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Luke Kawa
Posts
Power Solutions International mysteriously craters ahead of earnings, then tumbles more after earnings too
This does not look normal, to put it mildly.
Rigetti Computing posts better-than-expected Q1 sales
The superconducting quantum computing company just released quarterly results.
Plug Power jumps after Q1 revenues surprise to the upside
Plug Power just released Q1 results.
“Retail-driven momentum and short squeeze dynamics remain a dominant force in the market today,” says Citadel Securities
Retail has flipped from aggressive put buying to call buying, per Citadel Securities.
US job growth surprises to upside in April, with the unemployment rate steady at 4.3%
This report adds to the signs of labor market stabilization.
Nvidia to invest up to $2.1 billion in IREN in partnership that deploys as much as 5 gigawatts of its AI infrastructure
The pact would see up to 5 gigawatts of Nvidia’s AI offerings deployed across IREN’s data centers.
CoreWeave reports modestly better than expected Q1 results, revenue backlog nearing $100 billion
The neocloud just released Q1 results.
Opendoor Technologies reports better-than-expected Q1 results and touts key profitability milestone
The online real estate company just released Q1 results.
OpenAI’s massive custom chip deal with Broadcom is reportedly facing financing difficulties
The chip designer may end up footing the bill for the first phase of production, per The Information.
Arm Holdings surges after reporting a doubling of demand for its AI CPUs since late March
That medium-term guidance helped offset a mediocre set of Q4 results and Q1 outlook.