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LNG Halt Sparks Energy Shock: Gas +39%, Brent Hits $82, Markets Slide
Qatar LNG production halted after attacks, sending Dutch gas +39% to €44.5/MWh and Brent crude to $82. Markets and airlines fell while energy and defence stocks rose.
Citadel Hedge Funds Beat S&P 500 in February Amid AI Volatility
Citadel LLC’s hedge funds posted broad gains in February—Wellington +1.9%, tactical +1.5%, equities +1.0%, fixed-income +1.6%—outperforming the S&P 500 amid AI volatility.
Morgan Stanley Names Nvidia Top Chip Pick, Replacing Micron for AI
Morgan Stanley elevated Nvidia (NVDA) to its top chip pick, replacing Micron and calling the move part of an "interesting debate" on memory vs. processor exposure to AI.
Nvidia Deals Lift Coherent, Lumentum: Why Optical Stocks Rally
Nvidia's multiyear, nonexclusive deals with Coherent (COHR) and Lumentum (LITE) include multibillion-dollar purchase commitments and capacity rights, boosting optical stocks.
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