The AI trade is much more robust and has a very long horizon, Futurum CEO says
Futurum CEO Daniel Newman provides critical insights into the technology market, refuting 'Armageddon' claims surrounding A.I. spending fears and semiconductor stock sell-offs. Newman highlights Bank of America's raised 2030 semiconductor forecast, Micron Tech's robust demand for DRAM and NAND chips, and Qualcomm's strategic shift into data centers. He also addresses Microsoft's Satya Nadella's concerns about A.I. giants dominating the economy.
