Q
Quant'AbondanceL'abondance, quantifiée.

Actualités

Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.

24,258 signal articles · 39 in last 24h · 115,255 total before filter · latest 2h ago
39last 24h
1801last 7d
299● bullish (7d)
170● bearish (7d)
205publishers
AllMacro322Earnings850M&A104Regulatory25Product16Analyst25
✕ clear all filtersticker: NOWSentiment:bullishneutralbearishshow all (incl. clickbait)
The Detail in IBM’s Earnings Pre-Announcement That Has Stock Headed for Worst Day in Nearly 40 Years
Barrons.com32d agoneutral
The Detail in IBM’s Earnings Pre-Announcement That Has Stock Headed for Worst Day in Nearly 40 Years

IBM stock was heading for its largest same-day plunge in nearly 40 years on Tuesday after the company’s preliminary second-quarter adjusted earnings and revenue missed analysts’ targets. In a letter to shareholders, CEO Arvind Krishna explained that the shortfall was largely driven by the company’s infrastructure business. “What played out was worse than our expectations,” Krishna wrote.

AI Concerns Hurt ServiceNow (NOW) Despite Strong Earnings
Insider Monkey52d agoneutral
AI Concerns Hurt ServiceNow (NOW) Despite Strong Earnings

Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned -10.6% in Q1 2026, significantly lagging the S&P 500’s -4.3% returns. The letter noted the quarter as the worst for equities since 2022, with strong corporate earnings being […]

ServiceNow Soars 14% on Enterprise AI Rotation as Dell’s Blowout Earnings Lift Software Sector
24/7 Wall St.78d agobullish
ServiceNow Soars 14% on Enterprise AI Rotation as Dell’s Blowout Earnings Lift Software Sector

Shares of ServiceNow (NYSE:NOW) are up 14% in Friday trading, changing hands at roughly $124 after closing Thursday at $108.73. The pop comes as capital rotates back into beaten-down enterprise software names following a blowout quarter from Dell Technologies (NYSE:DELL). The move is striking given the setup. ServiceNow stock still sits 47% below its one-year ... ServiceNow Soars 14% on Enterprise AI Rotation as Dell’s Blowout Earnings Lift Software Sector

Salesforce Earnings Can Put AI Fears to Bed, Give Stock a Lift
Bloomberg80d agoneutral
Salesforce Earnings Can Put AI Fears to Bed, Give Stock a Lift

(Bloomberg) -- While software stocks rebound from the artificial intelligence-driven wipeout earlier this year, Salesforce Inc. hasn’t really benefited. But its earnings after the close Wednesday could pull the company’s shares out of their malaise. Most Read from BloombergIran’s Khamenei Says No Going Back for Middle East Rocked by WarSingapore Hands Byju's Founder His First Ever Jail TermPutin Signs Law on Use of Army to Aid Russians Detained AbroadEx-President Biden Sues to Stop DOJ Sharing I

Experian H2 Earnings Call Highlights
MarketBeat87d agoneutral
Experian H2 Earnings Call Highlights

Experian (LON:EXPN) reported what Chief Executive Officer Brian Cassin called a “record year” for the year ended March 31, 2026, with organic revenue growth at the top end of expectations, margin expansion ahead of guidance and a new GBP 1 billion share buyback program. Cassin said the company deli

Radcom Q1 Earnings Call Highlights
MarketBeat88d agoneutral
Radcom Q1 Earnings Call Highlights

Radcom (NASDAQ:RDCM) reported a stronger first quarter of 2026, with management highlighting revenue growth, expanded profitability and continued investment in AI-driven telecom service assurance. Chief Executive Officer Benny Eppstein said the company delivered revenue of $18.6 million in the quar