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Luke Kawa
Posts
Nvidia and Meta enhance partnership with social media giant to deploy “millions” of its GPUs
This post was originally published on Sherwood News. Winners: Nvidia, ARM. Losers: AMD, Broadcom, Intel, Arista.
Sandisk drops after Western Digital confirms plan to unload $3 billion in stock
This post was originally published on Sherwood News. The move was telegraphed, but “secondary offering” never something you want to see in a headline about…
Cadence Design Systems jumps after Q4 earnings, 2026 profit outlook, and sales backlog exceed estimates
This post was originally published on Sherwood News. Some relief for the electronic design automation company isn’t enough to erase Tuesday’s losses, though.
Infleqtion CEO Matt Kinsella on how the newly public quantum computing company is “following in the footsteps of Nvidia”
This post was originally published on Sherwood News. Infleqtion shares gained double digits in their opening session, while peers sold off.
Walmart’s earnings have high bar to clear as search for safety pushes valuations into stratosphere
This post was originally published on Sherwood News. Walmart’s underwhelming full-year guidance catalyzed a momentum stock meltdown this time last year.
AMC gains amid report on efforts to refinance $2.5 billion in debt
This post was originally published on Sherwood News. Bloomberg reports that the theater chain is marketing a $750 million term loan and seeking $1.73 billion…
ServiceNow CEO steps up with $3 million stock purchase announcement as executives cancel stock-selling plans
This post was originally published on Sherwood News. A vote of confidence from the C-suite.
Fund managers fretting over Corporate America’s “overinvestment” are only worried about one thing
This post was originally published on Sherwood News. Being concerned about “overinvestment” is really a very narrow statement about worries over hyperscalers’ ROI.
Safety is the only thing that’s worked in the stock market
This post was originally published on Sherwood News. For the better part of the last three years, AI has been the jet fuel propelling the…