Trader Talk AI isn't a bubble but the real upside is shifting
Jan 28, 2026
Daniel Newman, tech analyst and CEO of Futurum Group with deep AI and digital transformation expertise, joins to argue AI is still in its earliest innings. They cover enterprise AI unlocking private data, the Nvidia–Eli Lilly tie-up and drug discovery, infrastructure bottlenecks, rising cybersecurity needs, and how AI will broaden market leadership beyond the Magnificent Seven.
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Market Leadership Is Broadening
- Market breadth has improved and more than 493 S&P stocks are now contributing to gains.
- Kenny warns alpha is more likely outside the mega-cap Magnificent Seven as participation broadens.
Enterprise AI Is The Next Big Wave
- Daniel Newman argues AI is in its earliest innings and not a bubble.
- He says enterprise AI accessing private, behind-the-firewall data is the real long-term opportunity.
Prepare Private Data For Safe AI Use
- Companies should anonymize, encrypt, and govern private data before using it in AI.
- Newman advises enterprises will leverage ERP, CRM, and supply-chain data to optimize revenue and margins.