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Luke Kawa
Posts
Applied Materials rallies after better than expected Q2 results, strong sales guidance
The semicap company just released Q2 results
Cerebras delivers monster IPO pop as traders clamor for fresh AI investment opportunities
The biggest IPO of the year so far is a prelude to the AI deluge.
POET Technologies surges after $50 million purchase order to launch partnership for new AI infrastructure
Poet and privately-held photonics company Lumilens are working together to deliver chip-level components that can speed the flow of information by translating electrical signals into…
The real problems with using GameStop shares to try to purchase eBay
There are three reasons why GameStop trades where it does. Only one of these, and the least important reason, is something eBay shareholders would get…
Nebius soars on strong Q1 results, boost to full-year contracted power guidance
Up in the neoclouds.
Quantum Computing soars after posting better-than-expected Q1 sales
Despite the name, the quantum computing company is looking to carve out a role in the AI boom.
Core inflation rises by more than expected in April
A hotter-than-expected print.
D-Wave Quantum reports lower-than-expected Q1 sales, though backlog booms on major deals
Bookings at the end of Q1 were $33.4 million, up from $13.4 million in Q4 and $1.6 million a year ago.
GameStop briefly spikes as tweets from @TheRoaringKitty, aka Keith Gill, appear then disappear on X
The discounted value of GameStop’s cash flows fluctuated wildly on this development.