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Luke Kawa
Posts
Investors just raised the most cash since the March 2020 pandemic panic
It’s just a caution, though.
Nvidia surges after Jensen Huang sees at least $1 trillion in revenues through 2027
Jensen Huang is delivering the keynote address at Nvidia’s GPU Technology Conference in San Jose.
Oil’s retreat propels US stocks higher
A Pakistani-owned tanker passed through the Strait of Hormuz this weekend.
What Wall Street’s looking for from Jensen Huang’s keynote GTC address
GTC may stand for GPU Technology Conference, but investors are looking for Nvidia to go beyond GPUs.
When Jensen Huang speaks, Nvidia usually falls
High-profile events have been very bad for Nvidia lately.
Hon Hai’s profit miss is still good news for the AI boom
Revenues beat expectations!
The S&P 500’s internals are awful… while it’s still less than 5% from its record closing high
The breadth of negative momentum within the index’s constituents is even worse than at the tariff-induced market bottom in April 2025.
These two charts show how the Iran war is causing markets to price in a longer oil supply crunch
The rise of third-month Brent futures relative to front-month this week is unprecedented since at least 1989.
Meta reportedly delays the launch of its new AI model because it’s just not that good
Meta’s AI leaders have “instead discussed temporarily licensing Gemini to power the company’s AI products, though no decisions have been reached,” according to the New…
Hims & Hers sees surge turn sour in its biggest reversal since the 2025 stock market bottom
There’s not much in the way of company-specific news to point to: Hims, like many other firms, tanked as oil climbed.