Sherwood News
@sherwood.news
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News for the next generation about markets, business, technology, and the culture of money.
The Information reports that the Apple-Airtag sized device could be ready as soon as early 2027.
https://sherwood.news/tech/apple-is-reportedly-working-on-a-wearable-ai-pin/
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Apple is reportedly working on a wearable AI pin
The Information reports that the Apple-Airtag sized device could be ready as soon as early 2027....
https://sherwood.news/tech/apple-is-reportedly-working-on-a-wearable-ai-pin/
27 minutes ago
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All sector ETFs traded higher in the broad-based rally.
https://sherwood.news/markets/market-wrap-2026-1-21-sp500-qqq/
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Stocks jump as Trump walks back European tariff threats
All sector ETFs traded higher in the broad-based rally....
https://sherwood.news/markets/market-wrap-2026-1-21-sp500-qqq/
27 minutes ago
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OpenAI has reached out to “dozens” of advertisers to buy less than $1 million each, and will roll out the ads beginning in February, according to The Information.
https://sherwood.news/tech/openai-shares-how-it-will-charge-for-chatgpt-ads/
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OpenAI shares how it will charge for ChatGPT ads
OpenAI has reached out to “dozens” of advertisers to buy less than $1 million each, and will roll out the ads beginning in February, according...
https://sherwood.news/tech/openai-shares-how-it-will-charge-for-chatgpt-ads/
27 minutes ago
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In next era of tokenization, ethereum is poised to dominate the market — it currently commands over 65% of tokenized assets across blockchain networks.
https://sherwood.news/crypto/blackrock-singles-out-ethereum-as-beneficiary-of-growth/
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BlackRock singles out ethereum as “beneficiary of growth”
In next era of tokenization, ethereum is poised to dominate the market — it currently commands over 65% of tokenized assets across blockchain...
https://sherwood.news/crypto/blackrock-singles-out-ethereum-as-beneficiary-of-growth/
about 1 hour ago
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The death of “peak TV” has not been exaggerated, per a new report from Luminate.
https://sherwood.news/business/streamers-continued-retreating-from-original-shows-in-2025/
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Streamers continued retreating from original shows in 2025
The death of “peak TV” has not been exaggerated, per a new report from Luminate....
https://sherwood.news/business/streamers-continued-retreating-from-original-shows-in-2025/
about 3 hours ago
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Communities concerned with energy prices, pollution, and water usage are starting to push back on Big Tech’s AI data center building spree. The companies are trying to assure the public that they will
https://sherwood.news/tech/as-public-pushback-against-data-centers-grows-ai-companies-promise-they…
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As public pushback against data centers grows, AI companies promise they’ll be good neighbors
Communities concerned with energy prices, pollution, and water usage are starting to push back on Big Tech’s AI data center building spree. The...
https://sherwood.news/tech/as-public-pushback-against-data-centers-grows-ai-companies-promise-theyll-be/
about 4 hours ago
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Shortly after 11 a.m. ET, call options activity was roughly equivalent to the full-day average over the past 10 sessions.
https://sherwood.news/markets/intel-soars-amid-retail-engagement-analyst-chatter/
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Intel soars amid retail engagement, analyst chatter
Shortly after 11 a.m. ET, call options activity was roughly equivalent to the full-day average over the past 10 sessions....
https://sherwood.news/markets/intel-soars-amid-retail-engagement-analyst-chatter/
about 4 hours ago
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In October, Musk said there would be 1,500 by the end of 2025.
https://sherwood.news/tech/morgan-stanley-expects-tesla-to-have-1-000-robotaxis-by-the-end-of-2026-musk/
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Morgan Stanley expects Tesla to have 1,000 Robotaxis by the end of 2026. Musk had predicted 1,500 by the end of 2025
In October, Musk said there would be 1,500 by the end of 2025....
https://sherwood.news/tech/morgan-stanley-expects-tesla-to-have-1-000-robotaxis-by-the-end-of-2026-musk/
about 5 hours ago
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Soaring chip prices have fueled a nearly 1,000% run for Sandisk in a matter of months. Industry insiders, prolific hedge fund managers, and even the company itself seem to have been caught off guard.
