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Luke Kawa
Posts
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.
Advanced Micro Devices gains as CPU and GPU demand drive better-than-expected Q2 sales guidance
The No. 2 in AI GPUs just released quarterly results.
Astera Labs soars after better-than-expected Q1 results and Q2 guidance
The networking company just released Q1 results.
Super Micro jumps on big Q3 earnings beat, strong profit guidance
The AI server company just released Q3 results.
Lumentum reports better-than-expected Q3 earnings, Q4 guidance above estimates
The advanced optics firm just reported Q3 results.