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Luke Kawa
Posts
15 months after crippling quantum computing stocks, Nvidia has sent the industry back into the stratosphere
Of course, "AI is essential to making quantum computing practical," Nvidia CEO Jensen Huang added.
TSMC Q1 earnings crush estimates, with chipmaker lifting full-year sales guidance thanks to “extremely robust” AI demand
Management now expects sales growth of above 30% in 2026.
Robinhood, Webull gain as SEC approves removal of day trading limit for small investors
Under the SEC order, all traders regardless of account size will just need to have enough in their margin account to cover their exposure.
Robinhood jumps as crypto and retail favorites rip
Strong gains for the crypto asset, which doesn’t really have fundamentals, the outfit that’s been synonymous with retail activity, and the stocks retail traders like…
JPMorgan drops after cutting full-year net interest income outlook
The bank had just upped its guidance for net interest income in late February.
HSBC CEO: All-in cost of oil has hit as much as $286 per barrel during the war
That's nearly triple where headline futures are at.
Credo Technology soars after announcing deal to acquire photonics company
The price is $750 million in cash plus 920,000 shares of Credo, and has the potential to escalate from there based on the achievement of…
Bloom Energy spikes after vastly expanding its deal to supply fuel cells to Oracle
Oracle has about $320 million reasons to want to get more power from Bloom.
Neoclouds surge as Anthropic’s deals mean the scramble for compute is on
Anthropic is producing AI tools and capabilities that people love, but people are less than enamored about its access to compute.
What to watch as the biggest US banks report earnings
Private credit exposure will be in focus, but banks haven’t been trading in lockstep with BDCs.