Ep. 240: Talking Dell Technologies, Qualcomm, Arm, Coherent, Lattice, Meta, Trump & Tech, Solidigm, Cisco

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:

Dell Technologies Analyst Event 2024

https://x.com/PatrickMoorhead/status/1854557515201089773

https://x.com/danielnewmanUV/status/1854289448349163685

https://x.com/danielnewmanUV/status/1854355117987803489

Qualcomm Q4FY24 Earnings

https://x.com/PatrickMoorhead/status/1854615326258045085

https://x.com/PatrickMoorhead/status/1854282372461842692

https://x.com/danielnewmanUV/status/1854274761129410890

https://x.com/danielnewmanUV/status/1854274761129410890

https://www.qualcomm.com/news/releases/2024/11/qualcomm-announces-fourth-quarter-and-fiscal-2024-results

Arm Q2FY25 Earnings

https://x.com/PatrickMoorhead/status/1854285659755757673

https://x.com/danielnewmanUV/status/1854276813008273757

https://x.com/danielnewmanUV/status/1854283326284034146

https://www.investopedia.com/arm-q2-fy2025-earnings-8740831

https://investors.arm.com/static-files/2fdf83c2-ea2b-4104-9f34-18750967240d

Coherent Q1FY25 Earnings

https://x.com/danielnewmanUV/status/1854538776522936528

https://x.com/PatrickMoorhead/status/1854577695998542086

https://www.coherent.com/company/investor-relations/financial-releases

https://finance.yahoo.com/news/coherent-corp-cohr-q1-2025-072454038.html

https://www.benzinga.com/news/earnings/24/11/41819463/coherent-analysts-boost-their-forecasts-following-better-than-expected-earnings

Lattice Q3FY24 Earnings

https://x.com/danielnewmanUV/status/1853581297173614905

https://ir.latticesemi.com/news-releases/news-release-details/lattice-semiconductor-reports-third-quarter-2024-results

https://finance.yahoo.com/news/lattice-semiconductor-third-quarter-2024-102513375.html

Meta Llama For Defense

https://x.com/PatrickMoorhead/status/1853597336091472368

https://www.capacitymedia.com/article/meta-makes-llama-ai-models-available-to-us-gov-defence-agencies

https://www.nytimes.com/2024/11/04/technology/meta-ai-military.html

Trump Expectations on Tech

https://www.barrons.com/articles/trump-tech-stocks-nvidia-taiwan-8858e0ad

https://www.techtarget.com/searchcio/news/366615226/Tech-industry-will-see-less-regulation-under-Trump

Solidigm 122TB SSD

https://x.com/PatrickMoorhead/status/1856784389184635043

https://www.businesswire.com/news/home/20241113019805/en/Solidigm-Extends-AI-Portfolio-Leadership-with-the-Introduction-of-122TB-Drive-the-World%E2%80%99s-Highest-Capacity-PCIe-SSD

https://www.tomshardware.com/pc-components/ssds/solidigm-reveals-122tb-ssd-the-worlds-highest-capacity-drive-for-ai-workloads-d5-p5336-offers-unlimited-write-durability

Cisco Q1FY25 Earnings

https://x.com/danielnewmanUV/status/1856823731399651491

https://x.com/PatrickMoorhead/status/1857088110040879204

https://investor.cisco.com/news/news-details/2024/CISCO-REPORTS-FIRST-QUARTER-EARNINGS/default.aspx

https://www.investors.com/news/technology/cisco-stock-cisco-earnings-news-q32024/

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.