Patrick Moorhead

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.

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.