https://sherwood.news/markets/inside-sandisks-transformation-from-thumb-drive-dinosaur-to-the-hott…
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Inside Sandisk’s transformation from thumb drive dinosaur to the hottest trade in AI
Soaring chip prices have fueled a nearly 1,000% run for Sandisk in a matter of months. Industry insiders, prolific hedge fund managers, and even...
https://sherwood.news/markets/inside-sandisks-transformation-from-thumb-drive-dinosaur-to-the-hottest/
about 5 hours ago
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Despite beating expectations, Johnson & Johnson, the first major drugmaker to report earnings results this year, fell by more than 2% in premarket trading.
https://sherwood.news/markets/j-and-j-slips-despite-cheery-2026-guidance/
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J&J slips despite cheery 2026 guidance
Despite beating expectations, Johnson & Johnson, the first major drugmaker to report earnings results this year, fell by more than 2% in premarket...
https://sherwood.news/markets/j-and-j-slips-despite-cheery-2026-guidance/
about 6 hours ago
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S&P 500 futures, which had been down Wednesday morning, jumped after his comments.
https://sherwood.news/markets/stocks-jump-as-trump-says-i-wont-use-force-to-acquire-greenland/
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Stocks jump as Trump says “I won’t use force” to acquire Greenland
S&P 500 futures, which had been down Wednesday morning, jumped after his comments....
https://sherwood.news/markets/stocks-jump-as-trump-says-i-wont-use-force-to-acquire-greenland/
about 6 hours ago
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“Robust data center storage demand could drive an upcycle longer than we initially expected,” analysts from the French bank wrote.
https://sherwood.news/markets/bnp-upgrades-seagate-on-more-durable-cycle/
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BNP upgrades Seagate on more durable cycle
“Robust data center storage demand could drive an upcycle longer than we initially expected,” analysts from the French bank wrote....
https://sherwood.news/markets/bnp-upgrades-seagate-on-more-durable-cycle/
about 6 hours ago
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Takis doesn’t think so, as it searches for a “Chief Intensity Officer.”
https://sherwood.news/business/americas-love-spicy-food-mouth-tingling-sauces-has-surged/
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America’s love for spicy food and mouth-tingling sauces has surged, but are we approaching “peak heat”?
Takis doesn’t think so, as it searches for a “Chief Intensity Officer.”...
https://sherwood.news/business/americas-love-spicy-food-mouth-tingling-sauces-has-surged/
about 6 hours ago
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The figure rose more than 2.5x last year, per the company.
https://sherwood.news/business/netflix-made-usd1-5-billion-from-advertising-last-year-about-3-of-its-total/
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Netflix made $1.5 billion from advertising last year, about 3% of its total revenue
The figure rose more than 2.5x last year, per the company....
https://sherwood.news/business/netflix-made-usd1-5-billion-from-advertising-last-year-about-3-of-its-total/
about 7 hours ago
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Sure Meta!
https://sherwood.news/tech/meta-says-its-delivered-new-ai-models-internally-this-month-and-theyre-very/
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Meta says it’s delivered new AI models internally this month and they’re “very good”
Sure Meta!...
https://sherwood.news/tech/meta-says-its-delivered-new-ai-models-internally-this-month-and-theyre-very/
about 7 hours ago
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Cohen owns approximately 8.45% of shares outstanding, making him the largest individual holder of the stock and the second-largest owner, trailing only index fund provider Vanguard.
https://sherwood.news/markets/gamestop-rallies-after-ceo-ryan-cohen-purchases-usd10-6-million-in-company/
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GameStop rallies after CEO Ryan Cohen purchases $10.6 million in company stock
Cohen owns approximately 8.45% of shares outstanding, making him the largest individual holder of the stock and the second-largest owner, trailing...
https://sherwood.news/markets/gamestop-rallies-after-ceo-ryan-cohen-purchases-usd10-6-million-in-company/
about 8 hours ago
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It’s hard to overstate just how massive Meta’s Richland Parish, Louisiana, data center site is. Use this tool to compare it to where you live.
https://sherwood.news/tech/see-for-yourself-just-how-massive-metas-hyperion-data-center-is/
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See for yourself just how massive Meta’s Hyperion data center is
It’s hard to overstate just how massive Meta’s Richland Parish, Louisiana, data center site is. Use this tool to compare it to where you live....
