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.

24,295 signal articles · 45 in last 24h · 115,554 total before filter · latest 2h ago
45last 24h
1762last 7d
299● bullish (7d)
168● bearish (7d)
205publishers
AllMacro314Earnings816M&A103Regulatory25Product16Analyst26
✕ clear all filtersticker: NVDASentiment:bullishneutralbearishshow all (incl. clickbait)
TSMC Q2 revenue jumps 36% from a year earlier, beating market expectations
Reuters34d agoneutral
TSMC Q2 revenue jumps 36% from a year earlier, beating market expectations

TSMC, the world's ‌largest contract chipmaker, ‌reported on Monday second-quarter ​revenue of 1.27 trillion Taiwan dollars ($39.63 billion), beating market ‌expectations and ⁠rising 36% from a year ⁠earlier on surging interest in artificial ​intelligence applications. An ​LSEG ​SmartEstimate, drawn ‌from 20 analysts, had expected revenue in the April-to-June quarter of 1.264 trillion Taiwan ‌dollars. Taiwan Semiconductor ​Manufacturing Co (TSMC) ​is ​a major ‌supplier to companies including ​Nvidia ​and Apple.

The Quarter-Trillion-Dollar Onslaught of AI Bonds Is Testing Investors’ Limits
The Wall Street Journal34d agoneutral
The Quarter-Trillion-Dollar Onslaught of AI Bonds Is Testing Investors’ Limits

Wall Street is sending a message to tech companies engaged in a historic borrowing spree to fund investments in artificial-intelligence infrastructure: for pity’s sake, please slow down. Over the past several weeks, the investment-grade corporate bond market has struggled to absorb a combined $75 billion of bond issuance from Nvidia SpaceX and Amazon.com That marks a shift from earlier in the year, when investors were generally happy to hand money to so-called AI hyperscalers by any possible means. While Nvidia and SpaceX were able to borrow at reasonably low interest rates, their newly issued bonds quickly slumped in the secondary market, disappointing investors who often like to flip such bonds.

Nvidia partner sued over five critical products
TheStreet35d agoneutral
Nvidia partner sued over five critical products

Navitas Semiconductor (NVTS) built its 2026 comeback around AI data centers, and those who bought into its business are now watching it fight a major legal battle. NVTS shares had climbed sharply this year because of the company's shift into high-power chips for AI server racks. However, ...

Investing.com35d agoneutral
What’s the AI hit to U.S. inflation?

Investing.com -- Artificial intelligence is adding to U.S. inflation rather than reducing it, with the current investment boom estimated to contribute roughly 0.4 percentage points to annual inflation in 2026, according to CIBC Capital Markets.

Nvidia and Apple may solve AI investors’ biggest worry
TheStreet36d agoneutral
Nvidia and Apple may solve AI investors’ biggest worry

The artificial intelligence trade is not falling apart. Demand is growing. After a spectacular first-half advance in chip and memory stocks, investors are starting to distinguish companies that gain from AI investing from those that can develop without bearing the brunt of the spending. That's why ...

SK hynix surges on first day of trading on Wall Street
AFP36d agobullish
SK hynix surges on first day of trading on Wall Street

South Korean chip giant SK hynix soared 13 percent on its first day of trading on Wall Street on Friday, capping one of the world's biggest ever stock sales as it takes advantage of the AI boom.Tech stocks have tumbled in recent weeks on fears of overheated valuations -- although SK hynix has soared more than 220 percent this year in Seoul -- and questions about when enormous global AI spending will reap returns.

A $28 Billion AI IPO Trading at Just 7x Earnings: Too Cheap or Too Cyclical to Trust?
24/7 Wall St.36d agoneutral
A $28 Billion AI IPO Trading at Just 7x Earnings: Too Cheap or Too Cyclical to Trust?

John Coogan spent Wednesday’s TBPN segment arguing that the largest AI hardware IPO no US retail investor can buy yet might also be the cheapest name in the entire complex. SK Hynix, the South Korean memory giant, is preparing what could be a $28 billion NASDAQ listing, potentially ranking among the largest ever New York ... A $28 Billion AI IPO Trading at Just 7x Earnings: Too Cheap or Too Cyclical to Trust?

Citi sends strong signal to Nvidia investors amid rumors
TheStreet37d agoneutral
Citi sends strong signal to Nvidia investors amid rumors

Nvidia stock hit an all-time high on May 14, 2026. Since then, it has lost roughly $1 trillion in market value. The stock is down about 16% from that peak, trading around $204, while the broader market has mostly moved higher. For investors who bought in during the spring run-up, it has been a ...

SK hynix Surges to Open at $170, Topping SpaceX’s Debut
24/7 Wall St.37d agobullish
SK hynix Surges to Open at $170, Topping SpaceX’s Debut

A Korean memory giant just pulled off the biggest foreign U.S. listing ever and blew past the year's most hyped debut on its first morning of trading, leaving investors to decide whether the AI hardware frenzy priced into this deal can actually survive contact with reality.

Tesla Robotaxi Success Endangered By Regulators
24/7 Wall St.37d agoneutral
Tesla Robotaxi Success Endangered By Regulators

Federal regulators are raising serious questions about whether autonomous vehicles can safely interact with first responders, and their concerns could throw a massive wrench into Tesla's most ambitious moneymaking plan yet.

Why you should care about SK Hynix's IPO
Yahoo Finance Video37d agoneutralVIDEO
Why you should care about SK Hynix's IPO

SK Hynix (SKHY, SKHYV) has officially gone public in the US. Yahoo Finance Executive Editor Brian Sozzi is joined by Breaking News Reporter Jake Conley and Trustless Media founder Zack Guzman to discuss the IPO.