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Luke Kawa
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Argan spikes on massive Q4 sales beat as power plant supplying PJM region completed ahead of schedule
Power plant builder Argan’s adjusted earnings per share of $3.47 crushed the consensus estimate for $1.98 in Q4.
Micron reports another stellar quarter and blowout guidance
The memory chip specialist did it again.
Micron reports another stellar quarter and blowout guidance
The memory chip specialist did it again.
Federal Reserve leaves rates unchanged; dot plot still signals lower rates in the cards for 2026
A relatively dovish reaction function from the US central bank.
Chinese tech giants rally after hiking AI prices
Tech companies want to show that AI can make money, and raising the price of what you sell things for is among the most basic…
The Iran war is producing the sharpest spike in US gas prices since Hurricane Katrina
US national gas prices are up nearly 29% over the past 20 days, per AAA.
Nvidia’s Jensen Huang says the chip designer is getting closer to selling AI chips to China
The H200 saga’s runtime has long passed The Lord of the Rings Director’s Cut edition.
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.
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.
The emerging 2-tier system for moving oil through dangerous waters
The road less traveled, or the waters more mined.
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