The Six Five Pod | EP 274: Balancing Hype and Reality: The True Impact of AI on Tech Earnings

  On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week. The handpicked topics for this week are:   Apple Event and AI Strategy: Analysis of Apple's recent product launch event and a debate on Apple's apparent pivot away from a focus on AI. Comparison of Apple's strategy to competitors in the AI space.   Tech Earnings and Market Reactions: Breakdown of Oracle's earnings and stock surge. Analysis of Adobe's performance and AI revenue. Examination of Synopsys's challenges and future outlook.   AI Industry Developments: OpenAI and Microsoft's evolving partnership structure. ASML's investment in Mistral AI and the European tech landscape. Discussion on Apple's strategy to maintain user trust while lagging in AI. Debate on the long-term implications of Apple's current approach.   Chip Industry Dynamics: Analysis of Broadcom's potential chip development for OpenAI. Examination of Intel's organizational changes and market challenges.   Future of AI and Device Integration: Speculation on the evolution of AI assistants and device ecosystems. Discussion on the potential impact of AI on job markets and company strategies. A comparison of tech company valuations and growth potential and an analysis of market reactions to earnings reports and future projections. For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.  

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week. The handpicked topics for this week are:   AI and Antitrust Developments: Analysis of the recent antitrust ruling regarding Google's search monopoly. Discussion on the impact of Generative AI on the competitive landscape. Examination of data sharing requirements and their implications.   Economic Data and Market Trends: Discussion on recent unemployment data released in the latest jobs report. Pat & Dan share skepticism about the accuracy of economic indicators. Analysis of interest rates and their impact on the housing market.   Tech Industry Dinner at Trump's: Mention of tech executives attending dinner with DJT. Brief discussion on the administration's commitment to AI leadership.   Broadcom's Earnings and the AI Chip Market: A breakdown of Broadcom's strong financial performance. Exploration of Broadcom's position in the custom AI chip market. Predictions for Broadcom's future growth and market potential.   Nvidia's Customer Concentration: A debate on the risks of Nvidia's revenue depending on a concentration of a few key customers. Analysis of the sustainability of Nvidia's growth in the AI chip market. Discussion on potential threats from custom chip development by major tech companies.   Salesforce Earnings and AI Strategy: An overview of Salesforce's recent earnings report. Examination of Salesforce's AI initiatives and market reaction. Concerns about the future of SaaS in light of AI advancements. For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.  

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:   VMware Explore 2025 - Fly By (The Decode) https://x.com/danielnewmanUV/status/1960376180127011283 https://x.com/danielnewmanUV/status/1960383797842600155 https://x.com/danielnewmanUV/status/1960383687196860601 https://x.com/danielnewmanUV/status/1960408530198126731 Meta + Google $10B Cloud Deal (The Decode)   https://www.techtarget.com/searchenterpriseai/news/366630037/How-Metas-10B-cloud-deal-with-Google-helps-it-scale-AI  Musk sues Apple & OpenAI for antitrust behavior (The Decode) https://www.bloomberg.com/news/videos/2025-08-25/bloomberg-tech-8-25-2025-video  Meta Superintelligence Lab Exodus (The Decode) https://www.wired.com/story/researchers-leave-meta-superintelligence-labs-openai/  Apple AI + Robotics Strategy (The Decode) https://x.com/danielnewmanUV/status/1959793966054072516 https://x.com/danielnewmanUV/status/1960413825209131366 https://x.com/danielnewmanUV/status/1960413625216328059 https://x.com/danielnewmanUV/status/1960437517414764812 https://x.com/danielnewmanUV/status/1960496235355455849 Trump Tariff/Investment Updates (The Decode) U.S. Gov’t $9.9B Intel Investment (The Decode) https://x.com/PatrickMoorhead/status/1959975116273807796 https://x.com/danielnewmanUV/status/1960001853300605381 India hit with 50% Tariffs https://x.com/PatrickMoorhead/status/1960678399086878841 https://x.com/PatrickMoorhead/status/1960678395962122407 Is Enterprise AI a “Bubble of Expectations” or the Start of Something Bigger?  (The Flip) https://techstrong.ai/articles/openais-altman-warns-of-ai-bubble-while-defending-its-historic-importance/  Fed Chairman Powell’s hint at upcoming rate cuts creates optimism for investors but tech-heavy Nasdaq lags behind S&P 500 (Bulls and Bears) https://www.schwab.com/learn/story/weekly-traders-outlook  Trump Removes Fed Governor Lisa Cook (Bulls and Bears) https://www.cnbc.com/2025/08/26/trump-fed-cook-respond-court.html NVIDIA Q2 Earnings + Blackwell GPU Upgrade (Bulls and Bears) https://x.com/YahooFinance/status/1961160887265312923  https://x.com/danielnewmanUV/status/1960012616358629739 https://x.com/danielnewmanUV/status/1960478545291174235 https://x.com/danielnewmanUV/status/1960689856020939166 https://x.com/danielnewmanUV/status/1960699136790949991 https://x.com/PatrickMoorhead/status/1960808541721387388 https://x.com/PatrickMoorhead/status/1960814476967703014 https://x.com/danielnewmanUV/status/1960796280851993042 https://x.com/danielnewmanUV/status/1960806211525263448 https://x.com/danielnewmanUV/status/1960813452529680455 https://x.com/danielnewmanUV/status/1960802234679103882 https://x.com/danielnewmanUV/status/1960803494715384304 https://x.com/danielnewmanUV/status/1960804557912727996 https://x.com/danielnewmanUV/status/1960792380631568880 Dell Earnings (Bulls and Bears) https://www.barrons.com/articles/dell-technologies-earnings-stock-price-a32f36e5 https://www.wsj.com/business/earnings/dell-technologies-raises-full-year-outlook-third-quarter-view-is-mixed-0c054f8d  Pure Storage Earnings (Bulls and Bears) https://www.cnbc.com/2025/08/28/pure-storage-stock-soars-to-record-meta-deal-bolsters-results-outlook.html https://x.com/danielnewmanUV/status/1961086131119731156 MondoDB Stock soars on Atlas Cloud’s AI Tailwind & Okta Stock Gains (Bulls and Bears) https://finance.yahoo.com/news/live/earnings-live-mongodb-stock-soars-on-ai-tailwind-kohls-surges-okta-gains-122659750.html  Marvell Earnings (Bulls and Bears) https://www.reuters.com/business/marvell-sinks-weak-data-center-outlook-stokes-custom-ai-chip-worries-2025-08-29/ https://www.investors.com/news/technology/marvell-stock-mrvl-fiscal-q2-2026/ HP Earnings (Bulls and Bears) https://finance.yahoo.com/video/hp-earnings-legacy-tech-names-142151026.html https://x.com/PatrickMoorhead/status/1959932080160231572 

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week. The handpicked topics for this week are:   Intel and Government Investment: Extensive coverage of Intel's recent developments. A debate on the U.S. government stake in Intel and its implications.   Chip Advancements: Discussion on China's progress in computer and chip manufacturing. Analysis of China's indigenous chip acceleration efforts.   Market Dynamics and Economic Outlook: Examination of current market conditions and Fed Chair Powell's comments. Insights on potential interest rate cuts and their economic impact.   Tech Earnings and Company Performance: Analysis of recent earnings from Palo Alto Networks, Zoom, and Workday. Discussion on challenges and opportunities in the SaaS market.   Nvidia's Upcoming Earnings Report: Predictions and expectations for Nvidia's financial performance. Long-term outlook on Nvidia's market position and growth potential.   AI and Cybersecurity Trends: Exploration of AI's role in enhancing cybersecurity measures. Discussion on Palo Alto Networks' position in securing AI infrastructure. For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.  

