Four AI and software companies reported after Tuesday's close. Two more report after Wednesday's close, roughly an hour after this show ends. Daniel Newman and Shay Boloor are live in the middle of it, grading the prints that landed and putting their bars on the ones that have not, with the 10 year Treasury at its highest level since January 2025 sitting underneath all of it.

The slate is the heart of software and AI infrastructure earnings season. DELL guided to $44B to $45B of revenue with roughly $15.5B of AI servers expected, and its infrastructure operating margin had already fallen from 14.8% to 10.5% as DRAM and NAND costs climbed, on a stock up more than 260% this year with $24.4B of AI orders in backlog. PANW closed its fiscal year with next generation security ARR of $8.13B growing 60% and about 2,280 platformized customers, trading near 98 times forward earnings. MDB guided Atlas to 26% growth with the street looking two to three points higher. CRDO guided to $465M to $475M against $223M a year ago, with a $600M optical ramp in focus. AVGO reports after the close with roughly $16B of AI semiconductor revenue guided, a $73B AI backlog, and at least five custom silicon customers including Alphabet, Meta, Amazon, Microsoft, Anthropic and OpenAI. SNOW follows with product revenue guided to $1.42B, up 30%. Around every one of them: Brent crude above $93, a 10 year at 4.78%, ISM prices paid stuck at 71.1, and September rate hike odds that went from 39.9% on August 21 to a coin flip.

This is a live show and the chat runs the back half. Drop your tickers and your questions and Daniel and Shay take them on air. If you own DELL after a 260% year and want to know whether backlog beats margin, if you are weighing PANW where the street's average target sits about 2% above the price, or if you want the bars on AVGO stated out loud before the print lands, this hour is built for that.

If the read helps you make sense of the tape, a like puts the show in front of more investors, and subscribing with the bell on means the next live shows up in your feed while you can still bring a question to it.

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The most important print of the quarter cleared every bar it was given. Nvidia posted $96.2B against a $92B consensus, guided next quarter to $108B, and for the first time in five prints the stock went up instead of down. Then software stole the night anyway. Daniel Newman and Shay Boloor are live on all of it, three hours after Kevin Warsh's first Jackson Hole keynote.

The slate runs deep this week. NVDA held gross margins at exactly 75% while warning that memory costs pull Q4 margins down to 71 to 72%, with the Vera Rubin platform already the fastest ramp in company history. CRWD posted a record $333M of net new AI driven ARR, up 51%, and called it the best quarter in company history. OKTA jumped about 20% to a new high after raising guidance a second time, with $4.86B of contracted backlog. CRM crossed $1.5B of Agentforce revenue, up over 240%, with 3.2 billion agent tasks executed in a single quarter. MRVL reported its first quarter since Google tied $12.2B of equity to $120B of chip purchases. And the 30 year Treasury cooled to 5.17% from a 2007 era high while the Fed weighs a September move.

This is a live show, and the chat drives the back half. Drop your tickers and questions and Daniel and Shay will take them on air. If you hold NVDA after the print, watched CRWD and OKTA rip and wonder if the move is real, or want the same day read on what Warsh said this morning, this hour is built for you.

If the breakdown helps you read the tape, a like genuinely helps the show reach more investors, and subscribing with the bell on means you catch the next live and can bring your questions with you.

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The rate relief lasted exactly one week. The 30-year Treasury hit 5.33%, its highest level since 2007, Treasury's intervention held for one day, and the S&P 500 slid to 7,715 five days before the most important earnings print of the quarter. Daniel Newman and Shay Boloor are live on all of it.

The slate runs deep this week. Nvidia (NVDA) reports Wednesday against a $91B guide, a $92B consensus, and a whisper as high as $95B, with options pricing a 6 to 7% move on a stock that fell after each of its last four prints. Anthropic's IPO chatter reached $2 trillion as Citi joined Morgan Stanley, Goldman Sachs, and JPMorgan on the deal, with a public filing possible within days and reported revenue run rate jumping from $47B to $65B in two months. Google secured a warrant for 6.3% of Marvell (MRVL), roughly $12.2B in stock that only fully vests if $120B of custom chip orders land, and Broadcom (AVGO) fell 5% on the news while exploring nearly $100B in AI financing of its own. CoreWeave (CRWV) backed paper priced at 10%, the first real repricing of the buildout's cost of capital.

This is a live show, and the chat drives the back half. Drop your tickers and questions and Daniel and Shay will take them on air. If you hold NVDA into Wednesday, wonder whether to touch the Anthropic IPO, or watched the bond market shake your AI names this week, this hour is built for you.

If the breakdown helps you read the tape, a like genuinely helps the show reach more investors, and subscribing with the bell on means you catch the next live and can bring your questions with you.

