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.

25,040 signal articles · 246 in last 24h · 119,426 total before filter · latest 28m ago
246last 24h
1523last 7d
253● bullish (7d)
159● bearish (7d)
205publishers
AllMacro291Earnings602M&A106Regulatory20Product13Analyst21
✕ clear all filterssentiment: bullishSentiment:bullishneutralbearishshow all (incl. clickbait)
Best Buy stock pops on first quarter earnings beat
Proactive83d agobullish
Best Buy stock pops on first quarter earnings beat

Best Buy Co Inc (NYSE:BBY) shares jumped 17% after the retailer’s first quarter earnings topped Wall Street expectations and the company reaffirmed its full-year outlook. The company reported adjusted earnings per share of $1.28, topping analyst estimates of $1.22, while total revenue rose to...

Snowflake’s Stock Rally Shows It’s Not All Doom and Gloom for Software in the AI Era
The Wall Street Journal83d agobullish
Snowflake’s Stock Rally Shows It’s Not All Doom and Gloom for Software in the AI Era

Remember the ‘SaaSpocalyse,’ the period on Wall Street this year when traders panicked that AI would displace software companies? The move follows strong earnings results from Snowflake yesterday, during which the company issued better-than-expected annual guidance and said it is seeing increasing demand for its artificial intelligence tools. It's an example of how some software companies are adapting to the AI revolution.

Nebius shares jump more than 10% as former OpenAI employee's fund buys stake
Reuters83d agobullish
Nebius shares jump more than 10% as former OpenAI employee's fund buys stake

AI infrastructure firm Nebius Group's shares climbed over ‌10% in premarket trading on Thursday, ‌after Situational Awareness, a fund run by ​a former OpenAI employee named Leopold Aschenbrenner, became its biggest shareholder. The fund reported a 5.6% stake ⁠in Nebius, worth nearly $2.6 billion as of Wednesday. It is run by Aschenbrenner, who was previously part of the "Superalignment" team at OpenAI.

IBM Stock Gains As Tech Giant Pledges $10 Billion In Quantum Investment
Investor's Business Daily83d agobullish
IBM Stock Gains As Tech Giant Pledges $10 Billion In Quantum Investment

IBM stock climbed Thursday as the tech giant pledged to invest more than $10 billion over five years in its quantum computing efforts. The news comes a week after a $1 billion award from the federal government for quantum computing gave IBM shares a major jolt. The $10 billion toward includes research and development funds, capital expenditures and mergers and acquisitions, IBM said in a filing with the Securities and Exchange Commission.

Best Buy forecasts upbeat sales on steady gadgets demand, ads and marketplace growth
Reuters83d agobullish
Best Buy forecasts upbeat sales on steady gadgets demand, ads and marketplace growth

U.S. electronics retailer Best Buy forecast second-quarter sales above Wall Street expectations after beating Q1 estimates on Thursday, amid steady demand for ‌laptops and smartphones and growth in its ads and marketplace channels. CEO Corie ‌Barry is set to step down at the end of October and will be succeeded by Jason Bonfig, ​a company veteran who is expected to focus on expanding its higher-margin advertising and marketplace businesses. Best Buy has been "scaling new profit ⁠streams like Best Buy Ads and Marketplace that we expect to provide considerable benefit over time," Barry said.

How Much Further Can the Chip Rally Run?
The Wall Street Journal83d agobullish
How Much Further Can the Chip Rally Run?

Even by the standards of the artificial-intelligence boom, the gains in chip stocks this year have been extraordinary. Sandisk has soared 570%. Intel has more than tripled. Samsung, Micron and SK Hynix have all climbed into the ranks of $1 trillion companies.

Marvell Technology (MRVL) Valuation Check After AI Driven Earnings Beat And Multiyear Guidance Lift
Simply Wall St.83d agobullish
Marvell Technology (MRVL) Valuation Check After AI Driven Earnings Beat And Multiyear Guidance Lift

Marvell Technology (MRVL) kicked off its latest earnings season with first quarter revenue that topped analyst expectations, supported by strong demand for AI and data center chips and a higher multiyear revenue outlook. See our latest analysis for Marvell Technology. The strong AI data center story is now clearly reflected in the price, with the stock delivering a 30 day share price return of 25.59% and a 1 year total shareholder return of 208.46%, even after a one day pullback of 4.59%. If...

Analyst who predicted Micron rally has new message
TheStreet83d agobullish
Analyst who predicted Micron rally has new message

Shares of Micron Technology (MU) kept surging after the chipmaker posted its biggest one-day gain in more than a decade. The stock rose 3.6% on May 27, extending a massive rally after shares jumped 19.3% the previous day. Micron has now climbed roughly 77% over the past month, while the stock is up ...

$5.7 Trillion and Counting. How Much Further Can the Chip Rally Run?
The Wall Street Journal83d agobullish
$5.7 Trillion and Counting. How Much Further Can the Chip Rally Run?

The frenzied rally in chip stocks passed a new milestone on Wednesday, with the PHLX Semiconductor Index posting its best start to a year on record. Samsung Micron and SK Hynix have all climbed into the ranks of $1 trillion companies. Investors’ enthusiasm for the building-blocks of artificial intelligence helped pull the stock market out of its Iran-war slump, while raising worries that a surge this dramatic must end sometime.