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.

24,268 signal articles · 39 in last 24h · 115,364 total before filter · latest 3h ago
39last 24h
1784last 7d
298● bullish (7d)
169● bearish (7d)
205publishers
AllMacro315Earnings833M&A103Regulatory25Product16Analyst25
✕ clear all filtersSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
How a Sony Veteran Is Overhauling the Company He Grew Up In
The Wall Street Journal1d agoneutral
How a Sony Veteran Is Overhauling the Company He Grew Up In

TOKYO—When Sony said in March that it was offloading its television business to a new joint venture with a Chinese rival, many in Japan felt a pang of nostalgia for the heyday of the country’s consumer-electronics industry. This is true even though he has worked for the company since 1987, and is fluent in corporate lore about when color TV—and later, the Walkman and PlayStation—made Sony a household name. Since taking the top job last year, Totoki has made the TV deal, brought in chip giant TSMC to collaborate on Sony’s valuable image sensor and spun off Sony’s financial arm—a unit he once ran.

3 Reasons to Sell NDSN and 1 Stock to Buy Instead
StockStory1d agoneutral
3 Reasons to Sell NDSN and 1 Stock to Buy Instead

Even though Nordson (currently trading at $311.34 per share) has gained 5.7% over the last six months, it has lagged the S&P 500’s 13.5% return during that period. This may have investors wondering how to approach the situation.

PayPal Stock Rises on Report of Stripe, Advent Buyout Talks
Barrons.com1d agobullish
PayPal Stock Rises on Report of Stripe, Advent Buyout Talks

PayPal stock rose on Friday after a report said that the payments company is in negotiations to sell itself to Stripe and private-equity firm Advent International, with the potential buyers discussing a higher price than their previous offer. Stripe and Advent offered $60.50 a share for PayPal in a July deal that would value the fintech company at around $53 billion, but PayPal considered the bid too low, the Wall Street Journal reported on Friday, citing people familiar with the matter. PayPal declined to comment.

Berkshire ups Alphabet stake under Greg Abel, making it a top-3 holding
Yahoo Finance Video1d agoneutralVIDEO
Berkshire ups Alphabet stake under Greg Abel, making it a top-3 holding

Berkshire Hathaway (BRK-A, BRK-B), under new CEO Greg Abel, increased its Alphabet position, making the Google parent its third-largest U.S.-listed equity holding by market value, behind Apple (AAPL) and American Express (AXP). According to a new filing, Berkshire held roughly 106 million Alphabet shares, valued at $37.9 billion, as of the end of June. Recent reporting confirms Berkshire invested about $10 billion in Alphabet during the second quarter.

2 Reasons to Like AMAL and 1 to Stay Skeptical
StockStory1d agoneutral
2 Reasons to Like AMAL and 1 to Stay Skeptical

Amalgamated Financial currently trades at $49.89 and has been a dream stock for shareholders. It’s returned 214% since August 2021, nearly tripling the S&P 500’s 73.7% gain. The company has also beaten the index over the past six months as its stock price is up 23.8% thanks to its solid quarterly results.

Investing.com1d agoneutral
Berkshire Hathaway expands Alphabet stake and trims bank exposure in Q2

Investing.com -- Berkshire Hathaway (NYSE:BRKb) aggressively expanded its stake in Alphabet Inc (NASDAQ:GOOGL) during the second quarter, signaling a deepening conviction in the technology giant’s strategic trajectory. According to the Omaha-based conglomerate’s latest 13F filing, the firm added tens of millions of shares across both share classes, lifting its Class C holdings to over 27 million while bolstering its Class A position to nearly 79 million shares. Against that backdrop of tech accu

Broadcom (AVGO) Faces A $370 Billion AI Financing Risk Question
Simply Wall St.1d agoneutral
Broadcom (AVGO) Faces A $370 Billion AI Financing Risk Question

Broadcom (NasdaqGS:AVGO) is using a chip financing vehicle that could reach US$370b in senior debt by mid 2029 to support its AI platform growth. The structure backstops customer lease obligations on Broadcom AI chips, which may leave the company exposed if customers default on payments. The potential scale of this off balance sheet style financing raises questions about Broadcom's future risk profile and capital structure. For anyone tracking how AI infrastructure spending is being...

Arista Networks (ANET) Is Up 5.9% After AI-Fueled Q3 Revenue Guidance Upgrade - Has The Bull Case Changed?
Simply Wall St.1d agobullish
Arista Networks (ANET) Is Up 5.9% After AI-Fueled Q3 Revenue Guidance Upgrade - Has The Bull Case Changed?

In the past week, Arista Networks reported second-quarter 2026 results showing revenue of US$3.04 billion and net income of US$1.21 billion, alongside guidance for roughly US$3.30 billion in third-quarter revenue. Management linked this stronger outlook to accelerating demand for AI-driven network deployments, underscoring how AI data center spending is increasingly central to Arista’s growth story. We’ll now examine how this AI-fueled guidance upgrade might reshape Arista Networks’...

Humana, UnitedHealth trim Medicare Advantage on rising costs
Yahoo Finance Video1d agoneutralVIDEO
Humana, UnitedHealth trim Medicare Advantage on rising costs

Yahoo Finance Senior Columnist Kerry Hannon explains that major health insurers like Humana (HUM) and UnitedHealth Group (UNH) are dropping hundreds of thousands of Medicare Advantage members to protect profit margins as rising utilization drives up costs.

AST SpaceMobile (ASTS) Wins FCC Approval For 800 MHz Satellite Phone Testing
Simply Wall St.1d agobullish
AST SpaceMobile (ASTS) Wins FCC Approval For 800 MHz Satellite Phone Testing

AST SpaceMobile (NasdaqGS:ASTS) received temporary FCC approval to test 800 MHz satellite connectivity on commercial devices across two spectrum bands in the U.S. The authorization allows controlled trials using everyday consumer phones rather than specialized hardware. The FCC decision follows recent AST SpaceMobile satellite launches and new commercial partnerships that expanded its direct to device footprint. The testing window is designed to advance regulatory cooperation that is...