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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.

24,311 signal articles · 49 in last 24h · 115,627 total before filter · latest 1h ago
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Jim Cramer Notes Arm Holdings Stock Is “Going Parabolic”
Insider Monkey105d agoneutral
Jim Cramer Notes Arm Holdings Stock Is “Going Parabolic”

Arm Holdings plc (NASDAQ:ARM) was among the stocks Jim Cramer highlighted, as he discussed the massive AI infrastructure buildout. During the episode, Cramer mentioned that QUALCOMM reminds him of the company and said: Kind of reminds me of its competitor, Arm Holdings, a position we’ve been trying to build for the Charitable Trust ahead of […]

Jim Cramer Says “QUALCOMM Was Considered More of a Niche Cell Phone Play, and No Longer”
Insider Monkey105d agoneutral
Jim Cramer Says “QUALCOMM Was Considered More of a Niche Cell Phone Play, and No Longer”

QUALCOMM Incorporated (NASDAQ:QCOM) was among the stocks Jim Cramer highlighted, as he discussed the massive AI infrastructure buildout. Cramer highlighted the company’s latest deal with a hyperscaler, as he said: QUALCOMM, okay, this one was up 15% today. It had been an out-of-favor semi. Now, it’s in favor. They just landed a big account with […]

Big Tech Earnings Show Split Between AI Trade Winners and Losers
Bloomberg105d agoneutral
Big Tech Earnings Show Split Between AI Trade Winners and Losers

(Bloomberg) -- The world’s biggest technology companies posted strong earnings last week, showing that the artificial intelligence boom is alive and well. But in the stock market, investors are getting more granular as they try to divvy up the winners and losers in the AI trade.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Tho

How The Investment Story For Qualcomm (QCOM) Is Shifting With AI And Smartphone Uncertainty
Simply Wall St.105d agoneutral
How The Investment Story For Qualcomm (QCOM) Is Shifting With AI And Smartphone Uncertainty

The consensus analyst fair value estimate for QUALCOMM has shifted from US$154.93 to US$168.50, providing an updated reference point for how the Street is currently framing the stock. That move reflects a tug of war between bullish firms raising targets on AI, automotive, and IoT potential, and bearish voices focusing on smartphone maturity and the well‑flagged loss of Apple business. Read on to see how to interpret these competing narratives and keep track as the story evolves. Analyst Price...

Meta Acquires Robotics AI Company to Help Build Humanoid Technology
Bloomberg107d agoneutral
Meta Acquires Robotics AI Company to Help Build Humanoid Technology

(Bloomberg) -- Meta Platforms Inc. has acquired Assured Robot Intelligence, a startup developing artificial intelligence models for robots, as part of a major initiative to build humanoid technology. Most Read from BloombergTrump Vows 25% Tariff on European Autos in Escalating Trade RiftSpirit Bailout Talks Said to Have Ended With Closure LoomingTrump Family-Backed Drone Firm Signs Weapons Deal With USTrump Rues State of Iran Talks, Says Prefers Not to StrikeTwo NJ Malls Separated by Just Four M

Is It Too Late to Buy Qualcomm Stock?
24/7 Wall St.107d agobullish
Is It Too Late to Buy Qualcomm Stock?

Qualcomm (NASDAQ: QCOM) has gained roughly 34% in the past week and more than 42% over the past month, closing April at $179.58 after a Q2 FY26 report sent shares from $149.85 to $180.375 shortly after filing. For those who watched that move from the sidelines, the question is whether the easy money is gone. ... Is It Too Late to Buy Qualcomm Stock?

Qualcomm (QCOM) Posts Stellar Q2, Soars 15%
Insider Monkey107d agobullish
Qualcomm (QCOM) Posts Stellar Q2, Soars 15%

Qualcomm Inc. (NASDAQ:QCOM) is one of the 10 Stocks Delivering Eye-Popping Gains. Qualcomm climbed by 15.12 percent on Thursday to finish at $179.58 apiece, as investors took heart from the company’s strong earnings performance in the second quarter of fiscal year 2026. In an updated report, Qualcomm Inc. (NASDAQ:QCOM) said that its GAAP net income […]

Apple Q2 Earnings Call Highlights
MarketBeat108d agoneutral
Apple Q2 Earnings Call Highlights

Apple (NASDAQ:AAPL) used its fiscal second-quarter 2026 earnings call to report double-digit growth, record March-quarter revenue, and provide more detail on supply constraints and rising memory costs, while also highlighting a major leadership transition set for later this year. Leadership transit