The Six Five with Patrick Moorhead and Daniel Newman podcast

EP 266: Tech Giants' Chess Moves - From Meta's Hiring Flex to Oracle's Cloud Surge

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On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week’s handpicked topics include:

 

Amazon’s 1 million robot milestone
https://www.aboutamazon.com/news/operations/amazon-million-robots-ai-foundation-model

AI job losses and economic impacts
https://techcrunch.com/2025/06/27/as-job-losses-loom-anthropic-launches-program-to-track-ais-economic-fallout/
https://www.reuters.com/business/world-at-work/microsoft-lay-off-many-9000-employees-seattle-times-reports-2025-07-02/

Intel Foundry Updates

https://www.reuters.com/business/retail-consumer/intels-new-ceo-explores-big-shift-chip-manufacturing-business-2025-07-02/

Tesla robotaxis: Game-changing or overhyped?
https://www.barrons.com/articles/tesla-robotaxi-uber-stock-415b1a91

"Big Beautiful Bill" and economic growth
https://qz.com/online-shopping-just-saw-its-biggest-drop-in-more-than-a-decade-survey-says
https://finance.yahoo.com/video/trump-announces-us-vietnam-trade-145624832.html

Oracle's $30 billion cloud deal
https://www.cnbc.com/2025/06/30/oracle-orcl-stock-cloud-deal.html

Robinhood and SoFi fintech success
https://www.cnbc.com/2025/07/02/robinhood-stock-record.html
https://x.com/danielnewmanUV/status/1940247427946357189
https://x.com/danielnewmanUV/status/1939795552738202064
https://www.investing.com/news/company-news/sofi-technologies-stock-hits-52week-high-at-1843-93CH-4117314
https://x.com/danielnewmanUV/status/1939688148155412527

HPE-Juniper acquisition
https://finance.yahoo.com/news/hewlett-packard-hpe-surges-11-142505725.html

 

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