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.

25,539 signal articles · 34 in last 24h · 122,367 total before filter · latest 58m ago
34last 24h
1254last 7d
210● bullish (7d)
149● bearish (7d)
205publishers
AllMacro211Earnings431M&A98Regulatory24Product9Analyst10
Sentiment:bullishneutralbearishshow all (incl. clickbait)
One Great Chart: Will Anyone Blink in the AI Spending War?
The Wall Street Journal46d agoneutral
One Great Chart: Will Anyone Blink in the AI Spending War?

Second-quarter reports coming later this month will likely show another period of blowout AI investments. Wall Street analysts estimate that combined capital spending by Google, Microsoft, Amazon and Meta Platforms surged 74% year over year to hit $168 billion in the June-ending quarter, according to consensus estimates from Visible Alpha.

SK Hynix U.S. Listing, Fed Minutes: What to Watch This Week
The Wall Street Journal46d agoneutral
SK Hynix U.S. Listing, Fed Minutes: What to Watch This Week

Minutes from the Federal Reserve’s latest meeting will be released today. Investors will also be watching on Friday for the expected start of trading for SK Hynix’s U.S.-listed shares. The South Korean chip maker is the latest global company to surpass $1 trillion in market value.

Bloomberg46d agobullish
Alibaba’s Shares Jump Most in Ten Months as Earnings Hopes Grow

(Bloomberg) -- Alibaba Group Holding Ltd.’s shares surged the most since September, after investors turned optimistic on its earnings and shifted capital into major Chinese internet companies that had lagged the market.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaChip Stocks Sink After Blistering Run as Oil Jumps: Markets WrapTwo Millennium Trading Pods Made About $3.7 Billion Last MonthUS Strikes Iran and Blocks Oil Sales in New Test of TruceChina Sent

Bloomberg46d agoneutral
AI Chip Startup SambaNova Raises Funds at $11 Billion Valuation

(Bloomberg) -- Chip startup SambaNova Systems Inc. has raised $1 billion at an $11 billion valuation, underscoring investors’ conviction in rising demand for infrastructure tied to artificial intelligence.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaChip Stocks Sink After Blistering Run as Oil Jumps: Markets WrapTwo Millennium Trading Pods Made About $3.7 Billion Last MonthUS Strikes Iran and Blocks Oil Sales, in New Test of TruceChina Sentences Officia

SK Hynix's $28 Billion US Share Sale Draws Strong Demand, Notes Daniel Newman With a Rocket Emoji, Jim Cramer Weighs in on the IPO
Benzinga46d agoneutral
SK Hynix's $28 Billion US Share Sale Draws Strong Demand, Notes Daniel Newman With a Rocket Emoji, Jim Cramer Weighs in on the IPO

The South Korean memory chip giant’s planned Nasdaq listing is already attracting strong institutional interest, fueling bullish sentiment around one of the largest equity offerings tied to the artificial intelligence boom. SK Hynix Launches $28 Billion US Share Sale South Korean chipmaker SK Hynix on Monday launched a U.S. share sale aimed at raising about 43 trillion won ($28.07 billion) through the issuance of American depositary receipts (ADRs) listed on the Nasdaq. The company said major in

Bloomberg46d agobearish
Korean Stocks Extend Drop From Peak to 20% as AI Jitters Spread

(Bloomberg) -- South Korea’s equity market extended declines, pushing the benchmark gauge toward a technical bear market as investors reassessed the outlook for artificial intelligence demand.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaChip Stocks Sink After Blistering Run as Oil Jumps: Markets WrapTwo Millennium Trading Pods Made About $3.7 Billion Last MonthUS Strikes Iran and Blocks Oil Sales in New Test of CeasefireChina Sentences Official to Death

Amgen (AMGN) Recalls Put Its Valuation Story Back In Focus
Simply Wall St.46d agobearish
Amgen (AMGN) Recalls Put Its Valuation Story Back In Focus

Amgen (AMGN) has moved into focus after initiating voluntary nationwide recalls of certain Corlanor and Sensipar tablet lots due to foreign substances and CGMP deviations, prompting investors to reassess drug quality and compliance risks. See our latest analysis for Amgen. Against this recall backdrop, Amgen’s recent momentum has stayed intact, with a 30 day share price return of 5.30% and a year to date share price return of 12.35%. The 1 year total shareholder return of 27.66% and 3 year...

