Daniel Newman

Jeanette Garretty, Robertson Stephens chief economist, on Fed timing, inflation and the job market. Daniel Newman, Futurum Group CEO and tech analyst, on AI-driven tech earnings, cloud and compute competition. They discuss rate-cut timing, AI spending vs. ROI, and who’s winning infrastructure and chips.

In this insightful discussion, Daniel Newman, CEO of the Futurum Group, shares his thoughts on big-cap tech earnings, including Alphabet's solid sales and Microsoft's tumbling shares due to high spending. He emphasizes the importance of AI infrastructure. Meanwhile, Sean Clark, Chief Investment Officer at Clark Capital, breaks down Federal Reserve Chair Jerome Powell's warning about tempered expectations for interest rate cuts, highlighting the Fed's contrasting views on jobs and inflation. Both guests provide intriguing insights into tech and financial markets.

Daniel Newman, CEO of the Futurum Group, and Tim Pagliara, Chairman and Chief Investment Officer at CapWealth, discuss Nvidia's strong sales forecast in the face of potential challenges from China. Newman highlights Nvidia's resilience in the AI sector and its optimistic outlook despite new export restrictions. Pagliara analyzes the equity market's reaction and shares insights on investment strategies in technology amidst ongoing U.S.-China trade tensions. Together, they explore the exciting implications for growth in AI and its impact on future market valuations.

Daniel Newman, CEO of Futurum Group, shares his insight into Nvidia's anticipated Q4 earnings and the broader AI market dynamics. He discusses how AI is reshaping business productivity and the implications for tech investments, focusing on Microsoft and Apple. Joining him, Daniel Lam from Standard Chartered analyzes the shifting dynamics in Asian stock markets, highlighting investment opportunities in Chinese, Indian, and Japanese equities despite geopolitical challenges. Together, they provide a thought-provoking look at the future of AI and market trends.

Daniel Newman, CEO of Futurum Group, shares his insights on NVIDIA's upcoming earnings and the volatile AI market. He discusses the company's strong demand despite supply chain challenges. Michael Green, Chief Strategist at Simplify Asset Management, dives into how tariffs could reshape corporate earnings and the ripple effects of U.S.-China trade tensions on global markets. Both guests provide a critical lens on the strategic moves of major tech players and the implications for investment professionals.