Ep105: Oracle & Marvell Earnings, Intel & MobilEye, Planet Goes Public, C3 Wins Big, FTC Sues NVIDIA

Dec 12, 2021

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) 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. 

 

The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each. 

 

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

 

Oracle $ORCL Earnings

• https://twitter.com/danielnewmanUV/status/1469051400864817159?s=20
• https://s23.q4cdn.com/440135859/files/doc_financials/2022/q2/2q22-pressrelease-December.pdf

 

Intel Spinning Mobileye

• https://twitter.com/PatrickMoorhead/status/1468205211676196866?s=20
• https://t.co/r8UNEmif1B
• https://twitter.com/danielnewmanUV/status/1468039360515919876?s=20 
• https://www.marketwatch.com/story/intels-new-ceo-shows-signs-hes-ready-to-over-deliver-11638980510?mod=mw_latestnews

 

Planet Goes Public as $PL 

• https://twitter.com/PatrickMoorhead/status/1468785971575599114?s=20
• https://www.planet.com/pulse/planet-to-become-publicly-traded-company-through-merger-with-dmy-iv/
• https://investors.planet.com/news/news-details/2021/dMY-Technology-Group-Inc.-IV-Stockholders-Approve-Proposed-Business-Combination-with-Planet/default.aspx
• https://www.forbes.com/sites/patrickmoorhead/2021/11/29/the-past-and-present-are-telling-of-the-future-so-whats-next-for-planet/

 

C3_AI Wins 500 Million DoD Contract

• https://futurumresearch.com/research-notes/c3-ai-wins-500m-department-of-defense-contract-further-validating-strong-vision/

 

FTC Suing NVIDIA Over Arm Deal

• https://twitter.com/SemiNewsByDylan/status/1466907239713808389?s=20
• https://finance.yahoo.com/video/nvidia-stock-almost-bulletproof-monday-172926051.html?fr=sycsrp_catchall

 

Marvell Earnings

• https://futurumresearch.com/research-notes/marvell-industry-analyst-day-2021-new-atlasone-chip-readies-5g-ran-optical-fronthaul-for-5g-ecosystem/

 

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.