-
Luke Kawa
Posts
US job growth falls far short of estimates in June; unemployment rate unexpectedly dips to 4.2%
Job growth was 57,000. Analysts foresaw job growth of 113,000; prediction markets were more optimistic, looking for job growth above 125,000 but below 150,000.
Meta surges on report it’s starting a cloud business to sell excess AI compute
The story of the hyperscalers in 2026 has largely been “the beatings will continue until the cash flow outlook improves;” this could help change the…
What Wall Street’s looking for from Micron’s Q3 earnings report
A year ago, Micron’s monthly volumes on Robinhood were about 6% of Nvidia’s. Now, they’re running more than double that of the AI chip leader.
Wendy’s spikes on heightened attention from Reddit’s retail traders
From flipping burgers to being flipped by retail traders.
Leverage in the AI trade is even scarier than the debt used for its build-out
US stocks get the hiccups, Korean markets throw up, US stocks catch a fever.
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.