https://sherwood.news/tech/see-for-yourself-just-how-massive-metas-hyperion-data-center-is/
about 8 hours ago
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Amazon just got the green light to build a hybrid big-box store and fulfillment center in Illinois, twice the size of a typical Target.
https://sherwood.news/tech/two-charts-that-show-why-amazon-is-building-a-giant-physical-store/
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Two charts that show why Amazon is building a giant physical store
Amazon just got the green light to build a hybrid big-box store and fulfillment center in Illinois, twice the size of a typical Target....
https://sherwood.news/tech/two-charts-that-show-why-amazon-is-building-a-giant-physical-store/
about 8 hours ago
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The Swedish retailer is more than doubling its investment in the country to over $2.2 billion in the next five years, after another period of slumping sales.
https://sherwood.news/world/ikea-bets-big-on-india-ramping-up-investment-and-production-efforts/
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Ikea bets big on India, ramping up investment and production efforts
The Swedish retailer is more than doubling its investment in the country to over $2.2 billion in the next five years, after another period of...
https://sherwood.news/world/ikea-bets-big-on-india-ramping-up-investment-and-production-efforts/
about 9 hours ago
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The new feature will detect patterns of usage and estimate which users are under 18. The age verification system will be needed when the company enables ChatGPT to generate erotic content in a future
https://sherwood.news/tech/openai-rolls-out-age-prediction-system-ahead-of-allowing-adult-content/
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OpenAI rolls out age prediction system ahead of allowing adult content
The new feature will detect patterns of usage and estimate which users are under 18. The age verification system will be needed when the company...
https://sherwood.news/tech/openai-rolls-out-age-prediction-system-ahead-of-allowing-adult-content/
about 23 hours ago
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United reported its fourth-quarter and full-year earnings on Tuesday afternoon.
https://sherwood.news/markets/united-airlines-rallies-after-q4-earnings-and-q1-profit-guidance-top/
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United Airlines rallies after Q4 earnings and Q1 profit guidance top estimates
United reported its fourth-quarter and full-year earnings on Tuesday afternoon....
https://sherwood.news/markets/united-airlines-rallies-after-q4-earnings-and-q1-profit-guidance-top/
about 24 hours ago
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Netflix’s report dropped on the same day it officially went all-cash in its bid for Warner Bros. Discovery.
https://sherwood.news/markets/netflix-sinks-on-lower-than-expected-earnings-forecast/
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Netflix sinks on lower-than-expected earnings forecast
Netflix’s report dropped on the same day it officially went all-cash in its bid for Warner Bros. Discovery....
https://sherwood.news/markets/netflix-sinks-on-lower-than-expected-earnings-forecast/
about 24 hours ago
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The FTC’s antitrust case called Meta’s acquisition of Instagram and WhatsApp an illegal monopoly. The case was decided in Meta’s favor in November.
https://sherwood.news/power/ftc-will-appeal-meta-antitrust-case/
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FTC will appeal Meta antitrust case
The FTC’s antitrust case called Meta’s acquisition of Instagram and WhatsApp an illegal monopoly. The case was decided in Meta’s favor in November....
https://sherwood.news/power/ftc-will-appeal-meta-antitrust-case/
1 day ago
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Stocks erased 2026 gains amid tariff threats.
https://sherwood.news/world/market-wrap-2026-1-20-sp500-qqq/
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Greenland escalations send stocks into the red
Stocks erased 2026 gains amid tariff threats....
https://sherwood.news/world/market-wrap-2026-1-20-sp500-qqq/
1 day ago
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And that means three times the opportunities for gamma/pin risk in the largest US stocks (and the biggest bitcoin ETF).
https://sherwood.news/markets/traders-will-soon-have-three-times-as-many-opportunities-to-punt-short-term/
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Traders will soon have three times as many opportunities to punt short-term options on the biggest US stocks
And that means three times the opportunities for gamma/pin risk in the largest US stocks (and the biggest bitcoin ETF)....
