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The Latest Breaking News from Daniel Newman

AMD Stock Could Surge 48% as Daniel Newman Calls It a 'Top Conviction'—Patrick Moorhead Sees $200 Billion Server CPU Market

Following Advanced Micro Devices Inc.’s (NASDAQ:AMD) Advancing AI 2026 event in San Francisco, top technology analysts are issuing aggressive price targets and bullish forecasts for the chipmaker.

Benzinga

The Fed Sought Early Access To Anthropic's Mythos To Address Its Capabilities. It Didn't Get It For Months

The issue highlights growing scrutiny of advanced AI tools as governments weigh national security, cybersecurity, and financial system resilience.

International Business Times

'OpenAI Is Burning It Down With One Mag 7 After Another'— Apple's Trade Secret Lawsuit Has Tech Analysts Talking and Elon Musk Saying That 'Sounds Pretty Bad'

Apple Inc.’s (NASDAQ:AAPL) trade secret lawsuit against OpenAI has drawn sharp reactions from tech industry observers, with Futurum Group CEO Daniel Newman pointing to the AI company’s growing friction with major technology partners and rival Elon Musk weighing in.

Benzinga

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Daniel Newman Says Meta Isn't Replacing Nvidia or AMD With In-House AI Chips: 'It is Augmenting…'

On Thursday, a top tech analyst said Meta Platforms, Inc.’s (NASDAQ:META) massive AI infrastructure investment underscores its long-term ambitions, arguing the company’s custom chip strategy is designed to expand computing capacity alongside Nvidia Corp (NASDAQ:NVDA) and Advanced Micro Devices, Inc. (NASDAQ:AMD) —not replace them.

Benzinga

Micron vs. SK Hynix: Futurum's Shay Boloor Picks MU Over Nvidia's 'Biggest' Provider, Citing 'Wonky' Korean Markets

South Korean memory chip titan SK Hynix is making its Nasdaq debut, giving U.S. investors direct access to Nvidia Corp.’s (NASDAQ:NVDA) top memory supplier. But despite this listing, Futurum Equities’ Chief Market Strategist Shay Boloor is sticking with domestic rival Micron Technology Inc. (NASDAQ:MU), citing structural instability in the Korean…

Benzinga

Alex Karp's AI Vision Gets Fresh Backing As Analysts Call Palantir the ‘Oxygen’ Behind Enterprise AI

As the artificial intelligence software trade weakens, analysts at Futurum Equities are arguing that Palantir Technologies Inc. (NASDAQ:PLTR) has emerged as the critical data infrastructure—the “oxygen”—allowing enterprises to harness AI without making the ultimate strategic “faux pas” of surrendering their proprietary data to frontier labs like OpenAI.

Benzinga

The Big Short's Michael Burry Reveals the Only Way the US Can Keep Up with China in the AI Race

Michael Burry said the US should invest $1 trillion to rapidly deploy small nuclear reactors to support the rising energy demand from AI data centres.

International Business Times UK

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Why Google wins big in Apple AI deal, while OpenAI loses

The multi-year partnership validates Google’s AI comeback, spotlights Apple’s AI woes, and is a blow to OpenAI.

Fortune

Intel Stock Had a Banner Year But Is Still 50% Off Its Record Highs. Are More Gains in Store for 2026?

Intel shares have gained nearly 80% under the leadership of Lip-Bu Tan who joined as the firm’s chief executive in March. But can INTC stock replicate this outperformance in 2026?

Barchart

OpenAI is a house still under construction—but no one agrees what it’s made of

Trillions of tokens, billions in compute, and a company racing in multiple directions—critics and boosters alike debate whether OpenAI’s breakneck expansion rests on a solid foundation or something shakier.

Fortune

Jim Cramer Mocks IREN's Dilution As Unnecessary, While Bulls Jackson, Boloor Hail 'Carvana-Style' Balance Sheet Cleanup

IREN Ltd.'s (NASDAQ:IREN) announcement of a massive $2 billion convertible note offering triggered a fierce debate among high-profile market commentators. While CNBC's Jim Cramer ridiculed the financing as unwanted dilution, prominent tech investors are defending the move as a strategic “masterstroke” essential for long-term survival.

Benzinga

Nvidia Denies Enron Comparisons: Newman Slams Bear Thesis On Accounting Issues As 'Garbage'

The CEO of Futurum Group, Daniel Newman, blasted the current wave of bearish sentiment surrounding Nvidia Corp. (NASDAQ:NVDA) on Tuesday, calling the theories that forced the chip behemoth to formally deny comparisons to historical frauds as “garbage.”

Benzinga

Michael Burry Doubles Down On AI Bubble Claims As Short Trade Backfires: Says Oracle, Meta Are Overstating Earnings By 'Understating Depreciation'

Famed investor Michael Burry is doubling down on his AI bubble claims, as his short position backfires following the rally in key stocks early this week.

