Sherwood News
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News for the next generation about markets, business, technology, and the culture of money.
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/
16 minutes 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/
16 minutes 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/
about 1 hour 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/
about 3 hours 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/
about 3 hours 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/
about 4 hours 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/
about 4 hours 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/
about 4 hours 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/
about 5 hours 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/
about 5 hours 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/
about 5 hours 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/
about 7 hours 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/
about 8 hours 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/
about 8 hours 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/
about 8 hours 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/
about 8 hours 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/
about 8 hours 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/
about 10 hours 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/
1 day 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/
1 day 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/
1 day 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/
1 day 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/
1 day 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/
2 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/
4 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/
4 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/
4 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/
4 days ago
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Europe is the latest frontier of the ongoing tug-of-war for the “Friends” back catalog.
https://sherwood.news/business/opponents-of-the-netflix-warner-bros-deal-take-fight-to-europe/
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Opponents of the Netflix-Warner Bros. deal take fight to Europe
Europe is the latest frontier of the ongoing tug-of-war for the “Friends” back catalog....
https://sherwood.news/business/opponents-of-the-netflix-warner-bros-deal-take-fight-to-europe/
4 days ago
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Jefferies analysts say the maker of turbines for power generation is the clearest winner of an emerging plan to procure additional power capacity.
https://sherwood.news/markets/ge-vernova-rises-on-plan-to-address-data-center-power-needs/
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GE Vernova rises on plan to address data center power needs
Jefferies analysts say the maker of turbines for power generation is the clearest winner of an emerging plan to procure additional power capacity....
https://sherwood.news/markets/ge-vernova-rises-on-plan-to-address-data-center-power-needs/
4 days ago
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The momentum has been ridiculously strong, but the physical market (and positioning) seems to be fraying.
https://sherwood.news/markets/strategists-sound-alarm-over-silvers-rally-recommend-options-trades-for/
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Strategists sound alarm over silver’s rally, recommend options trades for potential violent reversal
The momentum has been ridiculously strong, but the physical market (and positioning) seems to be fraying....
https://sherwood.news/markets/strategists-sound-alarm-over-silvers-rally-recommend-options-trades-for/
4 days ago
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Google and Apple are going for the holy grail of AI chatbot integration, but it looks like Google is getting there first.
https://sherwood.news/tech/google-has-a-leg-up-over-apple-in-the-race-to-roll-out-personalized-ai/
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Google has a leg up over Apple in the race to roll out personalized AI
Google and Apple are going for the holy grail of AI chatbot integration, but it looks like Google is getting there first....
https://sherwood.news/tech/google-has-a-leg-up-over-apple-in-the-race-to-roll-out-personalized-ai/
4 days ago
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Silver’s relentless rise is winning it plenty of retail attention.
https://sherwood.news/markets/retail-traders-silver-is-still-the-new-gold-trading-slv-etf-soaring/
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For retail traders, silver is still the new gold — and it’s sending trading volumes for one ETF booming
Silver’s relentless rise is winning it plenty of retail attention....
https://sherwood.news/markets/retail-traders-silver-is-still-the-new-gold-trading-slv-etf-soaring/
4 days ago
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Some tech companies will fare better than others.
https://sherwood.news/tech/trump-to-push-big-tech-to-fund-new-power-plants-as-ai-drives-up-electricity/
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Trump to push Big Tech to fund new power plants as AI drives up electricity costs
Some tech companies will fare better than others....
https://sherwood.news/tech/trump-to-push-big-tech-to-fund-new-power-plants-as-ai-drives-up-electricity/
4 days ago
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As the European hub prepares to host the World Economic Forum’s annual meeting next week, Swiss citizens are questioning its population problem.
https://sherwood.news/world/switzerland-will-likely-vote-on-a-10-million-population-cap-this-year/
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Switzerland will likely vote on a 10 million population cap this year
As the European hub prepares to host the World Economic Forum’s annual meeting next week, Swiss citizens are questioning its population problem....
