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Luke Kawa
Posts
Hims & Hers surges after RFK Jr. tells Joe Rogan he’s hoping to make peptides more accessible
Kennedy indicated on the “Joe Rogan Experience” podcast that he’s “very anxious” to make about 14 peptides more accessible. Source: Sherwood News.
Nvidia gains after being named Morgan Stanley’s top pick in semis, striking two optical communications partnerships
Nvidia is no stranger to doubt early in the year, Morgan Stanley noted, and tends to prove the doubters wrong. Source: Sherwood News.
Lumentum and Coherent surge after Nvidia invests $2 billion apiece to develop advanced optics technologies
Shares of Lumentum (LITE) and Coherent (COHR) are mooning in premarket trading after AI juggernaut Nvidia (NVDA) announced that it was investing $2 billion in…
Speculative stock downturn accelerates amid Middle East conflict
The factors key to these speculative themes are out of favor. Source: Sherwood News.
Stock futures dip, oil surges after US military strikes against Iran
US equity futures are lower, oil is up, and safe haven assets like gold and the US dollar are getting a bid. Source: Sherwood News.
The return of AI credit risk is crushing data center stocks, tipping over other speculative trades in the process
AI upstarts and high-growth companies generally need readily available capital to succeed. Source: Sherwood News.
CoreWeave tumbles on weaker-than-expected Q4 adjusted EBITDA
The neocloud just released quarterly results. Source: Sherwood News.
Figure Technology posts mixed Q4 results
The blockchain fintech company just reported Q4 results. Source: Sherwood News.
The threat of AI disruption has dawned on the bond market
22V Research economist Peter Williams noted that medium-term rate expectations have disconnected from recent encouraging labor market data. Source: Sherwood News.
Why Nvidia’s terrific quarter is getting a tepid reaction
Nvidia’s CEO gave a deeply unsatisfying answer about his biggest customers’ ability to generate cash. But they might be investing more in AI GPUs in…