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(Hosted by Shay Boloor and Daniel Newman)
We’re not here to recap headlines. We’re here to unpack how Nvidia’s architecture is reshaping data centers. How AI agents will disrupt every enterprise. The markets are about to get harder. AI is about to explode and chance the world. The next five years will break most of the frameworks people have used for the last decade. That’s exactly why we’re doing this. Because if you want to survive this next cycle, you need to understand how real tech scales and how money moves around it. The Futurum Equities podcast is committed to deliver Insights from the Inside with each and every episode.
| Episode | Date |
|---|---|
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Google grew cloud 82% and still got sold. Where the money went | Ep. 50
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Jul 24, 2026 |
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SK Hynix listed 3x oversubscribed. Why Micron is the cleaner entry from here. | Ep. 49
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Jul 08, 2026 |
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META flipped $145B of CapEx into a new business overnight. | Ep 48
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Jul 02, 2026 |
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Fed broke the rate narrative. NVDA and AI capex face a new math | Ep 46
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Jun 18, 2026 |
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Oracle's $638B backlog and SpaceX's index clock. What breaks next. | Ep 45.
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Jun 12, 2026 |
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Anthropic's S-1 just repriced AMZN, GOOGL, and MSFT | Ep. 44
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Jun 10, 2026 |
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NVIDIA, SpaceX & the $10 Trillion Data Center Supercycle | Ep 43
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May 22, 2026 |
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NBIS, CSCO, AMAT Just Previewed the NVDA Print | Ep 42
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May 15, 2026 |
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The Bitcoin Miners Are the New AI Landlords | Ep 41
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May 08, 2026 |
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Hyperscaler Earnings: Who's Winning AI? | Ep. 40
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May 01, 2026 |
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This Is The Most Hated Market Rally | Ep. 39
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Apr 24, 2026 |
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This Is the Next AI Bottleneck | Ep. 38
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Apr 17, 2026 |
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CPUs Are Cool Again | Ep. 37
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Apr 10, 2026 |
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Are We Buying the Dip | Ep. 36
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Mar 30, 2026 |
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Nvidia’s GTC Wasn’t the Story You Think | Ep. 35
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Mar 21, 2026 |
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The Biggest AI Event of the Year Is Here | Ep. 34
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Mar 13, 2026 |
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Is Stagflation here? | Ep. 33
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Mar 06, 2026 |
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Is AI Taking Your Job ? | Futurum Equities Ep. 32
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Feb 27, 2026 |
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Why NVIDIA Will Save The Market | Futurum Equities Ep. 31
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Feb 20, 2026 |
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SaaSPocalypse 2026 | Futurum Equities Ep. 30
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Feb 13, 2026 |
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Is Software Dead? | Futurum Equities Podcast Ep. 29
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Feb 07, 2026 |
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Shay & Daniel Have A Special Announcement | Futurum Equities Ep. 28
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Jan 22, 2026 |
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Equities, AI & the Space Economy | Futurum Equities Ep. 27
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Jan 16, 2026 |
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Exploring Geopolitics and AI Innovations | Futurum Equities Podcast Ep. 26
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Jan 09, 2026 |
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2026 Stock Predictions | Futurum Equities Podcast Ep. 25
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Jan 09, 2026 |
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AI Data Centers, the Next Bottleneck & the Santa Rally | Futurum Equities Podcast Ep. 24
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Dec 19, 2025 |
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Broadcom & the AI Shift | Futurum Equities Podcast Ep. 23
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Dec 12, 2025 |
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Equities & Crypto Market Breakdown | Futurum Equities Podcast Ep. 22
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Dec 08, 2025 |
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Is Google Overvalued? The AI Boom, Meta’s Rise & Market Outlook | Futurum Equities Podcast Ep 21
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Nov 26, 2025 |
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Market Volatility, Nvidia Earnings & Investor Strategy | Futurum Equities Podcast Ep. 20
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Nov 21, 2025 |
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Market Moves & AI Supply Chain Pressure | Futurum Equities Podcast Ep. 19
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Nov 14, 2025 |
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AI Infrastructure Stocks Surge | Futurum Equities Podcast Ep. 18
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Nov 07, 2025 |
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AI Miners, Cloud Rigs & Quantum Stocks Surge | Futurum Equities Ep. 17
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Oct 11, 2025 |
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Earnings Momentum, Space Plays & the Future of AI | Futurum Equities Ep. 16
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Oct 03, 2025 |
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Futurum Equities Podcast Ep 15 | Fed Signals and Investor Patience
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Sep 26, 2025 |
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Futurum Equities Podcast Ep. 14 | Fed Pivots, and AI Surprises
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Sep 19, 2025 |
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Futurum Equities Podcast | Ep 13 | Market Moves and the Fed’s Next Play
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Sep 15, 2025 |
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Futurum Equities | Ep 12 | NVIDIA Earnings & the Future of AI
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Aug 25, 2025 |
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Futurum Equites Podcast | Ep 11 | Earnings Season
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Aug 22, 2025 |
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Futurum Equities Podcast | Ep 10 | Is the US Govt the Next Great Hedge Fund?
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Aug 15, 2025 |
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Futurum Equities Podcast | Ep. 9
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Aug 12, 2025 |
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Futurum Equities Podcast | Ep. 8
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Aug 11, 2025 |
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Futurum Equities Podcast | Ep. 7
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Aug 01, 2025 |
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Futurum Equities Podcast | Ep.6
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Jul 31, 2025 |
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Futurum Equities Podcast | Ep.5
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Jul 31, 2025 |
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Futurum Equities Podcast | Ep.4
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Jul 31, 2025 |
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Futurum Equities Podcast | Ep. 2
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Jul 31, 2025 |
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Futurum Equities Podcast | Ep. 1
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Jul 31, 2025 |