Latest news with #Futurum
Yahoo
15 hours ago
- Business
- Yahoo
15 AI stocks to watch outside of the Magnificent 7
Some investors may be wondering if they missed out on Nvidia's (NVDA) artificial intelligence (AI) run. Futurum CEO Daniel Newman joins Morning Brief to highlight 15 alternative AI plays, including Broadcom (AVGO), Palantir (PLTR), and Oracle (ORCL), that could benefit from the next wave of custom chip demand. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. According to the Bank of America Global Fund Manager survey, Long Mag 7 is one of the most crowded trades on Wall Street, but my next guest has some alternative ways to play artificial intelligence. I want to bring in Dan Newman, who is the Futurum CEO. Great to have you here back in studio with us. Brad, good to see you. So let's talk about this because a lot of people have already piled into Mag 7, but. You believe that there are other places that are non-MG 7 that they could find some exposure to generative AI and this broader kind of thesis that's driven the market for the past two years. I mean there's been nothing that is, you know, deemed more attention than AI. You've seen just the news in the last couple of days, whether it's Microsoft wanting to, or sorry, Meta offering hundreds of millions of dollars to potential researchers to join. Their AI talent team or you know you saw Marvel came out yesterday with the custom AI silicon road map and their stock is popping. We could probably talk a little bit about that, um, but you're seeing it really across the board and then of course so many people have kind of felt like, well did I miss Nvidia and so the the the question I get asked most by, you know, by clients, by the, by retail investors and why we basically launched the Future on AI 15 which. Is the extended list beyond is what else is out there besides maybe Nvidia, Microsoft, and Meta. What are the plays, you know, and so you can hear about kind of what are the difference difference makers. So for instance, uh, companies like Evago, you know, Broadcom, um, you know, there's a $500 billion t we believe in the next 4 years for custom AI silicon, um. Nvidia's gonna get a lot of that, you know, Nvidia gets 92% of that market right now, we believe, but they're not going to keep 92% in our opinion. They're probably gonna fall to maybe 80%, 70%. So it still means Nvidia, by the way, can triple to $300 billion. There's gonna be $100 billion that's gonna go into custom. And so we have Avago, for instance, as our number two name to play because that $100 billion dollar opportunity that sits with the Google custom chips they're doing, it sits with custom chips that companies like OpenAI are planning to do. So that's one of the plays of course you've seen uh Brad TSMC. TSMC, you know, people think about it as a foundry and of course it's a very big name and there's a lot of dollars invested in it right now, but people don't always make that connection that whether it's invi making chips, metama chips, Microsoft and Amazon doing their custom chips, all of them are dependent right now on TSMC and as much as I think the US needs a strong intel, we aren't there yet. So right now TSMC. All the pricing power so it sits at the very top of our list. And then there's some eclectic names. I'll pause here, but basically there's eclectic names like Oracle that we put on there. You saw what a pop they've gotten, but they've absolutely nailed this AI transformation and they are in a perfect position. And just yesterday, XAI and Oracle made a big announcement together that they're going to be using Oracle's infrastructure to train XAI models.
