Stock Market Insights and Investing Tips by Shay Boloor
NOW Q3 revenue meets expectations as Q4 guidance issued, Shay Boloor reports
NOW reported $4.1 billion in revenue for the third quarter, matching analyst estimates. The company also posted earnings per share of $1.00 compared to an estimated $1.02, and free cash flow of ...
Shay Boloor: Robinhood Q3 revenue $1.42 billion, platform assets rise 19%
Robinhood reported $1.42 billion in revenue for the third quarter, slightly below the $1.43 billion estimate. The company's EBITDA reached $808 million, surpassing the estimated $766 million. ...
AMKR Q3 revenue falls short of estimates, Shay Boloor notes
Amkor Technology (AMKR) reported Q3 revenue of $1.99 billion, underperforming the estimated $2.04 billion. The company's earnings per share reached $0.76, missing the forecasted $0.79. Gross ...
Shay Boloor: Elon Musk says debt markets nearly shut for AI-only neoclouds
Elon Musk stated that debt markets have "almost entirely shut off" for AI-only neocloud companies and predicted "guppy-level death and consolidation" among the more than 200 operators in the ...
People calling an AI adoption top is premature, Shay Boloor argues
Shay Boloor argued that concerns about an AI bubble based on Anthropic's potential $2 trillion valuation overlook its projected approximately $100 billion annual recurring revenue, which is just ...
Shay Boloor: ASTS developing over 60 ground gateways worldwide as it targets initial satellite coverage on smartphones before end of 2026
ASTS is developing over 60 ground gateways globally as part of its plan to offer initial satellite coverage on regular smartphones before the end of 2026. Shay Boloor highlighted these ...
AI sector saw significant monthly drops, Shay Boloor notes
Several AI-related stocks recorded double-digit percentage declines over the past month, according to Shay Boloor. Stocks such as CIFR fell by 57 percent, IREN by 48 percent, AEHR by 47 percent, ...
Shay Boloor: Nebius projects $35 billion annual revenue from NVDA Vera Rubin if fully deployed at 1 GW in 2027
Nebius expects to deploy 1 gigawatt of NVDA Vera Rubin capacity in 2027, with significant customer demand reportedly lined up. Shay Boloor shared that, if fully deployed and contracted at the ...
CRWV posts rapid 10% rise in under an hour, Shay Boloor notes
The price of CRWV increased by nearly 10% over a 45-minute period. Shay Boloor highlighted this rapid price movement in a recent ...
Shay Boloor: OKLO drops nearly 85 percent from its peak over the past year
OKLO has declined nearly 85 percent from its peak over the past year. Shay Boloor highlighted this change in a recent ...
Nebius secures 5 GW power for 2026 but 90% not yet online, Shay Boloor notes
Nebius is reported to have secured contracts for 5 GW of power by the end of 2026, with about 0.6 GW currently active. Shay Boloor noted that nearly 90% of the contracted capacity has not yet ...
Shay Boloor: Several stocks now down at least 70% from past year highs
A number of stocks have declined by at least 70% from their highs over the past year, according to Shay Boloor. Among those listed are EOSE, which is down 91%, OKLO down 83%, TE down 78%, OPEN ...
Apple's iPhone Duo sells out quickly, Shay Boloor notes
Apple's new foldable iPhone Duo sold out within minutes of preorders opening, with delivery estimates now pushed nearly two months out to mid-December. Shay Boloor described this as a potential ...
Shay Boloor: U.S. producer price inflation rises above estimates in September
U.S. producer price inflation (PPI) for September came in higher than anticipated, with overall PPI increasing 6.3% year-over-year versus an estimated 5.3%, and 1.3% month-over-month compared to ...
Global AI data center capacity projected at 219 GW by 2030, BofA sees
Global artificial intelligence data center capacity is expected to grow nearly fivefold to 219 GW by 2030, according to Bank of America (BofA). Companies projected to see the largest increases in ...
Shay Boloor: Oklo expands into materials for cancer treatments after DoE selects Groves 2 Forge
Oklo has been selected by the Department of Energy to advance Groves 2 Forge, following the company's achievement of bringing its first reactor to criticality in under a year. Shay Boloor ...
Deutsche Bank upgrades ASTS to Buy with $93 price target, Deutsche Bank notes
Deutsche Bank upgraded ASTS to Buy with a $93 price target, describing Friday’s 10% selloff as “misguided” as SPCX moves closer to competing directly with mobile carriers. Shay Boloor ...
Shay Boloor: Amazon revamps AWS with AI agents to drive demand for serverless compute
Shay Boloor highlights that Amazon is reconstructing its AWS platform to focus on AI agents, quoting the CEO's statement about new building blocks needed for this shift. This move is expected to ...
ASTS BlueBird 14, 15 and 16 arrive in Cape Canaveral, Shay Boloor notes
Shay Boloor reports that ASTS BlueBird 14, 15 and 16 satellites have arrived at Cape Canaveral, with production activities already ongoing in Texas through BlueBird 50. According to Boloor, AST ...
Shay Boloor: SPCX acquisition of 800 MHz spectrum positions Starlink as fourth U.S. wireless network
Shay Boloor highlights that SPCX has acquired a nationwide 800 MHz low band spectrum, filling a key gap for Starlink Mobile by enabling coverage that reaches indoors without relying solely on ...
Strategy and Zeta combine AI solutions, Shay Boloor notes
Shay Boloor reports that Strategy and Zeta are expanding their partnership by integrating Foundry with Zeta’s customer intelligence stack to advance sovereign enterprise AI. Boloor shares that ...
