Sherwood News
@sherwood.news
News for the next generation about markets, business, technology, and the culture of money.
Q3 revenue was a little light. Shares were roughly flat after-hours.
https://sherwood.news/markets/dell-gives-upbeat-q4-guidance-beats-on-q3-earnings/
https://sherwood.news/markets/dell-gives-upbeat-q4-guidance-beats-on-q3-earnings/
Dell gives upbeat Q4 guidance, beats on Q3 earnings
Q3 revenue was a little light. Shares were roughly flat after-hours....
sherwood.news
November 25, 2025 at 10:06 PM
Q3 revenue was a little light. Shares were roughly flat after-hours.
https://sherwood.news/markets/dell-gives-upbeat-q4-guidance-beats-on-q3-earnings/
https://sherwood.news/markets/dell-gives-upbeat-q4-guidance-beats-on-q3-earnings/
“So goes Nvidia, so goes the market” was upended as stocks rose, even though the world’s largest publicly traded company was one of the worst performers in the S&P 500.
https://sherwood.news/markets/market-wrap-2025-11-25-sp500-qqq/
https://sherwood.news/markets/market-wrap-2025-11-25-sp500-qqq/
Stocks rise despite steep losses in Nvidia as AI race revs up
“So goes Nvidia, so goes the market” was upended as stocks rose, even though the world’s largest publicly traded company was one of the worst...
sherwood.news
November 25, 2025 at 9:06 PM
“So goes Nvidia, so goes the market” was upended as stocks rose, even though the world’s largest publicly traded company was one of the worst performers in the S&P 500.
https://sherwood.news/markets/market-wrap-2025-11-25-sp500-qqq/
https://sherwood.news/markets/market-wrap-2025-11-25-sp500-qqq/
Margins are meant to be attacked, customer quality matters, and focus on the size of the pie.
https://sherwood.news/markets/what-the-reaction-to-googles-potential-entry-into-selling-chips-tells-us-about-ai-boom-bubble/
https://sherwood.news/markets/what-the-reaction-to-googles-potential-entry-into-selling-chips-tells-us-about-ai-boom-bubble/
What the reaction to Google’s potential entry into selling chips tells us about the AI trade
Margins are meant to be attacked, customer quality matters, and focus on the size of the pie....
sherwood.news
November 25, 2025 at 7:06 PM
Margins are meant to be attacked, customer quality matters, and focus on the size of the pie.
https://sherwood.news/markets/what-the-reaction-to-googles-potential-entry-into-selling-chips-tells-us-about-ai-boom-bubble/
https://sherwood.news/markets/what-the-reaction-to-googles-potential-entry-into-selling-chips-tells-us-about-ai-boom-bubble/
Billions in forced liquidations have swept through crypto markets in Q4. Here are the major liquidation clusters on perpetuals protocol Hyperliquid where leverage may unwind.
https://sherwood.news/crypto/what-will-happen-if-bitcoin-and-ethereum-hit-key-liquidation-levels/
https://sherwood.news/crypto/what-will-happen-if-bitcoin-and-ethereum-hit-key-liquidation-levels/
What will happen if bitcoin and ethereum hit key liquidation levels
Billions in forced liquidations have swept through crypto markets in Q4. Here are the major liquidation clusters on perpetuals protocol Hyperliquid...
sherwood.news
November 25, 2025 at 6:09 PM
Billions in forced liquidations have swept through crypto markets in Q4. Here are the major liquidation clusters on perpetuals protocol Hyperliquid where leverage may unwind.
https://sherwood.news/crypto/what-will-happen-if-bitcoin-and-ethereum-hit-key-liquidation-levels/
https://sherwood.news/crypto/what-will-happen-if-bitcoin-and-ethereum-hit-key-liquidation-levels/
In an exclusive interview, Pfizer’s Dave Denton explains how 2025 became a “watershed” moment for the pharmaceutical giant.
https://sherwood.news/markets/pfizers-cfo-on-building-a-post-covid-future-and-how-it-won-the-fight-for/
https://sherwood.news/markets/pfizers-cfo-on-building-a-post-covid-future-and-how-it-won-the-fight-for/
Pfizer’s CFO on building a post-Covid future and how it won the fight for Metsera
In an exclusive interview, Pfizer’s Dave Denton explains how 2025 became a “watershed” moment for the pharmaceutical giant....
