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Search resuls for: "Daniel Newman"


25 mentions found


☆ Futurum's Daniel Newman: I'd put money into Microsoft or Nvidia, not Apple
  + stars: | 2024-05-02 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFuturum's Daniel Newman: I'd put money into Microsoft or Nvidia, not AppleDaniel Newman, CEO of The Futurum Group, joins 'Power Lunch' to discuss his expectations from Apple's earnings report.
Persons: Futurum's Daniel Newman, I'd, Apple Daniel Newman Organizations: Microsoft, Nvidia, Apple
☆ Underestimating China in the AI 'multi-decade arms race' would be a mistake: Analyst
  + stars: | 2024-04-05 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailUnderestimating China in the AI 'multi-decade arms race' would be a mistake: AnalystDaniel Newman of the Futurum Group says that with the semiconductor export restrictions imposed on China, the country has shown the "ability to innovate against the odds", and he worries about greater retaliation against U.S. tech companies and chipmakers.
Persons: Daniel Newman Organizations: Futurum, U.S Locations: China
☆ If you want a high-paying job and a more affordable house, move to the Rockies or the South
  + stars: | 2024-04-04 | by ( Juliana Kaplan | ) www.businessinsider.com   time to read: +4 min
download the appSign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. In Utah, the share of residents in prosperous ZIP codes during the 2017 through 2021 period grew to 55% from 47% in the 2011 to 2015 period. During the 2017 to 2021 period, the share of residents in a prosperous ZIP code jumped to 39% from 19% during the 2011 to 2015 window. Mississippi has the largest share of residents in a distressed ZIP code, while the share in Louisiana rose by 10 percentage points. And in New York, the share of residents in a distressed ZIP code jumped to 20% from 12%.
Persons: —, Daniel Newman, Kenan Fikri, EIG Organizations: Service, Economic, Business, DCI, East South, Politico, New Locations: Idaho , Montana , Utah , Nevada, Georgia, South Atlantic, New England, Utah, Idaho, In Utah, Ogden, . Mississippi, Louisiana, New York, New York City, York City
☆ Generative AI 'FOMO' is driving tech heavyweights to invest billions of dollars in startups
  + stars: | 2024-03-30 | by ( Hayden Field Kif Leswing | Hayden Field | Kif Leswing | ) www.cnbc.com   time to read: +9 min
A significant chunk of that money was strategic, in that it came from tech companies rather than venture capitalists or other institutions. The company has refocused much of its product development on generative AI, and its newly rebranded Gemini model, adding features into search, documents, maps and elsewhere. Alphabet and Nvidia are also investors in Runway ML, a generative AI company known for its video-editing and visual effects tools. Microsoft has invested in many of the techniques underpinning generative AI through its Microsoft Research division. Apple researchers recently published details of their work on MM1, a family of small AI models that can take both text and visual input.
Persons: Satya Nadella, Sam Altman, Justin Sullivan, Claude, Fred Havemeyer, Havemeyer, that's, Anthropic, Gemini Ai, Michael M, It's, Amy Hood, dealmaking Daniel Newman, Mustafa Suleyman, Newman, Lina Khan Organizations: Getty, Getty Images Tech, aren't, GPT, Microsoft, Meta, Apple, Nvidia, Google, Web Services, Amazon, Santiago, AMD, Runway ML, Mistral, Big Tech, Microsoft Research, Baidu, Futurum, Anthropic, Federal Trade Commission Locations: San Francisco, Macquarie, Anthropic, New York City, Mistral, U.S, China
☆ Futurum Group's Daniel Newman on Nvidia's momentum, headwinds and GTC 2024
  + stars: | 2024-03-18 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFuturum Group's Daniel Newman on Nvidia's momentum, headwinds and GTC 2024The Futurum Group CEO Daniel Newman and CNBC's Steve Kovach join 'Power Lunch' to discuss Nvidia's room to continue to run and its upcoming event.
