Patrick Moorhead

Patrick Moorhead, CEO of Moor Insights & Strategy, discusses the implications of Meta's potential billion-dollar deal for Google's AI chips and the competition in the chip market. He also explains the differences between TPUs and GPUs, highlighting Nvidia's flexibility amidst stock fluctuations. Santiago Roel Santos, founder of Inversion, analyzes the recent drop in Bitcoin prices, attributing it to profit-taking and liquidity issues, while predicting a bright future for stablecoins and Bitcoin's status as a macro hedge.

Patrick Moorhead, the Founder and CEO of Moor Insights and Strategy, shares his expertise on AMD's recent second quarter earnings, highlighting a notable 32% revenue increase despite challenges. The discussion reveals insights into the competitive pressures from NVIDIA and the impact of U.S. export restrictions to China. They dive into the implications of legal troubles faced by Tesla regarding its robotaxi service and explore the potential succession of Jerome Powell as Federal Reserve chair, mapping out the contenders and their qualifications.

Brad Gerstner, founder of Altimeter Capital and advocate for the 'Trump accounts' program, discusses efforts to create custodial investment accounts for children. He explains how the initiative aims to introduce kids to compounding assets and private ownership. Also featured is Patrick Moorhead, who analyzes Amazon's new Tranium 3 AI chip, detailing its position in the AI chip race. The conversation touches on the expected impact of the program on lower-income families and its potential to foster a new generation of investors.

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.

In this engaging discussion, Patrick Moorhead, CEO of Moor Insights & Strategy, delves into NVIDIA's GTC announcements, exploring competition and the future of AI. Sunita Mohanty, CEO of Vibrant, shares insights on AI's role in personalized medicine and the necessity for clinician reskilling. They also tackle the rising crypto platform Hyperliquid, discussing its decentralized model and the regulatory landscape ahead. From fintech innovations at Upgrade to the evolving healthcare tech, this conversation is packed with future-forward insights!

Savita Subramanian, head of U.S. equity strategy at Bank of America, shares insights on market trends following a recent Fed decision, focusing on sector outlooks. Patrick Moorhead, CEO at Moor Insights & Strategy, discusses NVIDIA's monumental investment in Intel, exploring implications for chipmakers. The conversation also dives into Bullish’s first public earnings and the evolving landscape of travel with Expedia's CEO, who reveals how AI is transforming customer experiences and enhancing business strategies.

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.

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.

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.

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.