EP 266: Tech Giants' Chess Moves - From Meta's Hiring Flex to Oracle's Cloud Surge
Description
On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week’s handpicked topics include:
Amazon’s 1 million robot milestone
https://www.aboutamazon.com/news/operations/amazon-million-robots-ai-foundation-model
AI job losses and economic impacts
https://techcrunch.com/2025/06/27/as-job-losses-loom-anthropic-launches-program-to-track-ais-economic-fallout/
https://www.reuters.com/business/world-at-work/microsoft-lay-off-many-9000-employees-seattle-times-reports-2025-07-02/
Intel Foundry Updates
Tesla robotaxis: Game-changing or overhyped?
https://www.barrons.com/articles/tesla-robotaxi-uber-stock-415b1a91
"Big Beautiful Bill" and economic growth
https://qz.com/online-shopping-just-saw-its-biggest-drop-in-more-than-a-decade-survey-says
https://finance.yahoo.com/video/trump-announces-us-vietnam-trade-145624832.html
Oracle's $30 billion cloud deal
https://www.cnbc.com/2025/06/30/oracle-orcl-stock-cloud-deal.html
Robinhood and SoFi fintech success
https://www.cnbc.com/2025/07/02/robinhood-stock-record.html
https://x.com/danielnewmanUV/status/1940247427946357189
https://x.com/danielnewmanUV/status/1939795552738202064
https://www.investing.com/news/company-news/sofi-technologies-stock-hits-52week-high-at-1843-93CH-4117314
https://x.com/danielnewmanUV/status/1939688148155412527
HPE-Juniper acquisition
https://finance.yahoo.com/news/hewlett-packard-hpe-surges-11-142505725.html
United States
