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.

28,763 signal articles · 156 in last 24h · 141,140 total before filter · latest 1h ago
156last 24h
859last 7d
137● bullish (7d)
91● bearish (7d)
209publishers
AllMacro244Earnings208M&A83Regulatory11Product6Analyst19
✕ clear all filtersSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Investing.com33d agoneutral
Humanoids are as much a compute story as a robotics one

Investing.com -- Humanoid robots could create demand for data-centre infrastructure, AI accelerators, memory and edge processors well before widespread commercial deployment begins, according to Barclays analysts mapping more than 100 companies across the emerging value chain.

UnitedHealth Group (UNH) Leans On Optum And Medicare Advantage, Is The Stock Already Pricey?
Simply Wall St.33d agoneutral
UnitedHealth Group (UNH) Leans On Optum And Medicare Advantage, Is The Stock Already Pricey?

UnitedHealth Group (UNH) is back in focus after fresh attention on its Medicare Advantage and Optum Health businesses, which are helping offset pressure in commercial insurance and shaping how investors interpret the stock’s recent moves. See our latest analysis for UnitedHealth Group. Over the past year, UnitedHealth Group’s stock has combined a 21.01% year to date share price return with a 66.60% 1 year total shareholder return. The recent 1 month share price return of 4.13% and 7 day share...

Red Cat (RCAT) Stock May Stay Stretched Despite Strong Revenue Growth
Simply Wall St.33d agoneutral
Red Cat (RCAT) Stock May Stay Stretched Despite Strong Revenue Growth

Red Cat Holdings has delivered a very large 3 year share price gain, yet its current valuation screens as expensive on the usual checks. As a result, anyone looking at the stock today is weighing past returns against a less generous pricing picture. The stock is up about 8.7x over 3 years, which puts recent pullbacks into context as part of a much bigger move. Expectations around defense contracts and margin improvement can support the current price, while execution risks on those programs...

Paramount Skydance (PSKY) Stock Sees Fair Value Cut As Deal Risk Clouds Analyst Views
Simply Wall St.33d agoneutral
Paramount Skydance (PSKY) Stock Sees Fair Value Cut As Deal Risk Clouds Analyst Views

The modeled fair value for Paramount Skydance has been cut from US$11.79 to US$10.12, which reflects a reduction of about 14% in the price target embedded in the latest assumptions. Many analysts link this lower target to growing concern about deal risk, balance sheet pressure and a long legal timeline around the Warner Bros. Discovery process, even as opinions remain split on the company’s operational progress. Read on to see how this evolving narrative could shape the way you track...

What Could Procter & Gamble (PG) Chairman Change Mean After Jon Moeller Retires?
Simply Wall St.33d agoneutral
What Could Procter & Gamble (PG) Chairman Change Mean After Jon Moeller Retires?

Procter & Gamble (NYSE:PG) appointed Shailesh Jejurikar as Chairman of the Board, succeeding Jon R. Moeller following his retirement after 38 years at the company. The board transition shifts leadership at the top of Procter & Gamble’s governance structure as Moeller steps down from his role as Executive Chairman. Investors are watching the handover closely, given the potential long term implications for company culture, operations, and board oversight. For readers tracking long term...

Novanta (NOVT) Lifted Guidance And Closed Riverpoint, Is The Upside Already Priced In?
Simply Wall St.33d agoneutral
Novanta (NOVT) Lifted Guidance And Closed Riverpoint, Is The Upside Already Priced In?

What Novanta’s latest guidance and Q2 results mean for the stock Novanta (NOVT) put fresh numbers on the table on 5 August 2026, pairing new third quarter and full year revenue guidance with second quarter results and the recently closed Riverpoint Medical acquisition. The company now guides third quarter 2026 GAAP revenue to US$300 million to US$304 million, with the range reflecting an expected contribution from Riverpoint Medical and an assumption of steady foreign exchange rates. For full...

Howmet Aerospace (HWM) Stock Gets Fair Value Bump After Analysts Lift Q2 Views
Simply Wall St.33d agoneutral
Howmet Aerospace (HWM) Stock Gets Fair Value Bump After Analysts Lift Q2 Views

Price targets for Howmet Aerospace are now clustering in the low to mid US$300s, with updated fair value estimates moving from US$311.68 to US$325.93. Analysts link this shift to recent Q2 model updates and rising confidence in the company’s earnings power, while still weighing growth, margin and valuation risks. As you read on, you will see how these changing targets fit into the broader story and what to watch as the narrative around Howmet Aerospace evolves. Analyst Price Targets don't...

