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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

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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

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.

Benzinga

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

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’

The Independent UK

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."

Fortune

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”…

Benzinga

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.

Fortune

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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.”

Benzinga

Jim Cramer Says Forget CoreWeave As He Reverses On IREN, Nebius: Past Doubts 'Don't Matter,' Amid 'That Much Demand'

In a significant shift from previous sentiment, CNBC host Jim Cramer has declared that his past doubts regarding AI infrastructure providers IREN Ltd. (NASDAQ:IREN) and Nebius Group NV (NASDAQ:NBIS) are now irrelevant, citing the “demand” in the booming artificial intelligence sector.

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Benzinga

IREN, Nebius Emerge As Top 'AI Utility' Picks As Expert Says Next Wave Of AI Trade Is 'Industrial'

As the artificial intelligence (AI) boom continues to reshape industries, there has also been some attention on the companies that form the foundational infrastructure for powering AI, apart from the immediate buzz of AI chipmakers.

Benzinga

Analysts React To OpenAI's 'Wild' $100 Billion Deal With AMD: 'We're In The Second Inning of A Nine-Inning Game,' Says Dan Ives

Leading analysts are hailing Advanced Micro Devices Inc.'s (NASDAQ:AMD) new partnership with OpenAI as a breakthrough moment for the chipmaker, one that could propel it to the center of the AI arms race.

Benzinga

Chamath Palihapitiya Warns AI Push By GOOGL, META, MSFT And AMZN Using NVDA Chips Could Double Electricity Rates

The burgeoning artificial intelligence boom, driven by tech titans like Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL), Meta Platforms Inc. (NASDAQ:META), Microsoft Corp. (NASDAQ:MSFT), and Amazon.com Inc. (NASDAQ:AMZN) relying heavily on Nvidia Corp. (NASDAQ:NVDA) powerful GPUs, could lead to a dramatic doubling of electricity rates within the next five years.

Benzinga

Palantir, IonQ And More Entering Warren Buffett's 'Sweet Zone'? Expert Cites Patience Amid Pullbacks: 'Stocks Almost Always Retest 200-Day Averages'

Investors are closely watching high-flying technology and growth stocks like Palantir Technologies Inc. (NASDAQ: PLTR) and IonQ Inc. (NYSE: IONQ) as they pull back from recent highs, raising the question of whether they are approaching an ideal buying opportunity.

Benzinga

Short Seller Andrew Left Recalls Bet On Nebius As It Soars Over 130% In 2025: 'Just A Pat On The Back' From When NBIS Was At $20 Per Share

Famed short-seller Andrew Left of Citron Research is taking a victory lap on a bullish call, celebrating his firm’s early bet on AI infrastructure company Nebius Group NV (NASDAQ:NBIS).

Benzinga

Palantir's AI Edge: PEG Ratio Outshines Salesforce—'Sleeper Valuation' Defying P/E Skeptics?

In a landscape where high Price-to-Earnings (P/E) ratios often scare investors, a different metric defies skeptics that AI powerhouse, Palantir Technologies Inc. (NASDAQ:PLTR), which was battered last week for its high valuations following a Citron Research report, is not quite overpriced.

Fortune

AI anxiety has sent markets into a tizzy, but experts say the jitters will only ‘punish those chasing the froth’

“The crash is separating real AI revenues from companies that only have AI PowerPoints.”

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