https://sherwood.news/world/switzerland-will-likely-vote-on-a-10-million-population-cap-this-year/
4 days ago
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The agreement positions it as a prime contractor on Golden Dome.
https://sherwood.news/markets/ast-spacemobile-rises-on-deal-giving-it-prime-position-for-golden-dome/
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AST SpaceMobile rises on deal giving it prime position for Golden Dome project
The agreement positions it as a prime contractor on Golden Dome....
https://sherwood.news/markets/ast-spacemobile-rises-on-deal-giving-it-prime-position-for-golden-dome/
4 days ago
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More than one third of ImmunityBio’s float was sold short heading into the year.
https://sherwood.news/markets/flurry-of-positive-announcements-make-immunitybio-the-next-short-squeeze/
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Flurry of positive announcements make ImmunityBio the next short squeeze target for retail traders
More than one third of ImmunityBio’s float was sold short heading into the year....
https://sherwood.news/markets/flurry-of-positive-announcements-make-immunitybio-the-next-short-squeeze/
4 days ago
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Can Sandisk do what has, most likely, never been done before and top America’s flagship stock market index two years in a row?
https://sherwood.news/markets/sandisk-beat-entire-s-and-p-500-in-2025-and-its-doing-it-again-this-year/
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Sandisk beat the entire S&P 500 in 2025… and it’s doing the same again this year
Can Sandisk do what has, most likely, never been done before and top America’s flagship stock market index two years in a row?...
https://sherwood.news/markets/sandisk-beat-entire-s-and-p-500-in-2025-and-its-doing-it-again-this-year/
4 days ago
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TSMC’s blowout earnings fueled a return to the AI trade.
https://sherwood.news/markets/market-wrap-2026-1-15-sp500-qqq/
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Chipmakers power stock gains
TSMC’s blowout earnings fueled a return to the AI trade....
https://sherwood.news/markets/market-wrap-2026-1-15-sp500-qqq/
5 days ago
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The company has sought US partners to supply silicon, data center hardware, and components for robots, according to Bloomberg.
https://sherwood.news/tech/openai-working-to-build-a-us-supply-chain-for-its-hardware-plans-including/
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OpenAI working to build a US supply chain for its hardware plans, including robots
The company has sought US partners to supply silicon, data center hardware, and components for robots, according to Bloomberg....
https://sherwood.news/tech/openai-working-to-build-a-us-supply-chain-for-its-hardware-plans-including/
5 days ago
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The main drivers of the network’s transaction growth comes from increased stablecoin usage.
https://sherwood.news/crypto/ethereum-parent-chain-sets-new-record-in-daily-transactions/
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Ethereum parent chain sets new record in daily transactions
The main drivers of the network’s transaction growth comes from increased stablecoin usage....
https://sherwood.news/crypto/ethereum-parent-chain-sets-new-record-in-daily-transactions/
5 days ago
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Shares of major US airlines climbed on Thursday, as oil futures fell.
https://sherwood.news/markets/us-airlines-climb-as-oil-plunges-following-trumps-softer-position-on-iran/
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US airlines climb as oil plunges following Trump’s softer position on Iran intervention
Shares of major US airlines climbed on Thursday, as oil futures fell....
https://sherwood.news/markets/us-airlines-climb-as-oil-plunges-following-trumps-softer-position-on-iran/
5 days ago
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The online encyclopedia is celebrating 25 years since launch, but its next quarter century will likely be defined by the AI giants it’s now signing content deals with.
https://sherwood.news/tech/as-wikipedia-turns-25-its-future-will-depend-on-ai-for-better-or-worse/
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As Wikipedia turns 25, its future will depend on AI — for better or worse
The online encyclopedia is celebrating 25 years since launch, but its next quarter century will likely be defined by the AI giants it’s now signing...
