Futurum CEO, Daniel Newman, pounds the table in favor of the A.I. trade. He maintains that we're not in an A.I. bubble but instead some parts of the tech trade may just be overheated. Nvidia (NVDA) is the company he expects to hold A.I. leadership as the company generates overwhelming amounts of revenue amid data center buildout. On chatbots, Daniel doesn't consider them the high point of A.I., though he believes they will be the backbone to innovation.
Trading 360
17 Dec 2025
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