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Patrick Moorhead

Leading global tech analyst at Moor Insights & Strategy and co-host of The Six Five.

Top 3 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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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.