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Luke Kawa
Posts
CoreWeave jumps after expanding its AI compute sales deal with Meta to $21 billion
More compute, more leverage.
Infleqtion targets revenue growth of 23% in 2026, up from 12% in 2025
The neutral atom quantum computing company released 2025 results and 2026 guidance after the close on Wednesday.
Applied Digital Q3 results crush estimates
The AI data center operator just released its fiscal Q3 results.
Retail traders are selling everything but the Magnificent 7, per JPMorgan
“Selling into today’s strength”
Avis shorts facing $1.1 billion in losses as car rental company racks up 155% gains in its recent rally
This is not the first time Avis’ performance has squeezed the shorts.
Everything has a reason to go up now that oil’s down*
*Exceptions include energy and chemicals stocks.
Futures surge, oil tumbles after President Trump agrees to two-week ceasefire
S&P 500 futures rose 2%, WTI futures tumbled double digits.
Anthropic is releasing its new model to select companies to get a head start on cyber defense
Fortune reported that the Claude developer would be doing this in late March.
Stocks sink and oil spikes as traders price in enduring, worsening Mideast war
Stocks and oil are building in more risk premium to deal with the perceived increased probability of a more drawn-out disruption to global energy supplies…
US stock futures slump, oil jumps after Iranian media reports explosions on Kharg Island
Trump’s most recent deadline for escalating attacks on Iran if the Strait of Hormuz is not reopened is 8 p.m. ET on Tuesday.