# Dave Nicholson

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TSLA Robotaxi & Robotics: AI's Long-Term Value for the Company

Dave Nicholson discusses Tesla (TSLA) ahead of earnings and the Mag 7 giant's tech prospects. He explains why he believes full self-driving technology for robotaxis and robots represents a significant part of Tesla's long-term value proposition. ======== Schwab Network ======== Empowering every i…

Dave Nicholson is our guest this week on Winning with Winans

https://winansi nvestments.com/ https://winansinvestments.com/  https://www.amazon.com/stores/Kenneth-G.-Winans/author/B001JRZSGE?ref=sr_ntt_srch_lnk_1&qid=1777043075&sr=8-1&shoppingPortalEnabled=true  Ken Winans breaks down the latest market outlook, covering interest rates, Treasury bonds, housi…

Dave Nicholson is our guest this week on Winning with Winans

https://winansi nvestments.com/ https://winansinvestments.com/  https://www.amazon.com/stores/Kenneth-G.-Winans/author/B001JRZSGE?ref=sr_ntt_srch_lnk_1&qid=1777043075&sr=8-1&shoppingPortalEnabled=true  Ken Winans breaks down the latest market outlook, covering interest rates, Treasury bonds, housi…

Dave Nicholson is our guest this week on Winning with Winans

https://winansi nvestments.com/ https://winansinvestments.com/  https://www.amazon.com/stores/Kenneth-G.-Winans/author/B001JRZSGE?ref=sr_ntt_srch_lnk_1&qid=1777043075&sr=8-1&shoppingPortalEnabled=true  Ken Winans breaks down the latest market outlook, covering interest rates, Treasury bonds, housi…

China AI Earnings: BABA's Qwen Threatens GOOGL & META, Previewing BIDU & JD

Qwen is the story of Alibaba's (BABA) growth, says Dave Nicholson of Futurum. He adds that it raises "huge price pressure" concerns for Alphabet (GOOGL) and Meta Platforms (META) as Alibaba's model threatens to take more market share. Dave examines some of the other biggest names in Chinese tech, i…

The Power of Recording Videos and Chocolate Pecan Pie

What do National Radio Day, mosquitoes, bacon, lemonade, chocolate pecan pie, procrastination, and a blind guy with a camera have in common? Somehow, they all made it into Episode 15 of The Midday Show with J.R. Bjornson. J.R. celebrates August 20 with National Radio Day and reflects on how his ch…

Dave Nicholson is our guest this week on Winning with Winans

https://winansi nvestments.com/ https://winansinvestments.com/  https://www.amazon.com/stores/Kenneth-G.-Winans/author/B001JRZSGE?ref=sr_ntt_srch_lnk_1&qid=1777043075&sr=8-1&shoppingPortalEnabled=true  Ken Winans breaks down the latest market outlook, covering interest rates, Treasury bonds, housi…

CRM "Mixed" Earnings Expectations: AI's Double-Edged Sword in Stock Growth

As Salesforce (CRM) readies to report earnings next week, Steve Koenig highlights what he calls "mixed messaging" into the print. "Agentforce is growing well, but it's not big enough" to move the earnings needle this quarter. Acceleration in RPO and revenue are two things Steve expects to drive bul…

ADI & ON Hidden Strengths in Tech Trade: Dave Nicholson on Analog AI's Importance

Analog AI chips are a powerful yet unsung part of the tech trade, argues Dave Nicholson of Futurum. He points to Analog Devices (ADI) as a key company well-positioned in the AI buildout, as is OnSemi (ON) due to ties it has in the data center and automobile industries alike. However, Dave believes …

129. Considering All the Costs of AI

Learn more about AI Field Day 9 here. When deciding how to use AI, businesses must consider the full impact, not just the financial cost. This episode of the Tech Field Day podcast, recorded prior to AI Field Day 9, brings together Ron Pagani, Jr., John Willis, Dave Nicholson, and Stephen Foskett …