AI Infrastructure Stocks Surge | Futurum Equities Podcast Ep. 18
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AI Infrastructure Stocks Surge | Futurum Equities Podcast Ep. 18
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About this listen
In Episode 18 of the Futurum Equities Podcast, Daniel Newman and Shay Boloor analyze the companies leading the AI infrastructure boom. They examine how $NBIS, $DOCN, $PLTR, $IONQ, $CIFR, $WULF, $RGTI, $IREN, and $RK are building the backbone of the next generation of compute and data ecosystems.
Daniel explains how rising demand for processing power is driving new opportunities in cloud, quantum, and semiconductor markets. Shay evaluates valuation trends and highlights how institutional capital is shifting toward companies positioned for sustained AI growth through 2030.
They also discuss how AI is reshaping pharmaceutical innovation, why Oracle’s market perception doesn’t reflect its actual performance, and how upcoming Federal Reserve decisions and earnings reports could move investor sentiment.
Daniel and Shay close the episode by sharing their personal approaches to staying informed before market open and how their daily routines keep them grounded in a fast-moving industry. The discussion delivers specific insights for investors tracking the intersection of AI, infrastructure, and long-term market expansion.