The Latest Breaking News from Daniel Newman

IREN Is Quietly Outpacing CoreWeave on One AI Metric that Matters

The AI infrastructure race is usually measured by GPU clusters, hyperscaler contracts or multibillion-dollar backlogs. But a new ranking suggests investors may want to watch a different metric: how much contracted revenue companies generate from every megawatt of AI capacity.

Benzinga · Aug 18

CoreWeave Stock Surges Over 18% After Earnings, Analyst Says Old Nvidia GPUs Can 'Still Generate Revenue Nearly a Decade Later' (UPDATED)

Editor’s Note: The story has been refreshed with the latest market price action and a revised headline.

Benzinga · Aug 12

AMD Earnings 'Were Good,' Says Analyst Even as Stock Sinks 9% After Hours: Wall Street Wanted a 'Blowout' Forecast

On Tuesday, shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) fell sharply in after-hours trading despite beating second-quarter expectations, as analysts said investors had been looking for a more dramatic AI-driven outlook tied to the company’s Helios platform.

Benzinga · Aug 5

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 · Jul 10

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 · Jul 9

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 · Jul 3

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 · Jan 14

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 · Jan 14

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 · Dec 29, 2025

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 · Dec 18, 2025