https://sherwood.news/markets/traders-will-soon-have-three-times-as-many-opportunities-to-punt-short-term/
1 day ago
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Drugmakers, which have spent the past six months reaching tariff deals with Trump, seem to expect some immunity from a new batch of tariffs on European countries.
https://sherwood.news/markets/pharma-largely-unfazed-as-greenland-tariffs-roil-markets/
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Pharma largely unfazed as Greenland tariffs roil markets
Drugmakers, which have spent the past six months reaching tariff deals with Trump, seem to expect some immunity from a new batch of tariffs on...
https://sherwood.news/markets/pharma-largely-unfazed-as-greenland-tariffs-roil-markets/
1 day ago
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The cryptocurrency has fallen more than its peers in the last 24 hours.
https://sherwood.news/crypto/ethereum-gives-up-its-2026-gains/
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Ethereum gives up its 2026 gains
The cryptocurrency has fallen more than its peers in the last 24 hours....
https://sherwood.news/crypto/ethereum-gives-up-its-2026-gains/
1 day ago
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Call activity is elevated, with nearly 37,000 having changed hands as of 10:55 a.m. ET, well above the 20-day average of 28,030 for a full session.
https://sherwood.news/markets/poet-technologies-nears-multiyear-high-on-strong-call-demand-after-flagship/
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POET Technologies nears multiyear high on strong call demand after flagship product wins award
Call activity is elevated, with nearly 37,000 having changed hands as of 10:55 a.m. ET, well above the 20-day average of 28,030 for a full session....
https://sherwood.news/markets/poet-technologies-nears-multiyear-high-on-strong-call-demand-after-flagship/
1 day ago
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“If 2025 has taught us anything, it’s that apparently political favor is rarely a guarantee of future returns.”
https://sherwood.news/crypto/bitcoin-one-year-after-trumps-second-inauguration/
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Bitcoin, one year after Trump’s second inauguration
“If 2025 has taught us anything, it’s that apparently political favor is rarely a guarantee of future returns.”...
https://sherwood.news/crypto/bitcoin-one-year-after-trumps-second-inauguration/
1 day ago
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A record 47.5% of US TV watching in December was through streaming services.
https://sherwood.news/tech/googles-youtube-maintains-its-top-spot-as-streaming-accounts-for-nearly-half/
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Google's YouTube maintains its top spot as streaming accounts for nearly half of all TV-watching time
A record 47.5% of US TV watching in December was through streaming services....
https://sherwood.news/tech/googles-youtube-maintains-its-top-spot-as-streaming-accounts-for-nearly-half/
1 day ago
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Shares are up nearly 200% over the past six sessions.
https://sherwood.news/markets/immunitybio-surge-continues-on-sign-its-drug-may-be-approved-to-treat-a/
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ImmunityBio surge continues on sign its drug may be approved to treat a broader range of bladder cancers
Shares are up nearly 200% over the past six sessions....
https://sherwood.news/markets/immunitybio-surge-continues-on-sign-its-drug-may-be-approved-to-treat-a/
1 day ago
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HSBC analysts lifted their rating on the shares to “hold” from “reduce,” and nearly doubled their price target to $50 from $26.
https://sherwood.news/markets/intel-bucks-market-slump-after-wall-street-upgrades/
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Intel bucks market slump after Wall Street upgrades
HSBC analysts lifted their rating on the shares to “hold” from “reduce,” and nearly doubled their price target to $50 from $26....
https://sherwood.news/markets/intel-bucks-market-slump-after-wall-street-upgrades/
1 day ago
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Consumers are looking for bargains.
https://sherwood.news/tech/amazon-ceo-says-tariffs-are-inflating-prices-and-buyers-are-looking-for/
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Amazon CEO says tariffs are inflating prices and buyers are looking for bargains
Consumers are looking for bargains....
https://sherwood.news/tech/amazon-ceo-says-tariffs-are-inflating-prices-and-buyers-are-looking-for/
1 day ago
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Far from the first report to raise questions about AppLovin’s business practices, but definitely the most serious allegations.
https://sherwood.news/markets/applovin-craters-after-report-from-capitalwatch-alleges-its-a-money/
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AppLovin craters after report from CapitalWatch alleges it’s a money-laundering operation for “transnational criminal kingpins”
Far from the first report to raise questions about AppLovin’s business practices, but definitely the most serious allegations....
