$AMAT rolled out two chipmaking systems for 3D structure production as the industry pushes density gains.
Applied Materials positioned the tools to solve manufacturing constraints tied to stacked transistor designs.
Starship is what gives $SPCX a credible path into the ~$26.5T AI infrastructure TAM.
If AI compute moves to orbit then SpaceX is the only vertically integrated player across the full stack, launch, manufacturing, power and now compute.
$AMD has acquired MEXT, whose flash-to-DRAM optimization software targets the memory constraints facing large-scale AI workloads.
The deal gives AMD a direct play in memory efficiency as data center operators face rising costs and physical space limits.
@danielnewmanUV on the networking names he's tracking at the moment.
$NVDA, $AVGO, $MRVL, and one dark horse name he and @StockSavvyShay have butted heads on in recent months.
Full episode runs the rest of the board: why $AVGO is the core leader, the $MRVL case after its S&P 500 entry, and how big $NVDA's own networking business has quietly become.
Oracle's $638B backlog and SpaceX's index clock. What breaks next.
Daniel Newman and Shay Boloor are live today with a tape that rewar...
youtube.com
$GOOGL is committing $1.5B through 2027 to scale its Jackson County, Alabama data center campus for AI infrastructure.
Google says the expansion supports growing demand for computing resources as enterprise AI adoption accelerates.
"Doesn't matter how much money you can throw into space, space is hard." -@StockSavvyShay
$SPCX has roughly 90% of launch share and a moat Blue Origin still can't crack, on a business @danielnewmanUV notes is still loss-making at 8% growth.
Full episode digs into the next leg: orbital data centers, $NVDA racks launching to space, and why the guys still call $SPCX the winner.
Oracle's $638B backlog and SpaceX's index clock. What breaks next.
Daniel Newman and Shay Boloor are live today with a tape that rewar...
youtube.com
$NVDA is raising at least $20B through a high-grade bond sale.
Nvidia's move signals confidence in its balance sheet as it funds ongoing capex and strategic investments amid surging AI demand.
$ROKU agreed to be acquired by $FOX in an all-cash and stock transaction valued at $160 per share.
The deal merges Roku's ad-tech infrastructure with Fox's content and distribution footprint across linear and streaming.
Equities, AI & the Space Economy | Futurum Equities Ep. 27
Futurum Equities January 17, 2026 9:01 am
Geopolitics, NVIDIA’s AI Inference Push & Emerging Market Growth | Futurum Equities Podcast Ep. 26
Futurum Equities January 10, 2026 9:00 am
2026 Stock Predictions | Futurum Equities Podcast Ep. 25
Futurum Equities December 24, 2025 8:34 am
AI Data Centers, the Next Bottleneck & the Santa Rally | Futurum Equities Podcast Ep. 24
Futurum Equities December 20, 2025 10:00 am
Broadcom & the AI Shift | Futurum Equities Podcast Ep. 23
Futurum Equities December 19, 2025 10:30 am
Is Google Overvalued? The AI Boom, Meta’s Rise & Market Outlook | Futurum Equities Podcast Ep. 21
Futurum Equities December 19, 2025 10:00 am
Blow-Off Top or Final Melt-Up? Zeberg & King on AI, Crypto, and What Breaks First
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