEHo6jc4-PozRf_efr9PA [https://x.com/patrickmoorhead/status/1943342069235245421?s=46&t=YiEHo6jc4-PozRf_efr9PA] https://www.npr.org/2025/07/09/nx-s1-5462609/grok-elon-musk-antisemitic-racist-content [https://www.npr.org/2025/07/09/nx-s1-5462609/grok-elon-musk-antisemitic-racist-content] https://www.cnbc.com/2025/07/09/linda-yaccarino-x-elon-musk.html [https://www.cnbc.com/2025/07/09/linda-yaccarino-x-elon-musk.html] https://x.com/lindayaX/status/1942957094811951197 [https://x.com/lindayaX/status/1942957094811951197]   Apple/META/OpenAI Talent War & Exits https://www.investopedia.com/meta-poaches-apple-ai-executive-reports-say-11768000 [https://www.investopedia.com/meta-poaches-apple-ai-executive-reports-say-11768000] https://x.com/danielnewmanUV/status/1942350275437813777 [https://x.com/danielnewmanUV/status/1942350275437813777] https://www.wired.com/story/openai-new-hires-scaling/ [https://www.wired.com/story/openai-new-hires-scaling/] https://x.com/danielnewmanUV/status/1942721860166353287 [https://x.com/danielnewmanUV/status/1942721860166353287] https://www.investopedia.com/meta-platforms-enticed-apple-ai-executive-with-200m-pay-package-report-says-11769571 [https://www.investopedia.com/meta-platforms-enticed-apple-ai-executive-with-200m-pay-package-report-says-11769571]   Samsung Galaxy Unpacked https://x.com/PatrickMoorhead/status/1942961894832152898 [https://x.com/PatrickMoorhead/status/1942961894832152898] https://x.com/PatrickMoorhead/status/1942953058184437939 [https://x.com/PatrickMoorhead/status/1942953058184437939] https://x.com/PatrickMoorhead/status/1942948447281455188 [https://x.com/PatrickMoorhead/status/1942948447281455188] https://x.com/PatrickMoorhead/status/1942725650152055227 [https://x.com/PatrickMoorhead/status/1942725650152055227] https://x.com/PatrickMoorhead/status/1942963639134375952 [https://x.com/PatrickMoorhead/status/1942963639134375952] https://x.com/PatrickMoorhead/status/1942967272626323730 [https://x.com/PatrickMoorhead/status/1942967272626323730]   Groq EU Data Center https://x.com/danielnewmanUV/status/1942400094852222989 [https://x.com/danielnewmanUV/status/1942400094852222989]   Capgemini $3.3B WNS Acquisition https://www.reuters.com/en/frances-capgemini-buy-business-transformation-firm-wns-33-billion-2025-07-07/ https://www.reuters.com/en/frances-capgemini-buy-business-transformation-firm-wns-33-billion-2025-07-07/ [https://www.reuters.com/en/frances-capgemini-buy-business-transformation-firm-wns-33-billion-2025-07-07/] (duplicate, but good for emphasis if you want!) Tredence Agentic AI Playbook https://www.prnewswire.com/news-releases/tredence-launches-agentic-ai-playbook-for-cdaos-to-scale-enterprise-modernization-302500398.html [https://www.prnewswire.com/news-releases/tredence-launches-agentic-ai-playbook-for-cdaos-to-scale-enterprise-modernization-302500398.html] Apple Perplexity Deal https://thetechnologyexpress.com/apple-eyes-14b-deal-for-perplexity-ai-to-boost-search-and-challenge-google/ [https://thetechnologyexpress.com/apple-eyes-14b-deal-for-perplexity-ai-to-boost-search-and-challenge-google/] https://www.bloomberg.com/news/articles/2025-06-20/apple-executives-have-held-internal-talks-about-buying-ai-startup-perplexity [https://www.bloomberg.com/news/articles/2025-06-20/apple-executives-have-held-internal-talks-about-buying-ai-startup-perplexity] https://finance.yahoo.com/news/dan-ives-says-apple-aapl-102802274.html [https://finance.yahoo.com/news/dan-ives-says-apple-aapl-102802274.html] Microsoft & Replit “Vibe Coding” https://techcrunch.com/2025/07/08/in-a-blow-to-google-cloud-replit-partners-with-microsoft/ [https://techcrunch.com/2025/07/08/in-a-blow-to-google-cloud-replit-partners-with-microsoft/] The Flip – NVIDIA Dominance https://x.com/danielnewmanUV/status/1942947771738104164 [https://x.com/danielnewmanUV/status/1942947771738104164] https://x.com/danielnewmanUV/status/1942722398501101954 [https://x.com/danielnewmanUV/status/1942722398501101954] Bulls & Bears – Futurum Equities AI 15 https://x.com/danielnewmanUV/status/1942378588948623468 [https://x.com/danielnewmanUV/status/1942378588948623468] https://x.com/danielnewmanUV/status/1942947187278987621 [https://x.com/danielnewmanUV/status/1942947187278987621] https://futurumequities.com/ [https://futurumequities.com/] Bulls & Bears – NVIDIA Earnings & Trends https://x.com/YahooFinance/status/1942546161279041868 [https://x.com/YahooFinance/status/1942546161279041868] https://x.com/YahooFinance/status/1942422381894492183 [https://x.com/YahooFinance/status/1942422381894492183] https://x.com/danielnewmanUV/status/1942550986570227807 [https://x.com/danielnewmanUV/status/1942550986570227807] https://x.com/danielnewmanUV/status/1942642005127127268 [https://x.com/danielnewmanUV/status/1942642005127127268] https://x.com/danielnewmanUV/status/1942722398501101954 [https://x.com/danielnewmanUV/status/1942722398501101954] https://x.com/danielnewmanUV/status/1942947771738104164 [https://x.com/danielnewmanUV/status/1942947771738104164] https://finance.yahoo.com/video/nvidia-stock-why-investors-bullish-220000250.html?guccounter=2 [https://finance.yahoo.com/video/nvidia-stock-why-investors-bullish-220000250.html?guccounter=2] Bulls & Bears – CoreWeave Updates https://www.cnbc.com/2025/07/07/coreweave-to-acquire-core-scientific-in-9-billion-all-stock-deal.html [https://www.cnbc.com/2025/07/07/coreweave-to-acquire-core-scientific-in-9-billion-all-stock-deal.html] https://www.cnbc.com/2025/07/03/coreweave-dell-blackwell-ultra-nvidia.html [https://www.cnbc.com/2025/07/03/coreweave-dell-blackwell-ultra-nvidia.html] https://x.com/PatrickMoorhead/status/1941122315263283535 [https://x.com/PatrickMoorhead/status/1941122315263283535]   Bulls & Bears – SOFI Rapid Growth https://x.com/danielnewmanUV/status/1942367641123061833 [https://x.com/danielnewmanUV/status/1942367641123061833] https://x.com/SoFi/status/1942569679136120996 [https://x.com/SoFi/status/1942569679136120996] https://x.com/danielnewmanUV/status/1942617508743368921 [https://x.com/danielnewmanUV/status/1942617508743368921]   Bulls & Bears – LangChain Unicorn Round https://techcrunch.com/2025/07/08/langchain-is-about-to-become-a-unicorn-sources-say/ [https://techcrunch.com/2025/07/08/langchain-is-about-to-become-a-unicorn-sources-say/]   Bulls & Bears – S&P 500 / Other https://x.com/TheTranscript_/status/1942219645743718797 [https://x.com/TheTranscript_/status/1942219645743718797] https://www.youtube.com/watch?v=XhOwlEyJhOg [https://www.youtube.com/watch?v=XhOwlEyJhOg] https://www.youtube.com/watch?v=j_72m2LfLwM [https://www.youtube.com/watch?v=j_72m2LfLwM]

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:   Amazon’s 1 million robot milestone https://www.aboutamazon.com/news/operations/amazon-million-robots-ai-foundation-model [https://www.aboutamazon.com/news/operations/amazon-million-robots-ai-foundation-model] AI job losses and economic impacts https://techcrunch.com/2025/06/27/as-job-losses-loom-anthropic-launches-program-to-track-ais-economic-fallout/ [https://techcrunch.com/2025/06/27/as-job-losses-loom-anthropic-launches-program-to-track-ais-economic-fallout/] https://www.reuters.com/business/world-at-work/microsoft-lay-off-many-9000-employees-seattle-times-reports-2025-07-02/ [https://www.reuters.com/business/world-at-work/microsoft-lay-off-many-9000-employees-seattle-times-reports-2025-07-02/] Intel Foundry Updates https://www.reuters.com/business/retail-consumer/intels-new-ceo-explores-big-shift-chip-manufacturing-business-2025-07-02/ [https://www.reuters.com/business/retail-consumer/intels-new-ceo-explores-big-shift-chip-manufacturing-business-2025-07-02/] Tesla robotaxis: Game-changing or overhyped? https://www.barrons.com/articles/tesla-robotaxi-uber-stock-415b1a91 [https://www.barrons.com/articles/tesla-robotaxi-uber-stock-415b1a91] "Big Beautiful Bill" and economic growth https://qz.com/online-shopping-just-saw-its-biggest-drop-in-more-than-a-decade-survey-says [https://qz.com/online-shopping-just-saw-its-biggest-drop-in-more-than-a-decade-survey-says] https://finance.yahoo.com/video/trump-announces-us-vietnam-trade-145624832.html [https://finance.yahoo.com/video/trump-announces-us-vietnam-trade-145624832.html] Oracle's $30 billion cloud deal https://www.cnbc.com/2025/06/30/oracle-orcl-stock-cloud-deal.html [https://www.cnbc.com/2025/06/30/oracle-orcl-stock-cloud-deal.html] Robinhood and SoFi fintech success https://www.cnbc.com/2025/07/02/robinhood-stock-record.html [https://www.cnbc.com/2025/07/02/robinhood-stock-record.html] https://x.com/danielnewmanUV/status/1940247427946357189 [https://x.com/danielnewmanUV/status/1940247427946357189] https://x.com/danielnewmanUV/status/1939795552738202064 [https://x.com/danielnewmanUV/status/1939795552738202064] https://www.investing.com/news/company-news/sofi-technologies-stock-hits-52week-high-at-1843-93CH-4117314 [https://www.investing.com/news/company-news/sofi-technologies-stock-hits-52week-high-at-1843-93CH-4117314] https://x.com/danielnewmanUV/status/1939688148155412527 [https://x.com/danielnewmanUV/status/1939688148155412527] HPE-Juniper acquisition https://finance.yahoo.com/news/hewlett-packard-hpe-surges-11-142505725.html [https://finance.yahoo.com/news/hewlett-packard-hpe-surges-11-142505725.html]

Could AI make your job obsolete? Episode 265 of the Six Five Podcast tackles this question and other hot topics. Patrick Moorhead and Daniel Newman explore Amazon's AI-driven hiring slowdown and the potential impact on white-collar jobs. From HPE Discover highlights to OpenAI's legal battles with Microsoft, and a debate over the ethics of AI companies using copyrighted data for training, the boys are back with insightful commentary on the rapidly evolving tech landscape. This week’s handpicked topics include:   1. Intro: Recent events, including HPE Discover and the Six Five Summit  2. Amazon's Announcement About Workforce Reduction: This aligns with broader industry trends, where AI and automation are reshaping workforce needs across various sectors & spans Amazon's diverse operations, including physical AI and robotics in warehouses, autonomous delivery systems, and white-collar knowledge work. (The Decode) 3. Microsoft and OpenAI’s Partnership: Examining the complex relationship between Microsoft and OpenAI, and the definition and implications of “AGI,” Artificial General Intelligence. (The Decode) Intel's Strategic Moves: Analysis of Lip Bu Tan’s recent shifts at Intel, including its automotive division shutdown. Plus, speculation on Intel's future focus and strategy. (The Decode) 4. Fair Use and AI Training: A debate on the use of copyrighted material for AI training. (The Flip) 5. Market Performance and Earnings: A review of Micron's recent earnings and market performance, and a look at the overall market trends and AI-related stocks. (Bulls & Bears) 6. NVIDIA's Market Performance: NVIDIA stock climbs to all-time highs & the factors contributing to their success in the AI market. (Bulls & Bears) 7. AI and Market Competition: Multiple winners in the AI chip market and an analysis of potential market share for companies like AMD, NVIDIA, Broadcom, and Marvell. (Bulls & Bears)   For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod [https://www.youtube.com/channel/UC7-rtz96bYgd2m4AhKtZFQw] so you never miss an episode.