Yahoo
2 days ago
- Business
- Yahoo
15 AI stocks to watch outside of the Magnificent 7
Some investors may be wondering if they missed out on Nvidia's (NVDA) artificial intelligence (AI) run. Futurum CEO Daniel Newman joins Morning Brief to highlight 15 alternative AI plays, including Broadcom (AVGO), Palantir (PLTR), and Oracle (ORCL), that could benefit from the next wave of custom chip demand. To watch more expert insights and analysis on the latest market action, check out more Morning Brief here. According to the Bank of America Global Fund Manager survey, Long Mag 7 is one of the most crowded trades on Wall Street. But, my next guest has some alternative ways to play artificial intelligence. I'm going to bring in Dan Newman who is the Futurum CEO. Great to have you here back in studio with us. Hey Brad, good to see you. So, let's talk about this because a lot of people have already piled into Mag 7, but you believe that there are other places that are non Mag 7 that they could find some exposure to generative AI and this broader kind of thesis that's driven the market for the past two years. Yeah, I mean there's been nothing that has, you know, deemed more attention than AI. You've seen just the news in the last couple of days, whether it's Microsoft wanting to, or sorry, meta offering hundreds of millions of dollars to potential researchers to join their AI talent team. Or, you know, you saw Marvell came out yesterday with the custom AI Silicon roadmap and their stock is popping, we'll probably talk a little bit about that. Um, but you're seeing it really across the board. And then of course so many people have kind of felt like, well, did I miss Nvidia? And so the the question I get asked most by, you know, by clients, by the by retail investors and why we basically launched the Futurum AI 15, which is the extended list beyond is what else is out there besides maybe Nvidia, Microsoft, and meta? What are the plays, you know? And so, you hear about kind of what are the difference difference makers? So for instance, uh, companies like Avago, you know, Broadcom. Um, you know there's a $500 billion TAM, we believe, in the next four years for custom AI Silicon. Yeah. Um, Nvidia's going to get a lot of that, you know, Nvidia gets 92% of that market right now, we believe. Right. But they're not going to keep 92% in our opinion. They're probably going to fall to maybe 80%, 70%. So it still means Nvidia, by the way, can triple to $300 billion. There's going to be $100 billion that's going to go into custom. And so we have Avago, for instance, at as our number two name to play, because that $100 billion opportunity, that sits with the Google custom chips they're doing, sits with custom chips that companies like Open AI are planning to do. So that's one of the plays. Of course, you're seeing, uh, Brad, TSMC. TSMC, you know, people think about it as a foundry, and of course, it's a very big name and there's a lot of dollars invested in it right now, but people don't always make that connection that whether it's Nvidia making chips, meta making chips, Microsoft, and Amazon doing their custom chips, all of them are dependent right now on TSMC. And as much as I think the US needs a strong Intel, we aren't there yet. So, right now, TSMC has all the pricing power. So it sits at the very top of our list. And then there's some eclectic names, I'll pause here, but basically there's eclectic names like Oracle, that we put on there. You saw what a pop they've gotten, but they've absolutely nailed this AI transformation and they're in a perfect position. And just yesterday, XAI and Oracle made a big announcement together that they're going to be using X Oracle's infrastructure to train XAI models. Right.
Business Wire
05-06-2025
- Business
- Business Wire
Futurum Group Launches Futurum Equities Research and Appoints Shay Boloor as Chief Market Strategist to Lead New Division
AUSTIN, Texas--(BUSINESS WIRE)--Futurum Group, a leader in technology-focused market intelligence, advisory and research, today announced the launch of its latest offering and division, Futurum Equities Research. The new arm will be led by newly-appointed Chief Market Strategist Shay Boloor, effective immediately. In this role, Boloor will spearhead the production of Futurum Equities' daily morning market notes, now distributed to over 7,000 recipients, on top of Futurum's clientele and subscribers. In addition, Boloor will run his daily show and new content on StockTwits, as well as partake in various Futurum media shows. Futurum Equities will introduce clients to its philosophy of 'A.I.R' − Access, Insights, Research, creating 'capital intelligence' to enable more informed decision making in trading. Share Shay Boloor, widely recognized by his online moniker @StockSavvyShay, brings a wealth of experience and a dynamic presence in the financial analysis community to nearly 200K direct followers. He is known for his insightful commentary on Stocktwits and his engaging co-hosting of " Daily Rip Live" alongside Katie Perry, as well as appearances in many business broadcast networks. "Shay's unique ability and energetic style to distill complex market dynamics into actionable insights has positioned him as a trusted voice among technology and retail investors," said Daniel Newman, CEO of Futurum. "His leadership and his insightful market analysis will be instrumental as we expand our offerings to meet the evolving needs of our audiences, clients and the broader investment community. With the rapidly changing research and media landscape, Futurum Equities exemplifies our pioneering DNA, which is rooted in continuous innovation to drive deeper engagement and enrich the clients and audience we serve." "I'm excited to lead Futurum Equities Research and bring real-time, actionable insights to the retail investment community,' said incoming Chief Market Strategist Shay Boloor. 