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.

26,787 signal articles · 195 in last 24h · 128,798 total before filter · latest 2h ago
195last 24h
1290last 7d
202● bullish (7d)
126● bearish (7d)
206publishers
AllMacro285Earnings509M&A85Regulatory20Product12Analyst16
✕ clear all filtersticker: NVDASentiment:bullishneutralbearish✓ showing all (incl. clickbait)
JPMorgan resets Nvidia stock price target after earnings
TheStreet97d agoneutral
JPMorgan resets Nvidia stock price target after earnings

Nvidia just delivered what analysts are calling one of the most consequential quarters in semiconductor history. The stock was already up nearly 20% year-to-date before the results landed. And JPMorgan's Harlan Sur still sees 25% upside from here. The reasoning behind that view is more nuanced than ...

Flex Pitches AI Data Center Spin-Off as Power and Cooling Growth Accelerates
MarketBeat97d agoneutral
Flex Pitches AI Data Center Spin-Off as Power and Cooling Growth Accelerates

Flex (NASDAQ:FLEX) executives used a J.P. Morgan fireside chat to outline the rationale for the company’s latest planned spin-off, describe the growth expectations for the business being separated and frame the remaining Flex as a large, diversified manufacturing and services platform. Revathi Adva

DBMF Is Quietly Beating the 60/40 Portfolio in 2026, and This $3 Billion Fund Leads the Pack
24/7 Wall St.97d agobullish
DBMF Is Quietly Beating the 60/40 Portfolio in 2026, and This $3 Billion Fund Leads the Pack

For retirees who watched bonds fail to cushion equity losses in 2022, the iMGP DBi Managed Futures Strategy ETF (NYSEARCA:DBMF) has changed the conversation by gathering roughly $3 billion in assets and delivering what the 60/40 portfolio failed to deliver then and is again outpacing in 2026: a return stream that does not move in ... DBMF Is Quietly Beating the 60/40 Portfolio in 2026, and This $3 Billion Fund Leads the Pack

Starting in 2027 the Government Will Match Up to $1,000 of Your IRA Contributions and Kiplinger Just Published the Eligibility Details
24/7 Wall St.97d agoneutral
Starting in 2027 the Government Will Match Up to $1,000 of Your IRA Contributions and Kiplinger Just Published the Eligibility Details

Kiplinger just laid out the eligibility rules for the federal Saver’s Match, the SECURE 2.0 provision that begins in 2027 and deposits up to $1,000 a year into the retirement account of qualifying lower- and middle-income workers. Before the rules, the math. A $1,000 annual government match invested in a total stock market index fund ... Starting in 2027 the Government Will Match Up to $1,000 of Your IRA Contributions and Kiplinger Just Published the Eligibility Details

Half a Million Dollars. Two ETFs. $1,400 a Month, Without Touching the Principal.
24/7 Wall St.97d agoneutral
Half a Million Dollars. Two ETFs. $1,400 a Month, Without Touching the Principal.

I think more retirees should get comfortable with selling shares to fund portfolio withdrawals. Mathematically, there is not much difference between receiving income through dividends versus generating it yourself by selling shares. When a stock or ETF pays a dividend or distribution, the share price drops by roughly the amount paid out on the ex-dividend ... Half a Million Dollars. Two ETFs. $1,400 a Month, Without Touching the Principal.

ULTY Paid 68.7% in Distributions While Its Stock Price Fell 47%
24/7 Wall St.97d agoneutral
ULTY Paid 68.7% in Distributions While Its Stock Price Fell 47%

YieldMax Ultra Option Income Strategy ETF (NYSEARCA:ULTY) pays weekly cash distributions that annualize to roughly 24% at recent rates. ULTY manages $2.48 billion by selling options against a concentrated basket of high-volatility names. The pitch is simple: a check every week. The risk most ULTY holders miss is the gap between those checks and what ... ULTY Paid 68.7% in Distributions While Its Stock Price Fell 47%

