Are Predictions of a Surge in Itron Stock Coming from the Options Market?
Itron Stock Volatility: Itron, Inc. (ITRI) is experiencing significant implied volatility in its options market, particularly with the Dec. 19, 2025 $95 Put option, indicating expectations of a major price movement.
Analyst Sentiment: The company holds a Zacks Rank #2 (Buy) in the Electronics - Testing Equipment industry, with four analysts raising earnings estimates for the current quarter from $1.28 to $1.45 per share.
Options Trading Strategy: High implied volatility often attracts seasoned traders who may look to sell premium options, betting that the stock will not move as much as anticipated by expiration.
Quantum Computing Trends: Quantum computing is rapidly advancing, with major tech companies integrating it into their infrastructure, and investment strategist Kevin Cook has identified stocks likely to benefit from this technological shift.
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OpenAI and Gemini Market Share Competition Intensifies, Potential Stock Market Correction in 2026
- Market Share Shift: According to Similarweb, Gemini's market share surged from 5% to 18% in 2025, while ChatGPT's share fell from 87% to 68%, potentially undermining investor confidence in OpenAI.
- Stock Market Correction Prediction: Historical data indicates that stock markets typically experience a correction of at least 10% every 1-2 years, and given the last correction in early 2025, another could be expected in the second half of 2026, prompting investor caution.
- Electricity Bottleneck Issue: The demand for electricity from AI infrastructure is growing faster than supply, leading to rising electricity prices, with the Trump administration intervening to ensure Microsoft does not pass these costs onto consumers, which could impact the AI sector's growth.
- Investment Opportunities: Amid the electricity bottleneck, companies like Itron and Tesla may benefit from optimizing existing grid capabilities to meet increasing demand, presenting potential investment opportunities in the energy sector.

Gemini's Rapid Rise Disrupts AI Market Dynamics
- Market Share Shift: According to Similarweb, Gemini's market share surged from 5% to 18% in 2025, while ChatGPT's share dropped from 87% to 68%, indicating a significant shift that could impact investor confidence in the AI sector.
- Correction Prediction: A stock market correction of at least 10% is anticipated in 2026, as historical data suggests such corrections occur every one to two years, prompting investors to prepare for potential volatility.
- Power Bottleneck Opportunities: The rapid increase in electricity demand from AI infrastructure is leading to rising power prices, creating opportunities for companies like Itron that deploy smart meters to help utilities optimize existing resources amid this bottleneck.
- Optimistic Market Outlook: Despite the expected correction, the overall market is projected to rise in 2026, driven by strong infrastructure spending, lower inflation, and mortgage rates, encouraging investors to maintain a positive outlook.








