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Luke Kawa
Posts
Nvidia gains after being named Morgan Stanley’s top pick in semis, striking two optical communications partnerships
This post was originally published on Sherwood News. Nvidia is no stranger to doubt early in the year, Morgan Stanley noted, and tends to prove…
Lumentum and Coherent surge after Nvidia invests $2 billion apiece to develop advanced optics technologies
This post was originally published on Sherwood News. Shares of Lumentum (LITE) and Coherent (COHR) are mooning in premarket trading after AI juggernaut Nvidia (NVDA)…
Speculative stock downturn accelerates amid Middle East conflict
This post was originally published on Sherwood News. The factors key to these speculative themes are out of favor.
Stock futures dip, oil surges after US military strikes against Iran
This post was originally published on Sherwood News. US equity futures are lower, oil is up, and safe haven assets like gold and the US…
The return of AI credit risk is crushing data center stocks, tipping over other speculative trades in the process
This post was originally published on Sherwood News. AI upstarts and high-growth companies generally need readily available capital to succeed.
CoreWeave tumbles on weaker-than-expected Q4 adjusted EBITDA
This post was originally published on Sherwood News. The neocloud just released quarterly results.
Figure Technology posts mixed Q4 results
This post was originally published on Sherwood News. The blockchain fintech company just reported Q4 results.
The threat of AI disruption has dawned on the bond market
This post was originally published on Sherwood News. 22V Research economist Peter Williams noted that medium-term rate expectations have disconnected from recent encouraging labor market…
Why Nvidia’s terrific quarter is getting a tepid reaction
This post was originally published on Sherwood News. Nvidia’s CEO gave a deeply unsatisfying answer about his biggest customers’ ability to generate cash. But they…
D-Wave Quantum pares gains after underwhelming Q4 results
This post was originally published on Sherwood News. The annealing-centric quantum computing company just released quarterly results.
