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Luke Kawa
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Advanced Micro Devices gains as CPU and GPU demand drive better-than-expected Q2 sales guidance
The No. 2 in AI GPUs just released quarterly results.
Astera Labs soars after better-than-expected Q1 results and Q2 guidance
The networking company just released Q1 results.
Super Micro jumps on big Q3 earnings beat, strong profit guidance
The AI server company just released Q3 results.
Lumentum reports better-than-expected Q3 earnings, Q4 guidance above estimates
The advanced optics firm just reported Q3 results.
Poet Technologies surges on explosion of call demand
Even a canceled contract from a high-profile customer couldn’t keep the stock down for long.
Sterling Infrastructure spikes as management hikes profit guidance by 42% on data center building boom
The CEO is looking at “multi-thousand acre” data center projects going forward.
Michael Burry says he’s selling “all or some” of his GameStop position after its bid for eBay
From our perch, Burry’s headlined comment that the bid “makes perfect sense” seems to be imbued with a hefty dose of sarcasm, and comes in…
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…”
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