-
Luke Kawa
Posts
Speculative stock downturn accelerates amid Middle East conflict
The factors key to these speculative themes are out of favor. Source: Sherwood News.
Stock futures dip, oil surges after US military strikes against Iran
US equity futures are lower, oil is up, and safe haven assets like gold and the US dollar are getting a bid. Source: Sherwood News.
The return of AI credit risk is crushing data center stocks, tipping over other speculative trades in the process
AI upstarts and high-growth companies generally need readily available capital to succeed. Source: Sherwood News.
CoreWeave tumbles on weaker-than-expected Q4 adjusted EBITDA
The neocloud just released quarterly results. Source: Sherwood News.
Figure Technology posts mixed Q4 results
The blockchain fintech company just reported Q4 results. Source: Sherwood News.
The threat of AI disruption has dawned on the bond market
22V Research economist Peter Williams noted that medium-term rate expectations have disconnected from recent encouraging labor market data. Source: Sherwood News.
Why Nvidia’s terrific quarter is getting a tepid reaction
Nvidia’s CEO gave a deeply unsatisfying answer about his biggest customers’ ability to generate cash. But they might be investing more in AI GPUs in…
D-Wave Quantum pares gains after underwhelming Q4 results
The annealing-centric quantum computing company just released quarterly results. Source: Sherwood News.
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.