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Luke Kawa
Posts
AMD’s spike reveals just how central CPUs are to the AI boom
“The world has changed, amid sentiment that the CPU growth trajectory has changed,” wrote Morgan Stanley analyst Joseph Moore.
Alphabet gains on report that Anthropic’s committed to spending $200 billion on cloud services over the next five years
Putting a price tag on Anthropic’s scramble for compute.
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.