Benzinga

Qualcomm Q4: Analysts Expect Earnings Beat With Solid 5G Business, But Question AI Monetization Timeline

Analysts expect Qualcomm Inc. (NASDAQ:QCOM) to report a fourth-quarter earnings beat, driven by sustained strength in its core 5G handset business. However, this expected solid performance is set against a backdrop of increasing questions from analysts and investors about the tangible timeline for monetizing the company’s significant investments in artificial…

Benzinga

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Benzinga

Market Wants More AMD Datacenter Growth Despite OpenAI Win, Must Answer Nvidia's $500 Trillion Orders, Says Daniel Newman

Despite surpassing Wall Street expectations in its third-quarter results, Advanced Micro Devices Inc. (NASDAQ:AMD) saw its shares tumble as Futurum Group CEO Daniel Newman said that investors were looking for stronger signals of accelerating AI and datacenter momentum.

Benzinga

Gene Munster Says 'Little Changes' To The Margin Can Have Significant Impact On Amazon's Earnings And Its Valuation As Stock Pops After Hours

On Thursday, Amazon.com Inc. (NASDAQ:AMZN) surged 13.16% in after-hours trading after the company delivered third-quarter results that beat Wall Street expectations.

Benzinga

Qualcomm's Entry Into The AI Race Splits Analysts: 'Still Early,' But The Stock's Rally Is A Potential 'Fade,' Says BoFA

Leading analysts are divided over Qualcomm Inc.‘s (NASDAQ:QCOM) entry into the AI chip market, aimed at challenging NVIDIA Corp.‘s (NASDAQ:NVDA) dominance in this multi-billion-dollar segment.

Benzinga

Jane Street Takes 5% Stake In BTC Miner Cipher Mining That Eric Jackson Bet On

Cipher Mining Inc. (NASDAQ:CIFR) has captured the market’s attention after quantitative trading behemoth Jane Street Group, LLC disclosed a 5% passive stake in the company. The Schedule 13G filing, detailing an aggregate 19.68 million share position, was first highlighted in an SEC filing dated Oct. 24.

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International Business Times

Online Search A Battleground For AI Titans

Tech firms battling for supremacy in artificial intelligence are out to transform how people search the web, challenging the dominance of the Chrome browser at the heart of Google's empire.

Benzinga

Nvidia Partner WiWynn's Record Backlog A Sign That AI Bubble Fears Are Unfounded: Futurum CEO Daniel Newman Says, 'Can't Build Factories Fast Enough…'

On Thursday, Daniel Newman, CEO of The Futurum Group, dismissed fears of an AI bubble, pointing to Nvidia Corporation (NASDAQ:NVDA) partner WiWynn's massive backlog and warning that demand is so strong that factories can't be built fast enough.

Benzinga

Thinnest iPhone Ever, Longest Battery: Enough To Spark A Supercycle For Apple? — Daniel Newman Has Doubts

On Tuesday, Apple Inc.'s (NASDAQ:AAPL) "Awe Dropping" event drew a mix of enthusiasm and skepticism from analysts, who praised the company's camera upgrades and thinner designs but questioned whether the iPhone 17 lineup offers enough innovation to ignite investor excitement.

Benzinga

Apple's Upcoming 'Awe Dropping' Event With iPhone 17 Air Draws Criticism As Commentator Daniel Newman Slams 'Lack Of Innovation'

As Apple Inc. (NASDAQ:AAPL) gears up for its highly anticipated iPhone 17 launch, industry analyst Daniel Newman has criticized the company for relying on predictable upgrades rather than delivering innovation.

Benzinga

'Trump Wasn't Hired To Run A Hedge Fund,' Says Peter Schiff As Intel Deal Divides Experts Amid Calls To Break Taiwan Dependence For Chips

Economists and tech analysts are divided over President Donald Trump's decision to give the U.S. government a 10% stake in Intel Corporation (NASDAQ:INTC), with some calling it unconstitutional and others praising it as crucial for national security and semiconductor independence.

Benzinga

Nvidia's China Trouble Could Spoil Q3 Outlook, Analyst Warns—'Might Exclude Direct Revenue From...'

Nvidia Corporation (NASDAQ:NVDA) could potentially guide below Wall Street expectations for the Q3 quarter, despite the anticipation of strong earnings for the July quarter, stated KeyBanc Capital Markets.

Benzinga

Intel Stock Plunges Nearly 7% As It Seeks Billions More Post-SoftBank Deal While Trump Administration Considers Stake

Intel Corporation (NASDAQ:INTC) shares tumbled on Wednesday as the struggling chipmaker reportedly searches for more investors after a $2 billion capital injection from SoftBank Group (OTC:SFTBF) (OTC:SFTBY), while the Donald Trump administration considers taking a direct stake in the company.

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