Daniel Newman rounds up INTC, APPL, MSFT, GOOG, AMD and others with Bloomberg The Close
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.
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.
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.”
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.
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.
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.
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.
The Futurum Group CEO @danielnewmanUV says following recent Magnificent Seven earnings.