$DTE podcast mentions
It's a big deal between SK and Intel. It's got both stocks up and options traders are quick to the punch chasing Intel in particular as the US chipmaker trades back above $100 after its 200% rally in the first half of the year was almost cut in half by last month's low. Intel options volume today is 3 times the 30-day average and call buying is about 2.5 times more than put buying. More than three-quarters of the $100 million in premium was tied to calls, and among the 20 most bought contracts this morning, 18 were calls. The 100 strike right at the money got the most attention, but speculators also like the 103 strike expiring at the end of today's session. That's a zero DTE, 50-cent contract that needs another 2% rally into the bell.
Oliver Rennick · Squawk on the Street · 10AM Hour: DoD’s Emil Michael on AI Fears, Fed Decision on Deck, C-Suite Warns about Fuel Prices 9/16/26 · 2026-09-16Yeah, I mean, so these things do provide an incredible amount of tax revenue, right? And so, um, in Mount Pleasant, the, on the old Foxconn site, which ended up being bought out by Microsoft, they saw, oh, there's all this infrastructure already here. Why don't we build a hyperscaler? Data center on this unused industrially zoned land, Microsoft is on track to pay $19.6 million in property taxes in 2026. This is expected to continue for many years. Again, this is a small village of 28,000 people. And so there are really meaningful property tax benefits. And I do think it, I find it frustrating personally when anti-data center organizers say that the job creation is a myth because I think that 500 you know, maybe 6-figure jobs for folks who go through apprenticeships but maybe don't need college degrees that last 2 to 6 years. That's enough time to build a family. That's enough time to buy a home. I think it's super meaningful. And when I talk to technicians, when I talk to workers, clearly it was extremely meaningful work. Um, I think what, one of the things that was the most surprising to me when I talked to data center activists was that they, and they responded to so many of the pro arguments with, I don't believe them. So like, this company says that they are going to treat the water with chemicals in it so that it doesn't flow into the lakes. People would say, I don't believe them, I don't think they can do it. People would say, uh, the companies would say, we are going to cover, uh, the cost of our own electricity grid build-out, we are going to ensure that rates do not go up for all Michiganders. A lot of folks would say, I don't believe them. DTE has raised our electricity rates basically every year since 2022. Why would this be the year that they decide not to do it? I do not believe them. They are going— the, we are going to create 500 jobs and some of these will stick around after the data center is built. People just said, I don't believe them.
Jasmine Sun · Hard Fork · The Ezra Klein Show: The A.I. Revolt Is Here · 2026-09-11Yeah, I mean, a couple things. One is like, I think one big gap I noticed between Silicon Valley and the folks in these communities I was talking to is Silicon Valley does tend to think that money solves all problems, that if you just make the check bigger, everything's gonna be okay. And I think people have a sense for, I'm being bribed. This corporation is not offering me a free lunch or whatever. There's going to be something that I'm losing here. And in fact, sometimes the fact that the data center deals were bigger or the amount of political spending was bigger, Actually, it just makes people more suspicious. Like in the Abdul race, like his number one, like hit on Hailey Stevens is how much money she is getting from APAC, from DTE, from pharma, whatever. And so one is just that I think we're in a political environment where making the numbers bigger and the amounts of money bigger makes people more suspicious, not less. Another one I'll just quickly mention is I don't even think Anthropic should be left off the hook for things like labor market impacts, right? They are the ones simultaneously warning that We might see a, you know, 50% of white-collar jobs lost by 2030. This is really important to us. We're freaking out about it. Dario has written in his essays, we might see an underclass of people of lower intellectual ability, and they are building the agents. They are building the coding agents, the banking agents, the design agents that they know are going to displace jobs, or they believe at least are going to displace jobs. And I think that people feel that hypocrisy as well, which is if you are so worried about the inequality, Why are you building the agents to do it? And when I ask executives and researchers and whoever at Anthropic this question, they don't really have a good answer because it is true that their business model is fundamentally premised on the disruption that they say they are causing.
Jasmine Sun · Hard Fork · The Ezra Klein Show: The A.I. Revolt Is Here · 2026-09-11We can look at FINRA margin loan balances, we can look at options activity, zero DTE options activity, that all it does is it over time creates the kindling for something that ends up looking more like a protracted slowdown, uh, like we had in the 2000s that kind of does sentiment reset. But, uh, I think it's fascinating how quickly this speculative, uh, uh, behavior bounces back after every turn. And look at even right now, high beta momentum is down 45% from its June peak. Um, and people are still like, this is awesome. Let's, you know, we're going to the moon, man. Um, it's just, it's, it's, it seems impenetrable at this point, this optimism. But, you know, we know history that it doesn't last forever.
Cameron Dawson · Excess Returns · Nvidia Is Betting on Its Customers. Gen Z Is Betting on Sports. Will It All End the Same Way? · 2026-09-06