#FuturumEquities #DanielNewman #ShayBoloor #Nvidia #AI #Stocks

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For three straight weeks the market sold its best AI earnings. This week it paid them, and Daniel Newman and Shay Boloor are live on what changed: inflation cooled to 3.4%, September hike odds collapsed to about a third, and the S&P 500 cleared 7,800 for the first time ever.

The slate runs through the whole flip. Supermicro (SMCI) missed revenue at $11.1B and still jumped 15% after guiding fiscal 2027 as high as $72B. Nebius (NBIS) popped 34% on a quarter that roughly quadrupled revenue, CoreWeave (CRWV) grew 112% to $2.58B, and Lenovo nearly doubled its data center business. SpaceX (SPCX) reclaimed its $135 IPO price, up about 40% in two weeks, and Morgan Stanley now frames a $600 bull case built on the Cursor deal closing this quarter. Nvidia (NVDA) signed Apollo, BlackRock, Blackstone, Brookfield, Goldman Sachs, and KKR to mobilize over $500B of third-party capital for AI infrastructure, Microsoft plans a September reveal for its Maia 300 chip, and TSMC (TSM) just printed a record $14.5B month, up 44.7%. A fresh retail sales number lands the morning of the show.

This is a live show, and the chat drives the back half. Drop your tickers and questions and Daniel and Shay will take them on air. If you own the AI trade, watched your names rip this week, or want to know whether the rally survives the next hot data point, this hour is built for you.

If the breakdown helps you read the tape, a like genuinely helps the show reach more investors, and subscribing with the bell on means you'll catch the next live and can bring your questions with you.

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SpaceX just reported earnings for the first time in its history, beat Wall Street by a billion dollars, and the stock fell anyway. Daniel Newman and Shay Boloor are live on the strangest earnings tape of the year, where the best prints of the week got punished and the market is deciding what AI spending is actually worth.

The slate runs through the whole pattern. SpaceX (SPCX) grew revenue 92% to $7.81B with Starlink at 12M subscribers and a $2.56B AI compute segment that beat by nearly $400M. AMD posted $11.54B with data center revenue doubling to $6.7B and guided Q3 to $13B, then gave back 9% after hours. Datadog (DDOG) grew 36%, raised its full-year guide, and had the biggest one-day drop in its history. Cloudflare (NET) walked into its own print at a record high. On the other side of the tape, Palantir (PLTR) grew 93% and jumped 29% on sovereign AI demand, and Arista (ANET) guided nearly $400M above the Street. Behind all of it sits a Fed with three dissents for a hike, Kevin Warsh signaling September is live, and a fresh jobs number from this morning.

This is a live show, and the chat is part of it. Drop your tickers and questions and Daniel and Shay will take them on air. If you're trading earnings season, tracking AI infrastructure, or trying to figure out whether these selloffs are entries, this hour is built for you.

If the breakdown helps you make sense of the tape, a like genuinely helps the show reach more investors, and subscribing with the bell on means you'll catch the next live and can bring your questions with you.

#FuturumEquities #DanielNewman #ShayBoloor #Earnings #AI #Stocks

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Google earnings, Tesla earnings, and the great AI capex debate. This week GOOGL raised capital spending to as much as 205 billion dollars for the year and the stock fell anyway, and we think the market is misreading the whole thing.

Daniel and Shay break down why Google owning the full AI stack (TPUs, cloud, models, and apps) makes this capex the moat compounding, not money burning, with cloud operating margin tripling to 35.6% and a 514 billion dollar backlog as the receipt.

Then a separate conversation on Tesla, where the spending looks very different because the core margins are compressing. Plus the proof the checks are clearing: Intel's 18A foundry node hitting 85% yield with a cloud customer, and ServiceNow crossing a billion dollars in AI contract value.

We close on what we are watching next week and your questions.

Tickers covered: GOOGL, TSLA, INTC, NOW, NVDA & many more!

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Daniel Newman and Shay Boloor are live today to make the case that owning the Mag7 as a basket in 2026 is the wrong trade. The MAGS ETF is down roughly 2% year-to-date while SPY sits positive, and the spread inside that basket is violent enough to demand individual conviction calls on every name.

