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

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) https://www.cbsnews.com/news/grok-elon-musk-xai-pentagon-contract/ https://x.ai/news/government AWS New York Summit Keynote (The Decode) https://x.com/PatrickMoorhead/status/1945501010824413579 https://x.com/PatrickMoorhead/status/1945501932270850512 https://x.com/PatrickMoorhead/status/1945502428100505736  https://www.aboutamazon.com/news/aws/aws-summit-agentic-ai-innovations-2025  AWS KIro Announcement - Jason video https://youtube.com/shorts/Dlaxxbfc_k8?feature=share  AWS is Launching an AI Agent Marketplace With Anthropic (The Decode) https://techcrunch.com/2025/07/10/aws-is-launching-an-ai-agent-marketplace-next-week-with-anthropic-as-a-partner/  Synopsys CEO Sassine Ghazi took us inside his $35 billion acquisition of Ansys, which closes today (The Decode) https://fortune.com/2025/07/17/synopsys-ceo-sassine-ghazi-35-billion-acquisition-ansys/ Trump intensifies trade war with threat of 30% tariffs on EU, Mexico (Bulls and Bears) https://www.reuters.com/business/trump-announces-30-tariffs-eu-2025-07-12/ CPI and PPI (Bulls and Bears) https://www.cnbc.com/2025/07/16/ppi-inflation-report-june-2025.html https://www.bloomberg.com/news/articles/2025-07-16/us-producer-prices-stagnated-on-decline-in-services-costs?embedded-checkout=true https://www.cbsnews.com/news/cpi-report-june-2025-inflation-trump-tariffs/   Trump Firing Powell? (Bulls and Bears) https://www.reuters.com/world/us/trump-indicated-republican-lawmakers-he-will-fire-feds-powell-cbs-reports-2025-07-16/ https://www.cbsnews.com/news/what-does-the-federal-reserve-do-and-why-is-trump-mad-at-its-chair-jerome-powell/   TSMC Earnings (Bulls and Bears) TSMC profit surges 61% to record high fueled by AI chip demand https://www.cnbc.com/2025/07/17/tsmcs-second-quarter-profit-soars-nearly-61percent-as-ai-chip-demand-stays-strong-.html https://x.com/FuturumEquities/status/1944741028952707502 https://x.com/danielnewmanUV/status/1944737452150673605 https://x.com/danielnewmanUV/status/1945790790556663909