'Retail investors now dominate the market but remain the most underserved. We're changing that -- delivering the A.I.R. retail investors need to succeed: Access, Insights, and Research. With Futurum's deep tech network, we're leveling the playing field and giving retail the edge institutions have long held." Futurum Equities Research will introduce clients to its philosophy of 'A.I.R' − Access, Insights, Research, creating 'capital intelligence' to enable more informed decision making in trading. For clients, media and subscribers, Futurum Equities will issue a daily market note distributed ahead of market open, Mondays through Fridays. To sign up to receive the daily market note, visit: To expand and continue its broad reach and distribution, Futurum Equities announced a unique collaboration with Stocktwits, a leading community for investors, traders and trading information. About Shay Boloor Incoming Futurum Equities Research Shay Boloor is a growth investor and market analyst focused on tech, quantum, AI, & the space economy. Creator of the Futurum Daily Signal, an original deep-dive content distributed to 180K+ followers on X with 50M+ monthly impressions. Shay's appearances can be found on various business networks such as Bloomberg, Schwab Networks, Fox Business and CNN, among others. About Futurum The Futurum Group is the fastest growing independent tech research, intelligence, media, and advisory firm. Its continued growth is driven by emerging technologies and innovation across its clientele of more than 415 global companies. Futurum has established its reputation as a leader in global research, intelligence and advisory, focused on analyzing emerging technologies and market trends across enterprise, AI, cloud, semiconductor and tech transformation landscapes. Futurum helps businesses, investors, and technology providers make informed strategic decisions through its market intelligence products, thought leadership content, analyst briefings, and multimedia programming.
Yahoo
05-06-2025
- Business
- Yahoo
Futurum Group Launches Futurum Equities Research and Appoints Shay Boloor as Chief Market Strategist to Lead New Division
Broadening Futurum's offerings in research, intelligence and tech insights, the new division will focus on market-moving stocks and offer exclusive access to top trade takes, key movements and unique insights geared towards the retail investor Newly appointed Chief Market Strategist Shay Boloor brings a proven track record and high visibility profile as a growth investor, market strategist, and content creator with 50M+ monthly impressions. His popular show 'Daily Rip Live', broadcast before market open, features actionable trading tips, deep dives and real time updates Futurum Equities has formed a unique collaboration with Stocktwits, the largest community for investors, traders, and stock market information, to host and distribute its video content and shows AUSTIN, Texas, June 05, 2025--(BUSINESS WIRE)--Futurum Group, a leader in technology-focused market intelligence, advisory and research, today announced the launch of its latest offering and division, Futurum Equities Research. The new arm will be led by newly-appointed Chief Market Strategist Shay Boloor, effective immediately. In this role, Boloor will spearhead the production of Futurum Equities' daily morning market notes, now distributed to over 7,000 recipients, on top of Futurum's clientele and subscribers. In addition, Boloor will run his daily show and new content on StockTwits, as well as partake in various Futurum media shows. Shay Boloor, widely recognized by his online moniker @StockSavvyShay, brings a wealth of experience and a dynamic presence in the financial analysis community to nearly 200K direct followers. He is known for his insightful commentary on Stocktwits and his engaging co-hosting of "Daily Rip Live" alongside Katie Perry, as well as appearances in many business broadcast networks. "Shay's unique ability and energetic style to distill complex market dynamics into actionable insights has positioned him as a trusted voice among technology and retail investors," said Daniel Newman, CEO of Futurum. "His leadership and his insightful market analysis will be instrumental as we expand our offerings to meet the evolving needs of our audiences, clients and the broader investment community. With the rapidly changing research and media landscape, Futurum Equities