sherwood.news
November 25, 2025 at 6:09 PM
In an exclusive interview, Pfizer’s Dave Denton explains how 2025 became a “watershed” moment for the pharmaceutical giant.
https://sherwood.news/markets/pfizers-cfo-on-building-a-post-covid-future-and-how-it-won-the-fight-for/
https://sherwood.news/markets/pfizers-cfo-on-building-a-post-covid-future-and-how-it-won-the-fight-for/
The price of insuring against Oracle defaulting on its growing debt load has spike massively since September.
https://sherwood.news/markets/markets-are-getting-more-concerned-about-oracles-ai-data-center-debt/
https://sherwood.news/markets/markets-are-getting-more-concerned-about-oracles-ai-data-center-debt/
Markets are getting more concerned about Oracle’s AI data center debt
The price of insuring against Oracle defaulting on its growing debt load has spike massively since September....
sherwood.news
November 25, 2025 at 6:09 PM
The price of insuring against Oracle defaulting on its growing debt load has spike massively since September.
https://sherwood.news/markets/markets-are-getting-more-concerned-about-oracles-ai-data-center-debt/
https://sherwood.news/markets/markets-are-getting-more-concerned-about-oracles-ai-data-center-debt/
Turkeys aren’t what they used to be. They’re huge now.
https://sherwood.news/culture/americans-are-eating-less-turkey-even-as-the-birds-keep-getting-bigger/
https://sherwood.news/culture/americans-are-eating-less-turkey-even-as-the-birds-keep-getting-bigger/
Americans are eating less turkey, even as the birds keep getting bigger
Turkeys aren’t what they used to be. They’re huge now....
sherwood.news
November 25, 2025 at 5:07 PM
Turkeys aren’t what they used to be. They’re huge now.
https://sherwood.news/culture/americans-are-eating-less-turkey-even-as-the-birds-keep-getting-bigger/
https://sherwood.news/culture/americans-are-eating-less-turkey-even-as-the-birds-keep-getting-bigger/
The platform has restricted access for those under 18, as concerns around the tech’s impact grow.
https://sherwood.news/tech/teens-are-upset-that-they-cant-speak-to-character-ai-chatbots-anymore/
https://sherwood.news/tech/teens-are-upset-that-they-cant-speak-to-character-ai-chatbots-anymore/
Teens are upset that they can’t speak to Character.AI chatbots anymore
The platform has restricted access for those under 18, as concerns around the tech’s impact grow....
sherwood.news
November 25, 2025 at 4:08 PM
The platform has restricted access for those under 18, as concerns around the tech’s impact grow.
https://sherwood.news/tech/teens-are-upset-that-they-cant-speak-to-character-ai-chatbots-anymore/
https://sherwood.news/tech/teens-are-upset-that-they-cant-speak-to-character-ai-chatbots-anymore/
Shoppers are expected to flood stores and sites this week as holiday spending ramps up.
https://sherwood.news/markets/retailers-on-the-move-as-q3-results-roll-in-ahead-of-black-friday/
https://sherwood.news/markets/retailers-on-the-move-as-q3-results-roll-in-ahead-of-black-friday/
Retailers on the move as Q3 results roll in ahead of Black Friday
Shoppers are expected to flood stores and sites this week as holiday spending ramps up.
sherwood.news
November 25, 2025 at 4:08 PM
Shoppers are expected to flood stores and sites this week as holiday spending ramps up.
https://sherwood.news/markets/retailers-on-the-move-as-q3-results-roll-in-ahead-of-black-friday/
https://sherwood.news/markets/retailers-on-the-move-as-q3-results-roll-in-ahead-of-black-friday/
Analyst Troy Teslike estimates how much based on the price of bitcoin at the end of the quarter.
https://sherwood.news/tech/bitcoins-plunge-could-hurt-teslas-bottom-line/
https://sherwood.news/tech/bitcoins-plunge-could-hurt-teslas-bottom-line/
Bitcoin’s plunge could hurt Tesla’s bottom line
Analyst Troy Teslike estimates how much based on the price of bitcoin at the end of the quarter....
