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Futurum Equities Podcast
by Futurum Equities Podcast
Today: #170 in Business, Mexico on our combined chart.
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Chart positions today · Mexico
Not on the United States charts we track today.
Not on the United Kingdom charts we track today.
Not on the Canada charts we track today.
Not on the Australia charts we track today.
Not on the Germany charts we track today.
Not on the Brazil charts we track today.
Not on the New Zealand charts we track today.
Not on the Ireland charts we track today.
Not on the India charts we track today.
Not on the Japan charts we track today.
Not on the Philippines charts we track today.
Not on the South Africa charts we track today.
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Ranking history · Mexico
Latest daily rankings: Oct 14. New rankings will appear after the next update.
History builds daily. We started tracking this show on the Business, Mexico chart recently, so the trend line appears after a second day of data.
View as table
| Date | Combined Rank | Apple Podcasts |
|---|---|---|
| Oct 14 | #170 | #151 |
Latest episodes
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Payrolls Rose 29,000. Micron Guided $61.5B. AMD Bought World Labs. | Ep 59
October 2, 2026 · 57 minPayrolls rose 29,000 in September against roughly 90,000 expected, and unemployment ticked up to 4.2%. Micron guided its next quarter to $61.5 billion at an 87% gross margin, and AMD agreed to buy Fei-Fei Li's World Labs for about $8.2…
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Meta is up big on Muse. AMD is priced for no mistakes. Micron is next. | Ep 58
September 25, 2026 · 58 minMeta got the re-rating both hosts called at the start of 2026. Meta closed Thursday up 27% from the day Muse launched on September 8, AMD crossed $1 trillion on September 21, and Micron reports a 14-week quarter on September 30. Daniel…
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AI slowdown lasted a day. Cyber is overpriced. Memory got left behind. | Ep 57
September 18, 2026 · 55 minMeta's Muse hit No. 1 on the US App Store ten days after launch, cybersecurity had its best week of the year on AI fear, and the Fed hiked for the first time since 2023 with both hosts on record for no hike. Daniel Newman and Shay Boloor…
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The AI Doom Post Passed 100M Views. Power and Rates Are the Real Risk. | Ep 56
September 11, 2026 · 57 minAn AI doom post from a former Anthropic researcher passed 100 million views this week, and Daniel Newman and Shay Boloor open episode 56 by grading it against what got signed and reported. Oracle grew cloud infrastructure revenue 121%…
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Only the Servers Got Paid This Week. Every Other AI Beat Sold Off.| Ep. 55
September 2, 2026 · 57 minDell grew revenue 58% to a record $47 billion, raised its full year earnings guide to $25.50 a share, and closed up 16%. Palo Alto Networks grew next generation security ARR 63%, beat on every line, and closed down 9%. Daniel Newman and…
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NVIDIA Guided 70% Growth. Its CFO Says It Could Double With Supply. | Ep 54
August 28, 2026 · 1 hr 1 minNVIDIA guided fiscal 2028 to 70% revenue growth against a street at 44%, and CFO Colette Kress says even that number is capped by supply, with demand running closer to 100%. Daniel Newman and Shay Boloor spend episode 54 on the NVDA print…
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Anthropic IPOs in October. The only frontier AI stock for a year. | Ep. 53
August 21, 2026 · 60 minAnthropic put an October IPO on the table, and the neo clouds sold off hard into the news. Daniel Newman and Shay Boloor spend episode 53 on the narrow window where Anthropic can be the only public frontier AI stock, the margin test NVIDIA…
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Memory is a 5 to 10 year constraint. The 2030 guides just proved it. | Ep. 52
August 14, 2026 · 58 minA prominent memory bull flipped short term bearish over the weekend, and Sandisk answered with an investor day that guides to 80% gross margins out to 2030. Daniel Newman and Shay Boloor spend episode 52 on the memory wall, the week the…
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SpaceX Guided to $260B by 2029. Shay Bought the Lockup Fear. | Ep. 51
August 7, 2026 · 1 hr 2 minTITLE: Ep 51: SpaceX Guided to $260B by 2029. Shay Bought the Lockup Fear. DESCRIPTION: SpaceX just delivered its first earnings report as a public company, and the number nobody modeled stole the whole show. Daniel Newman and Shay Boloor…
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Google grew cloud 82% and still got sold. Where the money went | Ep. 50
July 24, 2026 · 1 hr 2 minEpisode 50 lands in a strange tape. Google grew its cloud business 82% and the stock got sold anyway, and Daniel Newman and Shay Boloor spend the show on what that selling actually means for everyone holding the AI trade. The guys go deep…
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SK Hynix listed 3x oversubscribed. Why Micron is the cleaner entry from here. | Ep. 49
July 8, 2026 · 58 minMU at 6x earnings, NVDA at 18x, and SK Hynix listing 3x oversubscribed on NASDAQ. The memory selloff heading into the listing looked like a fundamentals problem. It wasn't. Daniel Newman sat down with the SK Group chairman on listing day…
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META flipped $145B of CapEx into a new business overnight. | Ep 48
July 2, 2026 · 57 minPLTR, MU, META compute leasing, and the software bounce: Shay added to Palantir in the $115 range as Alex Carp's CNBC interview reframed the proprietary data moat, and every Future 15 software pick turned green in the same week. This…
About the show
(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.