Here's what's on the table. Only four of the seven Mag7 components are positive YTD. NVDA and GOOGL are leading while MSFT, TSLA, and META carry double-digit 2026 losses. MSFT fell as much as 26% before recovering, and Azure Q2 growth came in around 40% YoY with forward guidance stepping down to 37-38%. TSLA printed 480,126 Q2 deliveries and beat consensus by roughly 18%, but the question is whether that's a thesis restoration or a one-quarter relief rally. META is sitting near $600 heading into July 29 earnings, and the show's position is that any softening of the $125-145B capex guide should be read as a warning. On the AI infrastructure layer, the bid looks real: combined hyperscaler capex tops $700B in 2026, PLTR is up 14.55% over five sessions to $132.54, and software names like NOW, CRWD, and CRM are repricing to AI-native usage models with structural legs. The macro picture complicates everything though. June payrolls came in at 57,000 against a 110-115K consensus, CPI is running at 4.2% YoY, and Fed Chair Warsh has nine of eighteen officials penciling in a hike. The risk envelope for growth equities is wider than the AI story alone.

This is a live show, so bring your tickers and your questions. Drop them in the chat and Daniel and Shay will take them on air. If you're building a watchlist around earnings season, sizing AI infrastructure names, or trying to figure out which Mag7 components still deserve conviction, this conversation is the place to sort it out in real time.

If this kind of analysis helps you think through the market, a like goes a long way toward getting it in front of more investors. Subscribe and hit the bell so you catch the next live when it drops.

Disclaimer: This episode is for educational and informational purposes only. Not financial advice. Past performance does not guarantee future results. Do your own research before making investment decisions.

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Daniel Newman and Shay Boloor are live because Meta just rewrote the cloud infrastructure playbook overnight, and the fallout across CoreWeave, Nebius, IREN, and NVDA is exactly the kind of repricing event this show exists to break down in real time.

The Bloomberg report confirmed Meta is building 'Meta Compute' to sell surplus GPU capacity externally, turning a $125-145B capex guide into an active revenue engine rather than a cost line. That single move puts Meta in direct competition with AWS, Azure, and Google Cloud, and it puts CoreWeave in an existential position: Evercore ISI flagged that roughly $35B of CRWV's $99.4B backlog is Meta-sourced, meaning the company's largest customer just became its most dangerous competitor. CRWV fell more than 12% on July 1. Nebius dropped 14%. The scarcity premium that justified neocloud valuations is under real pressure now, and Bernstein's Underperform reiteration with a $67 price target on CRWV is starting to look less like a bearish call and more like the honest one.

Daniel and Shay will also walk through what this means for IREN and NBIS as collateral damage in a war they did not start, and why NVDA may be the one entity that wins regardless of who ends up renting the GPUs. META itself jumped roughly 10% on the day, which reframes the multiple conversation entirely. ADP June private payrolls came in at 98,000, and that macro read is on the table too.

This is a live show, so if you are tracking AI infrastructure names, holding CoreWeave or Nebius, or trying to figure out where NVDA fits in a world where hyperscalers are the new neoclouds, drop your tickers and questions in the chat. Daniel and Shay will take them on air.

If this breakdown is useful, a like helps other investors find it before the conversation moves on. Hit subscribe and turn on the bell so you catch the next live the moment it starts.

Nothing in this video is financial advice. All content is for informational and educational purposes only.

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Disclaimer: This episode is for educational and informational purposes only. Not financial advice. Past performance does not guarantee future results. Do your own research before making investment decisions.

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Daniel Newman and Shay Boloor are live today with what may be the most consequential semiconductor print of the year. Micron just reported numbers that don't look like a beat. They look like a structural repricing of what memory is worth.

Here's what's on the table. Micron posted revenue of $41.46B against a $35.84B consensus estimate, non-GAAP EPS of $25.11 versus roughly $20.28 expected, and a record non-GAAP gross margin of 84.9%. The stock moved 15% after hours and is now up 325% year to date. CEO Sanjay Mehrotra said explicitly that memory and storage supply shortages won't see meaningful relief until 2028. That's not a cycle comment. That's a multi-year earnings floor. Meanwhile, HBM4 is entering high-volume production specifically for NVIDIA's Vera Rubin platform, which means MU's supply output now directly gates how many Vera Rubin systems actually ship. Add $100B in signed contracts, a multi-year supply agreement with Anthropic tied to Micron's Series H investment, and you have a situation where the scarcity premium is embedded in the cost structure of every major AI build. Daniel and Shay will also break down what this means for NVDA, AVGO, and CRWV as the AI tax flows upstream, and why SK Hynix and Samsung rallying on Micron's print confirms this is a sector re-rate, not a single-company story.

This is a live show, so if you're tracking AI infrastructure, positioning in semis, or trying to figure out whether MU's run still has room, get in the chat now. Drop your tickers and questions and Daniel and Shay will take them on air. The Q&A is part of the show, not a bonus at the end.

If today's conversation is useful, a like helps more investors find it. Subscribe and hit the bell so you're notified the moment the next live starts. We'd love to see you in the chat.

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Disclaimer: This episode is for educational and informational purposes only. Not financial advice. Past performance does not guarantee future results. Do your own research before making investment decisions.

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