Ep. 250: We are Live! Talking Lenovo, Intel & TSMC & Broadcom, Groq, HP, Apple, Microsoft

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:

TSMC & Broadcom Eye Control Of Intel?

https://x.com/PatrickMoorhead/status/1890534596305199444

https://x.com/PatrickMoorhead/status/1890754946821222816

https://x.com/PatrickMoorhead/status/1890577982206460078

https://x.com/PatrickMoorhead/status/1890754949845274750

https://x.com/danielnewmanUV/status/1891189011835727903

https://x.com/danielnewmanUV/status/1891902924634140900

https://www.barrons.com/articles/intel-stock-price-tsmc-broadcom-353ca9d9

https://finance.yahoo.com/news/intel-stock-pulls-back-from-record-rally-as-analysts-note-barriers-to-potential-deals-with-tsmc-broadcom-183207050.html?guccounter=1&guce_referrer=aHR0cHM6Ly93d3cuZ29vZ2xlLmNvbS8&guce_referrer_sig=AQAAAJpQvcuN74hvyRnTUyDFWaJS2MJJGmjwzD_92TrTyZj2R5PCKkrxYfqGguZCIdE0K37bX5V752FrR6qL1-BLDIxNGvUJ-mrdSAsHCPo79XLsG3H4Fv5Zr6_rDkM8y6pb0ON_EzIor8h8tVb_giEKEwCHB9vNaQciY3V7LIFjt3mx

https://www.wsj.com/tech/broadcom-tsmc-eye-possible-intel-deals-that-would-split-storied-chip-maker-966b143b

Lenovo Q3FY25 Earnings

https://news.lenovo.com/pressroom/press-releases/q3-fy-2024-25/#:~:text=Revenue%20grew%2020%25%20year%2Don,Reporting%20Standards%20(HKFRS)%20basis.

https://www.reuters.com/technology/lenovos-q3-revenue-jumps-20-pc-industry-recovers-2025-02-20/

https://www.stocktitan.net/news/LNVGY/lenovo-group-third-quarter-financial-results-2024-ljkkqskfq2ue.html

What HP Acquiring Humane Means for AI

https://x.com/danielnewmanUV/status/1891981440625369418

https://fortune.com/2025/02/19/hp-humane-deal-ai-pin-shutting-down/

https://finance.yahoo.com/news/hp-inc-hpq-acquires-humane-215402894.html

Groking Grok-3

https://x.com/danielnewmanUV/status/1891845938404012528

https://x.com/danielnewmanUV/status/1891988379631239487

https://x.com/PatrickMoorhead/status/1891829617800982706

https://www.reuters.com/technology/artificial-intelligence/musks-xai-unveils-grok-3-ai-chatbot-rival-chatgpt-chinas-deepseek-2025-02-18/

https://www.nbcnews.com/tech/tech-news/musk-xai-releases-grok-3-rcna192670

Apple iPhone 16e And Its New Modem

https://x.com/danielnewmanUV/status/1892294426027823194

https://x.com/PatrickMoorhead/status/1892291469139996926

https://www.wsj.com/tech/apple-iphone-se-new-chip-3cf0cdb2

https://www.cnbc.com/2025/02/19/apple-unveils-iphone-16e-with-ai-.html

Microsoft Majorana 1 Quantum

https://x.com/danielnewmanUV/status/1892341026955596241

https://news.microsoft.com/source/features/innovation/microsofts-majorana-1-chip-carves-new-path-for-quantum-computing/

https://www.cnbc.com/2025/02/19/microsoft-reveals-its-first-quantum-computing-chip-the-majorana-1.html

https://www.theverge.com/news/614205/microsoft-quantum-computing-majorana-1-processor

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.