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0:00 New format for the Six Five Pod 🎉 5:18 ServiceNow's major acquisition of Moveworks 11:14 Intel's new CEO: Lip-Bu Tan takes charge 17:42 TSMC's rumored joint venture in the U.S. 23:35 The Flip: Debating tariffs' potential impact on tech & the economy 30:29 Oracle's earnings miss amid the recent “market meltdown” 35:39 Adobe's record revenue but cautious guidance 40:10 Wrapping up: AI trade and recession risks Follow the hosts: https://x.com/PatrickMoorhead https://x.com/danielnewmanUV Follow on X: https://x.com/sixfivemedia Follow on LinkedIn: / thesixfive References: ServiceNow's major acquisition of Moveworks https://www.reuters.com/technology/se... Intel's new CEO: Lip-Bu Tan takes charge https://x.com/danielnewmanUV/status/1... https://x.com/PatrickMoorhead/status/... https://www.linkedin.com/posts/daniel... https://x.com/YahooFinance/status/189... https://finance.yahoo.com/video/intel... TSMC's rumored joint venture in the U.S. https://www.reuters.com/technology/ts... Oracle's earnings miss amid the recent “market meltdown” https://www.cnbc.com/video/2025/03/10... Adobe's record revenue but cautious guidance https://finance.yahoo.com/news/adobe-... AI trade and recession risks https://x.com/danielnewmanUV/status/1... https://x.com/PatrickMoorhead/status/... Disclaimer: The Six Five Pod is for information and entertainment purposes only. Over the course of this webcast, we may talk about companies that are publicly traded and we may even reference that fact and their equity share price, but please do not take anything that we say as a recommendation about what you should do with your investment dollars. We are not investment advisors and we ask that you do not treat us as such.