Mike Khouw

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Last Updated: Just Now

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Global Economy & Central Banks Just now (10:03 PM IST)

Micron’s Earnings Could Reset the AI Trade — and Mike Khouw Is Positioning for It

Micron Technology’s results after the bell Wednesday are shaping up as a pivotal read-through for the artificial intelligence trade, with investors watching for signs that demand for memory chips is still strong enough to justify the sector’s recent valuation surge. Options strategist Mike Khouw is positioning around the event, reflecting a market that is still bullish on AI infrastructure but increasingly sensitive to any hint of slowing momentum.

By RDU Global Wire5 min read

Big Tech, Cloud & Semiconductors11h ago

Meta's hardware surge and rich options pricing set up a high-stakes bullish trade

Meta Platforms' latest rally has done more than lift the stock to fresh heights: it has pushed near-term options premiums to unusually rich levels, creating what one market strategist describes as a "powerful breakout" setup. The move comes as Meta expands its AI and hardware ambitions with new consumer devices, deeper retail integrations and a broader push into ambient computing.

5 min readRead →

National Governance & Policy49m ago

Mbappe Scores, Then Limps Off as Zidane Begins France Reign with Turkey Win

Kylian Mbappe scored the decisive goal and then suffered a worrying knee injury as France opened the Zinedine Zidane era with a 1-0 UEFA Nations League victory over Turkey on Friday. The result gave Zidane a winning debut, but the night was overshadowed by concern over Mbappe, who is now expected to return to Real Madrid for treatment.

5 min readRead →

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Co-Occurring Entities

Entities frequently referenced alongside Mike Khouw:

Washington, D.C.(1)Micron Technology(1)