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The Six Five Pod | EP 268: The Fed, Inflation, and AI: Decoding Market Signals

Episode 268 Published 1 year, 2 months ago
Description

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:

NVIDIA & AMD get greenlight to sell & ship chips to China (The Decode)

https://www.cnn.com/2025/07/15/business/NVIDIA-resume-h20-chip-sales-to-china-intl-hnk

https://x.com/danielnewmanUV/status/1945509802211254661

https://x.com/PatrickMoorhead/status/1945089356022096361

https://x.com/PatrickMoorhead/status/1945049406199226857

https://x.com/PatrickMoorhead/status/1945049728141447261

https://x.com/danielnewmanUV/status/1944939965953011869

https://x.com/danielnewmanUV/status/1945084756619571695

https://x.com/danielnewmanUV/status/1945120959314141508

https://x.com/danielnewmanUV/status/1945317350573519001

https://x.com/danielnewmanUV/status/1945439985139691965

https://x.com/danielnewmanUV/status/1945509802211254661

https://x.com/PatrickMoorhead/status/1945504256821457108

https://x.com/PatrickMoorhead/status/1945582561066877304

National-Security Concerns Tie Up Trump's U.A.E. Chips Deal (The Decode)

https://www.wsj.com/politics/national-security/national-security-concerns-tie-up-trumps-u-a-e-chips-deal-a0273815

https://x.com/PatrickMoorhead/status/1945816740987797799

DoD $200M Investment In AI Companies + Grok in the Pentagon + xAI (The Decode)

https://www.cnbc.com/2025/07/14/anthropic-google-openai-xai-granted-up-to-200-million-from-dod.html

Trump Touts Billions in Investments to Create AI Hub in Pennsylvania https://www.wsj.com/tech/ai/trump-to-tout-billions-in-investments-to-create-ai-hub-in-pennsylvania-1e9afa89?gaa_at=eafs&gaa_n=ASWzDAi_pJAtfK0fPCCk3S5NJcha_SuAm3XOeUy0DRuI3CMWo2gZdOaIlyBtlxQUyAo%3D&gaa_ts=68781440&gaa_sig=_Yqa5IRyVzkkxPc_xhj_byTz9tIqmfU3uYprcwrEJY-8pMkq1FCK9CZsPqsyMrV7gPK26K5Gon8bw2Vp_cu5xQ%3D%3D

Pentagon to start using Grok as part of a $200 million contract with Elon Musk's xAI (The Decode)

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