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Gamma And Momentum: A Recipe For Cheers And Tears
Gamma And Momentum: A Recipe For Cheers And Tears
Authored by Michael Lebowitz via RealInvestmentAdvice.com,
Intel (INTC) shares have risen 90% over the past month and more than 200% since the start of the year. Its competitors, Advanced Micro Devices (AMD) and Micron (MU), are posting similar gains. Many other semiconductor stocks, along with some computer hardware companies, are the market’s latest AI darlings. Momentum and gamma are driving the outperformance, and, in their wake, a supportive narrative is trying to justify it.
The narrative holds that the insatiable infrastructure buildout for...
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May 18, 2026 / Tyler Durden
"Scale Matters": NextEra, Dominion To Merge In Utility Megadeal Aimed At Grid Expansion To Power AI Boom
"Scale Matters": NextEra, Dominion To Merge In Utility Megadeal Aimed At Grid Expansion To Power AI Boom
As power demand surges on the back of data-center buildouts, with hyperscalers expected to unleash about $700 billion in capex this year to expand AI infrastructure and maintain an edge over China in the AI compute race, NextEra Energy and Dominion Energy are moving to scale up. The utilities agreed to a $67 billion all-stock merger that would create the world's largest regulated electric utility network.
Dominion shareholders will receive .8138 NextEra shares for...
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Apr 5, 2026 / Tyler Durden
The New York Times Made A Humiliating Error, And Trump Is Just Loving It
The New York Times Made A Humiliating Error, And Trump Is Just Loving It
Authored by Matt Margolis via PJ Media,
The New York Times set out Friday to embarrass President Donald Trump over his hardline stance on NATO. It wound up spectacularly backfiring on them.
AP Photo/Mark Lennihan, File
Several NATO nations have declined to join a U.S.-Israel military operation targeting Iran. Alliance members also refused Trump's requests to deploy their forces to reopen the Strait of Hormuz, much to the chagrin of President Trump, who figures that if NATO allies won’t...
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May 17, 2026 / Dave DeCamp
Trump Claims US Military Operation Killed ISIS Leader in Nigeria
President Trump claimed in a post on Truth Social on Saturday that a US-Nigerian military operation that day killed a senior ISIS leader, a joint attack that comes as the Nigerian government has been accused of killing hundreds of civilians in recent airstrikes. “Tonight, at my direction, brave American forces and the Armed Forces of […]
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