On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Intel's potential government stake, China's reliance on Nvidia, and the impact of Fed interest rate decisions on the economy. The hosts debate the future of SaaS companies like Workday and Zoom, while also touching on cybersecurity firm Palo Alto Networks' performance. The conversation wraps up with anticipation for Nvidia's upcoming earnings report and its market dominance in AI chips. Throughout, the hosts...
