Ep. 222: We are Live! Talking Micron, Microsoft, Google, Lenovo, Synopsys

Jun 28, 2024

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:

 

Micron Q3FY24 Earnings

• https://investors.micron.com/news-releases/news-release-details/micron-technology-inc-reports-results-third-quarter-fiscal-2024
• https://www.cnbc.com/2024/06/26/micron-shares-slide-after-revenue-forecast-fails-to-top-estimates.html
• https://finance.yahoo.com/news/micron-technology-mu-stock-trades-164706907.html
• https://twitter.com/danielnewmanUV/status/1806162044187803784

 

Our First Personal Impressions On Copilot+ PC

• https://twitter.com/PatrickMoorhead/status/1806346748840869953
• https://twitter.com/PatrickMoorhead/status/1805659409273463240
• https://twitter.com/danielnewmanUV/status/1805696398094221635

 

Google Kills Endless Scroll

• https://www.theverge.com/2024/6/25/24185727/google-search-continuous-scrolling-doomscrolling-graveyard
• https://www.zdnet.com/article/google-search-kills-infinite-scroll-heres-what-it-means-for-you-and-websites/

 

Lenovo AI Announcements

• https://news.lenovo.com/pressroom/press-releases/lenovo-accelerates-ai-with-solutions-that-fast-track-ai-use-cases-for-every-industry/

 

Google Updates Vertex AI

• https://www.theverge.com/2024/6/27/24187534/google-vertex-ai-developer-search-features-third-party-data
• https://venturebeat.com/ai/google-to-shore-up-vertex-ais-enterprise-credentials-with-addition-of-mistral-small-large-and-codestral-models/

 

Synopsys At DAC

• https://www.synopsys.com/blogs/chip-design/ai-chip-design-dac-2024.html

 

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.