Ep. 241: We are Live! Talking NVIDIA, Microsoft, Qualcomm, OpenText, Meta

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:

NVIDIA Q3FY25 Earnings

https://x.com/danielnewmanUV/status/1859054710491365867

https://x.com/danielnewmanUV/status/1859013212626108520

https://x.com/PatrickMoorhead/status/1859397014338892095

https://x.com/CNBCOvertime/status/1859349472599474481

https://x.com/danielnewmanUV/status/1859393459741655242

https://x.com/danielnewmanUV/status/1859436038189351183

https://x.com/danielnewmanUV/status/1859420999105773896

https://x.com/danielnewmanUV/status/1859347077303763053

https://x.com/PatrickMoorhead/status/1859213594774135222

https://x.com/PatrickMoorhead/status/1858583013946187905

https://x.com/danielnewmanUV/status/1858996150529118265

https://x.com/danielnewmanUV/status/1858697224932250009

https://nvidianews.nvidia.com/news/nvidia-announces-financial-results-for-third-quarter-fiscal-2025

Microsoft Ignite 2024

https://x.com/PatrickMoorhead/status/1858907904578924830

https://x.com/PatrickMoorhead/status/1858899059211157956

https://x.com/PatrickMoorhead/status/1858889210595291275

https://x.com/PatrickMoorhead/status/1858887218426736768

https://x.com/PatrickMoorhead/status/1858885264753508398

https://x.com/PatrickMoorhead/status/1858886016678912197

https://x.com/PatrickMoorhead/status/1858883618594050374

https://x.com/PatrickMoorhead/status/1858875559263994352

https://x.com/PatrickMoorhead/status/1858881947163885917

https://x.com/danielnewmanUV/status/1858874592837665149

https://x.com/danielnewmanUV/status/1858879156164980803

https://x.com/danielnewmanUV/status/1858877810443464713

https://x.com/danielnewmanUV/status/1858877492901110183

https://x.com/danielnewmanUV/status/1858875571947630931

https://x.com/danielnewmanUV/status/1858876642673721658

https://x.com/RobKramer_Data/status/1859595440821551119

OpenText World 2024

https://blogs.opentext.com/opentext-world-2024-information-reimagined-2/

https://www.intelligentcio.com/north-america/2024/11/18/opentext-world-2024-unites-industry-leaders-to-tackle-ai-and-information-management/

https://blogs.opentext.com/embrace-ai-knowledge-work-with-cloud-editions-ce-24-4/

Qualcomm Investor Day

https://x.com/danielnewmanUV/status/1859253811954459076

https://x.com/danielnewmanUV/status/1858955109113471278

https://x.com/danielnewmanUV/status/1858872279221829725

https://x.com/anshelsag/status/1858983762320912724

https://x.com/anshelsag/status/1858983446347186670

https://x.com/anshelsag/status/1858982486862348714

https://x.com/anshelsag/status/1858981996376322132

https://x.com/anshelsag/status/1858980545876947131

https://x.com/anshelsag/status/1858980299599999391

https://x.com/anshelsag/status/1858980205790163317

https://x.com/anshelsag/status/1858967357148065930

https://x.com/anshelsag/status/1858970486941819134

https://x.com/anshelsag/status/1858972168161566895

https://x.com/anshelsag/status/1858972739274764512

https://x.com/anshelsag/status/1858974442409652442

Clara Shih Joins Meta, Departs Salesforce

https://x.com/PatrickMoorhead/status/1859420130993676332

https://www.bizjournals.com/dallas/bizwomen/news/latest-news/2024/11/clara-shih-meta-business-ai-salesforce.html

https://finance.yahoo.com/news/meta-hires-salesforce-ai-ceo-121652963.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAJpQvcuN74hvyRnTUyDFWaJS2MJJGmjwzD_92TrTyZj2R5PCKkrxYfqGguZCIdE0K37bX5V752FrR6qL1-BLDIxNGvUJ-mrdSAsHCPo79XLsG3H4Fv5Zr6_rDkM8y6pb0ON_EzIor8h8tVb_giEKEwCHB9vNaQciY3V7LIFjt3mx

https://www.investors.com/news/technology/meta-hires-former-salesforce-ai-boss-for-big-step-in-enterprise/

Microsoft’s New Silicon

https://x.com/PatrickMoorhead/status/1858889210595291275

https://x.com/danielnewmanUV/status/1858883908055515426

https://x.com/danielnewmanUV/status/1858684343796785344

https://x.com/danielnewmanUV/status/1858884152923144318

https://x.com/PatrickMoorhead/status/1858885264753508398

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.