Broadcom extends Apple chip deal through 2031
TheStreet46d agoneutral
Broadcom extends Apple chip deal through 2031

Broadcom Inc. (AVGO) just extended its chip supply agreement with Apple through 2031, according to a regulatory filing reported by Bloomberg. This partnership is not a new development. Apple and Broadcom have a long-standing supply relationship and previously made headlines back in 2023 when Apple ...

Trump accounts’ Palantir sale hides a bigger AI shift
TheStreet46d agoneutral
Trump accounts’ Palantir sale hides a bigger AI shift

President Donald Trump’s investment accounts just put a familiar artificial intelligence trade next to a less obvious one. That doesn’t mean Trump himself did the trading. According to the source, external parties handled the accounts, and outside managers made the buying and selling choices. ...

Target's latest move could win over back-to-school shoppers
TheStreet46d agoneutral
Target's latest move could win over back-to-school shoppers

Back-to-school shopping isn't just about filling a backpack anymore. Parents want affordable basics. But they also want clothes and accessories their kids will actually be excited to wear. In 2025, families with students in elementary through high school were aiming to spend an average of ...

Tesla's new SUV could be its smartest profit play yet
TheStreet46d agoneutral
Tesla's new SUV could be its smartest profit play yet

Tesla (TSLA) has introduced the stretched Model Y L electric SUV in the U.S., effectively expanding its most successful EV into another segment. It can cost billions to develop an all-new car from scratch. Rather than go that route, Tesla has stretched the Model Y platform to target the popular ...

Bloomberg46d agoneutral
GM-Backed Momenta Rises in HK Debut After $752 Million IPO

(Bloomberg) -- Momenta Global Ltd., a Chinese autonomous-driving firm, opened 1.8% higher in Hong Kong on Wednesday after raising HK$5.9 billion ($752 million) in an initial public offering, testing market appetite for loss-making firms that offer promising technologies.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaChip Stocks Sink After Blistering Run as Oil Jumps: Markets WrapTwo Millennium Trading Pods Made About $3.7 Billion Last MonthMicrosoft’s Xbo

Penguin Solutions (PENG) Beat On Earnings And Raised Guidance, Is The Stock Too Expensive?
Simply Wall St.46d agobullish
Penguin Solutions (PENG) Beat On Earnings And Raised Guidance, Is The Stock Too Expensive?

Why Penguin Solutions stock is in focus after its latest earnings Penguin Solutions (PENG) is back on investors radar after its third quarter earnings topped revenue and profit expectations, and management raised full year adjusted EPS guidance alongside generally supportive analyst commentary. See our latest analysis for Penguin Solutions. Despite a sharp 1-day share price decline of 8% and a 7-day share price drop of 18.06% that followed the earnings move, Penguin Solutions is still coming...

Intel (INTC) Backer Syntiant Files For IPO In Edge AI Chips
Simply Wall St.46d agoneutral
Intel (INTC) Backer Syntiant Files For IPO In Edge AI Chips

Syntiant Corp, backed by Intel Capital, has filed for a U.S. IPO. The company focuses on semiconductor and AI software solutions for low power processing. Syntiant recently expanded by acquiring Knowles Corp's consumer MEMS microphone business. The development highlights Intel's involvement in edge AI computing and related hardware. For investors tracking Intel and NasdaqGS:INTC, Syntiant's IPO filing adds another reference point for how large chip companies participate in AI through...

South Korean chip stocks slide after overnight US selloff on AI boom concerns
Reuters46d agobearish
South Korean chip stocks slide after overnight US selloff on AI boom concerns

Shares of South Korean memory chipmakers Samsung Electronics and ‌SK Hynix fell as much as ‌4.4% and 5%, respectively, in early trade on ​Wednesday, tracking a broad selloff in U.S. semiconductor stocks on growing concerns about the sustainability of the AI-driven chip boom. High-flying memory and ‌semiconductor stocks tumbled ⁠overnight, with Intel, Micron and AMD closing down 9.7%, 4.7% and ⁠6.5%, respectively. MKTS/GLOB] Also, the Philadelphia Semiconductor Index lost 4.7% as investors questioned whether AI-related spending ​can be ​sustained.