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.

24,258 signal articles · 45 in last 24h · 115,255 total before filter · latest 1h ago
45last 24h
1803last 7d
299● bullish (7d)
171● bearish (7d)
205publishers
AllMacro322Earnings851M&A104Regulatory25Product16Analyst25
✕ clear all filtersticker: AMZNsentiment: neutralSentiment:bullishneutralbearishshow all (incl. clickbait)
Bloomberg9d agoneutral
Alphabet’s Jumbo Bond Sale Draws $115 Billion of Investor Demand

(Bloomberg) -- Alphabet Inc. has received about $115 billion of orders for its latest jumbo bond sale, signaling renewed investor appetite for debt tied to the artificial intelligence boom after a recent selloff.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftWhy Do Data Centers Use So Much Fresh Water?Microsoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowOpenAI Models Joined Forces Months Ahead of H

Reuters9d agoneutral
Optical networking firm Lumilens valued at $5.5 billion in latest funding round

Optical networking startup Lumilens said on Thursday it was valued at $5.51 billion in its latest funding round, ‌as surging investment in AI data centers fuels demand for ‌high-speed connectivity technologies. The San Jose, California-based company designs and manufactures optical and networking products ​that help data centers move data faster while using less power. It raised more than $700 million in the Series C funding round co-led by Atreides Management, Bain Capital Ventures, Meritech, Seligman Ventures and Spark Capital, bringing its ‌total funding to more than $900 ⁠million.

Alphabet seeks up to $25 billion from its latest bond sale, Bloomberg News reports
Reuters9d agoneutral
Alphabet seeks up to $25 billion from its latest bond sale, Bloomberg News reports

Alphabet is looking to raise as much as $25 billion from its ‌latest U.S. bond offering, Bloomberg News reported ‌on Thursday citing people familiar with the matter, weeks ​after the tech giant's 2026 capital spending outlook triggered a selloff. Alphabet ⁠did not immediately respond to a Reuters request for comment. Alphabet late ‌in July raised its ​annual capital expenditure forecast for ​the second time ​this year, fanning fears over the ‌pace of returns on ​its AI investments, ​especially as concerns mount over delays to its flagship AI model.

Bloomberg9d agoneutral
Alphabet Returns to Bond Market Despite AI Spending Worries

(Bloomberg) -- Alphabet Inc. has started marketing a US investment-grade bond offering, testing investor appetite soon after its raised 2026 spending forecast helped trigger a selloff in AI-related debt.Most Read from BloombergIran Says Agreement on Hormuz Shipping Reached With OmanGoogle AI Veterans Depart During Seismic Leadership ShiftMicrosoft’s AI Sales Mostly Come From OpenAI, Disclosures ShowMajor Hedge Funds Targeted in Wave of Attempted CyberattacksSpaceX’s AI Splurge Puts a Damper on F

How El Niño Will Supercharge Global Inflation
Barrons.com9d agoneutral
How El Niño Will Supercharge Global Inflation

It’s been 23 weeks since the U.S. began strikes on Iran, and we’re still in the midst of what feels like the hundredth attempt at peace talks. President Donald Trump said this week that a deal to reopen the Strait of Hormuz was close, but warned that strikes could resume if talks fall apart. This week I’m diving into El Niño, and how the sheer strength of this year’s weather event means that its effects will extend well beyond agriculture profit margins—it will hurt global central banks’ efforts to curb inflation.

Pattern Group Q2 Earnings Call Highlights
MarketBeat9d agoneutral
Pattern Group Q2 Earnings Call Highlights

Pattern Group (NASDAQ:PTRN) reported record second-quarter results, with revenue rising 47% year over year to $877 million and adjusted EBITDA increasing 54% to $54 million. Chief Executive Officer Dave Wright said the company’s adjusted EBITDA growth exceeded revenue growth for the fourth consecuti

Big Tech's blowout profits hide an uncomfortable truth
TheStreet10d agoneutral
Big Tech's blowout profits hide an uncomfortable truth

Big Tech just closed out its second-quarter 2026 earnings season, and the results looked, on paper, like a triumph. Microsoft, Amazon, and Alphabet all posted numbers that blew past Wall Street's estimates, and headlines celebrated growth rates that haven't been seen in years. Dig one layer deeper, ...

