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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: Quick Thoughts on OpenAI’s SearchGPT prototypeJuly 26, 2024 — Dan Salmon
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MTCH: Quick Thoughts Ahead of the PrintJuly 25, 2024 — Dan Salmon
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PINS: Quick Thoughts Ahead of Tuesday’s PrintJuly 25, 2024 — Dan Salmon
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GOOGL 2Q24 Model Update (Buy, maintain $210 TP)July 24, 2024 — Dan Salmon
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GOOGL First Take: Search & margins stand out, AI capex still full steam aheadJuly 23, 2024 — Dan Salmon