https://sherwood.news/markets/applovin-craters-after-report-from-capitalwatch-alleges-its-a-money/
1 day ago
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The company now plans to focus on “practical adoption” of AI in 2026, per a weekend blog post.
https://sherwood.news/business/openais-arr-reached-over-usd20-billion-in-2025-cfo-says/
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OpenAI’s ARR reached over $20 billion in 2025, CFO says
The company now plans to focus on “practical adoption” of AI in 2026, per a weekend blog post....
https://sherwood.news/business/openais-arr-reached-over-usd20-billion-in-2025-cfo-says/
1 day ago
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Management expects this purchase to begin to add to DRAM output in the second half of 2027.
https://sherwood.news/markets/micron-announces-deal-to-buy-fabrication-plant-for-usd1-8-billion-ai-supply-crunch/
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Micron announces deal to buy fabrication plant for $1.8 billion as AI demand drives memory chip supply crunch
Management expects this purchase to begin to add to DRAM output in the second half of 2027.
https://sherwood.news/markets/micron-announces-deal-to-buy-fabrication-plant-for-usd1-8-billion-ai-supply-crunch/
1 day ago
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Tech and momentum stocks are faring worse than ETFs that track the S&P 500 ahead of the open.
https://sherwood.news/markets/ives-greenland-tariff-talk-pushing-markets-into-the-red-is-an-opportunity-to/
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Ives: Greenland tariff talk pushing markets into the red is “an opportunity to own the tech winners for 2026 and beyond”
Tech and momentum stocks are faring worse than ETFs that track the S&P 500 ahead of the open....
https://sherwood.news/markets/ives-greenland-tariff-talk-pushing-markets-into-the-red-is-an-opportunity-to/
1 day ago
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Tesla paused work on the supercomputer this summer as it worked on AI5 and other AI chips.
https://sherwood.news/tech/musk-tesla-restarting-dojo-supercomputer-effort-as-ai5-chip-design-is-in/
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Musk: Tesla restarting Dojo supercomputer effort as “AI5 chip design is in good shape”
Tesla paused work on the supercomputer this summer as it worked on AI5 and other AI chips....
https://sherwood.news/tech/musk-tesla-restarting-dojo-supercomputer-effort-as-ai5-chip-design-is-in/
1 day ago
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Netflix now offers $27.75 per share in cash for Warner Bros., not including the company’s cable business.
https://sherwood.news/power/netflix-goes-all-cash-in-bid-for-warner-bros-boosting-its-odds/
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Netflix goes all-cash in bid for Warner Bros., boosting its odds
Netflix now offers $27.75 per share in cash for Warner Bros., not including the company’s cable business....
https://sherwood.news/power/netflix-goes-all-cash-in-bid-for-warner-bros-boosting-its-odds/
1 day ago
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With markets shut yesterday, traders are finally getting the chance to react to the president’s tariff threats and escalation over Greenland. The only winners so far are precious metals like gold and
https://sherwood.news/markets/stocks-slide-further-as-president-trump-doubles-down-on-greenland-am…
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Stocks slide further as President Trump doubles down on Greenland ambitions despite European pushback
With markets shut yesterday, traders are finally getting the chance to react to the president’s tariff threats and escalation over Greenland....
https://sherwood.news/markets/stocks-slide-further-as-president-trump-doubles-down-on-greenland-ambitions/
1 day ago
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Revenue for the Las Vegas version of the big orb has soared, but the sphere is still a money pit.
https://sherwood.news/business/washington-d-c-looks-set-to-get-americas-second-sphere/
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Washington D.C. looks set to get America’s second Sphere
Revenue for the Las Vegas version of the big orb has soared, but the sphere is still a money pit....
https://sherwood.news/business/washington-d-c-looks-set-to-get-americas-second-sphere/
2 days ago
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The job market is tough and so is dating. Americans are starting to mix the two.
https://sherwood.news/culture/why-people-are-flirting-on-linkedin-and-job-hunting-on-tinder/
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Why people are flirting on LinkedIn — and job hunting on Tinder
The job market is tough and so is dating. Americans are starting to mix the two....
