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
First-wave Copilot+ PC laptops from HP, Lenovo & Microsoft built to compete, deliver great user experience & battery life| Moor Insights & Strategy
The Hot Desk team talks ServiceNow, Microsoft, IBM, Salesforce, Zoom, and Canva on this episode of the Hot Desk Podcast.| Moor Insights & Strategy