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Luke Kawa
Posts
Berkshire Hathaway is the ultimate anti-AI stock
Berkshire is a rare breed in today’s market: a megacap US stock that doesn’t really have a big footprint in AI.
GameStop submits offer to buy the much larger eBay for $55.5 billion
The OG online auction platform gets a big bidder.
Beyond Meat soars amid retail trader happiness that it’s scheduled an earnings release
“Just having this communicated clearly is a signal that things are at least getting better, now the actual report on the other hand, let’s see…”
Nvidia tumbles after hyperscaler earnings, with GPUs no longer the missing ingredient in the AI boom
Hyperscalers aren’t talking as much about GPUs, Nvidia’s chief contribution to the AI boom, but continue to talk up their hardware offerings and the memory…
Caterpillar spikes as AI boom fuels demand for engines and turbines
The industrial powerhouse continues to cash in on the AI boom.
Qualcomm spikes despite poor forecast, citing progress with “leading hyperscaler” and an imminent return to growth in China
Qualcomm, a chip company seemingly left behind in AI, is trying to lean in more to the boom.
Amazon reports strong Q1 results with mixed Q2 guidance
The e-commerce and cloud giant just released quarterly results.
Federal Reserve keeps policy rates unchanged with a whopping four dissents
A somewhat eventful end to Jay Powell’s tumultuous tenure atop the Fed.
Bloom Energy’s big day propels fellow fuel cell companies skyward
FuelCell Energy, Plug Power, and Ballard Power Systems are catching a bid.
Avis erases what’s left of its 390% April gain on news that major holder dumped 4.3 million shares
Well, the vacation from reality was fun while it lasted, but now it’s time to return the rental car.