Ep. 247: We are Live! Talking DeepSeek, Microsoft, IBM, Intel, ServiceNow, SAP

The Six Five with Patrick Moorhead and Daniel Newman

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:

DeepSeek Panic or Joy?

https://x.com/PatrickMoorhead/status/1882937702951379398

https://x.com/PatrickMoorhead/status/1883122284648624190

https://x.com/PatrickMoorhead/status/1883865746176156096

https://x.com/PatrickMoorhead/status/1883926761987260892

https://x.com/PatrickMoorhead/status/1883976154987872352

https://x.com/PatrickMoorhead/status/1883956139164831985

https://x.com/PatrickMoorhead/status/1883981761794941113

https://x.com/PatrickMoorhead/status/1883998475689562507

https://x.com/PatrickMoorhead/status/1884003102514426350

https://x.com/PatrickMoorhead/status/1884022614160728093

https://x.com/PatrickMoorhead/status/1884204733839106273

https://x.com/PatrickMoorhead/status/1884310526106427898

https://x.com/PatrickMoorhead/status/1884670408038752733

https://x.com/PatrickMoorhead/status/1884973348188217692

https://x.com/danielnewmanUV/status/1884627766135398784

https://x.com/danielnewmanUV/status/1884372146304213401

https://x.com/danielnewmanUV/status/1884264060213923916

https://x.com/danielnewmanUV/status/1883954747482243205

https://x.com/danielnewmanUV/status/1883994547715481823

https://x.com/danielnewmanUV/status/1883890084128211004

https://x.com/danielnewmanUV/status/1883930419529236623

https://x.com/danielnewmanUV/status/1883910247720665453

https://x.com/danielnewmanUV/status/1883731469056811102

https://x.com/danielnewmanUV/status/1883553089682067477

Azure Disappoints While AI Soars

https://x.com/PatrickMoorhead/status/1884720577631707324

https://x.com/danielnewmanUV/status/1884732896193253850

https://x.com/danielnewmanUV/status/1884710180966867177

https://www.microsoft.com/en-us/investor/earnings/fy-2025-q2/press-release-webcast

https://finance.yahoo.com/news/microsoft-stock-moves-lower-after-q2-cloud-revenue-fell-short-of-expectations-165353435.html

https://seekingalpha.com/news/4400733-microsoft-demonstrates-ai-monetization-growth-outside-of-infrastructure

IBM Up 12 Percent 😳

https://x.com/PatrickMoorhead/status/1884713446161473854

https://x.com/danielnewmanUV/status/1884718264363688395

https://finance.yahoo.com/news/why-ibm-stock-14-today-172603965.html

https://www.barrons.com/articles/ibm-earnings-stock-price-2a003e02

Intel Resets Datacenter Roadmap

https://www.intc.com/news-events/press-releases/detail/1726/intel-reports-fourth-quarter-and-full-year-2024-financial

https://uk.finance.yahoo.com/news/intel-forecasts-first-quarter-revenue-210400965.html

https://finance.yahoo.com/news/intel-reports-q4-beats-on-top-and-bottom-line-stock-rises-on-foundry-revenue-outlook-181745845.html

https://www.cnbc.com/2025/01/30/intel-intc-q4-earnings-report-2024.html

https://www.investing.com/news/stock-market-news/intel-reports-q4-earnings-beat-but-offers-weak-guidance-3841003

https://x.com/PatrickMoorhead/status/1885093188278362314

https://www.linkedin.com/posts/cnbc-overtime_shares-of-intel-moved-higher-after-beating-activity-7290845243422187520-hr7s?utm_source=share&utm_medium=member_desktop

https://x.com/danielnewmanUV/status/1885090618176680019

ServiceNow Agents-Agents-Agents

https://x.com/PatrickMoorhead/status/1884719256421441605

https://x.com/danielnewmanUV/status/1884716549862240402

https://www.servicenow.com/company/media/press-room/fourth-quarter-full-year-2024-financial-results.html

https://www.investors.com/news/technology/servicenow-stock-servicenow-earnings-q42024/

https://www.cio.com/article/3813359/servicenow-adds-ai-agent-orchestrator-studio-to-its-now-platform.html

https://www.ciodive.com/news/ServiceNow-AI-agent-portfolio-enterprise-automation/738685/

SAP Rinse & Repeat

https://news.sap.com/2025/01/sap-announces-q4-and-fy-2024-results/

https://finance.yahoo.com/news/saps-q4-earnings-revenues-y-124800410.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.