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Luke Kawa
Posts
Stocks sink and oil spikes as traders price in enduring, worsening Mideast war
Stocks and oil are building in more risk premium to deal with the perceived increased probability of a more drawn-out disruption to global energy supplies…
US stock futures slump, oil jumps after Iranian media reports explosions on Kharg Island
Trump’s most recent deadline for escalating attacks on Iran if the Strait of Hormuz is not reopened is 8 p.m. ET on Tuesday.
Broadcom jumps after locking down Google as a customer for future generations of TPUs
Based on the rave reviews for Gemini 3, why wouldn’t you stick with what’s working?
Anthropic boasts revenue run rate of $30 billion as the Claude developer expands its partnership with Google and Broadcom
Anthropic’s revenue run rate is higher than the trailing 12-month revenues of all but 129 S&P 500 companies.
Health insurers surge after Medicare agrees to pay 2.48% more in 2027, a bigger than expected boost
A rare win for the health insurance lobby
BNY and Robinhood to run “Trump accounts”
So-called “Trump accounts” were part of the One Big Beautiful Bill Act, which sees the government contribute $1,000 toward an investment account for each child…
Memory stocks forget TurboQuant and remember how to rally
With Monday’s early gains, US memory stocks (ex Micron) have now recovered all their post-TurboQuant declines.
Applied Optoelectronics jumps after hyperscaler more than doubles its recent order
Optics and networking stocks have been on fire.
OpenAI’s leadership reportedly disagrees about when to raise money and how to spend it
A strategic divide in the C-Suite.
US job growth crushes estimates in March, with the unemployment rate unexpectedly dipping to 4.3%
A big bounce back in the labor market after a negative report in February.