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Luke Kawa
Posts
US job growth surprises to upside in April, with the unemployment rate steady at 4.3%
This report adds to the signs of labor market stabilization.
Nvidia to invest up to $2.1 billion in IREN in partnership that deploys as much as 5 gigawatts of its AI infrastructure
The pact would see up to 5 gigawatts of Nvidia’s AI offerings deployed across IREN’s data centers.
CoreWeave reports modestly better than expected Q1 results, revenue backlog nearing $100 billion
The neocloud just released Q1 results.
Opendoor Technologies reports better-than-expected Q1 results and touts key profitability milestone
The online real estate company just released Q1 results.
OpenAI’s massive custom chip deal with Broadcom is reportedly facing financing difficulties
The chip designer may end up footing the bill for the first phase of production, per The Information.
Arm Holdings surges after reporting a doubling of demand for its AI CPUs since late March
That medium-term guidance helped offset a mediocre set of Q4 results and Q1 outlook.
Beyond Meat Q2 sales guidance falls short of estimates
The faux meat seller just released Q1 results.
AppLovin soars after Q1 results and Q2 guidance exceed estimates
The adtech company just released Q1 results.
IonQ delivers huge Q1 sales beat, hikes full-year revenue guidance
The biggest pure-play quantum computing company just released Q1 results.
Corning spikes after Nvidia invests $500 million in the fiber-optics company
This deal could end up being much larger than some of Nvidia’s recent investments in connectivity companies.