sherwood.news
November 25, 2025 at 4:08 PM
Analyst Troy Teslike estimates how much based on the price of bitcoin at the end of the quarter.
https://sherwood.news/tech/bitcoins-plunge-could-hurt-teslas-bottom-line/
https://sherwood.news/tech/bitcoins-plunge-could-hurt-teslas-bottom-line/
Shares of US airlines were climbing as oil prices fell on Tuesday morning.
https://sherwood.news/markets/ukraine-peace-talks-send-oil-prices-down-boosting-major-airline-stocks/
https://sherwood.news/markets/ukraine-peace-talks-send-oil-prices-down-boosting-major-airline-stocks/
Ukraine peace talks send oil prices down, boosting major airline stocks
Shares of US airlines were climbing as oil prices fell on Tuesday morning....
sherwood.news
November 25, 2025 at 4:08 PM
Shares of US airlines were climbing as oil prices fell on Tuesday morning.
https://sherwood.news/markets/ukraine-peace-talks-send-oil-prices-down-boosting-major-airline-stocks/
https://sherwood.news/markets/ukraine-peace-talks-send-oil-prices-down-boosting-major-airline-stocks/
With partners like Sam Altman, who needs enemies?
https://sherwood.news/markets/it-sucks-to-be-close-to-openai-right-now/
https://sherwood.news/markets/it-sucks-to-be-close-to-openai-right-now/
It sucks to be close to OpenAI right now
With partners like Sam Altman, who needs enemies?...
sherwood.news
November 25, 2025 at 4:08 PM
With partners like Sam Altman, who needs enemies?
https://sherwood.news/markets/it-sucks-to-be-close-to-openai-right-now/
https://sherwood.news/markets/it-sucks-to-be-close-to-openai-right-now/
Nio reported its third-quarter earnings before the market opened on Tuesday.
https://sherwood.news/markets/chinese-ev-maker-nio-climbs-on-narrower-than-expected-q3-loss/
https://sherwood.news/markets/chinese-ev-maker-nio-climbs-on-narrower-than-expected-q3-loss/
Chinese EV maker Nio climbs on narrower than expected Q3 loss
Nio reported its third-quarter earnings before the market opened on Tuesday....
sherwood.news
November 25, 2025 at 2:07 PM
Nio reported its third-quarter earnings before the market opened on Tuesday.
https://sherwood.news/markets/chinese-ev-maker-nio-climbs-on-narrower-than-expected-q3-loss/
https://sherwood.news/markets/chinese-ev-maker-nio-climbs-on-narrower-than-expected-q3-loss/
Google, whose AI business can seemingly do no wrong as of late, was Lumentum’s second-biggest customer as of the end of June.
https://sherwood.news/markets/lumentum-soars-50-in-november-as-wall-street-and-retail-traders-gush-over/
https://sherwood.news/markets/lumentum-soars-50-in-november-as-wall-street-and-retail-traders-gush-over/
Lumentum soars 50% in November as Wall Street and retail traders gush over the Google supplier
Google, whose AI business can seemingly do no wrong as of late, was Lumentum’s second-biggest customer as of the end of June....
sherwood.news
November 25, 2025 at 2:07 PM
Google, whose AI business can seemingly do no wrong as of late, was Lumentum’s second-biggest customer as of the end of June.
https://sherwood.news/markets/lumentum-soars-50-in-november-as-wall-street-and-retail-traders-gush-over/
https://sherwood.news/markets/lumentum-soars-50-in-november-as-wall-street-and-retail-traders-gush-over/
The potential for a dominant AI cloud position in the region is more than offsetting a plunge in adjusted net income.
https://sherwood.news/markets/alibaba-gains-as-q2-cloud-revenues-beat-estimates-on-robust-ai-demand/
https://sherwood.news/markets/alibaba-gains-as-q2-cloud-revenues-beat-estimates-on-robust-ai-demand/
Alibaba gains as Q2 cloud revenues beat estimates on “robust AI demand”
The potential for a dominant AI cloud position in the region is more than offsetting a plunge in adjusted net income....
sherwood.news
November 25, 2025 at 1:16 PM
The potential for a dominant AI cloud position in the region is more than offsetting a plunge in adjusted net income.