Persons: Group's Daniel Newman, Daniel Newman, Steve Kovach Organizations: Futurum
☆ There's going to be a catchup trade for Big Tech, says Futurum CEO Daniel Newman
  + stars: | 2024-02-23 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThere's going to be a catchup trade for Big Tech, says Futurum CEO Daniel NewmanDaniel Newman, The Futurum Group CEO, joins 'Power Lunch' to discuss the big week for Big Tech.
Persons: Daniel Newman Daniel Newman Organizations: Big Tech, Futurum
☆ Premarket stocks: Is Nvidia too big to fail?
  + stars: | 2024-02-21 | by ( Nicole Goodkind | ) edition.cnn.com   time to read: +7 min
Investors expect Nvidia to report earnings of $4.59 a share and $20.378 billion in revenue, up from just $6.05 billion a year before. Too big to fail: For the time being, Nvidia is the “most sophisticated and deployed” chipmaker in the world, and its output is one of national importance, said Newman. Capital One wants to be the biggest credit card company in America. If approved by regulators and shareholders, Capital One’s (COF) acquisition will create the biggest US credit card company by loan volume. Compared to other major credit card issuers, Capital One has historically catered to customers with credit scores in the 600s range, which is considered subprime.
Persons: “, ”, Daniel Newman, Newman, Jensen Huang, ” What’s, Sam Altman, Pat Gelsinger, Elisabeth Buchwald, Biden, Richard Fairbank, Fairbank, Samantha Delouya, Dow, Dow hasn’t Organizations: CNN Business, Bell, New York CNN, Nvidia, Wall, Microsoft, Apple, Investors, Intel, AMD, Discover Financial Services, Capital, Discover, Mastercard, Consumer Financial, Bureau, Walgreens, Dow Jones, Alliance, Dow Jones Industrial, Dow Jones Indices, Dow, Tesla Locations: New York, California, United States, China, Dubai, America
☆ Arm has a very clear AI story that will lead to growth, Futurum Group CEO says
  + stars: | 2024-02-09 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailArm has a very clear AI story that will lead to growth, Futurum Group CEO saysDaniel Newman, CEO of the Futurum Group, says Arm's earnings is a validation of its ecosystem and AI story.
Persons: Daniel Newman Organizations: Futurum
☆ People want to know if AI is going to drive the next wave of growth, says Futurum CEO Daniel Newman
  + stars: | 2024-01-30 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailPeople want to know if AI is going to drive the next wave of growth, says Futurum CEO Daniel NewmanFuturum CEO Daniel Newman joins 'Power Lunch' to discuss Microsoft and Google ahead of the companies reporting earnings.
Persons: Daniel Newman Organizations: Microsoft, Google
☆ Taiwan's TSMC is 'perfectly positioned' to benefit from AI, analyst says
  + stars: | 2024-01-19 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailTaiwan's TSMC is 'perfectly positioned' to benefit from AI, analyst saysDaniel Newman, CEO and principal analyst at Futurum Research, says "there's an insatiable appetite for low-power, high-performing chips that are going to be able to enable [artificial intelligence] on devices."
Persons: Daniel Newman Organizations: Futurum Research
☆ How Arm is gaining chip dominance with its architecture in Apple, Nvidia, AMD, Amazon, Qualcomm and more
  + stars: | 2023-11-09 | by ( Katie Tarasov | ) www.cnbc.com   time to read: +8 min
Arm's big break came in 1993, when Apple launched its early handheld Newton device on the Arm610 processor. Arm's big break came in 1993 when Apple released its handheld Newton device on the Arm610 processor. Apple moved to its own Arm-based processors in Mac computers in 2020, breaking away from the Intel x86 processors that had powered them for 15 years. Qualcomm is another major customer making its latest PC processors using Arm, although that relationship is strained. This simplification is also making Arm the choice for non-chip companies like Apple, Amazon, Google and Microsoft designing their own custom silicon.
