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Luke Kawa
Posts
Synopsys drops despite better than expected Q2 results, big boost to full-year guidance
Synopsys just released its Q2 results.
Marvell Technology rallies with management “significantly raising” its sales outlook for the next two years
The networking and custom chip company just reported Q1 results.
Opendoor surges on news that it’s being re-added to Russell indexes
What a difference a year makes.
Qualcomm spikes after report that it’s selling “millions” of AI chips to TikTok owner ByteDance
The chip company had been telegraphing that its foray into AI infrastructure sales was imminent.
Peace is great; memory chip stocks are even better
Traders are happy about potential peace. But they’re even more happy that Micron exists.
Micron soars as UBS more than triples price target to $1,625, predicting a near $2 trillion memory juggernaut
UBS argues that a) Micron’s future profitability is still underappreciated, and b) investors should be willing to pay more for these earnings, because a large…
Quantum computing CEOs hope “validating” government backing proves their technology is no longer speculative
The government funding is a push to boost the foundational elements of quantum computing to get the industry ready for prime time. The CEOs of…
What Wall Street’s saying about Nvidia’s Q1 results
A makeover beautifies the growth outlook; so does the CPU opportunity.
Maybe we should all agree to not talk about Nvidia’s stock after earnings
It’s probably making people dumber.
Nvidia delivers another sales and earnings beat in Q1, with strong Q2 revenue guidance
Shareholder returns are going up too!