https://sherwood.news/markets/alibaba-gains-as-q2-cloud-revenues-beat-estimates-on-robust-ai-demand/
https://sherwood.news/markets/alibaba-gains-as-q2-cloud-revenues-beat-estimates-on-robust-ai-demand/
Thefund has seen billions rush into it — now, with a sustained period of negative price action, investors are heading for the exit.
https://sherwood.news/crypto/blackrocks-ibit-worst-month-net-outflows-november-investors-yank-2-billion/
https://sherwood.news/crypto/blackrocks-ibit-worst-month-net-outflows-november-investors-yank-2-billion/
BlackRock’s IBIT on track for its worst month of net outflows, as investors yank $2.3 billion from the bitcoin ETF in November
Thefund has seen billions rush into it — now, with a sustained period of negative price action, investors are heading for the exit....
sherwood.news
November 25, 2025 at 1:16 PM
Thefund has seen billions rush into it — now, with a sustained period of negative price action, investors are heading for the exit.
https://sherwood.news/crypto/blackrocks-ibit-worst-month-net-outflows-november-investors-yank-2-billion/
https://sherwood.news/crypto/blackrocks-ibit-worst-month-net-outflows-november-investors-yank-2-billion/
So much for Tesla’s hope of licensing its autonomous driving software to others.
https://sherwood.news/tech/elon-musk-tried-license-tesla-fsd-legacy-automakers-but-they-dont-want-it/
https://sherwood.news/tech/elon-musk-tried-license-tesla-fsd-legacy-automakers-but-they-dont-want-it/
Elon Musk: We’ve tried to license Tesla’s FSD technology to legacy automakers but “they don’t want it”
So much for Tesla’s hope of licensing its autonomous driving software to others....
sherwood.news
November 25, 2025 at 1:16 PM
So much for Tesla’s hope of licensing its autonomous driving software to others.
https://sherwood.news/tech/elon-musk-tried-license-tesla-fsd-legacy-automakers-but-they-dont-want-it/
https://sherwood.news/tech/elon-musk-tried-license-tesla-fsd-legacy-automakers-but-they-dont-want-it/
The company reported earnings results on Tuesday.
https://sherwood.news/markets/best-buy-beats-on-earnings-and-revenue/
https://sherwood.news/markets/best-buy-beats-on-earnings-and-revenue/
Best Buy beats on earnings and revenue
The company reported earnings results on Tuesday....
sherwood.news
November 25, 2025 at 1:16 PM
The company reported earnings results on Tuesday.
https://sherwood.news/markets/best-buy-beats-on-earnings-and-revenue/
https://sherwood.news/markets/best-buy-beats-on-earnings-and-revenue/
The flash storage company is the latest tech name to join the S&P 500 this year.
https://sherwood.news/markets/sandisk-jumps-on-s-and-p-500-inclusion-announcement/
https://sherwood.news/markets/sandisk-jumps-on-s-and-p-500-inclusion-announcement/
Sandisk jumps on S&P 500 inclusion announcement
The flash storage company is the latest tech name to join the S&P 500 this year....
sherwood.news
November 25, 2025 at 11:06 AM
The flash storage company is the latest tech name to join the S&P 500 this year.
https://sherwood.news/markets/sandisk-jumps-on-s-and-p-500-inclusion-announcement/
https://sherwood.news/markets/sandisk-jumps-on-s-and-p-500-inclusion-announcement/
Google’s TPUs are having a moment, and this news might see them go more mainstream in data center environments.
https://sherwood.news/markets/google-jumps-nvidia-and-amd-fall-on-report-of-tpu-sales-to-meta-ai-chips-data-center-boom-bubble/
https://sherwood.news/markets/google-jumps-nvidia-and-amd-fall-on-report-of-tpu-sales-to-meta-ai-chips-data-center-boom-bubble/
Google jumps, Nvidia and AMD fall on report that the search giant is in talks to sell “billions of dollars” of its custom AI chips to Meta
Google’s TPUs are having a moment, and this news might see them go more mainstream in data center environments....
sherwood.news
November 25, 2025 at 1:34 AM
Google’s TPUs are having a moment, and this news might see them go more mainstream in data center environments.
