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Luke Kawa
Posts
Nvidia’s strong results, guidance lift AI ecosystem
Thanks, Jensen! Source: Sherwood News.
Nvidia rises after better than expected Q4 results, big upside surprise in Q1 sales guidance
The chip designer delivered its 13th consecutive bottom-line beat and 14th on the top line. Source: Sherwood News.
IonQ reports big Q4 revenue beat and better than expected sales guidance
The trapped ion quantum computing company just reported quarterly results. Source: Sherwood News.
Nvidia and AMD’s different deals show that while AI chatbots may be commoditized, the chips aren’t
Commoditization is inverted. Source: Sherwood News.
Is Nvidia dead money, or a coiled spring?
The stock has done next to nothing for five months. Stellar Q3 results and guidance failed to inspire a rally. Source: Sherwood News.
AMD soars after striking AI chip deal with Meta valued at over $100 billion
Another GPUs and warrants deal, like OpenAI. Source: Sherwood News.
Nvidia is everything good and bad about the US stock market in 2026
AI-driven shortage beneficiary? Check. Buyer of memory chips? Check. A market leader facing mounting competition in AI boom? Check. Source: Sherwood News.
IBM sinks as Anthropic positions Claude Code as the ideal tool for code modernization
IBM wants to modernize your old code on its hardware; Anthropic’s offering to make it more portable. Source: Sherwood News.
IBM sinks as Anthropic positions Claude Code as the ideal tool for code modernization
IBM wants to modernize your old code on its hardware; Anthropic’s offering to make it more portable. Source: Sherwood News.
PayPal jumps after report of unsolicited takeover interest
There’s reportedly appetite from “one large rival” to buy the entire company, while other potential purchasers want only certain parts. Source: Sherwood News.