SK Telecom Q2 Earnings Call Highlights
MarketBeat33d agoneutral
SK Telecom Q2 Earnings Call Highlights

SK Telecom (NYSE:SKM) reported second-quarter 2026 consolidated revenue of KRW 4.36 trillion, up 0.5% from a year earlier, as continued data-center growth supported its top line. Consolidated operating income rose 67.3% year over year to KRW 566 billion, reflecting a comparison against cybersecurity

Cloudflare (NET) Expands Its AI Agent Platform With Cloudflare OS And Wallets
Simply Wall St.33d agoneutral
Cloudflare (NET) Expands Its AI Agent Platform With Cloudflare OS And Wallets

Cloudflare (NYSE: NET) announced a new suite of AI and agentic products, including Cloudflare OS, Identity-Aware AI Gateway, and Cloudflare Wallets. Cloudflare OS is presented as an open-source AI workspace designed to support developers building and running AI agents. The Identity-Aware AI Gateway introduces detailed user and agent analytics to help enterprises monitor and control AI usage. Cloudflare Wallets aim to support agentic payments and identity, extending Cloudflare's reach into...

Seaport Entertainment Gr Q2 Earnings Call Highlights
MarketBeat33d agoneutral
Seaport Entertainment Gr Q2 Earnings Call Highlights

Seaport Entertainment Gr (NYSE:SEG) reported its first quarter of positive operating EBITDA and positive non-GAAP adjusted net income in the second quarter of 2026, as the company benefited from improved operations, lower corporate costs, the closure of the Tin Building and payments associated with

Solaris Energy Infrastructure Q2 Earnings Call Highlights
MarketBeat33d agoneutral
Solaris Energy Infrastructure Q2 Earnings Call Highlights

Solaris Energy Infrastructure (NYSE:SEI) reported record second-quarter results as growth in its Power Solutions business, expanded customer contracts and the acquisition of Global Energy Services Alliance, or GESA, supported its outlook for the second half of 2026. The company generated approximat

Trump Media & Technology Group (DJT) Faces A Fresh Valuation Test Following Its Crypto Pullback And TAE Merger Focus
Simply Wall St.33d agoneutral
Trump Media & Technology Group (DJT) Faces A Fresh Valuation Test Following Its Crypto Pullback And TAE Merger Focus

Crypto pullback and merger focus reshape Trump Media & Technology Group’s story Trump Media & Technology Group (DJT) is refocusing its ambitions after dialing back a planned cryptocurrency expansion, dissolving a CRO token venture with Crypto.com and prioritizing completion of its proposed merger with nuclear fusion firm TAE. This shift places more attention on how the TAE deal could influence Trump Media & Technology Group’s business mix, alongside its existing Truth Social, Truth+ streaming...

Why nLIGHT (LASR) Is Down 18.4% After Mixed Q2 Results And Supply-Constrained Q3 Guidance
Simply Wall St.33d agoneutral
Why nLIGHT (LASR) Is Down 18.4% After Mixed Q2 Results And Supply-Constrained Q3 Guidance

In August 2026, nLIGHT, Inc. reported second-quarter results showing revenue of US$82.59 million and a reduced net loss of US$1.34 million, while guiding third-quarter 2026 revenue to a range of US$63 million to US$73 million amid supply chain constraints. The quarter also marked record aerospace and defense revenue, underpinned by a Joint Laser Weapon System contract with a ceiling above US$600 million that is expected to begin contributing from the third quarter of 2026. With this large...

Is Record Q2 Results And Raised Outlook Altering The Investment Case For Atmus Filtration Technologies (ATMU)?
Simply Wall St.33d agoneutral
Is Record Q2 Results And Raised Outlook Altering The Investment Case For Atmus Filtration Technologies (ATMU)?

Atmus Filtration Technologies Inc. reported past second-quarter 2026 results with record sales of US$527.9 million and net income of US$63.9 million, and raised its full-year 2026 net sales guidance to a range of US$1.98 billion to US$2.03 billion. The quarter highlighted the contribution from the Koch Filter acquisition and Power Solutions growth, alongside active capital returns through share repurchases and dividends while the company continued to integrate Koch Filter and pursue...