https://sherwood.news/tech/as-wikipedia-turns-25-its-future-will-depend-on-ai-for-better-or-worse/
5 days ago
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The reported talks come just days after President Trump expressed support for Chinese automakers to “come in” to the US.
https://sherwood.news/business/ford-reportedly-in-talks-to-buy-hybrid-vehicle-batteries-from-chinese-auto/
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Ford reportedly in talks to buy hybrid vehicle batteries from Chinese auto giant BYD
The reported talks come just days after President Trump expressed support for Chinese automakers to “come in” to the US....
https://sherwood.news/business/ford-reportedly-in-talks-to-buy-hybrid-vehicle-batteries-from-chinese-auto/
5 days ago
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Novo Nordisk CEO Mike Doustdar estimated that around 1.5 million US patients are using compounded versions of the company’s drugs.
https://sherwood.news/business/lawsuit-alleges-lilly-novo-locked-up-telehealth-to-kill-compounded-glp-1s/
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Lawsuit alleges Lilly, Novo locked up telehealth to kill compounded GLP-1s
Novo Nordisk CEO Mike Doustdar estimated that around 1.5 million US patients are using compounded versions of the company’s drugs....
https://sherwood.news/business/lawsuit-alleges-lilly-novo-locked-up-telehealth-to-kill-compounded-glp-1s/
5 days ago
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The biggest chip manufacturer is giving the AI complex a big lift.
https://sherwood.news/markets/tsmcs-blowout-quarter-guidance-and-capex-plans-send-ai-to-the-sky/
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TSMC’s blowout quarter, guidance, and capex plans send AI to the sky
The biggest chip manufacturer is giving the AI complex a big lift....
https://sherwood.news/markets/tsmcs-blowout-quarter-guidance-and-capex-plans-send-ai-to-the-sky/
5 days ago
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Two dump truck drivers traveling to the data center construction site in Richland Parish, Louisiana, were arrested by ICE agents, according to local police.
https://sherwood.news/tech/ice-agents-arrest-workers-from-metas-hyperion-data-center-site/
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ICE agents arrest workers from Meta’s Hyperion data center site
Two dump truck drivers traveling to the data center construction site in Richland Parish, Louisiana, were arrested by ICE agents, according to...
https://sherwood.news/tech/ice-agents-arrest-workers-from-metas-hyperion-data-center-site/
5 days ago
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The Biden-era enhanced subsidies have now expired and lawmakers have yet to reach a deal to replace the assistance as premiums are expected to skyrocket.
https://sherwood.news/markets/aca-enrollment-deadline-arrives-with-congress-still-at-an-impasse-over/
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ACA enrollment deadline arrives with Congress still at an impasse over subsidies
The Biden-era enhanced subsidies have now expired and lawmakers have yet to reach a deal to replace the assistance as premiums are expected to...
https://sherwood.news/markets/aca-enrollment-deadline-arrives-with-congress-still-at-an-impasse-over/
5 days ago
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Spotify climbed about 3% after markets opened on Thursday morning, but is now in the red.
https://sherwood.news/markets/spotify-increases-its-us-subscription-prices-for-the-third-time-in-3-years/
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Spotify increases its US subscription prices for the third time in 3 years
Spotify climbed about 3% after markets opened on Thursday morning, but is now in the red....
https://sherwood.news/markets/spotify-increases-its-us-subscription-prices-for-the-third-time-in-3-years/
5 days ago
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The deal boosts its “ability to offer reliable, scalable, grid-supported, and regionally diverse low-carbon capacity to hyperscale data centers,” the company said.
https://sherwood.news/markets/talen-soars-on-new-power-plant-purchases-in-giant-grid-feeding-data-center/
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Talen soars on new power plant purchases in giant grid feeding Data Center Alley
The deal boosts its “ability to offer reliable, scalable, grid-supported, and regionally diverse low-carbon capacity to hyperscale data centers,”...
https://sherwood.news/markets/talen-soars-on-new-power-plant-purchases-in-giant-grid-feeding-data-center/
5 days ago
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