The Six Five Pod | Ep. 253: Navigating Market Volatility: Tech Moves and Looming Tariffs

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:

  1. New Show Format! 🎉 Pat & Dan unveil a new podcast format with weekly recurring segments: the decode, the flip, and market analysis.
  2. ServiceNow's acquisition of Moveworks and its implications for the enterprise platform landscape.
  3. The appointment of Lip-Bu Tan as Intel's new CEO and potential strategic directions for the company.
  4. A discussion on TSMC's U.S. manufacturing plans and the importance of domestic chip production.
  5. Pat & Dan debate on the impact of tariffs on the U.S. economy, exploring both supportive and opposing viewpoints for “the flip.”
  6. An analysis of Oracle and Adobe's earnings reports, focusing on market reactions and AI monetization challenges.

Watch the full episode above, and subscribe to The Six Five Pod so you never miss an episode.

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The Six Five Pod | Ep. 253: Navigating Market Volatility: Tech Moves and Looming Tariffs

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