Abercrombie & Fitch (ANF) Heads Into Earnings With The Stock Looking Fully Valued
Simply Wall St.33d agoneutral
Abercrombie & Fitch (ANF) Heads Into Earnings With The Stock Looking Fully Valued

Upcoming earnings put Abercrombie & Fitch (ANF) in focus Abercrombie & Fitch (ANF) moves into the spotlight ahead of its August 26, 2026 earnings report, after the stock outperformed both the Retail-Wholesale sector and the S&P 500 over the past month. See our latest analysis for Abercrombie & Fitch. At a share price of US$112.62, Abercrombie & Fitch has seen strong short term momentum with a 21.01% 1 month share price return and a 55.70% 3 month share price return. Longer term performance is...

Disney (DIS) Stock May Be 4% Below Fair Value As Disney+ Expansion Builds
Simply Wall St.33d agoneutral
Disney (DIS) Stock May Be 4% Below Fair Value As Disney+ Expansion Builds

Walt Disney stock is coming off a mixed five year stretch, with the share price down about 40%, while current valuation checks now point to something closer to a fair price than a clear bargain. Over the past five years the stock has declined about 40.2%, which means long term holders have yet to see a sustained recovery in their entry price. The push to turn Disney+ into a broader fan ecosystem with more advertising and commerce can support higher long run cash flow, while execution risk...

Red Cat Holdings (RCAT) Is Up 22.3% After Reaffirming 2026 Guidance Amid Surging Q2 Sales – Has The Bull Case Changed?
Simply Wall St.33d agoneutral
Red Cat Holdings (RCAT) Is Up 22.3% After Reaffirming 2026 Guidance Amid Surging Q2 Sales – Has The Bull Case Changed?

In early August 2026, Red Cat Holdings reported that second-quarter sales rose to US$20.19 million from US$3.22 million a year earlier, while reaffirming full-year 2026 revenue guidance of US$150 million to US$180 million despite a wider net loss of US$35.26 million. The company also highlighted progress in its autonomous systems portfolio, including Blue Ops’ Variant 7 uncrewed surface vessel moving into full-rate production with a new Volvo Penta propulsion integration, underscoring...

FIGS (FIGS) Could Be Fully Valued Following Strong Earnings And Higher Outlook
Simply Wall St.33d agoneutral
FIGS (FIGS) Could Be Fully Valued Following Strong Earnings And Higher Outlook

Why FIGS stock moved on fresh earnings news FIGS (FIGS) caught investors’ attention after second quarter 2026 results and a higher full year revenue outlook, combined with an expanded share repurchase plan. Together, these developments framed a clear new information reset for the stock. See our latest analysis for FIGS. FIGS has seen sharp momentum build around this earnings release, with a 1-day share price return of 26.87% and a 30-day share price return of 42.03%, while its 1-year total...

What Does Amazon.com (AMZN) Backing A Texas Gas Plant Mean For Its Climate Pledge?
Simply Wall St.33d agoneutral
What Does Amazon.com (AMZN) Backing A Texas Gas Plant Mean For Its Climate Pledge?

Amazon.com (NasdaqGS:AMZN) has been confirmed as a key financial backer of a large private gas power plant built to supply its new data center campus in Texas. The project is expected to support Amazon's growing cloud and AI computing needs while relying on fossil fuel based generation. The scale of the plant means it could become one of the largest single sources of greenhouse gas emissions in the US, drawing scrutiny of Amazon's public climate targets. Investors now face fresh questions...

Regal Rexnord Q2 Earnings Call Highlights
MarketBeat34d agoneutral
Regal Rexnord Q2 Earnings Call Highlights

Regal Rexnord (NYSE:RRX) reported second-quarter results marked by higher orders, organic sales growth and continued momentum in data center, automation and energy-related markets, while lowering certain segment outlooks amid inflation, pricing lags and weakness in residential HVAC and pool markets.

Rockwell Automation Q3 Earnings Call Highlights
MarketBeat34d agoneutral
Rockwell Automation Q3 Earnings Call Highlights

Rockwell Automation (NYSE:ROK) reported third-quarter fiscal 2026 results that exceeded its expectations, supported by double-digit organic sales growth, stronger earnings and broad demand in several automation markets. The company also raised its full-year sales and adjusted earnings outlook. Chai