Ep109: Intel, MSFT, IBM, NOW, SAP, NVIDIA and More!

Leading global tech analysts Patrick Moorhead (Moor Insights & Strategy) and Daniel Newman (Futurum Research) are front and center on The Six Five analyzing the tech industry's biggest news each and every week and also conducting interviews with tech industry "insiders" on a regular basis.    The Six Five represents six (6) handpicked topics that will be covered for five (5) minutes each.    Welcome to this week’s edition of “The 6-5.” I’m Patrick Moorhead with Moor Insights & Strategy, co-host, joined by Daniel Newman with Futurum Research. On this week’s show we will be talking:   Intel Beats Expectations https://futurumresearch.com/research-notes/intel-delivers-record-full-year-revenue-and-beat-in-q4/  https://www.marketwatch.com/story/technology-companies-are-outperforming-expectations-as-the-fed-lowers-the-boom-11643305577 https://twitter.com/PatrickMoorhead/status/1486449977790545929?s=20&t=N8JDljyYDVovds8sMXJdHg https://twitter.com/YahooFinance/status/1486741436548665350?s=20   Microsoft Does What Microsoft Does https://www.marketwatch.com/story/technology-companies-are-outperforming-expectations-as-the-fed-lowers-the-boom-11643305577 https://futurumresearch.com/research-notes/no-tech-wreck-here-as-microsoft-delivers-big-in-q3/ https://twitter.com/PatrickMoorhead/status/1486086820404285443?s=20&t=aw17fjM_iiYDCMWfOvUvrA https://twitter.com/PatrickMoorhead/status/1486086820404285443?s=20&t=N8JDljyYDVovds8sMXJdHg   IBM Surprises https://www.marketwatch.com/story/technology-companies-are-outperforming-expectations-as-the-fed-lowers-the-boom-11643305577 https://futurumresearch.com/research-notes/leaner-and-more-focused-ibm-reports-q4-earnings-and-full-year-2021-results/ https://www.reuters.com/business/ibm-beats-revenue-expectations-cloud-consulting-strength-2022-01-24/ https://twitter.com/PatrickMoorhead/status/1485722544724496387?s=20&t=N8JDljyYDVovds8sMXJdHg   ServiceNow Continues Hot Streak https://futurumresearch.com/research-notes/servicenow-q4-reiterates-strength-and-points-to-strong-year-ahead/   https://www.marketwatch.com/story/servicenow-stock-soars-after-earnings-beat-11643232796   SAP Shows Strength in Cloud https://www.sap.com/investors/en/investment-story/recent-results.html?pdf-asset=a29a2c2c-147e-0010-bca6-c68f7e60039b&page=5 https://www.bloomberg.com/news/articles/2022-01-27/sap-enters-fintech-with-deal-for-supply-chain-startup-taulia   NVIDIA Arm Deal All But Over? https://futurumresearch.com/research-notes/nvidia-is-reportedly-preparing-to-walk-away-from-arm-acquisition/ https://www.barrons.com/articles/nvidia-nvda-stock-arm-acquisition-51643109910   Disclaimer: This show is for information and entertainment purposes only. While we will discuss publicly traded companies on this show. The contents of this show should not be taken as investment advice.