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.

25,693 signal articles · 148 in last 24h · 123,098 total before filter · latest 36m ago
148last 24h
1255last 7d
215● bullish (7d)
146● bearish (7d)
205publishers
AllMacro208Earnings422M&A106Regulatory24Product12Analyst10
✕ clear all filterssentiment: neutralSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Palantir Technologies’s Q2 Earnings Call: Our Top 5 Analyst Questions
StockStory12d agoneutral
Palantir Technologies’s Q2 Earnings Call: Our Top 5 Analyst Questions

Palantir Technologies delivered Q2 results that notably surpassed Wall Street expectations, leading to a significant positive market reaction. Management credited surging demand for its artificial intelligence (AI) platform, especially in the U.S. commercial and government sectors, as the primary driver of the quarter’s performance. CEO Alexander Karp emphasized that the company’s “forward deployed engineering model” and focus on customer-specific solutions were key in translating AI advancement

Bloomberg12d agoneutral
Nvidia’s Show of Financial Force Soothes Jittery Credit Markets

(Bloomberg) -- Nvidia Corp.’s commitments to backstop the artificial intelligence boom seemed to be swelling by the day. There was the reported $250 billion to help kickstart a massive data center for OpenAI in Ohio, the latest in a string of big financings it was involved with. Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentApple’s Glas

Bitcoin miner pledges 18,750 BTC for $600M, here's what it means
TheStreet12d agoneutral
Bitcoin miner pledges 18,750 BTC for $600M, here's what it means

MARA Holdings Inc. (formerly known as Marathon Digital Holdings) just made one of the most significant corporate Bitcoin financing moves of 2026. The publicly listed miner secured $750 million in combined loan facilities through two term loans that closed on August 4, according to the company's ...

Synopsys (SNPS) Bets Big On Agentic AI: Can The Stock Follow?
Insider Monkey12d agoneutral
Synopsys (SNPS) Bets Big On Agentic AI: Can The Stock Follow?

Synopsys (NASDAQ:SNPS) just showed off some of the most ambitious autonomous engineering software on the market, built alongside Nvidia (NASDAQ:NVDA), at the DAC Chips to Systems Conference on July 26. Yet the stock carries a roughly 12% year-to-date decline even as the company keeps gaining ground in the tools that design nearly every AI chip. […]

General Motors Sets Up $4.5 Billion Safety Net to Avoid Parts Shortages
The Wall Street Journal12d agoneutral
General Motors Sets Up $4.5 Billion Safety Net to Avoid Parts Shortages

General Motors stung in recent years by critical parts shortages, is setting up a $4.5 billion safety net designed to keep critical components flowing through supply-chain troubles. The automaker aims to avoid future parts crunches by securing supplies of high-risk components through a financing arrangement where it pre-funds the purchase of essential parts. The move, which GM disclosed Tuesday in a regulatory filing, aims to give suppliers enough capital to maintain production and potentially stockpile parts.

Yen Intervention Wears Off
The Wall Street Journal12d agoneutral
Yen Intervention Wears Off

U.S. forces fired on a Panama-flagged ship that attempted to run the American blockade of Iranian ports early Tuesday, The Wall Street Journal reported. Brent crude briefly touched $90 a barrel, ending the trading day up 1.4% to $88.91. The Dow ended down 184 points, or 0.3%.

ExxonMobil Holdings Corporation (XOM) vs. Chevron Corporation (CVX): Trump Attacks the Oil Giants for Making “Too Much Money”
Insider Monkey12d agoneutral
ExxonMobil Holdings Corporation (XOM) vs. Chevron Corporation (CVX): Trump Attacks the Oil Giants for Making “Too Much Money”

On August 3, 2026, President Trump accused ExxonMobil Holdings Corporation (NYSE:XOM) and Chevron Corporation (NYSE:CVX) of making “too much money” off high fuel prices just three days after both companies reported blowout second-quarter earnings fueled by the ongoing Iran war. Trump told reporters, “Chevron, too much money. ExxonMobil, too much. Too much money,” demanding the […]

JD.com (JD) Nears Q2 Earnings, Is The Upside Already Priced In?
Simply Wall St.12d agoneutral
JD.com (JD) Nears Q2 Earnings, Is The Upside Already Priced In?

Why JD.com (NasdaqGS:JD) is back in focus ahead of Q2 2026 earnings JD.com (NasdaqGS:JD) is drawing fresh attention as investors look ahead to its second quarter 2026 earnings report on August 13 and evaluate the effects of recent growth initiatives. The upcoming results will reflect the 618 Grand Promotion, which is a key e commerce event for the company. Investors are also monitoring how newer services such as food delivery, JD Logistics and ongoing AI investments are influencing the...

Wendy’s Turnaround Plan, Dividend Cut, and Pulled Guidance Might Change The Case For Investing In Wendy’s (WEN)
Simply Wall St.12d agoneutral
Wendy’s Turnaround Plan, Dividend Cut, and Pulled Guidance Might Change The Case For Investing In Wendy’s (WEN)

Earlier this month, The Wendy's Company reported second-quarter 2026 results showing slightly higher revenue of US$570.57 million but sharply lower net income of US$32.62 million, withdrew its 2026 financial outlook, recorded higher asset impairments, and cut its annualized dividend to US$0.28 per share to support a turnaround plan under new leadership. Management also acknowledged six consecutive quarters of declining U.S. same-store sales, weak traffic partly tied to breakfast changes, and...

Nu Holdings (NU) Stock May Be 17% Undervalued After Stablecoin Push
Simply Wall St.12d agoneutral
Nu Holdings (NU) Stock May Be 17% Undervalued After Stablecoin Push

Nu Holdings has delivered a 74.6% return over the past three years, yet its current checks give a mixed read on whether the stock price is ahead of or behind an intrinsic value estimate. The Excess Returns model points to Nu Holdings trading below an estimated intrinsic value, while traditional earnings multiples lean the other way and suggest the stock is priced more richly. Over the past three years Nu Holdings has returned 74.6%, which puts more focus on whether recent gains are already...

Palo Alto Networks (PANW) Stock Looks Pricey As Its 5 Year Gain Nears 5x
Simply Wall St.12d agoneutral
Palo Alto Networks (PANW) Stock Looks Pricey As Its 5 Year Gain Nears 5x

Palo Alto Networks stock has delivered very strong long term gains over the past five years, yet current valuation checks point to the shares trading at a premium to an estimate of intrinsic value based on a Discounted Cash Flow (DCF) approach and to market multiples. The stock has returned roughly 5.2x over 5 years, which sets a high bar for any further upside to be supported by fundamentals. Investor enthusiasm around Palo Alto Networks' role in AI related cyber defense, including its Unit...