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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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Apr 26, 2026 / Tyler Durden
Ford Denies Talks With Geely About Bringing Chinese Car Tech To U.S.
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Apr 21, 2026 / Tyler Durden
Israel Says Hezbollah Fired Rockets, Breaching Lebanon Ceasefire
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Apr 14, 2026 / Tyler Durden
For A Housing Fix, Look To The Laboratories We Know As States
For A Housing Fix, Look To The Laboratories We Know As States Authored by Edward Pinto via RealClearMarkets, Federal housing policy is afflicted by several shortcomings—it is expensive, outdated, and inflexible. The states, free from these restrictions, have begun experimenting with tailored approaches. Congress should take note. In 1932 Justice Brandeis observed that “one of the happy incidents of the federal system that a single courageous State may, if its citizens choose, serve as a laboratory; and try novel social and economic experiments without risk to the rest of the country.” By its nature, the...
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