Ep. 211: We are Live! Talking Intel, Oracle & Palantir, Groq, Apple, Rubrik, Tesla

The Six Five with Patrick Moorhead and Daniel Newman

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) 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.

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:

Intel Breaks Out Product and Foundry Reporting

• https://download.intel.com/newsroom/2024/corporate/resegmentation-infographic.pdf
• https://d1io3yog0oux5.cloudfront.net/_9bece0e2e2052ad835960ec926e1b746/intel/db/856/8992/presentation/Intel+New+Segment+Reporting+Webinar+-+for+posting+to+INTC.com.pdf
• https://twitter.com/PatrickMoorhead/status/1775551444260716608
• https://twitter.com/PatrickMoorhead/status/1775266979492085779
• https://twitter.com/danielnewmanUV/status/1775263404133060620
• https://twitter.com/danielnewmanUV/status/1775272665009590541

Oracle-Palantir Partnership

• https://www.oracle.com/ee/news/announcement/oracle-and-palantir-join-forces-to-deliver-mission-critical-ai-solutions-to-governments-and-businesses-2024-04-04/
• https://twitter.com/Oracle/status/1775888741350924485
• https://www.techmarketview.com/ukhotviews/archive/2024/04/05/palantir-and-oracle-partner-to-provide-government-and-more-ai-services#:~:text=Oracle%20and%20US%2Dheadquartered%20data,across%20government%20and%20commercial%20sectors.
• https://www.investors.com/news/technology/palantir-stock-rises-oracle-deal-for-ai-cloud-computing-services/

Groq Developer and App Milestones

• https://twitter.com/danielnewmanUV/status/1775176439802761518
• https://twitter.com/PatrickMoorhead/status/1775315306715422731
• https://wow.groq.com/news_press/demand-for-real-time-ai-inference-from-groq-accelerates-week-over-week/

Apple Getting Into Home Robots After Bailing on Cars?

• https://twitter.com/danielnewmanUV/status/1775645024379715978
• https://www.bloomberg.com/news/articles/2024-04-03/apple-explores-home-robots-after-abandoning-car-efforts
• https://www.cnet.com/tech/mobile/apple-reportedly-developing-robots-thatll-roam-your-home/

Rubrik Files S-1 To Go Public

• https://twitter.com/danielnewmanUV/status/1775178111945978165
• https://twitter.com/danielnewmanUV/status/1776070827206709363
• https://www.rubrik.com/company/newsroom/press-releases/24/rubrik-files-registration-statement-for-proposed-initial-public-offering
• https://www.meritechcapital.com/blog/rubrik-ipo-or-s-1-breakdown

Are EVs or Tesla Stalling? Or is China Winning?

• https://www.theglobeandmail.com/business/international-business/article-tesla-scraps-low-cost-car-plans-amid-fierce-chinese-ev-competition/
• https://www.businessinsider.com/china-electric-cars-ev-elon-musk-tesla-byd-price-war-2024-4

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.