https://sherwood.news/culture/why-people-are-flirting-on-linkedin-and-job-hunting-on-tinder/
2 days ago
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While healthcare professionals continue to lead Gallup’s ranking of ethics ratings, Americans’ trust in many occupations has slumped to record lows.
https://sherwood.news/personal-finance/nurses-are-still-americas-most-trusted-workers/
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Nurses are still America’s most trusted workers
While healthcare professionals continue to lead Gallup’s ranking of ethics ratings, Americans’ trust in many occupations has slumped to record...
https://sherwood.news/personal-finance/nurses-are-still-americas-most-trusted-workers/
2 days ago
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Deaths in the nation, meanwhile, have never been higher in the 21st century.
https://sherwood.news/culture/despite-the-governments-best-efforts-chinas-birth-rate-just-hit-a-new-low/
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Despite the government’s best efforts, China’s birth rate just hit a new low
Deaths in the nation, meanwhile, have never been higher in the 21st century....
https://sherwood.news/culture/despite-the-governments-best-efforts-chinas-birth-rate-just-hit-a-new-low/
2 days ago
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It’s TACO vs. TART, once again.
https://sherwood.news/markets/stock-futures-slide-on-trumps-25-european-tariff-threat-over-greenland/
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Stock futures slide on Trump's 25% European tariff threat over Greenland, as gold and silver push higher
It’s TACO vs. TART, once again....
https://sherwood.news/markets/stock-futures-slide-on-trumps-25-european-tariff-threat-over-greenland/
2 days ago
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An FT report adds to the mounting list of negative news about Nvidia’s ability to access the Chinese market.
https://sherwood.news/markets/nvidias-h200-suppliers-reportedly-pause-production-after-china-blocks/
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Nvidia’s H200 suppliers reportedly pause production after China blocks imports
An FT report adds to the mounting list of negative news about Nvidia’s ability to access the Chinese market....
https://sherwood.news/markets/nvidias-h200-suppliers-reportedly-pause-production-after-china-blocks/
3 days ago
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The Russell 2000 beat the S&P 500 for the 11th consecutive session, the longest streak of outperformance for small caps since 2008.
https://sherwood.news/markets/market-wrap-2026-1-16-sp500-qqq/
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Stocks post small loss, closing lower for the week
The Russell 2000 beat the S&P 500 for the 11th consecutive session, the longest streak of outperformance for small caps since 2008....
https://sherwood.news/markets/market-wrap-2026-1-16-sp500-qqq/
5 days ago
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“Claude Code is the first genuine website built in the age of AI. And this is going to hurt a large part of the software industry,” writes Doug O’Laughlin, president of SemiAnalysis.
https://sherwood.news/markets/how-claude-code-is-the-chatgpt-moment-repeated-and-why-thats-awful-news-for/
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How Claude Code “is the ChatGPT moment repeated” — and why that’s awful news for software stocks
“Claude Code is the first genuine website built in the age of AI. And this is going to hurt a large part of the software industry,” writes Doug...
https://sherwood.news/markets/how-claude-code-is-the-chatgpt-moment-repeated-and-why-thats-awful-news-for/
5 days ago
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OpenAI says user conversations will be kept private from advertisers, and answers will not be influenced by ads.
https://sherwood.news/tech/openai-set-to-start-rolling-out-ads-to-free-and-chatgpt-go-users/
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OpenAI set to start rolling out ads to free and ChatGPT Go users
OpenAI says user conversations will be kept private from advertisers, and answers will not be influenced by ads....
https://sherwood.news/tech/openai-set-to-start-rolling-out-ads-to-free-and-chatgpt-go-users/
5 days ago
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The use of portable gas turbines to power Colossus without permits used a loophole that the EPA says does not apply, and such generators do require air quality permits.
https://sherwood.news/tech/epa-xais-colossus-data-center-illegally-used-gas-turbines-without-permits/
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EPA: xAI’s Colossus data center illegally used gas turbines without permits
The use of portable gas turbines to power Colossus without permits used a loophole that the EPA says does not apply, and such generators do require...
https://sherwood.news/tech/epa-xais-colossus-data-center-illegally-used-gas-turbines-without-permits/
5 days ago
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