Persons: Haas, Richard Grisenthwaite, I've, Grisenthwaite, Japan's SoftBank, Grace Hopper Superchip, Grace Hopper, they're, Cash, SoftBank, Softbank, Rene Haas, CNBC's Katie Tarasov, Katie Brigham Arm, It's, Daniel Newman, Newman, O'Donnell, Apple, Nuvia, Arm's Grisenthwaite, They've, " O'Donnell, Max Thurlow Organizations: Apple, Acorn Computers, Texas, Nokia, Nvidia, Google, Samsung, Qualcomm, Futurum, Intel, Amazon, AMD, Cruise, Microsoft, Arm Holdings Locations: Cambridge, NXP, U.S, Arizona , California, North Carolina, Texas, Norway, Sweden, France, India, San Jose , California, IoT, England, China
☆ Intel's 'constant challenge' is more competition in the AI chip space, analyst says
  + stars: | 2023-10-24 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIntel's 'constant challenge' is more competition in the AI chip space, analyst saysDaniel Newman, CEO and principal analyst of Futurum Research, says, however, that he's "not as bearish on Intel as some."
Persons: Daniel Newman Organizations: Futurum, Intel
☆ We're only seeing the tip of the AI iceberg, says Builder.ai CEO Sachin Dev Duggal
  + stars: | 2023-10-17 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWe're only seeing the tip of the AI iceberg, says Builder.ai CEO Sachin Dev DuggalBuilder.ai CEO Sachin Dev Duggal and Futurum Group’s Daniel Newman join 'Power Lunch' to discuss the future of cloud 2.0
Persons: Sachin Dev Duggal, Futurum Group’s Daniel Newman
☆ How GlobalFoundries aims to remain world’s third-biggest semiconductor foundry
  + stars: | 2023-10-01 | by ( Katie Tarasov | ) www.cnbc.com   time to read: +10 min
Based in upstate New York, GlobalFoundries isn't a household name because it's manufacturing semiconductors that are designed and sold by other companies. "Look at every electronic device in your house, and I would bet you money that every one of those devices has at least one GlobalFoundries chip in it," Thomas Caulfield, GlobalFoundries CEO, told CNBC. GlobalFoundries chips are inside everything from smartphones and cars to smart speakers and Bluetooth-enabled dishwashers. Although GlobalFoundries' chips are considered legacy nodes, the process and resources needed are still incredibly complex. GlobalFoundries' Fab 8 in Malta, New York, where Equipment Engineering Manager Chris Belfi led CNBC's Katie Tarasov on a tour on September 5, 2023.
Persons: GlobalFoundries, it's, Thomas Caulfield, They're, GlobalFoundries isn't, Caulfield, Abu, Moorhead, Jerry Sanders, Katie Tarasov, Carlos Waters, Daniel Newman, couldn't, TSMC, China's, STMicroelectronics, Hui Peng Koh, that's, Chris Belfi Organizations: HK GM LMT, GlobalFoundries, CNBC, Bluetooth, Nvidia, Taiwan Semiconductor Manufacturing Company, Devices, AMD, Chartered Semiconductor, Nasdaq, Futurum, U.S, Semiconductor Manufacturing International, Samsung, fabs, United Microelectronics, we've, Upstate Locations: New York, China, U.S, Singapore, Germany, France, Malta , New York, Dresden, Malta, Vermont, South Korea, Taiwan, TSMC, Crolles, Chengdu, Upstate New York, Europe, Koh, Arizona, Asia
☆ Apple's new iPhones may not allay macro concerns, says Futurum's Daniel Newman
  + stars: | 2023-09-12 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailApple's new iPhones may not allay macro concerns, says Futurum's Daniel NewmanDaniel Newman, The Futurum Group CEO, joins 'Power Lunch' to discuss Apple's latest product launch as investors watch for innovation and China concerns.
