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Luke Kawa
Posts
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.
Nvidia’s strong results, guidance lift AI ecosystem
This post was originally published on Sherwood News. Thanks, Jensen!
Nvidia rises after better than expected Q4 results, big upside surprise in Q1 sales guidance
This post was originally published on Sherwood News. The chip designer delivered its 13th consecutive bottom-line beat and 14th on the top line.
IonQ reports big Q4 revenue beat and better than expected sales guidance
This post was originally published on Sherwood News. The trapped ion quantum computing company just reported quarterly results.
Nvidia and AMD’s different deals show that while AI chatbots may be commoditized, the chips aren’t
This post was originally published on Sherwood News. Commoditization is inverted.
Is Nvidia dead money, or a coiled spring?
This post was originally published on Sherwood News. The stock has done next to nothing for five months. Stellar Q3 results and guidance failed to…
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…