Ep. 243: Talking Adobe, Broadcom, Oracle, NVIDIA, Broadcom & Apple, Marvell, Lattice Semi

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:

Adobe Q4FY24 Earnings

https://x.com/danielnewmanUV/status/1867193602943631837

https://www.adobe.com/content/dam/cc/en/investor-relations/pdfs/11214202/a56sthg53egr.pdf

https://finance.yahoo.com/news/adobe-inc-adbe-q4-2024-070108531.html

Broadcom Q4FY24 Earnings

https://finance.yahoo.com/news/broadcom-inc-announces-fourth-quarter-211500508.html

https://x.com/danielnewmanUV/status/1867324836160450789

https://www.wsj.com/business/earnings/broadcom-revenue-surges-on-semiconductor-business-momentum-31bdb0ee

https://seekingalpha.com/news/4386067-broadcom-releases-q4-results

Oracle Q2FY25 Earnings

https://x.com/PatrickMoorhead/status/1866582232389029997

https://x.com/danielnewmanUV/status/1866232631656120374

https://www.oracle.com/news/announcement/q2fy25-earnings-release-2024-12-09/#:~:text=Oracle%20Corporation%20(NYSE%3A%20ORCL),constant%20currency%2C%20to%20%2410.8%20billion.

China Antitrust Probe Into NVIDIA

https://x.com/danielnewmanUV/status/1866133215032774938

https://www.reuters.com/technology/china-investigates-nvidia-over-suspected-violation-antimonopoly-law-2024-12-09/

https://www.bloomberg.com/news/articles/2024-12-09/china-targets-nvidia-for-potential-breaches-of-anti-monopoly-law

Broadcom & Apple Chip?

https://x.com/danielnewmanUV/status/1866864685263237392

https://www.reuters.com/technology/apple-is-working-ai-chip-with-broadcom-information-reports-2024-12-11/

https://www.theregister.com/2024/12/12/apple_ai_chip_broadcom/

https://www.bloomberg.com/news/articles/2024-12-11/apple-is-working-on-ai-chip-with-broadcom-information-reports

Marvell Industry Analyst Day

https://x.com/PatrickMoorhead/status/1866574385789931707

https://x.com/PatrickMoorhead/status/1866548010668396971

https://x.com/danielnewmanUV/status/1866573189750591968

https://x.com/danielnewmanUV/status/1866532542347874313

https://x.com/danielnewmanUV/status/1866533287814197683

https://x.com/danielnewmanUV/status/1866546727182086641

https://x.com/danielnewmanUV/status/1866546317578866889

https://x.com/danielnewmanUV/status/1866543048722940170

https://x.com/danielnewmanUV/status/1866537849245536399

https://x.com/danielnewmanUV/status/1866531125948273059

https://investor.marvell.com/2024-12-10-Marvell-Announces-Breakthrough-Custom-HBM-Compute-Architecture-to-Optimize-Cloud-AI-Accelerators

Lattice Semi Developer Conference

https://x.com/PatrickMoorhead/status/1866927705423229335

https://www.stocktitan.net/news/LSCC/lattice-advances-low-power-fpga-leadership-with-new-small-and-mid-cviawj7vhp13.html

https://www.businesswire.com/news/home/20241210483055/en/Lattice-Advances-Low-Power-FPGA-Leadership-with-New-Small-and-Mid-range-FPGA-Offerings

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.