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Patrick Moorhead

CEO and Chief Strategist of Moor Insights and Strategy, expert on the semiconductor industry.

Top 5 podcasts with Patrick Moorhead

Ranked by the Snipd community
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62 snips
Oct 24, 2024 • 57min

Nvidia’s Rise, Intel’s Fall, and the Chips in Between — ft. Patrick Moorhead

Patrick Moorhead, CEO and chief strategist of Moor Insights and Strategy, an expert in the semiconductor industry, joins to explore the dynamic shift in the chip landscape. He discusses how Intel has fallen from grace while Nvidia has soared to dominance through strategic innovations. Moorhead highlights the vital role of GPUs in AI advancements and shares investment insights surrounding major players. The future of the semiconductor industry is promising, offering unique career opportunities for the next generation.
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Jan 30, 2025 • 43min

Closing Bell Overtime: Apple Earnings; UPS CEO On Cutting Amazon Volume 1/30/25

In this insightful discussion, Barbara Doran, CEO of BD8 Capital Partners, sheds light on market trends, specifically analyzing Apple's performance amidst challenges in China. Patrick Moorhead from Moor Insights dives into Intel’s mixed earnings and the competitive dynamics in the tech landscape. The conversation also highlights the struggles of UPS after disappointing guidance, and the potential impacts on its relationship with Amazon, delivering a comprehensive look into the ever-evolving market.
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Sep 20, 2024 • 43min

Closing Bell Overtime: Dow record close, Intel/Qualcomm Merger Talks and iPhone 16 on sale 9/20/24

Patrick Moorhead, CEO of Moor Insights & Strategy, discusses the Dow's record close following a Fed rate cut and the potential for a Qualcomm-Intel merger that could benefit both companies. Tony Fadell, co-creator of the iPhone and iPod, shares insights on the launch of iPhone 16 and the implications of AI for Apple. The conversation also touches on the reopening of the Three Mile Island nuclear plant and its sale of power to Microsoft, highlighting exciting investment opportunities in the nuclear sector.
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Aug 28, 2024 • 43min

Closing Bell Overtime: The Big Day Is Here As Nvidia Reports Earnings 8/28/24

Paul Hickey, an investment expert, shares insights on how Nvidia’s earnings impact market perceptions. Nicole Webb discusses mega-cap stocks and their evolving influence in the tech landscape. Patrick Moorhead dives into strategic implications for the technology sector. Angelo Zino reveals the client perspectives on Nvidia's figures, while venture capitalist Matt McIlwain analyzes the ripple effects on the AI ecosystem. The conversation also touches on earnings from other companies like Crowdstrike, exploring broader trends in investor sentiment and market dynamics.
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Sep 13, 2023 • 45min

Closing Bell Overtime: How Today’s AI Summit Will Shape The Industry; Arm’s IPO Prices; Air Force Secretary On Geopolitical Threats 9/13/23

CIO Barbara Doran and Morgan Stanley's Seth Carpenter analyze market action. Moor Insights & Strategy CEO Patrick Moorhead discusses ARM's potential growth. Andrew Ng breaks down the AI summit with Elon Musk and Sundar Pichai. Air Force Secretary talks about China's threats and potential government shutdown economic impact.