
Dan Salmon
US Internet
Dan Salmon leads the US Internet research team. He joined New Street Research in 2022, and prior to that spent 18 years at BMO Capital Markets and led the US Internet & Media research team. Dan graduated from Princeton University and lives in New York City with his wife and three children. When it’s time to unplug from the Internet, Dan can usually be found lakeside at the family cottage in Canada.
Lead Analyst
Research
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GOOGL/META/AMZN: Insights into AI Capex from Hot Chips 2025 and NVDA earningsAugust 29, 2025 — Dan Salmon
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META: Five new revenue breakouts in our modelAugust 22, 2025 — Dan Salmon
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TTD: Near-term focus on the Auto vertical & AGM for dual class share extensionAugust 20, 2025 — Dan Salmon
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eComm Update: Inflation supports near-term growth in the face of tariffsAugust 19, 2025 — Dan Salmon
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SHOP: Is a capital-light AI winner emerging?August 19, 2025 — Dan Salmon