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Uniquement les titres à fort signal - événements macro, résultats, M&A, régulation. Listicles et clickbait d'analystes filtrés par défaut. Rafraîchi toutes les heures.

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Palantir Technologies Inc. (PLTR) vs. Microsoft Corporation (MSFT): Can Palantir Pull Off a Microsoft-Style Comeback?
Insider Monkey12d agoneutral
Palantir Technologies Inc. (PLTR) vs. Microsoft Corporation (MSFT): Can Palantir Pull Off a Microsoft-Style Comeback?

Microsoft Corporation (NASDAQ:MSFT) had one of the best stretches in its history, rising roughly 25% over three trading days after blowout earnings, including a record $450 billion single-day market cap gain. On Monday night (August 3, 2026), Palantir Technologies Inc. (NASDAQ:PLTR) launched its comeback with strong quarterly results, driving its stock up as much as […]

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 Monkey13d 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 […]