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13.05.26 - 21:01
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Gamma And Momentum: A Recipe For Cheers And Tears (ZeroHedge)
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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...
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13.05.26 - 20:42
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Nebius Soars 20% on Blowout Quarter: 684% Revenue Surge, NVIDIA Backing, Meta Megadeal (24/7 Wall St.)
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Nebius Group (NASDAQ:NBIS) stock is rallying sharply Wednesday, climbing 20% intraday to around $215.50 from Tuesday's close of $179.11. The midday move follows the company's Q1 2026 earnings release before the open and a flurry of strategic announcements. The Amsterdam-based AI cloud operator delivered a blowout quarter alongside two transformational partnership headlines. Investors responded by ... Nebius Soars 20% on Blowout Quarter: 684% Revenue Surge, NVIDIA Backing, Meta Megadeal...
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13.05.26 - 15:54
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Meta profited from illegal scam ads, California county lawsuit alleges (The Guardian)
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Santa Clara county claims Meta Platforms violated the state's false advertising and unfair business practices lawsCalifornia's Santa Clara county has sued Meta Platforms, alleging it has profited from Facebook and Instagram ads promoting scams in violation of California's false advertising and unfair business practices laws.The lawsuit – filed on Monday in Santa Clara county superior court on behalf of all California residents – accuses the social media giant of tolerating fraudulent advertising on a global basis. The suit seeks restitution, civil damages and an order prohibiting Meta from engaging in unfair business practices. Continue reading......
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13.05.26 - 15:12
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Sift Names Co-Founder Austin Spiegel as CEO and Opens San Francisco Office (PR Newswire)
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Senior leaders from Meta, Anduril, Applied Intuition, Grafana Labs, SpaceX, and Palantir join Sift's 80-person team scaling across aerospace, defense, and autonomy. MARINA DEL REY, Calif., May 13, 2026 /PRNewswire/ -- Sift, the data infrastructure platform for physical AI, today announced......
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