Daniel Newman

Speaking at the CES 2026, Futurum Group CEO Daniel Newman dismissed growing concerns of an artificial intelligence (AI) market bubble, arguing instead that the industry faces a far more tangible crisis: a severe global shortage of compute power necessary to sustain a “multi-decade super-cycle...

Futurum Group CEO Daniel Newman said that the artificial intelligence trade is entering a decisive phase as real-world chip capacity, not hype, begins to drive the market's next leg higher. AI Trade Gets A ‘Monster Boost' As Chip Stocks Lead On Friday, Newman said the AI trade got a "monster boost...

Daniel Newman, CEO at Futurum Research, and strategist Shay Boloor shared their top seven stock market predictions for 2026 on Tuesday. These predictions highlight long-term equity trends driven by AI infrastructure, software platforms, rising energy demand, and changing patterns in capital...

Investors piling into Trump Media & Technology Group Corp (NASDAQ:DJT) stock aren't reacting to a social media story. They're reacting to a much bigger macro theme: power. As artificial intelligence scales, electricity — not chips — is emerging as the next hard constraint. That's the trade DJT'...

Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk and Futurum CEO Daniel Newman have pointed toward data to make a stark argument: the global AI race may be decided by energy capacity, not semiconductor dominance. China's Power Buildout Outpaces U.S. The new data shows that China has been dramatically...

Nvidia Corp (NASDAQ:NVDA) CEO Jensen Huang's warning about runaway AI demand has reignited debate over whether artificial intelligence is overheating or just getting started. Nvidia CEO: AI Demand Is Growing Faster Than Chips Can Keep Up Earlier this month, Huang said the AI industry is facing an...

On Wednesday, Futurum CEO Daniel Newman said that China's best shot at remaining competitive in the AI space is by using Nvidia Corp (NASDAQ:NVDA) chips. This is despite the country pushing for domestic alternatives like Huawei Technologies. China Still Needs Nvidia To Compete: Newman Taking to X,...

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. Oracle, Meta Are ‘Overstating’ Earnings As stocks rallied on Monday, Burry doubled down on his bearish bets against Palantir...

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. Newman Says Market Expected...

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. QCOM is reaching significant price levels. Get the market research here...

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. WiWynn Says Orders Stretch Through 2027 Newman's...

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. Incremental Gains...

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. Daniel Newman Says Apple Is ‘Better Than This' On Sunday, Newman, CEO of Futurum Group,...

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. Trump Announces...

On Tuesday, Daniel Newman, CEO of Futurum Group, dismissed the idea that China can move on without Nvidia Corporation (NASDAQ:NVDA). Dan Ives Backs Futurum CEO On Nvidia's China Push Taking to X, formerly Twitter, Newman said, "$NVDA looks to be advancing efforts to bring the B30, a ‘China Ready'...