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the tech news stories that made headlines this week, with special guest Jeetu Patel, President & Chief Product Officer, joining for Off the Record! The handpicked topics for this week are:   AI and Technology Industry Updates: NVIDIA, Intel, and ChatGPT-5, plus Elon Musk's recent controversy with Apple's App Store.   Economic Indicators and Market Analysis: Discussion of recent CPI (Consumer Price Index) and PPI (Producer Price Index) data, debate on the reliability and methodology of economic measurements. Observations on inflation trends and their impact on various sectors.   Cisco President and Chief Product Officer Jeetu Patel Goes “Off the Record”: Jeetu Patel discusses Cisco's strong Q4 performance, with product orders up 7% and over $800 million in AI Infrastructure business. He highlights that AI is driving a fundamental shift in networking and that Cisco's in-house Silicon One and security integration are key structural advantages.   Company Earnings and Performance Reviews: Analysis of CoreWeave's financial results and business model. Cisco's continued strength, particularly in AI-related revenues. Examination of Coherent's recent spin-off and market reaction. Lenovo's quarterly results highlight its PC market share and challenges in the data center segment. Applied Materials' earnings and the impact of China-related guidance.   Industry Trends and Strategic Moves: Intel's potential government investment and revised foundry strategy. The importance of traditional enterprise IT in the AI era. Implications of U.S. government actions on chip sales to China. For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

In this week's episode, hosts Daniel Newman and Patrick Moorhead dissect a whirlwind of tech news! From Palantir, Lip-Bu, Trump, and tariffs to the latest in GPT-5, they break down the key announcements and market shifts that are shaping the industry:    Tech Industry News and Analysis: Trump's tariff threats on semiconductors and chips. Apple's investment commitments in the US. Rumors about GPT-5 release and its potential impact.   Intel Leadership Challenges: Trump's call for Intel CEO Lip-Bu Tan’s removal. Analysis of Intel's missed opportunities in the US chip manufacturing push.   Palantir's Meteoric Rise: Discussion of Palantir's market valuation and performance. Analysis of the company's government contracts and AI positioning.   Other Tech Company Performances: Lattice Semiconductor's positive market reception. IonQ's progress in quantum computing. Astera's growth and dependence on Nvidia.   Impact of AI on Knowledge Work: How advancements in AI, particularly with the release of GPT-5, could significantly impact knowledge-based industries and consulting firms.   Challenges for Chip Manufacturers: Various challenges faced by chip manufacturers, including Super Micro's underperformance and the potential impact on competitors like Dell and HPE in the AI server market. For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman dive into the latest tech news and earnings reports. They discuss Intel's foundry strategy, NVIDIA's chip sales to China, and recent earnings from major tech companies like Amazon, Microsoft, Meta, and Apple.  Get their analysis of market trends, geopolitical factors affecting the tech sector, and the competitive landscape among industry giants. This week’s handpicked topics include:   Discussion of the EU's 40 billion Euro AI chip purchase agreement with the U.S.: A quick analysis of the practicality and implications of this deal. (The Decode) Palo Alto Networks Acquisition of CyberArk: A look at their potential $25 billion acquisition of CyberArk and the strategic importance of identity management in cybersecurity. (The Decode) NVIDIA Updates: Concerns about potential backdoors in NVIDIA’s H20 chips and an analysis of the insatiable global demand for NVIDIA’s AI chips. (The Decode) Microsoft & OpenAI’s Ongoing Relationship Challenges: Commentary on Satya Nadella & Sam Altman’s respective strategies (The Decode) The Flip - Intel's 14A Foundry Strategy: A simulated debate on Intel's approach to 14A Foundry development, including a discussion of geopolitical implications and competition in the semiconductor industry.  Bulls & Bears Tech Earnings Roundup - Analysis of recent earnings reports from major tech companies: - Amazon's impressive growth and future potential - Microsoft's strong performance, particularly in Azure - Meta's success in leveraging AI for platform stickiness - Apple's steady performance and potential AI developments - Arm's strategic shift towards chip production - Qualcomm's challenges in market perception despite solid performance Market Reactions and Future Outlook: Market responses to earnings reports and strategic moves, and speculation on future developments in AI, robotics, and data center technologies. For a deeper dive into each topic, please click on the links above. Be sure to subscribe to The Six Five Pod so you never miss an episode.  

