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.

25,521 signal articles · 28 in last 24h · 122,251 total before filter · latest 1h ago
28last 24h
1258last 7d
213● bullish (7d)
150● bearish (7d)
205publishers
AllMacro211Earnings431M&A96Regulatory23Product9Analyst11
✕ clear all filterssentiment: bullishSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Bloomberg44d agobullish
JPMorgan Builds AI Agents That Beat 60/40 Portfolio in Backtests

(Bloomberg) -- As investors increasingly turn to artificial intelligence for help with everything from stock picking to risk management, JPMorgan Chase & Co. has been testing whether a model can do something more ambitious: allocate money itself.Most Read from BloombergMicrosoft’s Xbox to Shift Obsidian Studio to New ‘Fallout’ Video GameNvidia’s $1 Trillion Slide Sends Valuation to Pre-AI Boom LevelsTrump Vents Anger With Iran and Warns Ceasefire May Be ‘Over’Zuckerberg Pledges ‘Aggressive’ Pric

JPM
US stocks end higher; chip surge offsets Iran worries
Reuters Videos44d agobullishVIDEO
US stocks end higher; chip surge offsets Iran worries

<body><p>STORY: U.S. stocks closed higher on Thursday, with the Dow adding more than a quarter of a percent, the S&P 500 climbing more than eight-tenths of a percent and the tech-heavy Nasdaq gaining 1.3%</p><p>:: Micron Technology</p><p>Chip stocks rallied, sparked by a 4.5% jump in shares of Micron Technology. The memory chip maker laid out plans to invest more than $250 billion in domestic chip manufacturing through 2035 to boost supply amid the AI boom.</p><p>Micron's peers also joined the rally, with Applied Materials climbing more than 3% and SanDisk surging over 7.5%.</p><p>AI-related stocks have been volatile lately as investors worried about the sustainability of a rally that has helped Wall Street reach record levels in 2026.</p><p>Gina Martin Adams is chief market strategist at HB Wealth.</p><p>"Tech has obviously been in the limelight of equity markets for a while, but that worked against stocks in the month of June. We'll see if the month of July brings something different. Obviously, the sector is dealing with a lot of issues, including the upcoming earnings season, where expectations are pretty high, as well as a tremendous amount of new shares coming to the market. First with SpaceX and now with SK Hynix out of South Korea."</p><p>Shares of Meta Platforms rose more than 4.5% after Reuters reported that the company plans to manufacture AI chips starting in September.</p><p>:: PepsiCo</p><p>Elsewhere in the market, shares of PepsiCo fell more than 3% despite the company beating second-quarter revenue estimates. PepsiCo warned of higher commodity costs in the second half of the year at a time when the snack and beverage giant is increasing investments and lowering prices to attract value-conscious consumers.</p><p>And shares of Costco sank more than 4% to a six-month low after the retailer reported decelerating comparable sales for June.</p></body>

AMATMUSNDK^DJI^GSPC^IXIC
How Coke Finally Beat Pepsi
Barrons.com44d agobullish
How Coke Finally Beat Pepsi

The epic cola wars between Coke and Pepsi ended decades ago, but lately Coke has become the clear winner with stock buyers, too. The stock price of the company behind Pepsi-Cola, Gatorade, Lay’s, Doritos, and Cheetos has fallen nearly 30% since its 2023 highs just shy of $200. “It’s becoming more obvious to the investor base that Coke has a superior business model,” Nik Modi, RBC Capital Markets co-head of global consumer research, told Barron’s.

KOPEP
If You’re Retiring in the 2030s, These 3 ETFs Beat a Target Date Fund
24/7 Wall St.44d agobullish
If You’re Retiring in the 2030s, These 3 ETFs Beat a Target Date Fund

Target-date funds have long been a popular way for individuals to invest for retirement. This is understandable: choose a fund with the year closest to your expected retirement date, make regular contributions, and let the professional managers handle the rest. However, if you are planning to retire sometime during the 2030s, you might actually be ... If You’re Retiring in the 2030s, These 3 ETFs Beat a Target Date Fund

VOO
Investing.com44d agobullish
Coinbase legal chief Paul Grewal resigns after regulatory wins

Investing.com -- Paul Grewal, the high-profile Chief Legal Officer of Coinbase Global Inc (NASDAQ:COIN), is stepping down after a six-year tenure defined by aggressive regulatory warfare and landmark policy battles in Washington. His departure marks the end of an era for the crypto giant, which successfully navigated existential regulatory threats under his legal stewardship. According to an 8-K filing, Grewal notified the company of his resignation on July 8, 2026, and will officially vacate hi

COIN
How Cisco’s Rafay Partnership Shapes Its AI Infrastructure Strategy and What It Means for CSCO Investors
Simply Wall St.44d agobullish
How Cisco’s Rafay Partnership Shapes Its AI Infrastructure Strategy and What It Means for CSCO Investors

At Cisco Live US 2026, Rafay Systems became a Cisco Solutions Plus partner, allowing customers to buy Rafay’s orchestration and governance platform on the same purchase order as Cisco’s Nexus One AI infrastructure to support multi-tenant AI cloud deployments. This partnership gives Cisco’s AI networking hardware a tightly integrated software layer aimed at speeding customers’ AI cloud rollout and improving utilization of their GPU resources. We’ll now explore how Cisco’s deeper integration...

CSCO
Will SK Hynix's US share sale 'reinvigorate' the memory chip rally?
Reuters Videos44d agobullishVIDEO
Will SK Hynix's US share sale 'reinvigorate' the memory chip rally?

<body><p>STORY: South Korean chipmaker SK Hynix intends to price its American Depository Receipts at $149 on Thursday to raise about $26.5 billion, a person familiar with the matter said.</p><p>The share sale decision comes as the company leverages its position as the leading supplier of high-bandwidth memory chips, a critical component for the advanced processors powering global artificial intelligence systems.</p><p>It will start trading on Friday under the ticker symbol "SKHY" on Nasdaq.</p><p>"The hottest space in the equity market right now has been memory, inside the semiconductor space," Martin Adams said. But, she added, the rally has "taken a bit of a pause," with shares of memory chip companies, including SK Hynix and fellow South Korean tech powerhouse Samsung, down over the past month.</p><p>Whether SK Hynix's U.S. issuance can reinvigorate the trade "is the question of the hour, and possibly the question of the month of July," Martin Adams said.</p></body>

SSNLF