With Amazon's (AMZN) earnings, Daniel Newman expects to see strong cloud revenue growth after Microsoft (MSFT) and Meta Platforms (META) flexed A.I. strength. As for Apple (AAPL), the company needs to show a wider roadmap for its product releases. Daniel also takes a look back at AMD Inc. (AMD), arguing investors "need to be patient" with the company in its race to catch up to Nvidia (NVDA).