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.

25,463 signal articles · 163 in last 24h · 121,755 total before filter · latest 1h ago
163last 24h
1264last 7d
215● bullish (7d)
153● bearish (7d)
205publishers
AllMacro209Earnings437M&A102Regulatory26Product9Analyst13
✕ clear all filtersSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Broadcom (AVGO) Faces A $370 Billion AI Financing Risk Question
Simply Wall St.7d 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.7d 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 Video7d 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.7d 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...

Basic Materials Roundup: Market Talk
The Wall Street Journal7d agoneutral
Basic Materials Roundup: Market Talk

Find insight on Antofagasta, Zambia’s copper mining industry, London’s miners and more in the latest Market Talks covering basic materials.

1 S&P 500 Stock on Our Buy List and 2 We Avoid
StockStory7d agobullish
1 S&P 500 Stock on Our Buy List and 2 We Avoid

The S&P 500 (^GSPC) is home to the biggest and most well-known companies in the market, making it a go-to index for investors seeking stability. But not all large-cap stocks are created equal - some are struggling with slowing growth, declining margins, or increased competition.