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 the market forces shaping future growth.

The conversation also examines economic signals from interest rate pressures to employment risks, while highlighting the strategic importance of a resilient U.S. semiconductor network. From AI innovation to chip manufacturing challenges, Daniel and Shay provide actionable insights for investors navigating today’s shifting landscape.

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