Ep198: We are Live! Talking Microsoft, Micron, Cisco, Semis, AI, Cloud

Dec 31, 2023

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:

 

New York Times Sues Microsoft & OpenAI Over Copyright

• https://twitter.com/danielnewmanUV/status/174005092432292295
• https://x.com/PatrickMoorhead/status/1740066678841462799?s=20

 

Micron Q1 Earnings

• https://twitter.com/MoorInsStrat/status/1737926233860554998
• https://twitter.com/danielnewmanUV/status/1737881348151406782
• https://x.com/YahooFinance/status/1737592460870840827?s=20

 

Cisco Acquires Isovalent

• https://twitter.com/PatrickMoorhead/status/1737844460246196634
• https://www.techtarget.com/searchitoperations/news/366564394/Cisco-Security-Cloud-adds-Isovalent-for-multi-cloud-networks

 

2024 Watch List in Semis

 

2024 Watch List in AI

 

2024 Watch List in Cloud

 

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.