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.

24,281 signal articles · 44 in last 24h · 115,462 total before filter · latest 1h ago
44last 24h
1764last 7d
297● bullish (7d)
170● bearish (7d)
205publishers
AllMacro315Earnings817M&A103Regulatory25Product16Analyst26
✕ clear all filtersticker: SMCISentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Here is why Nvidia (NVDA) Is Among the Best Steve Cohen Stocks to Invest In
Insider Monkey80d agoneutral
Here is why Nvidia (NVDA) Is Among the Best Steve Cohen Stocks to Invest In

NVIDIA Corporation (NASDAQ:NVDA) is one of the 10 Best Stocks in Steve Cohen’s Portfolio. On May 20, 2026, NVIDIA Corporation (NASDAQ:NVDA) announced in the company’s financial results for the first quarter of fiscal 2027 that they have gained the board of directors’ approval for an additional $80 billion share repurchase and an increase in the […]

Bloomberg80d agoneutral
Taiwan Suspects Nvidia Chips Smuggled to China Via Japan

(Bloomberg) -- Taiwan prosecutors suspect that three individuals successfully smuggled at least one shipment of Nvidia Corp. AI chips to China after first exporting them to Japan, people familiar with the matter said.Most Read from BloombergSingapore Hands Byju's Founder His First Ever Jail TermIran’s Khamenei Says No Going Back for Middle East Rocked by WarTwo More Oil Supertankers Exit Hormuz to Help Push Up FlowsEx-President Biden Sues to Stop DOJ Sharing Interview Tapes‘KPop Demon Hunters’ S

Nvidia Pressure Puts Super Micro Compliance And AI Server Future In Focus
Simply Wall St.80d agoneutral
Nvidia Pressure Puts Super Micro Compliance And AI Server Future In Focus

Nvidia has urged Super Micro Computer (NasdaqGS:SMCI) to strengthen its compliance practices after authorities in Taiwan detained individuals over fraudulent exports of SMCI AI servers containing Nvidia chips. Super Micro has responded by announcing plans to expand its global trade compliance program to address regulatory concerns and protect U.S. technology supply chains. The situation focuses attention on SMCI's role in AI server supply chains and on how it manages export controls for high...

Nvidia CEO Jensen Huang delivers sharp message to major customer
TheStreet81d agoneutral
Nvidia CEO Jensen Huang delivers sharp message to major customer

Nvidia (NVDA) Chief Executive Officer Jensen Huang has publicly called on Super Micro Computer (SMCI) to strengthen its compliance efforts after Taiwanese authorities detained three people accused of making fraudulent declarations tied to AI servers containing Nvidia chips. According to a Bloomberg ...

Alpha Compute: $21 Million NTM Sales Outlook Shows Scale-Up Potential – Quarterly Update Report
Exec Edge81d agoneutral
Alpha Compute: $21 Million NTM Sales Outlook Shows Scale-Up Potential – Quarterly Update Report

Download the Complete Report Here Alpha Compute Corp. (ALP) Revenue-Generating AI Compute Pivot Now Visible; $21 Million NTM Sales Outlook Highlights Scale-Up Potential Key Takeaways: $32.2 million AI lab contract validates ALP’s pivot to AI GPUaaS and confidential compute, creating $16.1 million of annual contracted revenue. $21 million NTM revenue outlook anchors the scale-up trajectory, […]

Can Super Micro (SMCI) Reframe Its AI Margin Story Amid Export-Control Scrutiny and Leadership Changes?
Simply Wall St.83d agoneutral
Can Super Micro (SMCI) Reframe Its AI Margin Story Amid Export-Control Scrutiny and Leadership Changes?

In recent weeks, Super Micro Computer has faced intensified legal and regulatory scrutiny, including a newly filed securities class action and a previously unsealed U.S. Department of Justice indictment alleging unlawful diversion of Nvidia-powered AI servers to China via a Southeast Asian shell entity. At the same time, the company is reshaping its leadership and public message, appointing new chief revenue and business officers and preparing for a high-profile appearance at J.P. Morgan’s...

3 Growth Stocks to Stash
StockStory84d agoneutral
3 Growth Stocks to Stash

Growth is a hallmark of all great companies, but the laws of gravity eventually take hold. Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market’s punishment can be swift and severe when trajectories fall.

SMCY’s Dreamy Distribution Hides a Track Record Even YieldMax Investors Should Find Concerning
24/7 Wall St.85d agoneutral
SMCY’s Dreamy Distribution Hides a Track Record Even YieldMax Investors Should Find Concerning

Income investors who bought the YieldMax SMCI Option Income Strategy ETF (NYSEARCA:SMCY) wanted exposure to Super Micro Computer’s volatility without owning the stock outright. SMCY’s pitch is compelling: a 105.6% distribution rate, weekly payouts, and a synthetic covered-call strategy designed to monetize one of the most volatile tickers in the AI complex. The problem is ... SMCY’s Dreamy Distribution Hides a Track Record Even YieldMax Investors Should Find Concerning

Super Micro Computer (SMCI) Appoints Matthew Thauberger as Chief Revenue Officer
Insider Monkey85d agoneutral
Super Micro Computer (SMCI) Appoints Matthew Thauberger as Chief Revenue Officer

Super Micro Computer Inc. (NASDAQ:SMCI) is one of the best low priced growth stocks to invest in now. On May 14, Supermicro appointed Matthew Thauberger as its new Chief Revenue Officer. In this role, Thauberger will lead the company’s global revenue organization, overseeing direct, channel, hyperscale, and strategic sales for its AI and infrastructure solutions. […]

Dell Surges 15% Leading AI Server Rally; HPE Pops 9%, Super Micro Rises 5% Ahead of Earnings Catalyst
24/7 Wall St.85d agobullish
Dell Surges 15% Leading AI Server Rally; HPE Pops 9%, Super Micro Rises 5% Ahead of Earnings Catalyst

Shares of Dell Technologies (NYSE:DELL) are up 15% in late morning trading on Friday, leading a broad rally across AI server names. Hewlett Packard Enterprise (NYSE:HPE) is climbing 9%, while Super Micro Computer (NASDAQ:SMCI) is trailing the group with a 5% gain. Dell shares opened from a Thursday close near $252.80 and pushed to $290.55 ... Dell Surges 15% Leading AI Server Rally; HPE Pops 9%, Super Micro Rises 5% Ahead of Earnings Catalyst

Super Micro Faces Mounting Export Probes And Investor Questions On AI Growth
Simply Wall St.86d agobearish
Super Micro Faces Mounting Export Probes And Investor Questions On AI Growth

Super Micro Computer (NasdaqGS:SMCI) is facing escalating legal and regulatory pressure linked to alleged illegal exports of servers to China. Multiple new and related class action lawsuits claim the company concealed export control issues from investors. A recently unsealed U.S. Department of Justice indictment targets the co founder and senior executives over alleged unlawful export activity. Taiwanese authorities have opened a criminal investigation into suspected smuggling of AI servers...

Bloomberg87d agoneutral
Taiwan Seeks to Detain Three in Nvidia Smuggling Crackdown

(Bloomberg) -- Taiwanese officials are seeking to detain three individuals for forging documents in order to export Nvidia Corp. AI chips to China, the island democracy’s first such crackdown on semiconductor smuggling.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockIran Threatens to Retaliate Beyond Middle East If US AttacksNvidia Tells Skeptical Investors AI Is Ready to Go MainstreamUS Treas