analyst patrick moorehead says he doesn't have the software issues that others did calls it a productivitystic but he adds the phone still has lots of compromises he does say microsoft is onto something here you can read his full review ctie tea icbrk. stay with us pnc knows business keeps moving. and whether we connect over the phone, online, or face to face, we're here to help- utilizing our resources as one of the nation's largest banks and a local approach with a focus on customized insights. so you're ready for today. a lot goes through your mind. with fidelity wealth management, your dedicated adviser can give you straightforward advice and tailored recommendations. that's the clarity you get with fidelity wealth management. to deliver your packages. and the peace of mind of knowing that important things like your prescriptions, and ballots, are on their way. every day, all across america, we'll keep delivering for you. >>> our next guest had an incredible debut over a month ago on the nasdaq. today seeing shares getting crushed after reporting it first results as a public company. j

patrick moorehead who spoke with both ceos says it's the most important daily in semis he's seen hey, doing pretty well i got to say, this one, arm is kind of this ultimate platform, neutral company. getting together with nvidia, if jensen can figure this out, it's powerful i don't buy his argument there's no conflict here what if arm wants to take license here when it's already competing head to head with nvidia in graphics there's all kinds of potential problems >> there are a will the of problems i do think that many of nvidia direct competitors will say they have issues with this and will try to derail this at the regulatory level the way he's organizing the company as an independent avenue reporting as a subsidiary into him and by coming out strong saying he wants to run it independent makes me feel a little bit better. the way that i think it's going to shake out is nvidia will have to abide by a certain set of rules. this comes with every acquisition that i've seen i do see this passing scrutiny i don't think that jensen wants to ruin his 40 billion dollar investment here. i th