-
Luke Kawa
Posts
Applied Digital, WeRide, and Recursion Pharmaceuticals dip as Nvidia exits positions
Nvidia is piling up mountains of cash, and still exited a number of stocks in Q4.
Nvidia and Meta enhance partnership with social media giant to deploy “millions” of its GPUs
Winners: Nvidia, ARM. Losers: AMD, Broadcom, Intel, Arista.
Sandisk drops after Western Digital confirms plan to unload $3 billion in stock
The move was telegraphed, but “secondary offering” never something you want to see in a headline about your company.
Cadence Design Systems jumps after Q4 earnings, 2026 profit outlook, and sales backlog exceed estimates
Some relief for the electronic design automation company isn’t enough to erase Tuesday’s losses, though.
Infleqtion CEO Matt Kinsella on how the newly public quantum computing company is “following in the footsteps of Nvidia”
Infleqtion shares gained double digits in their opening session, while peers sold off.
Walmart’s earnings have high bar to clear as search for safety pushes valuations into stratosphere
Walmart’s underwhelming full-year guidance catalyzed a momentum stock meltdown this time last year.
AMC gains amid report on efforts to refinance $2.5 billion in debt
Bloomberg reports that the theater chain is marketing a $750 million term loan and seeking $1.73 billion in secured debt, citing a person with knowledge…
ServiceNow CEO steps up with $3 million stock purchase announcement as executives cancel stock-selling plans
A vote of confidence from the C-suite.
Fund managers fretting over Corporate America’s “overinvestment” are only worried about one thing
Being concerned about “overinvestment” is really a very narrow statement about worries over hyperscalers’ ROI.
Safety is the only thing that’s worked in the stock market
For the better part of the last three years, AI has been the jet fuel propelling the stock market to ever-greater heights. 2026… not so…