Just as Activision and EA ride the wave of positive buzz from the unveiling of Battlefield 3 at GDC and Modern Warfare 3 at pre-E3, these companies must contend with these same passionate fans when they believe the wool is being pulled over their eyes.
The breakout this week after the stress tests were largely positive and the Federal Reserve acknowledged the economy had improved since January ushered in a new wave of bullishness with the yield on the 10-year Treasury ticking up to 2.3% stoking the theory that money rushing out of bonds could flow into stocks.