|
|
|
|
|
|
|
13.05.26 - 21:01
|
Gamma And Momentum: A Recipe For Cheers And Tears (ZeroHedge)
|
|
|
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 AI, including data centers, GPUs/CPUs, networking equipment, and power grids, requires massive capital expenditure from the largest hyperscalers (Microsoft, Google, Amazon, and Meta). The suppliers of these products, including semiconductor and hardware producers, are the most direct beneficiaries.
AI will significantly improve the bottom line for many companies. But investors should be asking wh...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
13.05.26 - 17:24
|
Wall Street Splits on AMD: BofA Hikes Price Target to $500, Daiwa Downgrades on Valuation (24/7 Wall St.)
|
|
|
The Wall Street debate over Advanced Micro Devices (NASDAQ:AMD) crystallized on May 13, 2026, when two major firms reached opposite conclusions on the same stock. Bank of America's (NYSE:BAC) Vivek Arya raised his price target to $500 from $450 while reiterating a Buy rating, while Daiwa downgraded AMD stock to Outperform from Buy, even as ... Wall Street Splits on AMD: BofA Hikes Price Target to $500, Daiwa Downgrades on Valuation...
|
|
|
|
|
|
|
13.05.26 - 15:24
|
Stock Market Live May 13, 2026: S&P 500 Down on Jump in Inflation (24/7 Wall St.)
|
|
|
Live Updates The analyst who called NVIDIA in 2010 just named his top 10 AI stocksThis analyst's 2025 picks are up 106% on average. He just named his top 10 stocks to buy in 2026. Get them here FREE. AMD Downgraded by Daiwa Analysts 4 minutes ago Live After a massive run, AMD's valuation is ... Stock Market Live May 13, 2026: S&P 500 Down on Jump in Inflation...
|
|
|
|
|
|
|
|
|
|
|
13.05.26 - 14:01
|
Here Are Wednesday′s Top Wall Street Analyst Research Calls: Advanced Micro Devices, Akamai Technologies, HEICO, Johnson & Johnson, MasTec, MercadoLibre, Sandisk, Snap, and More (24/7 Wall St.)
|
|
|
Pre-Market Stock Futures: Futures are trading mixed on Wednesday, after a rough day for technology stocks and the Nasdaq. The combination of the prospect of a longer struggle with Iran, and higher inflation, which soared to 3.8% annually, the highest since May 2023, while the core number, which is less food and energy, rose to ... Here Are Wednesday's Top Wall Street Analyst Research Calls: Advanced Micro Devices, Akamai Technologies, HEICO, Johnson & Johnson, MasTec, MercadoLibre, Sandisk, Snap, and More...
|
|
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
