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Luke Kawa
Posts
Nvidia keeps giving Wall Street everything it wants — without getting rewarded
Yet another case of good financial news from Nvidia failing to generate an enduring positive reaction.Source: Sherwood News.
The emerging 2-tier system for moving oil through dangerous waters
The road less traveled, or the waters more mined.Source: Sherwood News.
Investors just raised the most cash since the March 2020 pandemic panic
It’s just a caution, though.Source: Sherwood News.
Nvidia surges after Jensen Huang sees at least $1 trillion in revenues through 2027
Jensen Huang is delivering the keynote address at Nvidia’s GPU Technology Conference in San Jose.Source: Sherwood News.
Oil’s retreat propels US stocks higher
A Pakistani-owned tanker passed through the Strait of Hormuz this weekend.Source: Sherwood News.
What Wall Street’s looking for from Jensen Huang’s keynote GTC address
GTC may stand for GPU Technology Conference, but investors are looking for Nvidia to go beyond GPUs.Source: Sherwood News.
When Jensen Huang speaks, Nvidia usually falls
High-profile events have been very bad for Nvidia lately.Source: Sherwood News.
Hon Hai’s profit miss is still good news for the AI boom
Revenues beat expectations!Source: Sherwood News.
The S&P 500’s internals are awful… while it’s still less than 5% from its record closing high
The breadth of negative momentum within the index’s constituents is even worse than at the tariff-induced market bottom in April 2025. Source: Sherwood News.
These two charts show how the Iran war is causing markets to price in a longer oil supply crunch
The rise of third-month Brent futures relative to front-month this week is unprecedented since at least 1989. Source: Sherwood News.