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Luke Kawa
Posts
Nvidia gains after being named Morgan Stanley’s top pick in semis, striking two optical communications partnerships
Nvidia is no stranger to doubt early in the year, Morgan Stanley noted, and tends to prove the doubters wrong.
Lumentum and Coherent surge after Nvidia invests $2 billion apiece to develop advanced optics technologies
Shares of Lumentum (LITE) and Coherent (COHR) are mooning in premarket trading after AI juggernaut Nvidia (NVDA) announced that it was investing $2 billion in…
Speculative stock downturn accelerates amid Middle East conflict
The factors key to these speculative themes are out of favor.
Stock futures dip, oil surges after US military strikes against Iran
US equity futures are lower, oil is up, and safe haven assets like gold and the US dollar are getting a bid.
The return of AI credit risk is crushing data center stocks, tipping over other speculative trades in the process
AI upstarts and high-growth companies generally need readily available capital to succeed.
CoreWeave tumbles on weaker-than-expected Q4 adjusted EBITDA
The neocloud just released quarterly results.
Figure Technology posts mixed Q4 results
The blockchain fintech company just reported Q4 results.
The threat of AI disruption has dawned on the bond market
22V Research economist Peter Williams noted that medium-term rate expectations have disconnected from recent encouraging labor market data.
Why Nvidia’s terrific quarter is getting a tepid reaction
Nvidia’s CEO gave a deeply unsatisfying answer about his biggest customers’ ability to generate cash. But they might be investing more in AI GPUs in…
D-Wave Quantum pares gains after underwhelming Q4 results
The annealing-centric quantum computing company just released quarterly results.