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:   Trump aims to get rid of AI regulations in a push to win the AI race (The Decode) https://www.npr.org/2025/07/23/nx-s1-5213904/trump-ai-regulations https://www.csis.org/analysis/experts-react-unpacking-trump-administrations-plan-win-ai-race Pat speaks on Winning the AI Race Event and “Trump’s AI Roadmap” (The Decode)   https://x.com/PatrickMoorhead/status/1947644571627757683 https://x.com/PatrickMoorhead/status/1948044849858437209 https://x.com/PatrickMoorhead/status/1948045885939531813 https://x.com/PatrickMoorhead/status/1948063418696511930 https://x.com/PatrickMoorhead/status/1948057960636158019 https://x.com/danielnewmanUV/status/1948059191182045549 https://x.com/PatrickMoorhead/status/1948116469612527820 Pat on Yahoo Finance breaking the event down https://x.com/PatrickMoorhead/status/1948547645011525860 https://www.cnbc.com/2025/07/26/china-ai-action-plan.html US and EU clinch trade deal to avert prohibitive US tariffs, Trump says (The Decode)   https://www.reuters.com/business/us-eu-clinch-trade-deal-avert-prohibitive-us-tariffs-trump-says-2025-07-27/ https://x.com/PatrickMoorhead/status/1949535107288801287 https://x.com/danielnewmanUV/status/1949534884655145434 US, China hold new talks on tariff truce extension, easing path for Trump-Xi meeting (The Decode)   https://www.reuters.com/world/china/us-china-hold-new-talks-tariff-truce-extension-easing-path-trump-xi-meeting-2025-07-28/ https://www.reuters.com/world/china/china-us-extend-tariff-pause-sweden-talks-by-another-90-days-scmp-reports-2025-07-27/ Trump announces ‘massive trade’ agreement with Japan (Bulls and Bears) https://www.cnn.com/2025/07/22/business/japan-trade-agreement-us Earnings Season (Bulls and Bears) Tesla Earnings https://finance.yahoo.com/news/tesla-misses-on-q2-earnings-but-says-more-affordable-model-planned-for-2025-production-201633342.html https://x.com/danielnewmanUV/status/1948525488936484961 IBM Q2 Earnings https://www.cnbc.com/2025/07/23/ibm-q2-earnings-report-2025.html Alphabet Inc. - Q2 2025 https://finance.yahoo.com/video/alphabet-posts-q2-earnings-beat-201530698.html https://x.com/danielnewmanUV/status/1947371163526570418 https://x.com/danielnewmanUV/status/1947724737813107160 T-Mobile US - Q2 2025 Earnings https://finance.yahoo.com/news/t-mobile-dials-up-big-earnings-beat-as-it-bests-verizon-att-in-new-customers-201824624.html ServiceNow Q2 2025 https://www.cnbc.com/2025/07/23/servicenow-now-q2-earnings-2025.html https://x.com/PatrickMoorhead/status/1947726458891141274 https://x.com/danielnewmanUV/status/1947712998501462422 Intel - Q2 2025 Earnings https://www.cnbc.com/2025/07/24/intel-intc-earnings-report-q2-2025.html TSMC - Trillion Dollar Market Cap (Bulls and Bears) https://qz.com/tsmc-trillion-market-cap-ai-chips-taiwan-earnings-semiconductor

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:   NVIDIA & AMD get greenlight to sell & ship chips to China (The Decode) https://www.cnn.com/2025/07/15/business/NVIDIA-resume-h20-chip-sales-to-china-intl-hnk  https://x.com/danielnewmanUV/status/1945509802211254661  https://x.com/PatrickMoorhead/status/1945089356022096361 https://x.com/PatrickMoorhead/status/1945049406199226857 https://x.com/PatrickMoorhead/status/1945049728141447261 https://x.com/danielnewmanUV/status/1944939965953011869 https://x.com/danielnewmanUV/status/1945084756619571695 https://x.com/danielnewmanUV/status/1945120959314141508 