Ep. 253: Navigating Market Volatility: Tech Moves and Looming Tariffs

The Six Five with Patrick Moorhead and Daniel Newman

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss the latest tech news stories that made headlines. This week’s handpicked topics include:

ServiceNow's major acquisition of Moveworks https://www.reuters.com/technology/servicenow-buy-ai-firm-moveworks-29-billion-tap-new-customers-2025-03-10/

Intel's new CEO: Lip-Bu Tan takes charge https://x.com/danielnewmanUV/status/1899153069470011865 https://x.com/PatrickMoorhead/status/1900229243524833302 https://www.linkedin.com/posts/daniellouisnewman_intel-ceo-activity-7305692820848136193-xUr-?utm_source=share&utm_medium=member_desktop&rcm=ACoAAA84rLgBlQEgE9kmL8ASHTy8Nkn-OcyGjwc https://x.com/YahooFinance/status/1899934659716202665 https://finance.yahoo.com/video/intel-ceo-brings-stability-investors-133356850.html

TSMC's rumored joint venture in the U.S.

https://www.reuters.com/technology/tsmc-pitched-intel-foundry-jv-nvidia-amd-broadcom-sources-say-2025-03-12/

Oracle's earnings miss amid the recent “market meltdown” https://www.cnbc.com/video/2025/03/10/oracle-misses-on-quarterly-results-raises-dividend-by-25-percent.html

Adobe's record revenue but cautious guidance

https://finance.yahoo.com/news/adobe-stock-tumbles-despite-record-120849371.html

AI trade and recession risks

https://x.com/danielnewmanUV/status/1900288442795479151 https://x.com/PatrickMoorhead/status/1898127308332187715

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