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.

25,511 signal articles · 63 in last 24h · 122,159 total before filter · latest 22m ago
63last 24h
1263last 7d
215● bullish (7d)
151● bearish (7d)
205publishers
AllMacro211Earnings435M&A97Regulatory24Product9Analyst11
✕ clear all filtersSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Microsoft earnings to spotlight Azure growth, AI spending
Proactive32d agoneutral
Microsoft earnings to spotlight Azure growth, AI spending

Microsoft Corp (NASDAQ:MSFT)'s fiscal fourth quarter results will be a key test of the company's AI execution, with Azure growth, AI infrastructure spending and Microsoft 365 Copilot adoption expected to be the main focus when the software giant reports, according to Bank of America...

Magnificent Seven Dominate S&P 500 Earnings, But That's Changing Dramatically
Investor's Business Daily33d agoneutral
Magnificent Seven Dominate S&P 500 Earnings, But That's Changing Dramatically

The Magnificent Seven will again reign supreme over S&P 500 earnings, but their dominance is fading. As second-quarter earnings reports start to flow in, analysts expect the Magnificent Seven companies to grow earnings by a combined 31.1%. The other 493 S&P 500 companies are expected to increase earnings 22.8%, FactSet Senior Earnings Analyst John Butters wrote in a report.

Is Intel (INTC) Stock a Buy Before Q2 Earnings?
Insider Monkey33d agobullish
Is Intel (INTC) Stock a Buy Before Q2 Earnings?

The parabolic AI trade has sent many chip stocks to the moon, as investors have bet that hyperscalers such as Google, Microsoft, Amazon, and Meta will continue to aggressively expand AI capital expenditures. However, the rally now faces significant headwinds, with valuation and revenue sustainability concerns resurfacing amid rising competition from cheaper Chinese models. The […]