MI&S Weekly Analyst Insights — Week Ending August 8, 2025. A wrap-up of what our team published during the last week. The post MI&S Weekly Analyst Insights — Week Ending August 8, 2025 appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Trump's tariff threats on semiconductors, Apple's investment commitments, and Intel's leadership challenges. The hosts analyze AMD's earnings, Palantir's soaring valuation, and Lattice Semiconductor's market position. They also touch on quantum computing developments and AI server market dynamics. Throughout the episode, Newman and Moorhead engage in friendly banter, share personal anecdotes, and offer candi...| Moor Insights & Strategy
Yesterday I appeared on CNBC alongside Citi semiconductor analyst Chris Danely to discuss President Trump’s intention to place 100% tariffs on semiconductor chips — and his demand that Intel CEO Lip-Bu Tan resign. Watch the edited clip via the link below, or read on for an AI-generated, human-curated overview and summary of the discussion. Link […] The post BROADCAST ANALYSIS: Patrick Moorhead Discusses Intel on CNBC Money Movers, August 7, 2025 appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
Last week I had a chance to talk with Jon Fortt and Morgan Brennan of CNBC about the freshly released earnings numbers for Apple, which were surprising and impressive. The full clip, which you can watch via the link below, offers more context from financial analyst Gil Luria, CNBC correspondent Steve Kovach, and me — […] The post BROADCAST ANALYSIS: Patrick Moorhead Discusses Apple Earnings on CNBC Closing Bell Overtime, July 31, 2025 appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
Step into the future of sports with hosts Melody Brue and Robert Kramer on Game Time Tech. Episode 17 breaks down the AI-powered evolution of Wimbledon 2025, the Premier League’s tech-driven fan experiences, and Globant’s bold “AI or Die” strategy. Whether you're a tennis fanatic, soccer devotee, or tech enthusiast, this episode reveals how digital innovation is redefining the game for players, officials, and fans alike The post Game Time Tech Ep 17 with Melody Brue and Robert Kramer ...| Moor Insights & Strategy
AI meets human collaboration in Industry 5.0. ERP, GenAI, SaaS, and Mitel’s pivot—Episode 11 breaks it all down.| Moor Insights & Strategy
Many workers report feeling overwhelmed by employers' expectations and a lack of work-life boundaries. How can AI help — and when is it part of the problem? The post AI Will Make The ‘Infinite Workday’ Worse — Unless We Act Differently appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
MI&S Weekly Analyst Insights — Week Ending August 1, 2025. A wrap-up of what our team published during the last week. The post MI&S Weekly Analyst Insights — Week Ending August 1, 2025 appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
MI&S Weekly Analyst Insights — Week Ending July 25, 2025. A wrap-up of what our team published during the last week. The post MI&S Weekly Analyst Insights — Week Ending July 25, 2025 appeared first on Moor Insights & Strategy.| Moor Insights & Strategy
Broadcasting innovation just hit the cloud. Media.Monks’ Lewis Smithingham shares how VR sports, 5G cameras, and hybrid production are reshaping the fan experience—from the NBA to high school fields The post Game Time Tech Ep 16: Broadcasting Innovation with Lewis Smithingham appeared first on Moor Insights & Strategy.| Moor Insights & Strategy