From Yahoo Finance: 2025-04-16 13:40:00

Stock market volatility persists, but tech’s future looks bright as large companies invest in AI to cut costs and expand, says Futurum Group CEO Daniel Newman. He favors tech stocks like Nvidia, Microsoft, and Broadcom, with a focus on enterprise exposure over consumer exposure.

Newman is bullish on Nvidia due to its leadership in AI, software frameworks, and expected benefits from cloud player investments. He also sees potential in Microsoft’s revenue from companies and low consumer exposure, as well as Broadcom’s role in developing AI infrastructure for cloud players.

While Nvidia shows promise, AI stocks may offer greater returns in a shorter period. An AI stock has surged in 2025, contrasting with popular AI stocks’ declines. For those seeking a promising AI stock trading at under 5 times earnings, a report on the cheapest AI stock is available for review.

Investors continue selling Nvidia shares, despite positive outlooks. Newman’s optimism stems from Nvidia’s industry leadership, software capabilities, and expected gains from cloud player investments. Microsoft benefits from enterprise revenue, while Broadcom aids cloud players in AI infrastructure development.



Read more at Yahoo Finance: Veteran Analyst Is Bullish on NVDA, MSFT, AVGO