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.