Zoox's big bet on robotaxis starts in Las Vegas
Axios10d agoneutral
Zoox's big bet on robotaxis starts in Las Vegas

Amazon-owned Zoox is about to start scaling its robotaxi service after federal regulators last week cleared it to charge for rides in its driverless vehicles with no steering wheel or other human controls.

Amazon's Zoox to start paid robotaxi rides in Vegas next week
Reuters10d agoneutral
Amazon's Zoox to start paid robotaxi rides in Vegas next week

Amazon's Zoox will begin paid rides in Las Vegas next week, the company said on Wednesday, days after the U.S. ‌road safety agency allowed commercial deployment of its robotaxis that run without human ‌controls. Zoox, whose electric carriage-style vehicle has two rows of inward-facing seats, has been carrying passengers in Las Vegas, ​San Francisco, Austin and Miami for free as part of testing. Zoox will ‌start charging passengers in Las ⁠Vegas from Monday, with pricing similar to the "comfort" tier offered by other ride-hailing companies, it said in a statement.

Kraft Heinz Q2 Earnings Call Highlights
MarketBeat10d agoneutral
Kraft Heinz Q2 Earnings Call Highlights

Kraft Heinz (NASDAQ:KHC) said second-quarter results came in ahead of its expectations, prompting the food company to raise its full-year outlook for organic net sales while increasing planned 2026 investments by $100 million to approximately $700 million. Chief Executive Officer Steve Cahillane sa

Bloomberg10d agoneutral
US Ban on Chinese Optical Parts Hurts Hyperscalers, Report Says

(Bloomberg) -- A potential ban on the import of Chinese optical transceiver modules into the US would inflict collateral damage on US hyperscalers, exacerbating a supply bottleneck that no American firm can ease, research firm Counterpoint warned on Wednesday.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty Families Sell €731 Million Stake in AB InBevChina’s AI Blitz Creates ‘Death Zone’

Bloomberg10d agoneutral
Nvidia Partner Hon Hai’s Sales Rise 54% on Strong AI Demand

(Bloomberg) -- Hon Hai Precision Industry Co. reported a 54.2% increase in monthly sales, signaling sustained demand in global AI infrastructure buildout by customers such as Nvidia Corp.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty Families Sell €731 Million Stake in AB InBevChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersSpaceX’s AI Splurge Puts a Damper on Debut Earni

Amazon loses US court ban on Perplexity's AI shopping tools
Reuters11d agoneutral
Amazon loses US court ban on Perplexity's AI shopping tools

A U.S. appeals court on Tuesday overturned a ruling that had temporarily barred Perplexity from using its AI-powered agentic shopping tools on ‌Amazon's platform. In a novel legal dispute, the San Francisco-based 9th U.S. Circuit Court ‌of Appeals determined that Amazon was unlikely to succeed on its claim that Perplexity's AI agents violated a federal ​computer-hacking law. The ruling is the first by a federal appeals court to address whether AI agents acting on behalf of users can legally access online platforms, a question with broad implications for the fast-growing field of agentic AI tools that can browse, shop and transact across the web.

New Jersey Sues Amazon, Alleging Delivery Network Illegally Suppresses Wages
The Wall Street Journal11d agoneutral
New Jersey Sues Amazon, Alleging Delivery Network Illegally Suppresses Wages

The lawsuit alleges Amazon violated federal and state antitrust laws through its Delivery Service Partner program, arguing the company exercises unlawful “monopsony,” or a dominant buyer’s ability to dictate prices and terms-over the small businesses that deliver Amazon packages and the drivers they employ.

AI data-centre race builds $1 trillion lease burden for Big Tech
Reuters11d agoneutral
AI data-centre race builds $1 trillion lease burden for Big Tech

Microsoft Corp, Meta Platforms Inc, Oracle Corp, Amazon and Alphabet have committed about $1.09 trillion in future payments under leases that have not yet begun, mostly for data centres ‌needed to power the artificial intelligence boom. The commitments show that a substantial part of Big Tech's ‌AI spending spree has already been locked in, without yet appearing as debt-like lease liabilities on company balance sheets. The total is nearly four times the roughly $285 billion of lease liabilities already recognised on the companies' balance sheets, according to company filings compiled by ‌Reuters.