Hyperscaler Earnings: Who's Winning AI? | Ep. 40

from Futurum Equities Podcast · host Futurum Equities Podcast

Futurum Equities is back for Episode 40, breaking down another all-time high in the market, the latest hyperscaler earnings, and what the AI infrastructure race means for investors. This week, Shay Boloor and Daniel Newman cover Microsoft, Google, Amazon, Meta, Qualcomm, SoFi, Sandisk, AI compute, cloud demand, edge AI, and the next possible bottlenecks in the AI trade.

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This episode is 57 minutes long.

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This episode was published on May 1, 2026.

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