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Luke Kawa
Posts
War has pushed global markets into the danger zone
Correlations within the US stock market and between asset classes are rising. Source: Sherwood News.
Energy price spike on Mideast war has traders betting on no Fed cuts through June
Prediction markets indicate a lower tolerance for looking through higher energy prices. Source: Sherwood News.
Nvidia, AMD slump as US government said to consider capping AI chip sales at 75,000 per Chinese buyer
A new side plot in the semiconductor world’s most confusing saga. Source: Sherwood News.
US memory stocks melt down after South Korean bellwethers plummet
Tuesday was the first session South Korean traders could react to the US and Israeli strikes against Iran and the threat of a prolonged disruption…
Core Scientific craters after soft Q4 sales
The bitcoin miner turned data center company just reported Q4 results. Source: Sherwood News.
Credo Technology tumbles after issuing mediocre guidance
The connectivity company just released its third-quarter results. Source: Sherwood News.
Plug Power pops after Q4 revenues exceed expectations
The hydrogen fuel cell company just reported quarterly results. Source: Sherwood News.
Hims & Hers surges after RFK Jr. tells Joe Rogan he’s hoping to make peptides more accessible
Kennedy indicated on the “Joe Rogan Experience” podcast that he’s “very anxious” to make about 14 peptides more accessible. Source: Sherwood News.
Nvidia gains after being named Morgan Stanley’s top pick in semis, striking two optical communications partnerships
Nvidia is no stranger to doubt early in the year, Morgan Stanley noted, and tends to prove the doubters wrong. Source: Sherwood News.
Lumentum and Coherent surge after Nvidia invests $2 billion apiece to develop advanced optics technologies
Shares of Lumentum (LITE) and Coherent (COHR) are mooning in premarket trading after AI juggernaut Nvidia (NVDA) announced that it was investing $2 billion in…