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Luke Kawa
Posts
JPMorgan drops after cutting full-year net interest income outlook
The bank had just upped its guidance for net interest income in late February.
HSBC CEO: All-in cost of oil has hit as much as $286 per barrel during the war
That's nearly triple where headline futures are at.
Credo Technology soars after announcing deal to acquire photonics company
The price is $750 million in cash plus 920,000 shares of Credo, and has the potential to escalate from there based on the achievement of…
Bloom Energy spikes after vastly expanding its deal to supply fuel cells to Oracle
Oracle has about $320 million reasons to want to get more power from Bloom.
Neoclouds surge as Anthropic’s deals mean the scramble for compute is on
Anthropic is producing AI tools and capabilities that people love, but people are less than enamored about its access to compute.
What to watch as the biggest US banks report earnings
Private credit exposure will be in focus, but banks haven’t been trading in lockstep with BDCs.
Unloved software stocks have their day in the sun
Software’s trading like nobody owns it and investors have decided to maybe not short it so much.
Anthropic’s making AI boom again — and picking the winners
More compute = more revenues, and going custom has its own particular consequences for different AI stocks.
Q1 earnings season is déjà vu all over again for a market that has swapped tariffs for war
Glass half full: stock prices catch up to earnings estimates as geopolitical risk fades. Glass half empty: geopolitical and recession risks rise from here, or…
Wall Street CEOs reportedly “summoned” to DC by Scott Bessent and Jay Powell to discuss AI cyber risks after Anthropic’s warning
Top officials are worried about left-tail cybersecurity risks from new AI tools, and making sure the most important American bankers are taking the threat seriously.