https://x.com/danielnewmanUV/status/1945317350573519001 https://x.com/danielnewmanUV/status/1945439985139691965 https://x.com/danielnewmanUV/status/1945509802211254661 https://x.com/PatrickMoorhead/status/1945504256821457108 https://x.com/PatrickMoorhead/status/1945582561066877304 National-Security Concerns Tie Up Trump’s U.A.E. Chips Deal (The Decode) https://www.wsj.com/politics/national-security/national-security-concerns-tie-up-trumps-u-a-e-chips-deal-a0273815 https://x.com/PatrickMoorhead/status/1945816740987797799 DoD $200M Investment In AI Companies + Grok in the Pentagon + xAI (The Decode) https://www.cnbc.com/2025/07/14/anthropic-google-openai-xai-granted-up-to-200-million-from-dod.html Trump Touts Billions in Investments to Create AI Hub in Pennsylvania https://www.wsj.com/tech/ai/trump-to-tout-billions-in-investments-to-create-ai-hub-in-pennsylvania-1e9afa89?gaa_at=eafs&gaa_n=ASWzDAi_pJAtfK0fPCCk3S5NJcha_SuAm3XOeUy0DRuI3CMWo2gZdOaIlyBtlxQUyAo%3D&gaa_ts=68781440&gaa_sig=_Yqa5IRyVzkkxPc_xhj_byTz9tIqmfU3uYprcwrEJY-8pMkq1FCK9CZsPqsyMrV7gPK26K5Gon8bw2Vp_cu5xQ%3D%3D Pentagon to start using Grok as part of a $200 million contract with Elon Musk's xAI (The Decode) https://www.cbsnews.com/news/grok-elon-musk-xai-pentagon-contract/ https://x.ai/news/government AWS New York Summit Keynote (The Decode) https://x.com/PatrickMoorhead/status/1945501010824413579 https://x.com/PatrickMoorhead/status/1945501932270850512 https://x.com/PatrickMoorhead/status/1945502428100505736  https://www.aboutamazon.com/news/aws/aws-summit-agentic-ai-innovations-2025  AWS KIro Announcement - Jason video https://youtube.com/shorts/Dlaxxbfc_k8?feature=share  AWS is Launching an AI Agent Marketplace With Anthropic (The Decode) https://techcrunch.com/2025/07/10/aws-is-launching-an-ai-agent-marketplace-next-week-with-anthropic-as-a-partner/  Synopsys CEO Sassine Ghazi took us inside his $35 billion acquisition of Ansys, which closes today (The Decode) https://fortune.com/2025/07/17/synopsys-ceo-sassine-ghazi-35-billion-acquisition-ansys/ Trump intensifies trade war with threat of 30% tariffs on EU, Mexico (Bulls and Bears) https://www.reuters.com/business/trump-announces-30-tariffs-eu-2025-07-12/ CPI and PPI (Bulls and Bears) https://www.cnbc.com/2025/07/16/ppi-inflation-report-june-2025.html https://www.bloomberg.com/news/articles/2025-07-16/us-producer-prices-stagnated-on-decline-in-services-costs?embedded-checkout=true https://www.cbsnews.com/news/cpi-report-june-2025-inflation-trump-tariffs/   Trump Firing Powell? (Bulls and Bears) https://www.reuters.com/world/us/trump-indicated-republican-lawmakers-he-will-fire-feds-powell-cbs-reports-2025-07-16/ https://www.cbsnews.com/news/what-does-the-federal-reserve-do-and-why-is-trump-mad-at-its-chair-jerome-powell/   TSMC Earnings (Bulls and Bears) TSMC profit surges 61% to record high fueled by AI chip demand https://www.cnbc.com/2025/07/17/tsmcs-second-quarter-profit-soars-nearly-61percent-as-ai-chip-demand-stays-strong-.html https://x.com/FuturumEquities/status/1944741028952707502 https://x.com/danielnewmanUV/status/1944737452150673605 https://x.com/danielnewmanUV/status/1945790790556663909  

