Futurum Group CEO, Daniel Newman, offers a big picture perspective on the state of the tech sector. For Alphabet (GOOGL), he thinks the company needs to emphasis generative A.I. in its outlook, which its $75 billion capex guidance may signal. Daniel believes AMD Inc. (AMD) needs more bullish commentary to win investors back. He anticipates strength from Qualcomm (QCOM) due to its mobile device reach, especially through Apple (AAPL).
Trading 360
05 Feb 2025
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