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.

25,516 signal articles · 41 in last 24h · 122,207 total before filter · latest 1h ago
41last 24h
1257last 7d
213● bullish (7d)
150● bearish (7d)
205publishers
AllMacro210Earnings431M&A97Regulatory23Product9Analyst11
✕ clear all filtersSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Patriots and THAAD: Lockheed Martin Corporation (LMT) and Northrop Grumman Corporation (NOC) Bet Big on Missile Defense Surge
Insider Monkey9d agoneutral
Patriots and THAAD: Lockheed Martin Corporation (LMT) and Northrop Grumman Corporation (NOC) Bet Big on Missile Defense Surge

On August 3, the Pentagon inked a more than $3 billion deal with Lockheed Martin Corporation (NYSE:LMT) and Northrop Grumman Corporation (NYSE:NOC) to boost the production of Patriot and THAAD interceptor missile parts. The development comes as the conflict in Iran intensifies and the Ukraine war rages on, straining stockpiles. The Centre for Strategic and […]

Molina Healthcare (MOH) Surged on Medicaid Clarity and Robust Results
Insider Monkey9d agobullish
Molina Healthcare (MOH) Surged on Medicaid Clarity and Robust Results

Sycamore Capital Management, a franchise of Victory Capital Management, released its Q2 2026 investor letter for “Sycamore Mid Cap Value Equity Strategy”. A copy of the letter can be downloaded here. Sycamore Capital’s Mid Cap Value investment team focuses on a bottom-up approach to identify undervalued businesses with growth potential. In Q2 2026, the strategy […]

2 S&P 500 Stocks with Exciting Potential and 1 We Ignore
StockStory9d agoneutral
2 S&P 500 Stocks with Exciting Potential and 1 We Ignore

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.

Investing.com9d agobullish
Jefferies sees a buying opportunity in this S&P 500 sector

Investing.com -- Jefferies said a divergence between rising earnings and falling share prices across the transport and logistics sector has created an attractive buying window, arguing the pullback reflects a position unwind rather than any deterioration in fundamentals.

How the AI boom is keeping Microsoft in China
Reuters Videos9d agoneutralVIDEO
How the AI boom is keeping Microsoft in China

<body><p>STORY: ''There is a shift in strategy in recent years where they are hoping to get contracts from well-funded, very large Chinese firms that are looking to expand overseas.''</p><p>:: How is Microsoft maximizing it's minor market in China?&nbsp;</p><p>:: Beijing, China / August 13, 2026&nbsp;</p><p>:: Eduardo Baptista,  Chief technology correspondent</p><p>:: September 23, 2015</p><p> ''So the relationship between Microsoft and China is three decades long, and it's very deep. And it began in the nineties with a lot of investment from the company into what was still a very immature tech market. And, you know, back then, Bill Gates, he really wanted to bring technology to China for China.''</p><p>''The company still has had a lot of struggles in recent years as geopolitical tensions have affected Chinese domestic demand for a lot of Microsoft software. And there's also U.S. restrictions on how much advanced tech U.S. companies can supply clients in China. And so the squeeze from both sides has been a defining, uh, dynamic in Microsoft's development here in China over the past ten years. ''</p><p>''But I think, you know, ultimately there's still a business case for Microsoft to stay in China with this AI boom that has created a very interesting niche whereby companies like ByteDance, Shein, Pinduoduo, also known as Temu, you know, they are now global companies. They're not just companies that are trying to conquer the Chinese market. And so when you go global, right, you need companies with global coverage like Microsoft, right? Especially if you want to stay compliant with, you know, overseas regulators and customer requirements.''</p><p>''I think what this shows is that for US tech firms in China the opportunity is less so in conquering Chinese users or the Chinese customer base. ''</p></body>

Can Nvidia’s circular financing keep fueling the market rally?
Yahoo Finance Video9d agobullishVIDEO
Can Nvidia’s circular financing keep fueling the market rally?

Morning Brief Host Julie Hyman welcomes Defiance ETFs CIO Sylvia Jablonski and Yahoo Finance Senior Business Reporter Ines Ferre to the show to break down Nvidia (NVDA)’s circular financing, the cyclical nature of the semiconductor industry, and whether massive AI capex spending can continue to fuel the chip rally.

2 High-Flying Stocks Worth Your Attention and 1 We Avoid
StockStory9d agoneutral
2 High-Flying Stocks Worth Your Attention and 1 We Avoid

Expensive stocks often command premium valuations because the market thinks their business models are exceptional. However, the downside is that high expectations are already baked into their prices, leaving little room for error if they stumble even slightly.