Stock Market Insights and Investing Tips by Shay Boloor
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 ...
MU is sole American HBM maker with government support, Shay Boloor points out
Shay Boloor highlights that MU occupies a unique position within the artificial intelligence economy as the only American HBM (high-bandwidth memory) manufacturer with government backing. Boloor ...
Shay Boloor: Most impressive founder-led companies in public markets
Shay Boloor highlights a list of fifteen of the most impressive founder-led companies in public markets. The companies mentioned include Nvidia, Rocket Lab, AST SpaceMobile, Palantir, Meta, ...
Google provides $3.2 billion guarantee for Lake Mariner AI facility, Shay Boloor reveals
Shay Boloor reports that Google is emulating Nvidia's strategy by financing AI infrastructure projects that support demand for its cloud and chip services. According to Boloor, Google has issued ...
Shay Boloor: SPCX reportedly plans at least $20B U.S. bond sale
Shay Boloor reports that SPCX is preparing a bond sale of at least $20 billion, marking its first investment-grade U.S. dollar bond issuance. The proceeds are intended to refinance a $20 billion ...
Agent Cloud to integrate with AMZN Bedrock AgentCore for improved governance, Shay Boloor notes
Shay Boloor reports that RBRK plans to integrate Agent Cloud with AMZN Bedrock AgentCore to enhance security and governance measures for AI agents. This upcoming integration will introduce new ...
Shay Boloor: ONDS unveils six autonomous defense systems at Eurosatory 2026 in Paris
Shay Boloor reports that ONDS has launched six new autonomous defense systems at Eurosatory 2026 in Paris. The launch is part of the company's “Autonomy at First Contact” vision. Key ...
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 ...
