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Author: Daniel Newman

Market Coverage: IBM — A Company That Shaped Modern Technology
February 6, 2026

Is IBM’s Legacy Its Biggest Asset—or Its Biggest Risk in the AI Era?

Market Coverage analysis of IBM: Market Coverage: IBM — A Company That Shaped Modern Technology...
Market Coverage: GOOGL Stock Today: February 5—$185B AI Capex Triggers Bubble Fears
February 5, 2026

Market Coverage: GOOGL Stock Today: February 5—$185B AI Capex Triggers Bubble Fears

Market Coverage analysis of GOOG: Market Coverage: GOOGL Stock Today: February 5—$185B AI Capex Triggers Bubble Fears...
January 29, 2026

Market Coverage: Farmers & Merchants Trust Co of Chambersburg PA Acquires 1,713 Shares of International Business Machines Corporation $IBM

Market Coverage analysis of IBM: Market Coverage: Farmers & Merchants Trust Co of Chambersburg PA Acquires 1,713 Shares of International Business Machines Corporation $IBM...
TAE Technologies: America’s Answer to Fusion Energy—And Why It Matters for AI Dominance
December 18, 2025

TAE Technologies: America’s Answer to Fusion Energy—And Why It Matters for AI Dominance

In our latest Analyst Insight Report, TAE Technologies: America’s Answer to Fusion Energy—And Why It Matters for AI Dominance, completed in partnership with TMTG, The Futurum Group covers the critical...
The Six Five Pod | EP 282: Google vs OpenAI, AWS Outages, Quantum Computing, and Tech’s Stock Market Rollercoaster
October 27, 2025

The Six Five Pod | EP 282: Google vs OpenAI, AWS Outages, Quantum Computing, and Tech’s Stock Market Rollercoaster

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss OpenAI's new browser Atlas, AWS's major outage, Google's quantum computing breakthrough, and the potential threat...
The Six Five Pod EP 281 Inside the Week in Tech - Oracle, Salesforce, TSMC & the AI Cloud Race
October 20, 2025

The Six Five Pod | EP 281: Inside the Week in Tech – Oracle, Salesforce, TSMC & the AI Cloud Race

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss recent developments in the tech industry. They cover Oracle's financial analyst day, highlighting the company's...
The Six Five Pod | EP 280: Qualcomm, AMD, & Intel: Navigating the AI Revolution's Key Players
October 13, 2025

The Six Five Pod | EP 280: Qualcomm, AMD, & Intel: Navigating the AI Revolution’s Key Players

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss AMD's groundbreaking deal with OpenAI, Cisco's advancements in AI networking, Intel's foundry progress, and Qualcomm's...
QumulusAI USD.AI Financing Model for AI Infrastructure Capital
October 9, 2025

Could QumulusAI–USD.AI Financing Model Be a New Model for AI Infrastructure Capital

Ray Wang and Daniel Newman at Futurum share their insights on how QumulusAI USD.AI financing uses tokenized GPU collateral and stablecoin liquidity to fund up to 70% of deployments, enabling...
How MediaTek is Driving AI Innovation at the Edge - Six Five Media
October 7, 2025

How MediaTek is Driving AI Innovation at the Edge – Six Five Media

PD Rajput, Associate Vice President at MediaTek, joins hosts to share insights on how edge AI, custom silicon, and advanced device capabilities are transforming client computing across Chromebooks and personal...
The Six Five Pod | EP 279: Government Shutdown Blues: Tech Impact and Economic Uncertainty
October 6, 2025

The Six Five Pod | EP 279: Government Shutdown Blues: Tech Impact and Economic Uncertainty

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discussMeta's $14 billion infrastructure deal with Core Weave, OpenAI's $6 billion agreement, and the ongoing debate...
The Six Five Pod | EP 278: The Foundation of Future AI: From Micron's Memory Surge to Marvell's XPU and Nvidia's $100 Billion Blueprint
September 29, 2025

The Six Five Pod | EP 278: The Foundation of Future AI: From Micron’s Memory Surge to Marvell’s XPU and Nvidia’s $100 Billion Blueprint

On this episode of The Six Five Pod, hosts Patrick Moorhead and Daniel Newman discuss Nvidia's $100 billion investment in OpenAI, Oracle's leadership changes, Microsoft's addition of Anthropic to Copilot,...
Micron Q4 FY 2025 Earnings Top Estimates on DRAM and HBM Strength
September 26, 2025

Micron Q4 FY 2025 Earnings Top Estimates on DRAM and HBM Strength

Ray Wang and Daniel Newman at Futurum analyze Micron’s Q4 FY 2025 earnings, focusing on record data center momentum, HBM growth, and margin expansion, while highlighting how AI demand positions...

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