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INSANE: Shay boloor | Vintage Vibes

CoreWeave Stock Surges Over 18% After Earnings, Analyst Says Old Nvidia GPUs Can 'Still Generate Revenue Nearly a Decade Later' (UPDATED)

Editor’s Note: The story has been refreshed with the latest market price action and a revised headline.

Benzinga

AMD Earnings 'Were Good,' Says Analyst Even as Stock Sinks 9% After Hours: Wall Street Wanted a 'Blowout' Forecast

On Tuesday, shares of Advanced Micro Devices, Inc. (NASDAQ:AMD) fell sharply in after-hours trading despite beating second-quarter expectations, as analysts said investors had been looking for a more dramatic AI-driven outlook tied to the company’s Helios platform.

Benzinga

Palantir Stock Soars Nearly 15% After Hours as Company 'Smoked Expectations' on Earnings, but Jim Cramer Questions if 'Old Days' Still Viable

On Monday, Palantir Technologies, Inc. (NASDAQ:PLTR) shares surged nearly 15% in after-hours trading as Wall Street commentators praised the AI software company’s blowout second-quarter results and raised outlook.

Benzinga

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Brutal Math of Leveraged AI Bets: Why Martin Shkreli Says Wall Street Will 'Send Micron to $5'

As a massive, over-leveraged AI hedge fund, Situational Awareness, faces forced liquidation, former hedge fund manager Martin Shkreli, also known as ‘Pharma Bro’, warns that Wall Street’s trading tactics—not just falling valuations—are driving the collapse.

Benzinga

Amazon Stock Pops 9.5% After-Hours as AWS Fuels Earnings Beat: Jim Cramer Calls it 'Astonishing'

Amazon.com, Inc. (NASDAQ:AMZN) shares jumped Thursday after the company delivered stronger-than-expected second-quarter earnings, with investors and analysts praising accelerating Amazon Web Services profitability as evidence that returns on artificial intelligence investments are beginning to materialize.

Benzinga

The Hidden Reason Leopold Aschenbrenner's Situational Awareness Fund Was Forced To Unwind

Situational Awareness built major AI infrastructure positions before leverage and market volatility forced the fund to unwind its public portfolio.

International Business Times UK

China’s Biggest Chip IPO Creates a $500 Billion Rival for Micron as Apple Reportedly Tests CXMT Memory Chips

China’s premier semiconductor manufacturer, ChangXin Memory Technologies (CXMT), skyrocketed in its Shanghai stock market debut to surpass a $500 billion valuation.

Benzinga

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Intel Earnings Spark Bullish Reactions as Jim Cramer Calls 'Intel's the One,' Gene Munster Says Investors Can 'Sleep Well at Night'

Intel Corp (NASDAQ:INTC) drew praise from market commentators on Thursday after posting second-quarter results that topped estimates, with investors and analysts focusing on the company’s AI-driven demand, higher capital spending plans and long-term foundry roadmap.

Benzinga

Jim Cramer Says ASML Rally Reflects AI Market 'Mood' as Shay Boloor Calls ASML the 'Toll Road' of the AI Revolution

On Wednesday, ASML Holding N.V.’s (NASDAQ:ASML) strong quarterly results and upbeat outlook sparked fresh commentary from market watchers, with Jim Cramer and Shay Boloor offering different perspectives.

Benzinga

IBM shares plunge 25% after CEO admits company fell behind

The impact on IBM is double,” Constellation Research’s Holger Mueller told Fortune, saying that IBM’s data really “shows the AI pull.

Fortune

Meta Stock Just Surged 21% in 3 Weeks: Shay Boloor Calls It the 'Market's Latest Darling'

Meta Platforms Inc. (NASDAQ:META) has officially transformed from a cautionary tale of extreme capital expenditure into the “market’s latest darling,” following a rapid 20.97% stock rally in roughly three weeks, driven by a radical shift in how Wall Street values the tech giant’s artificial intelligence infrastructure.

Benzinga

Apple Sues OpenAI, Dependence on TSMC, Rise in Prices and More: This Week in Appleverse

It was a busy weekend in the tech world. Here’s a quick roundup of the top stories that you might have missed.

Benzinga

Futurum's Shay Boloor Explains Why Nvidia, AMD, Apple and Broadcom All Depend on TSMC: 'Every Token Ultimately Pays an Invisible Royalty'

Taiwan Semiconductor Manufacturing Co. (NYSE:TSM) sits at the center of the artificial intelligence supply chain, making it one of the most important companies behind the industry’s rapid expansion, according to Futurum Equities chief market strategist Shay Boloor.

