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Luke Kawa
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Beyond Meat Q2 sales guidance falls short of estimates
The faux meat seller just released Q1 results.
AppLovin soars after Q1 results and Q2 guidance exceed estimates
The adtech company just released Q1 results.
IonQ delivers huge Q1 sales beat, hikes full-year revenue guidance
The biggest pure-play quantum computing company just released Q1 results.
Corning spikes after Nvidia invests $500 million in the fiber-optics company
This deal could end up being much larger than some of Nvidia’s recent investments in connectivity companies.
AMD’s spike reveals just how central CPUs are to the AI boom
“The world has changed, amid sentiment that the CPU growth trajectory has changed,” wrote Morgan Stanley analyst Joseph Moore.
Alphabet gains on report that Anthropic’s committed to spending $200 billion on cloud services over the next five years
Putting a price tag on Anthropic’s scramble for compute.
Lumentum reports better-than-expected Q3 earnings, Q4 guidance above estimates
The advanced optics firm just reported Q3 results.
Poet Technologies surges on explosion of call demand
Even a canceled contract from a high-profile customer couldn’t keep the stock down for long.
Michael Burry says he’s selling “all or some” of his GameStop position after its bid for eBay
From our perch, Burry’s headlined comment that the bid “makes perfect sense” seems to be imbued with a hefty dose of sarcasm, and comes in…
Berkshire Hathaway is the ultimate anti-AI stock
Berkshire is a rare breed in today’s market: a megacap US stock that doesn’t really have a big footprint in AI.
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