Latest news with #FuturumEquities
Yahoo
09-07-2025
- Business
- Yahoo
How Trump's One Big Beautiful Bill could be fresh fuel for the stock market's favorite AI names
President Donald Trump's new budgetary package includes a tax incentive for semiconductor companies. The One Big Beautiful Bill Act includes a provision to compel chipmakers to start building quickly. This is likely to be a significant tailwind for companies that build chips on US soil or plan to. Wall Street's favorite tech trade could be about to get a fresh boost. President Donald Trump signed the One, Big, Beautiful Bill Act into law on July 4, and there are some parts of the legislation that could unleash further gains for AI semiconductor stocks, Companies in the chip space are poised to receive a significant tax benefit as the administration intensifies its quest to incentivize chipmakers to build cutting-edge AI tech in the US. Under a provision of the bill, companies that break ground on new chipmaking facilities in the US before 2026 may be eligible for a 35% tax credit, up from 25%. Shay Boloor, Chief Market Strategist at Futurum Equities, said there are a handful of AI stocks that are most likely to benefit, flagging two immediate likely winners. "Intel and Micron get the most immediate lift," he said. "Intel's turnaround is tied to Foundry Services, and this credit is oxygen for their capex model. Micron, with its US-based memory investment, is a quiet winner too." He added that he still sees Nvidia as the sector's top name, noting that. Taiwan Semiconductor Manufacturing Company is likely to receive a boost as well. Others echoed Baloor's optimism around the bill's impact on AI chip stocks. "There can be little doubt that the Advanced Manufacturing Investment Credit (AMIC) under the OBBB will materially benefit the manufacturers of US fab plants, specifically for already announced investments by TSMC ($165B) and Micron ($200B), and to a lesser degree, Intel," said Scott Bickley, an advisory fellow at Info-Tech Research Group. Eugenia Mykuliak, Founder & Executive Director of financial services provider B2PRIME Group also highlighted the benefits for chipmakers that are either building semiconductor facilities on US soil or have plans to. "It could also boost stock performance for companies heavily invested in domestic chip fabrication plants, since investors like it when there's clear policy support for long-term growth," she said of the new policy. "It sends a strong message that the government is committed to backing the sector for the long haul, which helps companies plan with more confidence." Read the original article on Business Insider Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Business Insider
09-07-2025
- Business
- Business Insider
How Trump's One Big Beautiful Bill could be fresh fuel for the stock market's favorite AI names
Wall Street's favorite tech trade could be about to get a fresh boost. President Donald Trump signed the One, Big, Beautiful Bill Act into law on July 4, and there are some parts of the legislation that could unleash further gains for AI semiconductor stocks, Companies in the chip space are poised to receive a significant tax benefit as the administration intensifies its quest to incentivize chipmakers to build cutting-edge AI tech in the US. Under a provision of the bill, companies that break ground on new chipmaking facilities in the US before 2026 may be eligible for a 35% tax credit, up from 25%. Shay Boloor, Chief Market Strategist at Futurum Equities, said there are a handful of AI stocks that are most likely to benefit, flagging two immediate likely winners. " Intel and Micron get the most immediate lift," he said. "Intel's turnaround is tied to Foundry Services, and this credit is oxygen for their capex model. Micron, with its US-based memory investment, is a quiet winner too." He added that he still sees Nvidia as the sector's top name, noting that. Taiwan Semiconductor Manufacturing Company is likely to receive a boost as well. Others echoed Baloor's optimism around the bill's impact on AI chip stocks. "There can be little doubt that the Advanced Manufacturing Investment Credit (AMIC) under the OBBB will materially benefit the manufacturers of US fab plants, specifically for already announced investments by TSMC ($165B) and Micron ($200B), and to a lesser degree, Intel," said Scott Bickley, an advisory fellow at Info-Tech Research Group. Eugenia Mykuliak, Founder & Executive Director of financial services provider B2PRIME Group also highlighted the benefits for chipmakers that are either building semiconductor facilities on US soil or have plans to. "It could also boost stock performance for companies heavily invested in domestic chip fabrication plants, since investors like it when there's clear policy support for long-term growth," she said of the new policy. "It sends a strong message that the government is committed to backing the sector for the long haul, which helps companies plan with more confidence."
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
