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

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Forkast News37d agoneutral
Google’s $200 Billion Financing Web Gives It a 2.2-Point Borrowing Moat Over Nvidia-Backed Rivals

The true competitive advantage in the race for artificial intelligence dominance is not found in the raw performance of a seventh-generation chip, but in the cost of capital required to deploy it. A structural 2.2 percentage point borrowing cost advantage separates Google-backed infrastructure projects from those reliant on Nvidia-backed neocloud financing. While the industry fixates […]

Why Antipodes Trimmed Workday (WDAY) Despite Strong Cash Flow
Insider Monkey37d agoneutral
Why Antipodes Trimmed Workday (WDAY) Despite Strong Cash Flow

Antipodes Partners published its “Antipodes Global Strategy” second-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be downloaded here. The second quarter of 2026 delivered one of the strongest equity market recoveries in recent history, as global equities gained 14.9% in US dollar terms. Renewed […]

3 HALO Stocks to Buy Now
Zacks37d agobullish
3 HALO Stocks to Buy Now

Trillions of dollars are going towards the AI buildout. Buy the companies getting the money.

This Congresswoman Keeps Buying AI and Nuclear Stocks. Hedge Funds Are Split
Insider Monkey37d agobullish
This Congresswoman Keeps Buying AI and Nuclear Stocks. Hedge Funds Are Split

Congresswoman April McClain Delaney recently disclosed up to $1.4 million worth of new stock trades. Wall Street is paying attention because she sits on the House Science, Space, and Technology Committee. BWX Technologies, Inc. (NYSE:BWXT) and Entegris, Inc. (NASDAQ:ENTG) are among the top buys in the politician’s portfolio that are getting limelight. Let’s look at […]

Coeur Mining (CDE) Rides A Gold Rally, Is It Still A Bargain?
Simply Wall St.37d agobullish
Coeur Mining (CDE) Rides A Gold Rally, Is It Still A Bargain?

Coeur Mining (CDE) has come into focus after a sector wide rally in precious metals stocks linked to rising gold prices, alongside the company’s record quarterly revenue, new buyback plan, and first dividend in decades. See our latest analysis for Coeur Mining. The recent pullback in Coeur Mining’s share price, including a 1-day share price return of down 10.21%, comes after a sector wide precious metals rally tied to higher gold prices and fresh production guidance. Even with a 90 day share...