Ep. 233: We are Live! Talking Salesforce, Intel, TMobile, HPE, Apple, Microsoft & BlackRock

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:

Salesforce Dreamforce: Clippy’s Revenge or AI DiWhy?

https://x.com/PatrickMoorhead/status/1836184284186734718

https://x.com/PatrickMoorhead/status/1836186297377132646

https://x.com/PatrickMoorhead/status/1836150382772498876

https://x.com/PatrickMoorhead/status/1836139602094309786

https://x.com/PatrickMoorhead/status/1836127091622056180

https://x.com/PatrickMoorhead/status/1836097337091133503

https://x.com/PatrickMoorhead/status/1836104614250434981

https://x.com/PatrickMoorhead/status/1836092834426032518

https://x.com/PatrickMoorhead/status/1836091773283909890

https://x.com/PatrickMoorhead/status/1835825544786837564

https://x.com/danielnewmanUV/status/1836184837394436555

https://x.com/danielnewmanUV/status/1836114902030909846

https://x.com/danielnewmanUV/status/1836090895533510720

https://x.com/danielnewmanUV/status/1836102566800929235

https://x.com/danielnewmanUV/status/1836099199412375716

https://x.com/danielnewmanUV/status/1836098869463257488

https://x.com/danielnewmanUV/status/1836098537215660117

https://x.com/danielnewmanUV/status/1836093854166229446

https://x.com/danielnewmanUV/status/1836093752252993727

https://x.com/danielnewmanUV/status/1836093426900902261

https://x.com/danielnewmanUV/status/1836093238836629734

https://x.com/danielnewmanUV/status/1836093022259548513

https://x.com/danielnewmanUV/status/1836092938138587282

https://x.com/danielnewmanUV/status/1836092656633688530

https://x.com/danielnewmanUV/status/1836548686245228844

Intel’s Crazy News Week, Including A Qualcomm Acquisition?

https://x.com/PatrickMoorhead/status/1835772073060553147

https://x.com/PatrickMoorhead/status/1836080610668057079

https://x.com/PatrickMoorhead/status/1835752256118935753

https://x.com/danielnewmanUV/status/1836134343951147121

https://x.com/danielnewmanUV/status/1836149811902546183

https://x.com/danielnewmanUV/status/1835748177401794737

https://x.com/danielnewmanUV/status/1835749151272808681

https://x.com/danielnewmanUV/status/1835364114752999756

https://techcrunch.com/2024/09/16/intel-inks-ai-chip-deal-with-aws-pauses-plans-in-poland-and-germany/

TMobile TBones AT&T & Verizon w/ TPriority

https://x.com/PatrickMoorhead/status/1837110609881747788

https://x.com/PatrickMoorhead/status/1836455142859985068

https://www.t-mobile.com/news/business/t-priority-network-slice-for-first-responders

https://www.ems1.com/police-products/technology/police-wireless-networking/t-mobile-introduces-t-priority-featuring-the-worlds-first-network-slice-for-first-responders

HPE Gets A BofA Upgrade

https://x.com/PatrickMoorhead/status/1836084790858309762

https://x.com/danielnewmanUV/status/1836060691285082141

https://x.com/danielnewmanUV/status/1836083310327685235

https://www.investors.com/news/technology/hpe-stock-upgraded-buy-bank-of-america/

https://www.investopedia.com/hewlett-packard-enterprise-gets-bank-of-america-upgrade-on-ai-cost-cuts-8713934

iPhone 16 Sales - Are You Not Entertained?

https://x.com/PatrickMoorhead/status/1837170576001020327

https://finance.yahoo.com/news/apples-iphone-16-goes-sale-143211182.html

https://www.cnbc.com/2024/09/18/t-mobile-ceo-says-iphone-16-is-selling-more-than-last-years-model.html

https://www.yahoo.com/tech/apples-iphone-16-stores-now-121500770.html

https://www.tomsguide.com/phones/iphones/iphone-16-pre-order-sales-have-a-surprising-big-winner-and-a-very-big-loser

https://qz.com/apple-iphone-16-pre-orders-sales-intelligence-ai-1851651638

Microsoft & BlackRock Sitting in a Tree

https://news.microsoft.com/2024/09/17/blackrock-global-infrastructure-partners-microsoft-and-mgx-launch-new-ai-partnership-to-invest-in-data-centers-and-supporting-power-infrastructure/

https://www.cnbc.com/2024/09/17/microsoft-blackrock-form-gaiip-to-invest-in-ai-data-centers-energy.html

https://x.com/PatrickMoorhead/status/1835826494331080785

https://www.thestreet.com/investing/stocks/microsoft-blackrock-and-nvidia-unite-for-30b-ai-power-play

https://www.reuters.com/technology/artificial-intelligence/microsoft-blackrock-plan-30-bln-fund-invest-ai-infrastructure-ft-reports-2024-09-17/

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.