The Six Five Pod | EP 274: Balancing Hype and Reality: The True Impact of AI on Tech Earnings
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:
VMware Explore 2025 - Fly By (The Decode)
https://x.com/danielnewmanUV/status/1960376180127011283
https://x.com/danielnewmanUV/status/1960383797842600155
https://x.com/danielnewmanUV/status/1960383687196860601
https://x.com/danielnewmanUV/status/1960408530198126731
Meta + Google $10B Cloud Deal (The Decode)
Musk sues Apple & OpenAI for antitrust behavior (The Decode)
https://www.bloomberg.com/news/videos/2025-08-25/bloomberg-tech-8-25-2025-video
Meta Superintelligence Lab Exodus (The Decode)
https://www.wired.com/story/researchers-leave-meta-superintelligence-labs-openai/
Apple AI + Robotics Strategy (The Decode)
https://x.com/danielnewmanUV/status/1959793966054072516
https://x.com/danielnewmanUV/status/1960413825209131366
https://x.com/danielnewmanUV/status/1960413625216328059
https://x.com/danielnewmanUV/status/1960437517414764812
https://x.com/danielnewmanUV/status/1960496235355455849
Trump Tariff/Investment Updates (The Decode)
U.S. Gov’t $9.9B Intel Investment (The Decode)
https://x.com/PatrickMoorhead/status/1959975116273807796
https://x.com/danielnewmanUV/status/1960001853300605381
India hit with 50% Tariffs
https://x.com/PatrickMoorhead/status/1960678399086878841
https://x.com/PatrickMoorhead/status/1960678395962122407
Is Enterprise AI a “Bubble of Expectations” or the Start of Something Bigger? (The Flip)
Fed Chairman Powell’s hint at upcoming rate cuts creates optimism for investors but tech-heavy Nasdaq lags behind S&P 500 (Bulls and Bears)
https://www.schwab.com/learn/story/weekly-traders-outlook
Trump Removes Fed Governor Lisa Cook (Bulls and Bears)
https://www.cnbc.com/2025/08/26/trump-fed-cook-respond-court.html
NVIDIA Q2 Earnings + Blackwell GPU Upgrade (Bulls and Bears)
https://x.com/YahooFinance/status/1961160887265312923
https://x.com/danielnewmanUV/status/1960012616358629739
https://x.com/danielnewmanUV/status/1960478545291174235
https://x.com/danielnewmanUV/status/1960689856020939166
https://x.com/danielnewmanUV/status/1960699136790949991
https://x.com/PatrickMoorhead/status/1960808541721387388
https://x.com/PatrickMoorhead/status/1960814476967703014
https://x.com/danielnewmanUV/status/1960796280851993042
https://x.com/danielnewmanUV/status/1960806211525263448
https://x.com/danielnewmanUV/status/1960813452529680455
https://x.com/danielnewmanUV/status/1960802234679103882
https://x.com/danielnewmanUV/status/1960803494715384304
https://x.com/danielnewmanUV/status/1960804557912727996
https://x.com/danielnewmanUV/status/1960792380631568880
Dell Earnings (Bulls and Bears)
https://www.barrons.com/articles/dell-technologies-earnings-stock-price-a32f36e5
Pure Storage Earnings (Bulls and Bears)
https://x.com/danielnewmanUV/status/1961086131119731156
MondoDB Stock soars on Atlas Cloud’s AI Tailwind & Okta Stock Gains (Bulls and Bears)
Marvell Earnings (Bulls and Bears)
https://www.investors.com/news/technology/marvell-stock-mrvl-fiscal-q2-2026/
HP Earnings (Bulls and Bears)
https://finance.yahoo.com/video/hp-earnings-legacy-tech-names-142151026.html
https://x.com/PatrickMoorhead/status/1959932080160231572
United States
