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The Futurum Group offers a wide variety of perspectives to keep you up to speed on the latest technology news, earnings, products, and more.

Peak tech earnings 10/31/24

Daniel Newman rounds up INTC, APPL, MSFT, GOOG, AMD and others with Bloomberg The Close

Unpacking NVIDIA's Q2 Earnings

CEO Daniel Newman joins The Close on Bloomberg TV during the moments of NVIDIA’s public earnings announcement. In an exchange with hosts Romaine and Scarlet, Daniel reflects on the selloff in after-hours trading and the prospects for the overall AI market.

Breaking Down NVIDIA's Q2 Results and Forecast

The Futurum Group CEO Daniel Newman breaks down Nvidia second-quarter earnings and forecast on “Bloomberg The Close.” Nvidia said third-quarter revenue will be about $32.5 billion, the company said. Though analysts had predicted $31.9 billion on average, estimates ranged as high as $37.9 billion.

Futurum's Newman Sees AI Booming on CapEx Side

The Futurum Group CEO Daniel Newman joins Ed Ludlow and Caroline Hyde to discuss tech market trends and upcoming tech earnings, and what they tell us of the AI story. He explains how big tech companies currently don’t want to become the BlackBerry of the AI era on “Bloomberg Technology.”

Apple Intelligence rollout could be an inflection point, says Futurum Group CEO’s Daniel Newman

CNBC’s Steve Kovach joins ‘Power Lunch’ with Daniel Newman, Futurum Group CEO, to discuss the initial rollout of Apple’s Apple Intelligence features.

Futurum’s Daniel Newman on Qualcomm’s Snapdragon Summit and rumored Intel bid

Daniel Newman of the Futurum Group discusses some of the latest developments coming out of the Qualcomm Snapdragon Summit and says that he doesn’t think acquiring fellow chipmaker Intel would be the best path forward for the company.

The toughest part is just starting for Intel: Analyst

David Nicholson of The Futurum Group discusses the challenges Intel is likely to face after a positive earnings result in Q3.

Apple's Annual Big Event and the Heating AI Race

Daniel Newman, CEO of The Futurum Group joins Power Lunch to reflect on the AI Super Cycle following NVIDIA’s Q2 earnings and ahead of Apple’s new product reveals vis-a-vis rumors on investing in OpenAI.

Markets Gear Up for NVDA Earnings

Research Director Olivier Blanchard joins ‘Squawk Box’ to preview Nvidia’s quarterly earnings results, what to expect from the tech giant, impact on the tech sector at large, and more.

Longtime Broadcom watcher says the company is primed to catch the AI wave

Dave Nicholson of The Futurum Group sees Broadcom as a critical player in the AI ecosystem, which will benefit from its positioning in network building capabilities.

The Futurum Group Chairman Niccolo de Masi says data integrity will be the mark of the best CFOs

Chairman Niccolo de Masi speaks at FORTUNE CFO Collaborative Houston on AI being a net job creator and how CFOs will be judged on “the integrity of what you construct.”

Expert is "less certain" about Reddit's future stock price

CES 2024 Highlights with Daniel Newman

The tech sector is strong with artificial intelligence:
Daniel Newman

The Futurum Group CEO Daniel Newman and J.P. Morgan Asset Management’s David Lebovitz provide insight on AI on ‘The Claman Countdown.’

Final $NVDA Earnings Preview

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.”

Recession Fears Rattle Wall Street

Chief Market Strategist Cory Johnson weighs in on the trends in the market and why there’s fear of a recession.

Earnings Pressure for AMZN, AAPL & AMD's Race Against NVDA

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).

TSLA Cybercab Confusion, AMD Ready for A.I. Disruption

“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 Sell-Off, U.S. Curbing A.I. Exports Bring Chip Stocks Down

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.

The State of the Competitive Landscape for AI

Research Director Olivier Blanchard shares how Android chipmakers like Qualcomm and MediaTek are several generations in with on-device A.I. SoCs, while Apple doesn’t appear to have the answer to on-device A.I. capability just yet.

Apple Announces CFO Transition

As Lucas Maestri steps down as Apple’s CFO in 2025, Dion Hinchcliffe and Nicole Petallides discuss what the transition means for the company’s iPhone 16 event, A.I. innovation, and where Apple stands in the technology space.

The Next Steps in the AI Revolution

New capacity must be put to productive use by end customers, notes CMO Advisor Lisa Martin. She discusses the next steps in the A.I. revolution. She talks about how winners must leverage A.I. solutions and form partner ecosystems to drive business value.

AI seems to be strong, but there are pockets of weakness too

The Futurum Group CEO @danielnewmanUV says following recent Magnificent Seven earnings.