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Luke Kawa
Posts
Broadcom jumps after locking down Google as a customer for future generations of TPUs
Based on the rave reviews for Gemini 3, why wouldn’t you stick with what’s working?
Anthropic boasts revenue run rate of $30 billion as the Claude developer expands its partnership with Google and Broadcom
Anthropic’s revenue run rate is higher than the trailing 12-month revenues of all but 129 S&P 500 companies.
Health insurers surge after Medicare agrees to pay 2.48% more in 2027, a bigger than expected boost
A rare win for the health insurance lobby
BNY and Robinhood to run “Trump accounts”
So-called “Trump accounts” were part of the One Big Beautiful Bill Act, which sees the government contribute $1,000 toward an investment account for each child…
Memory stocks forget TurboQuant and remember how to rally
With Monday’s early gains, US memory stocks (ex Micron) have now recovered all their post-TurboQuant declines.
Applied Optoelectronics jumps after hyperscaler more than doubles its recent order
Optics and networking stocks have been on fire.
OpenAI’s leadership reportedly disagrees about when to raise money and how to spend it
A strategic divide in the C-Suite.
US job growth crushes estimates in March, with the unemployment rate unexpectedly dipping to 4.3%
A big bounce back in the labor market after a negative report in February.
Momentum returns to optics stocks as the release valve for AI optimism
Potentially imminent end to the war? Buy optics stocks. Maybe not? Buy optics stocks anyway.
Retail traders are “skipping the dips” to dash for cash and bet against tech stocks
The speculative fever that dominated markets for much of 2025 looks to have broken.