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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AI Search Expert Call Recap: The Latest on GOOGL, AMZN Rufus, ChatGPT ads, RDDT, PINS, TTDMarch 4, 2026 — Dan Salmon
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AMZN: “Great Plains” AI strategy confirmed (+ swapping META/GOOGL in the mega cap pecking order)March 3, 2026 — Dan Salmon
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AMZN: OpenAI deal expands AWS top model offeringsFebruary 27, 2026 — Dan Salmon
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TTD: Downgrade to Sell – Numbers that are difficult to explainFebruary 26, 2026 — Dan Salmon
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TTD Initial Thoughts – The Golden Rule is DeadFebruary 25, 2026 — Dan Salmon