Benzinga

Micron vs. SK Hynix: Futurum's Shay Boloor Picks MU Over Nvidia's 'Biggest' Provider, Citing 'Wonky' Korean Markets

South Korean memory chip titan SK Hynix is making its Nasdaq debut, giving U.S. investors direct access to Nvidia Corp.’s (NASDAQ:NVDA) top memory supplier. But despite this listing, Futurum Equities’ Chief Market Strategist Shay Boloor is sticking with domestic rival Micron Technology Inc. (NASDAQ:MU), citing structural instability in the Korean…

Benzinga

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news in one place.

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Benzinga

Alex Karp's AI Vision Gets Fresh Backing As Analysts Call Palantir the ‘Oxygen’ Behind Enterprise AI

As the artificial intelligence software trade weakens, analysts at Futurum Equities are arguing that Palantir Technologies Inc. (NASDAQ:PLTR) has emerged as the critical data infrastructure—the “oxygen”—allowing enterprises to harness AI without making the ultimate strategic “faux pas” of surrendering their proprietary data to frontier labs like OpenAI.

The Independent UK

Elon Musk has posted about race more than 850 times in recent months. It’s fracturing his fan base

One former Tesla investor has said that investing in Musk now is ‘money over morals’

Fortune

The AI boom’s most unexpected winner? A 175-year-old company called Corning

As hyperscalers race to wire ever larger AI clusters, Corning is emerging as one of the most critical—and overlooked—suppliers in the stack.

Fortune

Borrowing by AI companies represents a ‘mounting potential threat to the financial system,’ top economist says

“Borrowing by AI companies should be on the radar screen as a mounting potential threat to the financial system and broader economy."

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news in one place.

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Benzinga

Jim Cramer Mocks IREN's Dilution As Unnecessary, While Bulls Jackson, Boloor Hail 'Carvana-Style' Balance Sheet Cleanup

IREN Ltd.'s (NASDAQ:IREN) announcement of a massive $2 billion convertible note offering triggered a fierce debate among high-profile market commentators. While CNBC's Jim Cramer ridiculed the financing as unwanted dilution, prominent tech investors are defending the move as a strategic “masterstroke” essential for long-term survival.

Benzinga

US Would Be In 'Recession' Without AI, As Spending Goes 'Through The Roof,' Comprising 45% Of S&P 500 CapEx

The United States economy is now dependent on a historic surge in artificial intelligence (AI) investment to stay afloat, according to recent market analysis. New data reveals that without the massive capital infusion into AI infrastructure, the U.S. would currently be in an economic recession.

Benzinga

Michael Burry Not Alone: Peter Andersen Dumped Nvidia Months Ago, Anticipating 'Accounting Questions'

“Big Short” investor Michael Burry has found an ally in Peter Andersen, CIO of Andersen Capital Management. The expert investor revealed on the Schwab Network that he completely exited his stake in Nvidia Corp. (NASDAQ:NVDA) last summer—months before the current wave of bearish scrutiny—precisely because he foresaw the “accounting questions”…

Fortune

As Google eyes exponential surge in serving capacity, analyst says we’re entering ‘stage two of AI’ where bottlenecks are physical constraints

The rush to increase serving capacity may be a sign that there is no AI bubble, said one expert.

Benzinga

Nvidia-Led Rally Still Has Legs Ahead of Q3, Analyst Says No Hype-Driven Demand As AI Trade Rooted In Tangible Enterprise Demand: 'Not A Bubble'

Ahead of NVIDIA Corp.’s (NASDAQ:NVDA) much-anticipated third-quarter results on Wednesday, leading analysts remain optimistic on the stock, alongside the state of the broader AI economy, amid growing concerns of a bubble.

Benzinga

AMD 'Money Slides' Impressive, But Analysts See Limited Upside For Stock As Market 'Already Pricing' In The Numbers

Prominent analysts are weighing in on Advanced Micro Devices Inc.’s (NASDAQ:AMD) analyst day on Tuesday, during which the company made bold projections regarding its near-term future and that of the broader AI chip and data center industry.

Benzinga

Peter Schiff Slams Trump's $2,000 'Dividend' Checks: '...Defeats The Very Purpose Of The Tariffs'

Economist Peter Schiff issued a stark warning against President Donald Trump‘s proposal for a “$2,000-per-person tariff dividend,” arguing the plan is economically self-defeating and would “defeat the very purpose of the tariffs.”

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Leopold Aschenbrenner

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