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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.

24,277 signal articles · 44 in last 24h · 115,422 total before filter · latest 51m ago
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Micron Stock Falls as It Faces a Fresh Chinese Memory-Chip Threat
Barrons.com3d agobullish
Micron Stock Falls as It Faces a Fresh Chinese Memory-Chip Threat

Micron stock was slipping on Thursday as the recent rebound in the shares from a multi-week slump seemed to slow. Micron shares were down 0.3% in premarket trading after a near 5% rally on Wednesday. While demand for hardware used in artificial intelligence, such as memory chips made by Micron and peers such as SK Hynix remains resilient, a competitive threat may be looming, according to new research.

Investing.com3d agobullish
JD.com slips as revenue decline outweighs forecast beat

Investing.com -- JD.com shares dipped more than 1% in U.S. premarket trading Thursday as a year-over-year decline in revenue overshadowed the Chinese e-commerce giant’s beat on both quarterly earnings and revenue estimates.

Sea Limited (SE) Jumped 15%, But Can the Rally Last?
Insider Monkey3d agobullish
Sea Limited (SE) Jumped 15%, But Can the Rally Last?

Sea Limited (NYSE:SE) shares jumped as much as 14.8% on August 11 after the company posted second-quarter 2026 results that beat revenue expectations even as profit growth cooled. Revenue climbed 48% year-over-year to $7.8 billion, and all three of Sea’s businesses, e-commerce arm Shopee, fintech unit Monee, and gaming division Garena, grew by double digits. […]

IBM and OpenAI Launch Enterprise AI Partnership With GPT-5.6 Integration
InvestorsHub3d agobullish
IBM and OpenAI Launch Enterprise AI Partnership With GPT-5.6 Integration

IBM (NYSE:IBM) announced a strategic partnership with OpenAI on August 13, 2026, aimed at bringing advanced artificial intelligence models and products into IBM Consulting’s enterprise AI delivery platform. The collaboration will target large-scale deployments across industries including financial services, government, telecommunications and retail, with GPT-5.

Cisco Says AI Boom Is Forcing Companies to Upgrade Networks — ‘It’s Just Not Optional’
Benzinga3d agobullish
Cisco Says AI Boom Is Forcing Companies to Upgrade Networks — ‘It’s Just Not Optional’

Cisco Systems, Inc. (NASDAQ:CSCO) stock traded lower Thursday morning despite the company reporting better-than-expected fiscal fourth-quarter 2026 results and issuing guidance above Wall Street estimates. Revenue rose to $17.25 billion, topping the $16.82 billion analyst estimate. Adjusted earnings of $1.22 per share beat the $1.17 consensus estimate. Management described the current environment as the early stages of a multi-year networking and AI infrastructure supercycle. The company cited a

Atlassian (TEAM) Beat Earnings And Lifted Guidance, Is The AI Upside Already Priced In?
Simply Wall St.3d agobullish
Atlassian (TEAM) Beat Earnings And Lifted Guidance, Is The AI Upside Already Priced In?

Atlassian (TEAM) has just reported quarterly results that exceeded analyst expectations, paired with strong guidance that leans heavily on the adoption of its Rovo AI platform and the new Code Context capability. See our latest analysis for Atlassian. Atlassian’s earnings beat and strong Rovo AI narrative have coincided with sharp recent momentum, with a 30 day share price return of 61.44% and a 90 day share price return of 91.99%, even though the 1 year total shareholder return is down...

Adyen lifts 2026 revenue outlook after strong first half
Reuters3d agobullish
Adyen lifts 2026 revenue outlook after strong first half

Adyen, the Dutch firm that handles payments for Spotify ‌and Microsoft, raised its annual revenue ‌growth forecast on Thursday as it continued to win ​more customers and invest in its payments technology. Adyen now expects net revenue to grow between 21% and 23% in 2026, ‌compared with a ⁠previous range of 20% to 22%. Half-year adjusted core earnings reached €641.5 million, ⁠against analysts' estimate of €647.2 million, reflecting higher costs from its recent acquisitions.