exemplifies our pioneering DNA, which is rooted in continuous innovation to drive deeper engagement and enrich the clients and audience we serve." "I'm excited to lead Futurum Equities Research and bring real-time, actionable insights to the retail investment community," said incoming Chief Market Strategist Shay Boloor. "Retail investors now dominate the market but remain the most underserved. We're changing that -- delivering the A.I.R. retail investors need to succeed: Access, Insights, and Research. With Futurum's deep tech network, we're leveling the playing field and giving retail the edge institutions have long held." Futurum Equities Research will introduce clients to its philosophy of 'A.I.R' − Access, Insights, Research, creating 'capital intelligence' to enable more informed decision making in trading. For clients, media and subscribers, Futurum Equities will issue a daily market note distributed ahead of market open, Mondays through Fridays. To sign up to receive the daily market note, visit: To expand and continue its broad reach and distribution, Futurum Equities announced a unique collaboration with Stocktwits, a leading community for investors, traders and trading information. About Shay Boloor Incoming Futurum Equities Research Shay Boloor is a growth investor and market analyst focused on tech, quantum, AI, & the space economy. Creator of the Futurum Daily Signal, an original deep-dive content distributed to 180K+ followers on X with 50M+ monthly impressions. Shay's appearances can be found on various business networks such as Bloomberg, Schwab Networks, Fox Business and CNN, among others. About Futurum The Futurum Group is the fastest growing independent tech research, intelligence, media, and advisory firm. Its continued growth is driven by emerging technologies and innovation across its clientele of more than 415 global companies. Futurum has established its reputation as a leader in global research, intelligence and advisory, focused on analyzing emerging technologies and market trends across enterprise, AI, cloud, semiconductor and tech transformation landscapes. Futurum helps businesses, investors, and technology providers make informed strategic decisions through its market intelligence products, thought leadership content, analyst briefings, and multimedia programming. View source version on Contacts Nati Katznkatz@ Sign in to access your portfolio
CNBC
22-05-2025
- Business
- CNBC
Top $TRUMP holders head to crypto dinner with president that Democrats call 'orgy of corruption'
Nick Pinto is a marketing director at his family's law firm in New Jersey. He's also a crypto trader who spent enough money on Donald Trump's meme coin to win a spot at a private black-tie dinner with the president scheduled for Thursday night. "I was kind of early in bitcoin and ethereum, so I've always been trading crypto," said the 25-year-old Pinto, who claims he finished number 72 on the leaderboard for the token contest. "Once I saw the announcement that Trump was releasing a coin, I immediately started to purchase it." Pinto said in an interview that he spent half a million dollars on the $TRUMP meme token in order to attend the dinner, which is being held at President Trump's private golf club in Potomac Falls, Virginia, near Washington, D.C. Pinto shared screenshots with CNBC that appear to back up his claim. The $TRUMP coin, which has no attached asset or underlying value, was launched just ahead of the president's inauguration in January and has drawn heavy scrutiny from Democratic lawmakers who say President Trump is profiting from his position of power. The dinner was announced last month and promised to reward the top 220 token owners with "the most exclusive invitation in the world." The top 25 finishers were also told they would get a private reception with the president, as well as a "special VIP tour." This self-driving car technology stock could pop by more than 400%, say three analysts Looking for alternatives to Nvidia? Futurum CEO names 3 he's bullish on for 2024 Bernstein tech analyst's best idea for 2024 is to short Tesla Morgan Stanley picks 'alpha' opportunities in China tech - giving one 52% upside Democratic senators called the competition a blatant example of "'pay to play' corruption" — the coin jumped 50% after the dinner announcement. Earlier this week, the Senate advanced a Trump-backed crypto regulation bill called the GENIUS Act after getting enough Democratic support to clear a potential filibuster. Guests for Thursday night's dinner were required to complete a background check, according to a copy of the invitation viewed by CNBC. Attendees were instructed not to arrive before 5:30 p.m., with the dinner starting at 7 p.m. and expected to last three hours. Pinto doesn't know what his investment in $TRUMP will get him other than the dinner. He said he thinks the tokens will be usable in a digital Trump golf game that was announced in December and is expected to launch next month, according to a press release. "There's a few things that I want to ask him," Pinto said. "I definitely want to find out if he's going to want to use this coin in the game. That's probably