The Six Five with Patrick Moorhead and Daniel Newman podcast

Ep. 234: We are Live! Talking Microsoft & Google, HP, GSA, Micron, NetApp, Intel

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Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (The Futurum Group) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis. 

 

Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, and I am joined by Daniel Newman with The Futurum Group. On this week's show, we will be talking:

 

Google Complains to EU About Microsoft

https://x.com/danielnewmanUV/status/1839367892275732688

https://finance.yahoo.com/video/google-calls-microsoft-cloud-monopoly-143943051.html

https://www.cnbc.com/2024/09/25/google-files-eu-antitrust-complaint-accusing-microsoft-of-stifling-cloud-competition.html

https://www.washingtonpost.com/technology/2024/09/25/google-microsoft-antitrust-eu-cloud/

 

HP Imagine 2024

https://x.com/PatrickMoorhead/status/1838714819484225552

https://x.com/PatrickMoorhead/status/1838627865019191572

https://x.com/PatrickMoorhead/status/1838624716418093071

https://x.com/PatrickMoorhead/status/1838620401263612204

https://x.com/PatrickMoorhead/status/1838613627445874782

https://x.com/danielnewmanUV/status/1838611039837188481

https://x.com/danielnewmanUV/status/1838623309010997595

https://x.com/danielnewmanUV/status/1838619618530988455

https://x.com/danielnewmanUV/status/1838616551387468248

 

Micron Q4FY24 Earnings

https://x.com/danielnewmanUV/status/1839149961033953452

https://finance.yahoo.com/news/micron-stock-soars-as-q1-revenue-forecast-tops-analyst-estimates-123207244.html

https://www.thestreet.com/investing/stocks/analysts-race-to-overhaul-micron-stock-price-targets-after-earnings

https://seekingalpha.com/article/4723558-micron-heres-why-were-flipping-to-a-buy-after-q4-fy2024-earnings

https://investors.micron.com/static-files/b732110d-2b3c-47a5-9dd8-c24fbf5873a0

https://x.com/MicronTech/status/1839052153018790282

 

GSA US Executive Forum

https://x.com/PatrickMoorhead/status/1839395955457806413

https://x.com/PatrickMoorhead/status/1839146220050330098

https://x.com/PatrickMoorhead/status/1839151157044003087

https://x.com/danielnewmanUV/status/1839147265463824518

 

NetApp Insight 2024

https://x.com/danielnewmanUV/status/1838736360469074283

https://x.com/danielnewmanUV/status/1838773714168746310

https://blocksandfiles.com/2024/09/25/netapp-ai-insight-2024/

 

Intel Lunar Lake Benchmarks

https://x.com/PatrickMoorhead/status/1838685702059626754

https://www.tomsguide.com/computing/laptops/intel-lunar-lake-benchmarks-heres-how-it-compares-to-snapdragon-x-and-apple-m3

https://www.tomshardware.com/pc-components/gpus/we-benchmarked-intels-lunar-lake-gpu-with-core-ultra-9-drivers-still-holding-back-arc-graphics-140v-performance

https://x.com/danielnewmanUV/status/1838687548098695625

 

Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.

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