@MakingMarkets @MakingMarkets_

The Making Markets Podcast is focused on bridging the gap between stock performance and business, hosted by @TheFuturumGroup’s @DanielNewmanUV Joined August 2021

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Daniel Newman @danielnewmanUV

2 years ago

Proud moment here: 👏Great to watch @TheFuturumGroup's @OABlanchard make his @Bloomberg TV debut talking about the global semiconductor space and what is happening in China and how China is staying competitive. Watch -> Wrote 4 books with this guy b/c he's smart! $NVDA $AMD $QCOM

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Daniel Newman @danielnewmanUV

2 years ago

It shouldn’t surprise anyone that the U.S. won’t allow AMD to make a weaker AI chip for China when it didn’t let NVIDIA. This is about national security and global tech leadership. In this case the rules apply to all. reuters.com/technology/amd… $NVDA $AMD

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Krista Case (Macomber) @krista_lee

2 years ago

Looking forward to covering #MSSecure for @TheSixFiveMedia! @TheFuturumGroup

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Steven Dickens @StevenDickens3

2 years ago

Always great to collaborate with the team @BMCSoftware This time we talked about how to architect your CI/CD pipeline for resilience and new regulations such as DORA.

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Daniel Newman @danielnewmanUV

2 years ago

Fun times in Orlando at Share filming a series of new Main Scoop with @GregLotko and the @BroadcomMSD team.

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Daniel Newman @danielnewmanUV

2 years ago

The question I wanted to ask Rami Rahim the most wasn’t just what is @JuniperNetworks doing in AI, but what is Juniper doing in AI that is truly different? In this extended conversation Rami and I went deep on the company’s journey across network innovation and how it has…

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Techstrong.IT @TechstrongIT

2 years ago

This week, @SFoskett joins @StevenDickens3 and @danielnewmanUV as @TheFuturumGroup heads to #SHARE2024, the largest open source conference, in Orlando. #SHAREOrlando2024

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Daniel Newman @danielnewmanUV

2 years ago

Exciting update from @TheFuturumGroup I am beyond excited to have @Robert_Sutor join The Futurum Group as VP and Practice Lead for our Emerging Technologies practice including Quantum Computing and Advanced AI. Bob brings 4 decades of experience at IBM leading Quantum and AI…

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The Futurum Group @TheFuturumGroup

2 years ago

The crew is back on the road next week at #HPAmplify in Vegas where #tech industry leaders and visionaries come together to drive growth and quality customer experiences. @danielnewmanUV and @PatrickMoorhead will talk with HP leaders including: @AlexChoHP, @EnriqueJLores,…

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Steven Dickens @StevenDickens3

2 years ago

Always a pleasure to jump on the @SchwabNetwork this time to talk about a busy week in the markets for cloud stocks... We talked about @HPE @Dell @SnowflakeDB amongst others...

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Niccolo de Masi @NiccoloDeMasi

2 years ago

I greatly enjoyed reading @SherylEstrada’s fabulous write-up of our discussion at @FortuneMagazine’s CFO dinner earlier this week. @TheFuturumGroup’s AI-Cyber bench includes luminaries such as @Shirastweet finance.yahoo.com/news/futurum-g…

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Ron Westfall, #HyperFRAME Research @RonWestfallDX

2 years ago

. @NetworkMediaGr1 Panel Session - Telco Energy Efficiency: Gain the Ecosystem Perspective on Telco AI in Reducing Network Energy Use w/ @Azure @AMD @Lenovo & @vodafone Mar 5, 2024, 2:00 PM - Mar 8, 2024, 2:00 PM (your local time) shorturl.at/FGZ58 @JohnLusher @BillRuff_

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Daniel Newman @danielnewmanUV

2 years ago

When I said $DELL just knows how to make it happen on earnings day… The market reaction says it all. The macro is tough, but @Dell is great at figuring it out.

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Daniel Newman @danielnewmanUV

2 years ago

Dell’s superpower is beating even in wildly complex macros through op excellence. Did it once again here. Infrastructure takes charge here and offsets soft PC business 40% QoQ growth in AI order book. Diversified to benefit from AI tailwind. Solid quarter and mgmt from $DELL

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Daniel Newman @danielnewmanUV

2 years ago

Mixed result for @HPE. Great bottom line growth and margin expansion versus slower top line growth. The number I really like is the 41% ARR growth and ~3000 GreenLake customer adds. Spoke to @AntonioNeri_HPE and he sees acceleration as GPU avail grows. AI is the tailwind! $HPE

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Daniel Newman @danielnewmanUV

2 years ago

Had the opportunity to get under the hood and see some demos of the new @Microsoft Copilot for Finance. This is a great Gen AI use case for efficiency and productivity gains in collections, compliances, quote to cash etc. Read up 👇🏻 More later. $MSFT microsoft.com/en-us/microsof…

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Daniel Newman @danielnewmanUV

2 years ago

It's a beat-beat-raise for @PureStorage. While YoY revenue fell to single digit, company guided back to double digit growth in FY 25. ARR growth 25% + Evergreen Cloud 100% + 31% RPO growth look great. Remain market leader in NPS. AI story beginning to take shape. $PSTG

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Daniel Newman @danielnewmanUV

2 years ago

The quick rundown on @HP Q1 earnings. EPS $0.81 (Est. $0.81) Sales $13.19B (Est. $13.51B) PC numbers still lag, but optimism is here with AI PC and strong client numbers from $ARM $INTC and $AMD Spoke to CEO Enrique Lores, cautious on AI PC impact in 24. But, overall positive

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Steven Dickens @StevenDickens3

2 years ago

The website is live for the Mainframe Mini Summit on April 8th. With the likes of @IBM, @BroadcomMSD, @Rocket and @BMCSoftware already locked in its shaping up to be a great event!!! mainframe.thesixfivesummit.com

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Daniel Newman @danielnewmanUV

2 years ago

Here we go @salesforce Q4 SALESFORCE 4Q SALES $1.97B, EST. $1.97B 4Q REV. $9.29B, EST. $9.22B 4Q SERVICE REV. $2.16B, EST. $2.14B BEGINS A QTRLY DIV OF $0.40/SHR SEES 2025 REV. $37.7B TO $38B, EST. $38.62B Beat beat with a cautious guide. 👀 on AI orders! $CRM