Stock Market Insights and Investing Tips by Shay Boloor
Shay Boloor: ASML close to 2027 EUV orders as memory lithography revenue surges
Shay Boloor reports that ASML is already close to securing all the extreme ultraviolet (EUV) orders needed for 2027, driven by a 75% surge in memory lithography revenue this year. The company ...
IBM drops 23% as software and infrastructure struggle, Shay Boloor notes
Shay Boloor reports that IBM shares declined more than 23% after the company missed revenue estimates, primarily due to weakness in its software and infrastructure business. Chief Executive ...
Shay Boloor: META expands Louisiana data center investment to over $50 billion
Shay Boloor reports that META is expanding its Louisiana data center to reach 5 gigawatts, raising its disclosed investment from $10 billion to more than $50 billion. The total project could ...
SPCX preparing to deploy space data centers, Shay Boloor notes
Shay Boloor reports that Elon Musk has announced SPCX will start launching space data centers next year. Details on the timing and scope of these SPCX space data centers have not been provided in ...
Shay Boloor: Polymarket odds of Anthropic reaching $2T valuation rise to 47 percent
Shay Boloor reports that Polymarket odds for Anthropic to achieve a $2T valuation by year-end have surged to 47%. This indicates increasing market confidence in Anthropic's potential to reach the ...
Demand for META compute remains high, Shay Boloor notes
Shay Boloor reports that Mark Zuckerberg believes exploring an AI cloud business is logical, given the strong demand for META compute rentals. Zuckerberg emphasized that the opportunity exists to ...
Shay Boloor: PENG jumps over 24 percent after strong memory results propel guidance increase
Shay Boloor reports that PENG shares rose more than 24 percent following strong memory results, which led the company to raise its full-year revenue guidance by nearly $100 million above ...
SKHY U.S. IPO reportedly oversubscribed, Shay Boloor notes
Shay Boloor reports that demand for SKHY's U.S. IPO is significantly exceeding the number of shares available. The offering is reportedly attracting investor interest at levels multiple times ...
Shay Boloor: Morgan Stanley maintains Equalweight on Tesla with $415 target after Miami Robotaxi launch
Shay Boloor reports that Morgan Stanley reiterated its Equalweight rating and $415 price target on Tesla following the launch of the company’s Robotaxi service in Miami. According to the note, ...
SoFi adds another 4 million members in a year, Shay Boloor notes
Shay Boloor highlights that SoFi took 11 years to reach its first 4 million members and has added nearly another 4 million members in the past year alone. Boloor points out that despite this ...
Shay Boloor: Nebius secures 18MW lease as it expands into Spain
Shay Boloor reports that NBIS is expanding its operations into Spain by securing an 18MW lease with Merlin Properties at the Getafe campus. This move marks Nebius's initial foray into the Spanish ...
Amazon surpasses 390 satellites after ULA launch, Shay Boloor notes
Shay Boloor reports that Amazon plans to begin internet service this year following its latest launch. The company now has more than 390 satellites in orbit, after United Launch Alliance (ULA) ...
Shay Boloor: Oracle borrows aggressively to fund AI data centers as market questions cash generation
Shay Boloor highlights that Oracle is borrowing aggressively to fund the construction of AI data centers. The push aims to serve a customer base that relies heavily on OpenAI. According to ...
Apple Pay introduces Amex Pay with Points for flexible checkout, Shay Boloor notes
Shay Boloor reports that Apple Pay will now allow American Express cardholders to use the Pay with Points feature, letting eligible users redeem Membership Rewards points directly at checkout. ...
Shay Boloor: Amazon and Anthropic shift Claude pricing to token-based model in new deal
Shay Boloor reports that Amazon and Anthropic have renegotiated part of their agreement to price usage of Anthropic's Claude AI model by tokens rather than compute hours, with the change set to ...
SpaceX expected to approach $100 billion revenue by 2028, Shay Boloor projects
Shay Boloor states that SpaceX is expected to approach approximately $100 billion in revenue by 2028, which would position the company among the fastest-scaling businesses globally at this size. ...
Shay Boloor: Top 15 stock performers of 2026 with SNDK leading gains
Shay Boloor shares the top 15 stock performers of 2026, highlighting substantial gains across several tickers. The list is led by SNDK, which climbed 781 percent, followed by AEHR at 355 percent ...
Microsoft already owns enterprise workflow layer for AI, Shay Boloor argues
Shay Boloor highlights that Microsoft may be undervalued for its dominant position in the enterprise workflow layer where artificial intelligence adoption is expected to grow. He points out that ...
Shay Boloor: AI shifts Micron memory from commodity to strategic resource
Shay Boloor highlights that customers of Micron are increasingly viewing memory as a strategic resource due to the impact of artificial intelligence. According to Boloor, this shift means ...
Apple sees 20 percent price jump on memory, Shay Boloor notes
Shay Boloor expresses confidence ahead of MU earnings, pointing to Apple's recent 20 percent price increase linked to memory costs. According to Boloor, Apple is the most sophisticated and ...
Shay Boloor: ASTS plans early August SPCX launch for BlueBirds 11 to 13
Shay Boloor reports that ASTS is preparing for an early August SPCX launch of its BlueBirds 11, 12, and 13. This upcoming batch will introduce larger arrays of approximately 2,400 square feet ...
