Daniel Newman

Daniel Newman, CEO and chief analyst at the Futurum Group, dives deep into the recent tech market turbulence caused by tariff announcements. He discusses the alarming $1.8 trillion loss in value among the Magnificent 7 tech giants but remains optimistic about their resilience, particularly in AI and data center investments. Newman also highlights the distinct challenges smaller tech firms face in bear markets while emphasizing the importance of adaptation and innovation. Despite current setbacks, big tech is positioned to thrive!

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.