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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.

25,327 signal articles · 252 in last 24h · 120,857 total before filter · latest 22m ago
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Leading Stocks Are Losing Their Low-Asset Edge
The Wall Street Journal101d agoneutral
Leading Stocks Are Losing Their Low-Asset Edge

It’s business lesson number one: “You’ve got to spend money to make money.” Now that we have details of a full century of detailed U.S. stock returns, investors who study it for an edge can confidently say that asset-light companies did much better. “We know from this 100 years of data that capex is bad,” says Gregg Fisher, a pioneer of factor-based investing and portfolio manager at Quent Capital.

Bloomberg101d agobearish
Amazon Prepares to Issue Its First Swiss Franc Bond in AI Push

(Bloomberg) -- Amazon.com, Inc. is preparing to issue Swiss franc bonds for the first time, as Big Tech hyperscalers turn to new debt markets to fund artificial intelligence spending.Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysTrump Rejects New Iran Peace Offer as ‘Totally Unacceptable’Inside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyDrone Hits Ship Near Qatar as US Awaits Iran Peace Plan ResponseJudge to Review Musk, SEC Settlement Deal in

Iran May Have Found a New Way to Threaten Trump’s Economy — And It’s Not Oil
24/7 Wall St.102d agoneutral
Iran May Have Found a New Way to Threaten Trump’s Economy — And It’s Not Oil

The stock market has spent much of 2026 acting like geopolitical risk is just background noise. The S&P 500 keeps pushing toward record highs, AI spending remains red hot, and investors have largely shrugged off the widening conflict involving Iran. But what if Tehran found a pressure point far more dangerous than oil tankers? That’s ... Iran May Have Found a New Way to Threaten Trump’s Economy — And It’s Not Oil

Berkshire CEO has sobering message for tech stock investors
TheStreet102d agoneutral
Berkshire CEO has sobering message for tech stock investors

Berkshire Hathaway (BRK.A, BRK.B) CEO Greg Abel isn’t chasing the AI trade just because everyone else is. In his first annual meeting as Berkshire’s top honcho and Warren Buffett’s successor, he said that the company isn’t treating tech spending or tech stocks as a momentum game. That’s ...

Should You Buy CoreWeave (CRWV) on Post-Earnings Dip?
Insider Monkey102d agobullish
Should You Buy CoreWeave (CRWV) on Post-Earnings Dip?

We just covered Cathie Wood’s 11 Biggest AI and Data Center Stock Picks. CoreWeave, Inc. (NASDAQ:CRWV) ranks #11 (see Cathie Wood’s 5 Biggest AI and Data Center Stock Picks). Cathie Wood’s Stake: $137,795,948 CoreWeave recently fell after the company issued weak quarterly outlook. However, long-term analysts believe its story remains intact. Wells Fargo kept its Overweight […]

Why Amazon (AMZN) is a Top AI Stock Pick of Cathie Wood?
Insider Monkey102d agoneutral
Why Amazon (AMZN) is a Top AI Stock Pick of Cathie Wood?

We just covered Cathie Wood’s 11 Biggest AI and Data Center Stock Picks. Amazon.com, Inc. (NASDAQ:AMZN) ranks #6 (see Cathie Wood’s 5 Biggest AI and Data Center Stock Picks). Cathie Wood’s Stake: $279,823,368 Think of Amazon and AWS, Cloud and AI come to mind before e-commerce. That’s a win for the company that has positioned itself at […]

AI Wins Have Alphabet Poised to Become World’s Biggest Company
Bloomberg102d agobullish
AI Wins Have Alphabet Poised to Become World’s Biggest Company

(Bloomberg) -- Over the past year, Alphabet Inc. has gone from an artificial intelligence afterthought to the one firm in the market with dominant positions in nearly every aspect of the technology. Now it’s on the brink of overtaking AI chip giant Nvidia Corp. as the largest company in the world.Most Read from BloombergTrump Wants to Make H-1B Workers More Expensive for US EmployersOnline Mob Fuels 6,000% Stock Rally in Obscure SpaceX RivalBillionaire Duke of Westminster to Sell £700 Million of