Stock Market Insights and Investing Tips by Shay Boloor
GOOGL to invest $1.5 billion in Alabama data center expansion through 2026 and 2027, Shay Boloor notes
Shay Boloor shares that GOOGL has announced a new $1.5 billion investment through 2026 and 2027 aimed at expanding its AI data center campus in Alabama. The move underscores the company's ...
Shay Boloor: Only two out of 142 small-launch startups achieved reliable orbital access
Shay Boloor reports that Rocket Lab CEO Peter Beck believes some space company valuations are disconnected from reality, with reliably scalable launch services being the exception in the sector. ...
Microsoft explores Xbox spinoff and new game investments, Shay Boloor reveals
Shay Boloor reports that Microsoft has considered spinning out its Xbox gaming division and is planning new Halo and Fallout games as part of a broader reset for its gaming business. Boloor notes ...
Shay Boloor: Jeff Bezos AI startup Prometheus valued at $41 billion with significant funding raised
Shay Boloor reports that Jeff Bezos's artificial intelligence startup Prometheus is reportedly valued at $41 billion and aims to deliver AI solutions to engineering and manufacturing sectors. ...
Amazon launches less-than-truckload freight shipping for businesses, Shay Boloor notes
Shay Boloor reports that Amazon has expanded its Supply Chain Services to offer less-than-truckload freight shipping across the U.S. This development means businesses can now use Amazon to ship ...
Shay Boloor: Ondas offers exposure to drone autonomy and defense platforms
Shay Boloor highlights that exposure to the autonomy layer of drones is enabled through Ondas, which focuses on drone-in-a-box systems, autonomous networks, counter-drone technology, and ...
Amazon secures large-scale optical fiber supply for U.S. data centers, Shay Boloor notes
Shay Boloor reports that Amazon has announced a multibillion-dollar agreement with GLW to supply optical fiber, cable, and connectivity solutions for its U.S. data center buildout. The deal is ...
Shay Boloor: Nvidia CEO highlights widespread shortages amid enormous demand
Shay Boloor reports that Nvidia CEO Jensen Huang described continuing enormous demand for the company’s products, with shortages affecting items ranging from wafers to silicon photonics and ...
Cipher may generate its own power for faster AI data center scaling, Shay Boloor says
Shay Boloor reports that Cipher CEO Tyler Page is considering generating power on-site to accelerate the company's response to growing artificial intelligence data center demand. According to the ...
Shay Boloor: Nvidia secures all major memory suppliers for HBM4 production
Shay Boloor reports that Nvidia CEO Jensen Huang has confirmed that Micron, Samsung, and SK Hynix are all in production on HBM4 for the Vera Rubin AI platform. With all three major memory ...
AVGO on track for 10GW AI compute by 2027, Shay Boloor notes
Shay Boloor reports that the CEO of AVGO stated the company’s 2027 plan to ship 10GW of AI compute capacity remains on course. The CEO also highlighted expectations for increased gigawatt ...
Shay Boloor: Marvell Technology rises 40 percent after $1 trillion valuation comment
Shay Boloor highlights a significant surge in Marvell Technology shares, noting the stock is up 40 percent following comments from Jensen that it could become a $1 trillion company. The tweet ...
NBIS to invest over $9B in French AI cloud, Shay Boloor adds
Shay Boloor reports that NBIS has chosen France as the location for a new artificial intelligence cloud infrastructure project. The planned investment is expected to exceed $9 billion and will ...
Shay Boloor: U.S. closes export loophole on NVDA and AMD AI chips to Chinese subsidiaries
Shay Boloor reports that U.S. President Donald Trump is moving to block advanced NVDA and AMD AI chip shipments to Chinese subsidiaries operating outside China. This new guidance is intended to ...
AI market shift centers on efficiency, Shay Boloor notes
Shay Boloor suggests that companies are moving away from boasting about their use of artificial intelligence and towards proving the real efficiency gains it brings. He observes that the ...
Shay Boloor: U.S. Space Force awards SPCX $4.2 billion contract for airborne target program
Shay Boloor reports that the U.S. Space Force has awarded SPCX a $4.2 billion contract to support its Space-Based Airborne Moving Target Indicator program. SPCX will be responsible for delivering ...
HIMS adds AI coaching and reproductive health tracking, Shay Boloor notes
Shay Boloor reports that HIMS has expanded its wellness benefits ecosystem by partnering with eight new organizations in areas including fitness, nutrition, women’s health, and glucose ...
Shay Boloor: IREN surges above $65 after ARR guidance lift and $1.6B DELL deal
Shay Boloor reports that IREN shares climbed beyond $65 following an increase in its annual recurring revenue guidance from $3.7 billion to $4.4 billion. The rise is attributed to a $1.6 billion ...
A $10K MU IPO investment is now about $9.2M, Shay Boloor notes
Shay Boloor highlights the dramatic growth in value of an initial investment in MU. According to Boloor, a $10,000 investment at the time of the company's IPO would be worth approximately $9.2 ...
Shay Boloor: Robinhood acquisition of WonderFi Technologies approved in Canada
Shay Boloor reports that Robinhood's acquisition of WonderFi Technologies has received regulatory approval in Canada. According to the update, WonderFi operates Bitbuy and Coinsquare, giving ...
AI optical networking could grow nearly 10x to $150 billion by 2028, Shay Boloor notes
Shay Boloor highlights new projections from Goldman Sachs on the growth of the AI optical networking market. According to Boloor, the AI optical networking sector is expected to expand nearly ...