Persons: Futurum's Daniel Newman Daniel Newman Organizations: Futurum Locations: China
☆ Qualcomm focuses on AI and auto as Nvidia takes over as world’s biggest fabless chip company
  + stars: | 2023-09-05 | by ( Katie Tarasov | ) www.cnbc.com   time to read: +7 min
Until last month, Qualcomm was also the world's biggest fabless chip company. But Qualcomm CEO Cristiano Amon is betting that one day, generative AI will be in high demand off the cloud, too. Qualcomm modems are inside all iPhone models currently being made, including the next model set to come out next week. Today, Qualcomm has more than 140,000 patents. The other lawsuit came from Apple, which sued Qualcomm for roughly $1 billion for charging royalties for technologies Apple said Qualcomm had "nothing to do with."
Persons: Cristiano Amon, Amon, Chris Patrick, Irwin Jacobs, Jacobs, Nobody, Jay Goldberg, Patrick, it's, Daniel Newman, Newman, It's, Donald Trump, Stacy Rasgon, Qualcomm's Amon, CNBC it's Organizations: Qualcomm, Nvidia, Amazon Web Services, CNBC, Apple, Quality Communications, D2D, Futurum, Federal Trade Commission, Broadcom, Bernstein Research, GM, BMW, Samsung, Taiwan Semiconductor Manufacturing Co, Intel Locations: San Diego, China, Taiwan, Asia, That's, U.S, Arizona
☆ Apple sees sales slump continuing, shares drop 2% despite beating sales expectations
  + stars: | 2023-08-03 | by ( Stephen Nellis | ) www.reuters.com   time to read: +5 min
Executives said iPhone sales would improve in the fourth quarter, but did not say how much. Weaker iPhone sales were balanced by strong sales in the services segment that contains Apple TV+ and by sales in China that grew 8% year over year. That sales forecast is below analyst expectations of roughly flat fiscal fourth-quarter sales of $90.19 billion, according to Refinitiv data. Apple said iPhone sales were $39.67 billion, below analyst expectations of $39.91 billion, according to Refinitiv data. Mac and iPad sales were $6.84 billion and $5.79 billion, respectively, compared with analyst estimates of $6.62 billion and $6.41 billion, according to Refinitiv data.
Persons: Joshua Roberts, Luca Maestri, Daniel Newman, Maestri, Tim Cook, We've, We're, Cook, Apple, Jeremy Goldman, Stephen Nellis, Yuvraj Malik, Peter Henderson, Matthew Lewis Organizations: Apple Inc, REUTERS, Wall, Apple, Android, Futurum, Reuters, Research, Major League Soccer, Apple Watch, Thomson Locations: Washington , U.S, China, CHINA, San Francisco, Bengaluru
☆ Intel will be slower to 'come of age' in the AI race, says analyst
  + stars: | 2023-07-25 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailIntel will be slower to 'come of age' in the AI race, says analystDaniel Newman of Futurum Research shares his expectations of Nvidia and Intel's earnings results.
Persons: Daniel Newman Organizations: Intel, Futurum Research, Nvidia
☆ Threads has launched at an opportune time, but it'll be tough to outshine Twitter, analysts say
  + stars: | 2023-07-06 | by ( Huileng Tan | ) www.businessinsider.com   time to read: +3 min
Meta launched Threads social media platform — its answer to Twitter — on Wednesday. 10 million users signed up for Threads in the first seven hours of its launch, per CEO Mark Zuckerberg. Analysts say it could be tough for Threads to outshine Twitter's existing power user base. And even though Threads launching at an advantageous time, at least four Wall Street analysts say it could be challenging to outshine the incumbent. After all, it could be difficult to get Twitter users to move, Billy Duberstein, a portfolio manager at Stone Oak Capital, wrote on the Motley Fool website on Wednesday.
