The Futurum Group CEO Daniel Newman and J.P. Morgan Asset Management’s David Lebovitz provide insight on AI on ‘The Claman Countdown.’
On the last market close before ‘NVIDIA Day’, CEO Daniel Newman joins The Claman Countdown with Taylor Riggs to lay out the full NVIDIA market expectation. Daniel warned the market will not accept “anything short of perfect.”
Chief Market Strategist Cory Johnson weighs in on the trends in the market and why there’s fear of a recession.
With Amazon’s (AMZN) earnings, Daniel Newman expects to see strong cloud revenue growth after Microsoft (MSFT) and Meta Platforms (META) flexed A.I. strength. As for Apple (AAPL), the company needs to show a wider roadmap for its product releases. Daniel also takes a look back at AMD Inc. (AMD), arguing investors “need to be patient” with the company in its race to catch up to Nvidia (NVDA).
“There wasn’t any real news” during Tesla’s (TSLA) We Robot event, according to David Nicholson. He questions the Cybercab’s marketed audience and says competition is already “years ahead” of Tesla. Elsewhere in the tech sector, he shows more faith in AMD Inc. (AMD). Nicholson examines a potential catalyst for the A.I. company as it aims to catch up to Nvidia (NVDA).
ASML Holding (ASML) plunged after its earnings leaked, showing softening demand in the company’s guidance. A report of the Biden Administration seeking to limit exports for A.I. chips added fuel to the semiconductor sell-off. Logan Gilland and Ryan Shrout talk about what’s ahead for the A.I. industry.
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