https://sherwood.news/markets/google-jumps-nvidia-and-amd-fall-on-report-of-tpu-sales-to-meta-ai-chips-data-center-boom-bubble/
https://sherwood.news/markets/google-jumps-nvidia-and-amd-fall-on-report-of-tpu-sales-to-meta-ai-chips-data-center-boom-bubble/
Stocks kicked off the holiday week with a tech-fueled rally, led by Broadcom.
https://sherwood.news/markets/market-wrap-2025-11-24-sp500-qqq/
https://sherwood.news/markets/market-wrap-2025-11-24-sp500-qqq/
Tech rally drives stocks higher as AI trade is back on
Stocks kicked off the holiday week with a tech-fueled rally, led by Broadcom....
sherwood.news
November 24, 2025 at 9:06 PM
Stocks kicked off the holiday week with a tech-fueled rally, led by Broadcom.
https://sherwood.news/markets/market-wrap-2025-11-24-sp500-qqq/
https://sherwood.news/markets/market-wrap-2025-11-24-sp500-qqq/
The new model posted impressive benchmark scores for coding, beating out GPT 5.1 and Gemini 3.
https://sherwood.news/tech/anthropic-releases-claude-opus-4-5-as-ai-war-heats-up/
https://sherwood.news/tech/anthropic-releases-claude-opus-4-5-as-ai-war-heats-up/
Anthropic releases Claude Opus 4.5, as AI war heats up
The new model posted impressive benchmark scores for coding, beating out GPT 5.1 and Gemini 3....
sherwood.news
November 24, 2025 at 8:07 PM
The new model posted impressive benchmark scores for coding, beating out GPT 5.1 and Gemini 3.
https://sherwood.news/tech/anthropic-releases-claude-opus-4-5-as-ai-war-heats-up/
https://sherwood.news/tech/anthropic-releases-claude-opus-4-5-as-ai-war-heats-up/
Citi US Equity Strategist Scott Chronert laid out his case for the markets to largely chop sideways for the rest of the year.
https://sherwood.news/markets/after-volatile-year-citi-analyst-sees-risks-of-investor-exhaustion/
https://sherwood.news/markets/after-volatile-year-citi-analyst-sees-risks-of-investor-exhaustion/
After volatile year, Citi analyst sees risks of investor exhaustion
Citi US Equity Strategist Scott Chronert laid out his case for the markets to largely chop sideways for the rest of the year....
sherwood.news
November 24, 2025 at 8:07 PM
Citi US Equity Strategist Scott Chronert laid out his case for the markets to largely chop sideways for the rest of the year.
https://sherwood.news/markets/after-volatile-year-citi-analyst-sees-risks-of-investor-exhaustion/
https://sherwood.news/markets/after-volatile-year-citi-analyst-sees-risks-of-investor-exhaustion/
“Dozens of roles” have been cut from Apple’s sales team, serving business, schools, and government accounts, according to Bloomberg.
https://sherwood.news/tech/apple-cuts-sales-jobs-in-rare-layoff/
https://sherwood.news/tech/apple-cuts-sales-jobs-in-rare-layoff/
Apple cuts sales jobs in rare layoff
“Dozens of roles” have been cut from Apple’s sales team, serving business, schools, and government accounts, according to Bloomberg....
sherwood.news
November 24, 2025 at 8:07 PM
“Dozens of roles” have been cut from Apple’s sales team, serving business, schools, and government accounts, according to Bloomberg.
https://sherwood.news/tech/apple-cuts-sales-jobs-in-rare-layoff/
https://sherwood.news/tech/apple-cuts-sales-jobs-in-rare-layoff/
Don’t get too excited — the actual product could be nearly two years away.
https://sherwood.news/tech/altman-openais-ai-gadget-now-has-a-prototype/
https://sherwood.news/tech/altman-openais-ai-gadget-now-has-a-prototype/
Altman: OpenAI’s AI gadget now has a prototype
Don’t get too excited — the actual product could be nearly two years away....
sherwood.news
November 24, 2025 at 6:09 PM
Don’t get too excited — the actual product could be nearly two years away.
https://sherwood.news/tech/altman-openais-ai-gadget-now-has-a-prototype/
https://sherwood.news/tech/altman-openais-ai-gadget-now-has-a-prototype/