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Luke Kawa
Posts
AMD soars after striking AI chip deal with Meta valued at over $100 billion
This post was originally published on Sherwood News. Another GPUs and warrants deal, like OpenAI.
Nvidia is everything good and bad about the US stock market in 2026
This post was originally published on Sherwood News. AI-driven shortage beneficiary? Check. Buyer of memory chips? Check. A market leader facing mounting competition in AI…
IBM sinks as Anthropic positions Claude Code as the ideal tool for code modernization
This post was originally published on Sherwood News. IBM wants to modernize your old code on its hardware; Anthropic’s offering to make it more portable.
IBM sinks as Anthropic positions Claude Code as the ideal tool for code modernization
This post was originally published on Sherwood News. IBM wants to modernize your old code on its hardware; Anthropic’s offering to make it more portable.
PayPal jumps after report of unsolicited takeover interest
This post was originally published on Sherwood News. There’s reportedly appetite from “one large rival” to buy the entire company, while other potential purchasers want…
Software stocks crater as independent research piece details potential AI dystopian scenario
This post was originally published on Sherwood News. The lowlights in this dystopian not-too-distant future: unemployment high despite elevated nominal growth and productivity, and the…
Better-than-expected jobs data has Federal Reserve’s standout doves shying away from rate cuts
This post was originally published on Sherwood News. The Fed officials who dissented in favor of cuts don’t seem to be in as much of…
Tech winners haven’t crushed tech losers by this much since the dot-com bubble was bursting
This post was originally published on Sherwood News. “Beware chasing good charts in technology, and at the margin, reduce exposure,” wrote Jeff deGraaf, Renaissance Macro’s…
OpenAI boosted its revenue and cash burn forecasts, The Information reports
This post was originally published on Sherwood News. More top line growth, more cash outflows.
Futures fall after President Trump announces new global tariff rate boosted to 15%
This post was originally published on Sherwood News. Wall Street believes Trump is still committed to raising tariffs, but he is likely to face more…
