In this episode of the Futurum Equities Podcast, Daniel Newman and Shay Boloor break down what current market volatility really signals for investors. They examine how Nvidia’s upcoming earnings could influence broader tech sentiment, how the Federal Reserve’s decisions are reshaping expectations...

Markets took a sharp turn this week as volatility spiked, with Jerome Powell’s latest remarks sending ripples across equities. Shai and Daniel Newman break down the pullbacks in high-growth names, putting recent rallies into perspective after months of frothy gains. They dig into how the Fed’s mi...

In this episode of Futurum Equities, Daniel & Shay dive into a week of relentless market momentum, with stocks charging higher like “video game numbers.” They break down the Fed’s pivotal week, including FOMC developments and the potential for a major rate shift. The conversation also touches on ...

Shay and Daniel break down how the Federal Reserve is shaping market trends and why rate cuts may be on the horizon. They examine AI’s impact on jobs, drawing lessons from past tech disruptions, and highlight the challenges of enterprise AI. The episode also covers Oracle’s earnings, OpenAI’s fin...

In this episode of the Futurum Equities Podcast, hosts Daniel Newman and Shay Boloor put the spotlight on $NVDA earnings and what they reveal about the future of AI-driven growth. The discussion also looks ahead to upcoming reports from $CRWD and $SNOW, examining how AI continues to shape earning...

In Episode 11 of the Futurum Equities Podcast, regular hosts Daniel Newman and Shay Boloor dive into earnings season, covering results from $PLTR, $GOOGL, $MSFT, $NVDA, $TSM, and $AMD. They unpack what these reports reveal about the momentum of the tech sector, the growing influence of AI, and th...

In Episode 10 of the Futurum Equities Podcast, hosts Shay Boloor and Daniel Newman break down a historic meeting between Donald Trump and Vladimir Putin in Alaska and what it means for global markets.

The discussion dives into Palantir’s stock performance, market volatility, and how advanced ana...

Daniel and Shay discuss urgent trends in the software industry, focusing on challenges faced by SaaS companies amid rising AI technologies. Insights from Monday.com's earnings report indicate cautious future expectations. Predictions suggest many SaaS companies may not survive. The conversation a...

Episode eight shares a personal travel story while providing insights into the investment community during a tough earnings week. It discusses macroeconomic factors, including Trump's tariffs and their effects on tech companies like Intel. The episode also examines leadership styles, stock perfor...

The episode opens with a lively new introduction from the hosts. They note that not everyone is on X, but it remains a preferred platform for them. The discussion shifts to the potential of robotics and physical AI. Qualcomm is highlighted as a company positioning itself for a future in these tec...

The episode begins with the hosts going live and discussing a company’s expansion into HR, CRM, customer success, and services. They note that this diversification allows the company to re-engage customers struggling to see value in their enterprise software. The conversation emphasizes the strat...

The fifth episode of the Futurum Equities podcast opens with a warm welcome to listeners. The hosts discuss a key factor they consider essential for successfully running stocks. They highlight a company that maintained a strong research team well before it became common to heavily invest in resea...

Welcome to the fourth episode of the Futurum Equities podcast. The hosts discuss Nvidia’s dominance in the market, questioning why anyone would choose competitors. They note the company’s strong momentum and its persistent rise in value. The conversation highlights Nvidia’s impressive pre-market ...

The episode begins with the hosts going live and discussing the realities of running and growing companies. They note that legal challenges are common, as people can sue for almost anything. The conversation touches on recent consulting engagements with a major firm. Ultimately, they stress that ...

The fireside chat introduces Ray Wang, who recently became research director at Futurian, focusing on semiconductors and immersion technology. The panel discusses industry trends, highlighting AR/VR leadership and Intel’s cost-cutting challenges despite favorable U.S. policy conditions. They note...