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Luke Kawa
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What Wall Street’s saying about Nvidia’s Q1 results
A makeover beautifies the growth outlook; so does the CPU opportunity.
Maybe we should all agree to not talk about Nvidia’s stock after earnings
It’s probably making people dumber.
Nvidia delivers another sales and earnings beat in Q1, with strong Q2 revenue guidance
Shareholder returns are going up too!
GameStop boosts eBay stake to 6.55% after e-commerce platform rejected its $55.5 billion offer
GameStop has only had to spend around $10 million to gain economic exposure to about 29.1 million shares of eBay.
Semiconductors surge as yield spike abates, Nvidia earnings await
Oh, and executives spent all of Tuesday talking up the strength of demand for AI infrastructure.
What Wall Street’s looking for from Nvidia’s Q1 results
Further upside to its $1 trillion revenue guidance, more customer success, and shareholder returns.
AMC rallies after CEO Adam Aron purchases 250,000 shares
The purchase brings his holdings of company stock above 2.4 million.
Hyperliquid Strategies spikes on report that the SEC will soon greenlight an “innovation exemption” for tokenized stocks
Per the report, crypto wrappers of stocks may be allowed even if the underlying company doesn’t consent.
Memory stocks tumble after Seagate warns on difficulty of meeting demand, bond yields edge higher
A full reading of the Seagate CEO’s remarks suggests more positivity than the truncated versions provide.
How surging bond yields threaten to derail the momentum trade in stocks
Sharp changes in yields mean the world might be changing. Momentum stocks like it when the world stays the same.
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