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Luke Kawa
Posts
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.
Momentum returns to optics stocks as the release valve for AI optimism
Potentially imminent end to the war? Buy optics stocks. Maybe not? Buy optics stocks anyway.
Retail traders are “skipping the dips” to dash for cash and bet against tech stocks
The speculative fever that dominated markets for much of 2025 looks to have broken.
Oil spikes, equity futures retreat as President Trump commits to hitting Iran “extremely hard” over the next two to three weeks
The ongoing war threatens to bring about an even more pronounced disruption to energy supplies, with negative ramifications for economic activity and financial markets.
Intel soars after buying back stake in Irish manufacturing facility
Investors appear to be viewing this measure as a concrete sign that Intel’s turnaround plan is entering a new phase: growth mode, powered by AI.