my top question, because not many people know about that game." The Trump coin team didn't immediately respond to a request for comment. Because crypto wallets are pseudonymous, most participants in the competition appeared only as three- to four-letter usernames linked to cryptographic wallet addresses. Many of the winners are tied to international exchanges, according to blockchain analytics firm Inca Digital, raising concern that non-Americans may be paying for the opportunity to try and influence the U.S. president. While Pinto is going public about his participation, most of the identities tied to top wallets are unknown. Blockchain data shows that a majority of the top entrants used offshore exchanges barred to U.S. residents. An analysis by Bloomberg revealed that 19 of the top 25 wallets, and more than half of the top 220, are almost certainly owned by individuals operating outside the U.S. The competition drew an estimated $148 million in purchases from supporters around the world, a massive fundraising haul for a digital asset launched just months ago. Among those attending is Justin Sun, the Chinese-born founder of the TRON blockchain, who confirmed this week that he is the contest's top-ranked investor. At current prices, Sun's stake in $TRUMP is now worth more than $20 million. Sun was also one of the first major backers of World Liberty Financial, the Trump family's crypto venture, buying at least $75 million of its native token "WLFI." In 2023, U.S. regulators accused Sun of illegally selling unregistered securities and artificially inflating token prices. A month into Trump's second White House term, a federal court filing showed the SEC was in settlement talks with Sun to resolve the civil fraud charges. MemeCore, a Singapore-based crypto network that was vocal in its quest to secure a spot at the Trump dinner, landed in second place with an investment of around $19.7 million, according to a post on X that the company later deleted. MemeCore didn't immediately respond to a request for comment. Some buyers didn't make the cut. Freight Technologies, a Houston-based logistics company, said it spent $2 million on $TRUMP tokens as part of what it called a strategic push to "champion fair and free trade" across the U.S.-Mexico border. The company still finished in 250th place. Freight trades on the Nasdaq as a penny stock and has a market cap of about $6.5 million. The final leaderboard was calculated using a time-weighted formula that factored in both the size and duration of each participant's holdings. That means early buyers who held onto their tokens consistently, like Pinto, could outrank bigger last-minute spenders. Investors in $TRUMP, like with other meme coins, have to be prepared for big ups and downs. Immediately after its launch in January, the Trump coin spiked to a $15 billion market cap before crashing within days. It's currently worth about $2.1 billion. That volatility has created stark winners and losers. Blockchain data shows that more than $5.2 billion in profits flowed to the top wallets, while over 590,000 wallets — mostly small retail traders — collectively lost nearly $4 billion. Since January, more than $324 million in trading fees have been routed to wallets tied to the project's creators, according to Chainalysis. The token's code automatically directs a cut of each transaction to these addresses, allowing the team to profit from ongoing activity. The blockchain analytics firm stopped tracking the president's meme token about two weeks ago, citing a need to refocus resources on paying clients. The Trump family has reaped enormous financial benefit. Roughly 75% of proceeds from World Liberty Financial and more than 80% of profits from the meme coin have gone directly to the Trump Organization and affiliated entities. The project has also generated hundreds of millions of dollars in trading fees. Senator Chris Murphy, D-Conn., has introduced legislation that would ban sitting presidents from profiting off meme coins while in office. In a press conference hours before the dinner, Murphy warned that "just because the corruption is playing out in public where everybody can see, it doesn't mean that it isn't rampant, rapacious corruption." He called tonight's event "maybe the most corrupt, of all of the corruption." Sen. Elizabeth Warren, D-Mass., went further, describing the gathering as "an orgy of corruption" and accusing Trump of using the presidency "to make himself richer through crypto." She called for changes to the GENIUS Act that would bar any president from profiting off stablecoin ventures. With Republicans in control of both chambers of Congress, Democrats have limited ability to force action. In response to CNBC's questions about the dinner, Deputy White House Press Secretary Anna Kelly said, "The president is working to secure good deals for the American people, not for himself," adding that he "only acts in the best interests of the American public." Pinto, who paid $500,000 for his invitation and still holds most of his tokens, said the risk is worth it. "I didn't put in more than I'm willing to lose," he said. "I'm fine if it goes to zero."
