Daniel Newman says it will be important to watch how Mag 7 companies are spending on A.I. through earnings like Alphabet (GOOGL), Microsoft (MSFT), and Meta Platforms (META). He's also keeping a close watch on each company's cloud revenue to gauge growth prospects. As for Nvidia (NVDA), Daniel doesn't expect the company to reach projections of $500 billion in revenue through 2026 but says its growth remains strongly intact. He points to collaborations through CrowdStrike (CRWD) among many others to highlight future potential. Daniel believes Nvidia will be the company to show what the next "trillion dollar markets" are.
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