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Luke Kawa
Posts
D-Wave Quantum pares gains after underwhelming Q4 results
The annealing-centric quantum computing company just released quarterly results. Source: Sherwood News.
Nvidia’s strong results, guidance lift AI ecosystem
Thanks, Jensen! Source: Sherwood News.
Nvidia rises after better than expected Q4 results, big upside surprise in Q1 sales guidance
The chip designer delivered its 13th consecutive bottom-line beat and 14th on the top line. Source: Sherwood News.
IonQ reports big Q4 revenue beat and better than expected sales guidance
The trapped ion quantum computing company just reported quarterly results. Source: Sherwood News.
Nvidia and AMD’s different deals show that while AI chatbots may be commoditized, the chips aren’t
Commoditization is inverted. Source: Sherwood News.
Is Nvidia dead money, or a coiled spring?
The stock has done next to nothing for five months. Stellar Q3 results and guidance failed to inspire a rally. Source: Sherwood News.
AMD soars after striking AI chip deal with Meta valued at over $100 billion
Another GPUs and warrants deal, like OpenAI. Source: Sherwood News.
Nvidia is everything good and bad about the US stock market in 2026
AI-driven shortage beneficiary? Check. Buyer of memory chips? Check. A market leader facing mounting competition in AI boom? Check. Source: Sherwood News.
IBM sinks as Anthropic positions Claude Code as the ideal tool for code modernization
IBM wants to modernize your old code on its hardware; Anthropic’s offering to make it more portable. Source: Sherwood News.
IBM sinks as Anthropic positions Claude Code as the ideal tool for code modernization
IBM wants to modernize your old code on its hardware; Anthropic’s offering to make it more portable. Source: Sherwood News.