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THE TRUTH ABOUT: Daniel newman - Caught on Camera

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

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

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

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Palantir Stock Soars Nearly 15% After Hours as Company 'Smoked Expectations' on Earnings, but Jim Cramer Questions if 'Old Days' Still Viable

On Monday, Palantir Technologies, Inc. (NASDAQ:PLTR) shares surged nearly 15% in after-hours trading as Wall Street commentators praised the AI software company’s blowout second-quarter results and raised outlook.

Benzinga

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

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

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Benzinga

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…

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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.

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.

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