Persons: Meta, Mark Zuckerberg, Elon Musk, Daniel Newman, Newman, hough, witter, ost.News,, ike P roulx,, rove, ames, rian W ieser, Organizations: Twitter, Morning, Elon, Meta, Futurum, Wall Street, otley, NBC
☆ Don't underestimate China's ability to build its own advanced chips despite U.S. curbs, tech analysts say
  + stars: | 2023-06-06 | by ( Sheila Chiang | ) www.cnbc.com   time to read: +2 min
CHONGQING, CHINA - MAY 4, 2023 - Young technicians test the quality of electronic chips at a dust-free production workshop in Chongqing, China, May 4, 2023. CFOTO | Future Publishing | Getty ImagesIndustry analysts are optimistic that Chinese chip makers will develop their own advanced semiconductors despite Washington's attempts to cut the country off from accessing or manufacturing the technology. Washington also reportedly urged South Korea to not let its chip makers fill Micron's void in China. China is pouring more than 1 trillion Chinese yuan ($140 billion) into its chip industry, according to a Reuters report. Domestic chip makers already benefit from government subsidies and state-backed research projects.
Persons: Daniel Newman, Paul Scharre, Washington, Jensen Huang, Huang Organizations: Getty Images Industry, Futurum Group, CNBC, Nvidia, Huawei, Wall Street, New, Micron Technology Locations: CHONGQING, CHINA, Chongqing, China, New American, May, South Korea, Taipei
☆ Here are the top AI stock picks for 2023, according to Futurum Group's Daniel Newman
  + stars: | 2023-02-23 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailHere are the top AI stock picks for 2023, according to Futurum Group's Daniel NewmanDaniel Newman, Futurum Group CEO, joins 'Squawk Box' to discuss the companies Newman favors in the artificial intelligence space, why Microsoft moved so fast in its AI rollout and the cost of computing power for AI.
☆ Get paid up to $10,000 to move? That's great for remote workers, but economists say it's not a good investment for the cities footing the bill
  + stars: | 2023-02-19 | by ( Robert Davis | ) www.businessinsider.com   time to read: +13 min
The more than 2,000 people who received Tulsa Remote grants have a median income of more than $85,000. For starters, he found the income generated by recipients of the Tulsa Remote program was just a sliver of the $80 billion the 468,000-plus workers in the Tulsa metro area generated in 2021. A Brookings Institution analysis of the Tulsa Remote program published in September found that the program was generally effective at bringing high-skilled labor to the area. He compared the impact of the incentive program to the opening of a Honda manufacturing plant in Greensburg in 2007. A previous audit from Hoffer's office in 2019 identified two major flaws in the Think Vermont program.
☆ Microsoft’s Bing finally has a chance to take a bite out of Google with ChatGPT. But it has to move fast.
  + stars: | 2023-02-07 | by ( Emilia David | ) www.businessinsider.com   time to read: +5 min
Microsoft finally announced a new ChatGPT-enhanced Bing that can challenge Google's search dominance. But while ChatGPT pushes Microsoft and Bing forward, Google has been aggressively reminding everyone that it's been doing the AI thing for a long time. Microsoft has to move fast to keep its advantageBing has consistently been a distant second to Google Search for decades. Still, with its sizable war chest and long history with developing AI in-house, Google appears ready for a fight. In much the same manner as Microsoft's master plan, Google plans to bring ChatGPT to its own suite of software, including Gmail and Google Docs.
☆ The Netherlands 'holds the key' to effectiveness of chip export controls on China, says analyst
  + stars: | 2023-01-30 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailThe Netherlands 'holds the key' to effectiveness of chip export controls on China, says analystDaniel Newman of Futurum Research says it will be "really problematic" for the U.S. if the most advanced manufacturing technology from ASML is sent to China.
☆ The pandemic created an American entrepreneurship boom — and it looks like it's here to stay
  + stars: | 2023-01-28 | by ( Jacob Zinkula | ) www.businessinsider.com   time to read: +5 min
The pandemic may have given a "lasting, positive shock to American entrepreneurship." Americans filed 5.1 million new business applications in 2022, according to US Census Bureau data, equating to roughly 14,000 new business applications filed every day last year. It marked the second-highest year on record — down slightly from 5.4 million in 2021 — and remained well above the 3.5 million filed in 2019. This also marked the second-highest year on record and exceeded the 1.3 million filed in 2019. Experts have pointed to several explanations for the spike in new business applications in recent years.
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