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Luke Kawa
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GameStop boosts eBay stake to 6.55% after e-commerce platform rejected its $55.5 billion offer
GameStop has only had to spend around $10 million to gain economic exposure to about 29.1 million shares of eBay.
Semiconductors surge as yield spike abates, Nvidia earnings await
Oh, and executives spent all of Tuesday talking up the strength of demand for AI infrastructure.
What Wall Street’s looking for from Nvidia’s Q1 results
Further upside to its $1 trillion revenue guidance, more customer success, and shareholder returns.
AMC rallies after CEO Adam Aron purchases 250,000 shares
The purchase brings his holdings of company stock above 2.4 million.
Hyperliquid Strategies spikes on report that the SEC will soon greenlight an “innovation exemption” for tokenized stocks
Per the report, crypto wrappers of stocks may be allowed even if the underlying company doesn’t consent.
Memory stocks tumble after Seagate warns on difficulty of meeting demand, bond yields edge higher
A full reading of the Seagate CEO’s remarks suggests more positivity than the truncated versions provide.
How surging bond yields threaten to derail the momentum trade in stocks
Sharp changes in yields mean the world might be changing. Momentum stocks like it when the world stays the same.
T1 Energy spikes on record call buying after Situational Awareness reveals 3.6% stake
Situational Awareness has become a closely followed fund because of how well it’s done in the AI era and who it’s run by: former OpenAI…
Nvidia: Too big to excite?
The chip designer has transformed from a high-beta leader to a low-beta laggard within the AI theme it created.
Infleqtion reports Q1 adjusted loss; offers modest boost to full-year sales guidance
Infleqtion, the neutral atom quantum computing company, just released Q1 results.
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