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.

25,315 signal articles · 250 in last 24h · 120,790 total before filter · latest 1h ago
250last 24h
1357last 7d
230● bullish (7d)
146● bearish (7d)
205publishers
AllMacro242Earnings482M&A105Regulatory18Product9Analyst20
✕ clear all filtersticker: AMZNSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Cisco surges on Q3 AI demand, while cutting 4,000 jobs in AI overhaul
Yahoo Finance Video98d agobullishVIDEO
Cisco surges on Q3 AI demand, while cutting 4,000 jobs in AI overhaul

Cisco Systems (CSCO) stock has surged by double-digits since reporting fiscal third quarter results in Wednesday's extended hours, topping Wall Street expectations with revenue of $15.84 billion and adjusted earnings of $1.06 per share. This comes after the cloud operator laid off 4,000 workers as part of a new AI-focused restructuring. Hennion & Walsh CIO Kevin Mahn and Yahoo Finance Senior Reporters Ines Ferré and Brooke DiPalma take a closer look at the AI demand propelling Cisco, the cloud operator's outlook, and its recent job cuts.

Why The Market Is Re-Rating Google Stock
Trefis98d agoneutral
Why The Market Is Re-Rating Google Stock

Google (GOOGL) stock currently trades near $402. Based on an expected 2026 EPS of $14.22, the stock carries a forward P/E multiple of 28x. This multiple represents a 35% premium over its five-year historical average forward P/E of 21x. Comparatively, Google stock sits between Microsoft (MSFT) at 24x and Amazon (AMZN) at 31x, while remaining more expensive than Meta Platforms (META) at 19x. (See Google's valuation comparison with its peers). The critical insight is structural. The 153% stock surg

AST SpaceMobile Stock Pops. Thank AT&T, Verizon, and T-Mobile.
Barrons.com98d agoneutral
AST SpaceMobile Stock Pops. Thank AT&T, Verizon, and T-Mobile.

AST SpaceMobile stock was rising early Thursday. A joint venture between major cell carriers to boost coverage in remote areas could be good news for the satellite-broadband stock. AT&T Verizon Communications and T-Mobile US  said Thursday they are forming a joint venture to help end dead zones in the U.S. by the use of satellite-based connections.

Latest News In E-Commerce - Revolutionizing Logistics With Vision-Language-Action AI Systems
Simply Wall St.98d agoneutral
Latest News In E-Commerce - Revolutionizing Logistics With Vision-Language-Action AI Systems

The expansion of Nomagic and Brack.Alltron's partnership marks a significant development in e-commerce logistics, as the collaboration now incorporates Vision-Language-Action (VLA) systems to enhance warehouse automation with advanced Physical AI. This integration allows for increased autonomy in order fulfillment processes, enabling robots to better understand and adapt to complex environments, thus allowing for operations beyond traditional working hours. As global supply chains face...

Amazon.com (AMZN) Plugged After $200 billion Projected Capital Expenditures
Insider Monkey98d agoneutral
Amazon.com (AMZN) Plugged After $200 billion Projected Capital Expenditures

Baron Capital, an investment management company, released its Q1 2026 investor letter for the “Baron Durable Advantage Fund”. A copy of the letter can be downloaded here. In Q1 2026, Baron Durable Advantage Fund (the Fund) declined 9.0% (Institutional Shares) compared to the 4.3% decline for the S&P 500 Index (the Index), the Fund’s benchmark. The […]

Foxconn Posts Strong Results on AI Hardware Sales
The Wall Street Journal98d agoneutral
Foxconn Posts Strong Results on AI Hardware Sales

Foxconn Technology Group reported robust first-quarter revenue and profit as it ramped up production of server racks, other advanced equipment and consumer devices for the global artificial-intelligence buildout.

AI Bond Binge Overwhelms Wall Street, Pushes Alphabet Abroad
Bloomberg98d agoneutral
AI Bond Binge Overwhelms Wall Street, Pushes Alphabet Abroad

(Bloomberg) -- Bankers were still putting the final touches on Alphabet Inc.’s blockbuster $17 billion of bond sales when word started to spread Monday morning on Wall Street: the company is already hawking more debt.Most Read from BloombergIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightTrump Lands in China for Xi Trade Summit With Iran War in LimboThis

Anthony Scaramucci Says Bitcoin Poised To Follow The S-Curve Of Adoption Like Amazon, Microsoft: 'Cannot Be Devalued'
Benzinga98d agoneutral
Anthony Scaramucci Says Bitcoin Poised To Follow The S-Curve Of Adoption Like Amazon, Microsoft: 'Cannot Be Devalued'

SkyBridge Capital founder Anthony Scaramucci suggested on Wednesday that Bitcoin (CRYPTO: BTC) is tracing an adoption path akin to that of Amazon.com Inc. (NASDAQ:AMZN) and Microsoft Corp. (NASDAQ:MSFT). Scaramucci Says Bitcoin Can’t Be ‘Devalued’ During an interview with RiskReversal Media, Scaramucci said that traditional fiat money is essentially “worthless,” but it gains value because people trust it. Bitcoin, he added, is an improved version, which happens to be “an open, transparent, fully

Is Walmart (WMT) One of the Best Stocks to Buy Now for a $1 Million Portfolio?
Insider Monkey98d agobullish
Is Walmart (WMT) One of the Best Stocks to Buy Now for a $1 Million Portfolio?

Walmart Inc. (NASDAQ:WMT) is included among the 10 Best Stocks to Buy Now for a $1 Million Portfolio. On May 13, Reuters reported that Walmart Inc. (NASDAQ:WMT) eliminated 1,000 roles as the retailer continues simplifying its operating structure, according to a source familiar with the matter. Under CEO John Furner and a reshaped leadership team, […]

Marvell Stock Pops. Why Wall Street Sees Upside.
Barrons.com99d agoneutral
Marvell Stock Pops. Why Wall Street Sees Upside.

While chip makers Intel and Micron have been getting all the love in recent days, Marvell got a nice bounce Wednesday after analysts at BofA and Goldman Sachs raised their price targets for it. Marvell shares closed up 8.2% to $177.95, for a new record high. The stock is up more than 100% in 2026 on high demand for its chips and partnerships with Big Tech hyperscalers like Amazon and Microsoft It has had 12 record closes in 2026, with the last one on May 6.

Bloomberg99d agoneutral
Amazon Puts Alexa Inside the Shopping Search Bar in AI Push

(Bloomberg) -- Artificial intelligence algorithms are coming to some of the most valuable real estate in retail: the Amazon.com Inc. search bar.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightMamdani Scraps Property Tax Hike, Counts Second-Home RevenueTrump Lands in China for Xi Trade Summit With Iran War in LimboQueries typed into Amazon’s website and mobile app will soon reply, depending on the co

UPS Weighs Amazon Competition Against Valuation Gap And Healthcare Focus
Simply Wall St.99d agoneutral
UPS Weighs Amazon Competition Against Valuation Gap And Healthcare Focus

Amazon has launched Amazon Supply Chain Services, putting it in direct competition with United Parcel Service (NYSE:UPS) in global logistics. UPS is accelerating its exit from lower margin Amazon delivery volumes following this development. The company is planning significant job cuts and putting more focus on its healthcare logistics operations. UPS is one of the largest parcel delivery and logistics companies, and Amazon moving further into end to end logistics changes the competitive...