Daniel Flax
Managing Director and senior research analyst at Neuberger Berman, covering technology and markets with a focus on capex, hyperscaler spending, and AI implications for software and semiconductors.
Best podcasts with Daniel Flax
Ranked by the Snipd community
10 snips
Feb 26, 2026 • 36min
Closing Bell Overtime: NVIDIA Slips but Software Bounces 2/26/26
Daniel Flax, senior research analyst at Neuberger Berman who covers NVIDIA and AI demand dynamics, joins to weigh NVIDIA’s pullback and its implications for the AI trade. He discusses whether NVIDIA’s growth is peaking and the risks around CoreWeave’s margins and hyperscaler exposure. The conversation also touches on the surprising software rebound and how earnings and sector rotation are shaping market sentiment.
10 snips
Feb 19, 2026 • 18min
Bloomberg Surveillance TV: February 19th, 2026
Daniel Flax, tech and markets analyst at Neuberger Berman, breaks down hyperscaler capex and AI impacts on software and semiconductors. Edward Mills, Washington policy analyst at Raymond James, discusses U.S.-Iran tensions, geopolitical risk and political timing. Thierry Wizman, macro strategist at Macquarie, covers Fed minutes, dollar valuation and how AI and deregulation could reshape monetary outlook.
