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Luke Kawa
Posts
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.
Software stocks crater as independent research piece details potential AI dystopian scenario
The lowlights in this dystopian not-too-distant future: unemployment high despite elevated nominal growth and productivity, and the stock market tumbling as credit stress from companies…
Better-than-expected jobs data has Federal Reserve’s standout doves shying away from rate cuts
The Fed officials who dissented in favor of cuts don’t seem to be in as much of a hurry to cut rates too much, too…