Artwork

Контент предоставлен Daniel Newman and Patrick Moorhead. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Daniel Newman and Patrick Moorhead или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
Player FM - приложение для подкастов
Работайте офлайн с приложением Player FM !

Ep. 229: Talking Synopsys, NVIDIA, Broadcom, AI GPU & ASIC Market, Microsoft, Downward Job Revision

53:52
 
Поделиться
 

Manage episode 435803369 series 2645868
Контент предоставлен Daniel Newman and Patrick Moorhead. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Daniel Newman and Patrick Moorhead или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.

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:

Synopsys Q3FY24 Earnings

https://twitter.com/PatrickMoorhead/status/1826367273507971490

https://twitter.com/danielnewmanUV/status/1826352357099122723

https://investor.synopsys.com/news/news-details/2024/Synopsys-Posts-Financial-Results-for-Third-Quarter-Fiscal-Year-2024/#:~:text=Synopsys%20Posts%20Financial%20Results%20for%20Third%20Quarter%20Fiscal%20Year%202024,-August%2021%2C%202024&text=Record%20quarterly%20revenue%20of%20%241.526,over%20year%20and%20exceeding%20guidance.

NVIDIA Earnings Predictions

https://twitter.com/danielnewmanUV/status/1826279941844963516

https://www.tipranks.com/news/goldman-sachs-sets-expectations-on-nvidia-stock-ahead-of-earnings

https://finance.yahoo.com/news/nvidia-stock-slips-ahead-of-earnings-release-as-wall-street-reiterates-bullish-outlook-175404516.html

https://www.thestreet.com/investing/stocks/analyst-resets-nvidia-stock-price-target-before-earnings

Broadcom Wins 1st & 2nd Generation AI ASIC Programs From OpenAI?

https://twitter.com/danielnewmanUV/status/1826631682356650231

https://www.benzinga.com/analyst-ratings/analyst-color/24/08/40505439/broadcom-secures-major-wins-with-openai-google-meta-as-it-targets-150b-ai-market

Debating The Size of The AI GPU & ASIC Market

https://twitter.com/danielnewmanUV/status/1826438394127221065

https://twitter.com/danielnewmanUV/status/1826298517251342541

https://www.cnbc.com/2024/08/23/how-google-makes-custom-cloud-chips-that-power-apple-ai-and-gemini.html

Windows Recall Gets A Date

https://twitter.com/PatrickMoorhead/status/1826413608365863129

https://www.msn.com/en-us/news/technology/recall-just-got-a-release-date-window-for-windows-pcs-here-s-when-you-ll-get-to-test-it/ar-AA1pcu0Y?ocid=BingNewsSerp

https://www.windowscentral.com/software-apps/windows-11/microsoft-says-windows-recall-will-enter-public-preview-in-october

Massive Downward Job Revision

https://twitter.com/danielnewmanUV/status/1826273339142181042

https://twitter.com/PatrickMoorhead/status/1826334206772834474

https://www.cnbc.com/2024/08/21/us-job-growth-revised-down-by-the-most-since-2009-why-this-time-is-different.html

https://seekingalpha.com/article/4716491-3-implications-from-the-massive-downward-jobs-revision

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.

  continue reading

119 эпизодов

Artwork
iconПоделиться
 
Manage episode 435803369 series 2645868
Контент предоставлен Daniel Newman and Patrick Moorhead. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией Daniel Newman and Patrick Moorhead или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.

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:

Synopsys Q3FY24 Earnings

https://twitter.com/PatrickMoorhead/status/1826367273507971490

https://twitter.com/danielnewmanUV/status/1826352357099122723

https://investor.synopsys.com/news/news-details/2024/Synopsys-Posts-Financial-Results-for-Third-Quarter-Fiscal-Year-2024/#:~:text=Synopsys%20Posts%20Financial%20Results%20for%20Third%20Quarter%20Fiscal%20Year%202024,-August%2021%2C%202024&text=Record%20quarterly%20revenue%20of%20%241.526,over%20year%20and%20exceeding%20guidance.

NVIDIA Earnings Predictions

https://twitter.com/danielnewmanUV/status/1826279941844963516

https://www.tipranks.com/news/goldman-sachs-sets-expectations-on-nvidia-stock-ahead-of-earnings

https://finance.yahoo.com/news/nvidia-stock-slips-ahead-of-earnings-release-as-wall-street-reiterates-bullish-outlook-175404516.html

https://www.thestreet.com/investing/stocks/analyst-resets-nvidia-stock-price-target-before-earnings

Broadcom Wins 1st & 2nd Generation AI ASIC Programs From OpenAI?

https://twitter.com/danielnewmanUV/status/1826631682356650231

https://www.benzinga.com/analyst-ratings/analyst-color/24/08/40505439/broadcom-secures-major-wins-with-openai-google-meta-as-it-targets-150b-ai-market

Debating The Size of The AI GPU & ASIC Market

https://twitter.com/danielnewmanUV/status/1826438394127221065

https://twitter.com/danielnewmanUV/status/1826298517251342541

https://www.cnbc.com/2024/08/23/how-google-makes-custom-cloud-chips-that-power-apple-ai-and-gemini.html

Windows Recall Gets A Date

https://twitter.com/PatrickMoorhead/status/1826413608365863129

https://www.msn.com/en-us/news/technology/recall-just-got-a-release-date-window-for-windows-pcs-here-s-when-you-ll-get-to-test-it/ar-AA1pcu0Y?ocid=BingNewsSerp

https://www.windowscentral.com/software-apps/windows-11/microsoft-says-windows-recall-will-enter-public-preview-in-october

Massive Downward Job Revision

https://twitter.com/danielnewmanUV/status/1826273339142181042

https://twitter.com/PatrickMoorhead/status/1826334206772834474

https://www.cnbc.com/2024/08/21/us-job-growth-revised-down-by-the-most-since-2009-why-this-time-is-different.html

https://seekingalpha.com/article/4716491-3-implications-from-the-massive-downward-jobs-revision

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.

  continue reading

119 эпизодов

Tous les épisodes

×
 
Loading …

Добро пожаловать в Player FM!

Player FM сканирует Интернет в поисках высококачественных подкастов, чтобы вы могли наслаждаться ими прямо сейчас. Это лучшее приложение для подкастов, которое работает на Android, iPhone и веб-странице. Зарегистрируйтесь, чтобы синхронизировать подписки на разных устройствах.

 

Краткое руководство