 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: X and xAI News https://techcrunch.com/2025/07/09/elon-musks-xai-launches-grok-4-alongside-a-300-monthly-subscription/ https://x.com/patrickmoorhead/status/1943342069235245421?s=46&t=YiEHo6jc4-PozRf_efr9PA https://www.npr.org/2025/07/09/nx-s1-5462609/grok-elon-musk-antisemitic-racist-content https://www.cnbc.com/2025/07/09/linda-yaccarino-x-elon-musk.html https://x.com/lindayaX/status/1942957094811951197   Apple/META/OpenAI Talent War & Exits https://www.investopedia.com/meta-poaches-apple-ai-executive-reports-say-11768000 https://x.com/danielnewmanUV/status/1942350275437813777 https://www.wired.com/story/openai-new-hires-scaling/ https://x.com/danielnewmanUV/status/1942721860166353287 https://www.investopedia.com/meta-platforms-enticed-apple-ai-executive-with-200m-pay-package-report-says-11769571   Samsung Galaxy Unpacked https://x.com/PatrickMoorhead/status/1942961894832152898 https://x.com/PatrickMoorhead/status/1942953058184437939 https://x.com/PatrickMoorhead/status/1942948447281455188 https://x.com/PatrickMoorhead/status/1942725650152055227 https://x.com/PatrickMoorhead/status/1942963639134375952 https://x.com/PatrickMoorhead/status/1942967272626323730   Groq EU Data Center https://x.com/danielnewmanUV/status/1942400094852222989   Capgemini $3.3B WNS Acquisition https://www.reuters.com/en/frances-capgemini-buy-business-transformation-firm-wns-33-billion-2025-07-07/ https://www.reuters.com/en/frances-capgemini-buy-business-transformation-firm-wns-33-billion-2025-07-07/ (duplicate, but good for emphasis if you want!) Tredence Agentic AI Playbook https://www.prnewswire.com/news-releases/tredence-launches-agentic-ai-playbook-for-cdaos-to-scale-enterprise-modernization-302500398.html Apple Perplexity Deal https://thetechnologyexpress.com/apple-eyes-14b-deal-for-perplexity-ai-to-boost-search-and-challenge-google/ https://www.bloomberg.com/news/articles/2025-06-20/apple-executives-have-held-internal-talks-about-buying-ai-startup-perplexity https://finance.yahoo.com/news/dan-ives-says-apple-aapl-102802274.html Microsoft & Replit “Vibe Coding” https://techcrunch.com/2025/07/08/in-a-blow-to-google-cloud-replit-partners-with-microsoft/ The Flip – NVIDIA Dominance https://x.com/danielnewmanUV/status/1942947771738104164 https://x.com/danielnewmanUV/status/1942722398501101954 Bulls & Bears – Futurum Equities AI 15 https://x.com/danielnewmanUV/status/1942378588948623468 https://x.com/danielnewmanUV/status/1942947187278987621 https://futurumequities.com/ Bulls & Bears – NVIDIA Earnings & Trends https://x.com/YahooFinance/status/1942546161279041868 https://x.com/YahooFinance/status/1942422381894492183 https://x.com/danielnewmanUV/status/1942550986570227807 https://x.com/danielnewmanUV/status/1942642005127127268 https://x.com/danielnewmanUV/status/1942722398501101954 https://x.com/danielnewmanUV/status/1942947771738104164 https://finance.yahoo.com/video/nvidia-stock-why-investors-bullish-220000250.html?guccounter=2 Bulls & Bears – CoreWeave Updates https://www.cnbc.com/2025/07/07/coreweave-to-acquire-core-scientific-in-9-billion-all-stock-deal.html https://www.cnbc.com/2025/07/03/coreweave-dell-blackwell-ultra-nvidia.html https://x.com/PatrickMoorhead/status/1941122315263283535   Bulls & Bears – SOFI Rapid Growth https://x.com/danielnewmanUV/status/1942367641123061833 https://x.com/SoFi/status/1942569679136120996 https://x.com/danielnewmanUV/status/1942617508743368921   Bulls & Bears – LangChain Unicorn Round https://techcrunch.com/2025/07/08/langchain-is-about-to-become-a-unicorn-sources-say/   Bulls & Bears – S&P 500 / Other https://x.com/TheTranscript_/status/1942219645743718797 https://www.youtube.com/watch?v=XhOwlEyJhOg https://www.youtube.com/watch?v=j_72m2LfLwM