What CEO Sanjay Mehrota Just Said Shows Why Micron Is About to Become a $1,000 Stock
24/7 Wall St.97d agoneutral
What CEO Sanjay Mehrota Just Said Shows Why Micron Is About to Become a $1,000 Stock

The AI boom was supposed to slow down by now. At least that was the theory. Data centers are straining electric grids, utilities are warning about power shortages, copper supplies are tightening, and semiconductor packaging capacity remains constrained. Yet demand for AI infrastructure keeps accelerating anyway. That’s because the AI race has shifted from experimentation ... What CEO Sanjay Mehrota Just Said Shows Why Micron Is About to Become a $1,000 Stock

Nvidia says China included in $200-billion CPU market forecast
Reuters Videos97d agoneutralVIDEO
Nvidia says China included in $200-billion CPU market forecast

<body><p>STORY: Nvidia CEO Jensen Huang signaled on Saturday, his company sees major long-term opportunities in China, despite tensions arising from the U.S.-China technological race.</p><p>Huang spoke to reporters after landing in Taipei, ahead of a major trade show there.</p><p>He was asked whether the world's second largest economy was part of the $200-billion market forecast he mentioned during Nvidia's earnings call on Wednesday.</p><p>"I would think so. $200 billion is not today, it’s someday. And it includes all the data centers, CPUs. This is a new market for us."</p><p>:: Nvidia</p><p>CPUs, or central processing units, are becoming more important as companies move toward agentic AI, which are systems that can perform tasks more independently.</p><p>The shift is expanding demand beyond GPUs - or graphics processing units - the chips Nvidia is best known for, widely used to train large AI models.</p><p>:: Archive</p><p>In face of rising competition, Huang has tried to assure investors that the world's most valuable company can keep up its blockbuster growth with its broad base of customers.&nbsp;</p><p>He has also been positive that new products will help the company beat the $1 trillion in sales it has forecast for its flagship AI chips.</p><p>"'Vera' is a really exciting CPU, I'll tell you more about it next week..."</p><p>:: Nvidia</p><p>But Nvidia's H200 chip still faces hurdles in China.</p><p>The U.S. government has granted licenses allowing the company to sell its second-most powerful chip there.</p><p>But Chinese officials have not yet approved it, as Beijing works to support domestic chipmakers.&nbsp;</p><p>"H200 has been licensed to ship to China. It would be terrific to be able to serve that market. The Chinese market is very important. It's very large, of course."</p><p>:: May 14, 2026</p><p>Recent talks between U.S. President Donald Trump and Chinese President Xi Jinping did not produce an immediate breakthrough.</p></body>

CDL’s $2.29 annual dividend beats Treasury yields despite rising interest rates
24/7 Wall St.97d agobullish
CDL’s $2.29 annual dividend beats Treasury yields despite rising interest rates

Income investors holding the VictoryShares US Large Cap High Div Volatility Wtd ETF (NYSEARCA:CDL) own a fund built around one premise: large American companies with stable share prices tend to pay reliable dividends. CDL distributes cash monthly and paid $2.29 per share in 2025 against a current share price of roughly $76. With Treasury yields ... CDL’s $2.29 annual dividend beats Treasury yields despite rising interest rates

“We’re Studying You to Figure Out How to Make This All More Effective” — Zuckerberg’s Leaked Comment Sparks Job Loss Fears
24/7 Wall St.97d agoneutral
“We’re Studying You to Figure Out How to Make This All More Effective” — Zuckerberg’s Leaked Comment Sparks Job Loss Fears

Mark Zuckerberg said what every mega-cap CEO is probably thinking but few will say on tape. In leaked audio from an April 30, 2026 Meta all-hands, the CEO told employees: “The AI models learn from watching really smart people do things. The average intelligence of the people who are at this company is significantly higher ... “We’re Studying You to Figure Out How to Make This All More Effective” — Zuckerberg’s Leaked Comment Sparks Job Loss Fears

3 Growth Stocks to Stash
StockStory97d agoneutral
3 Growth Stocks to Stash

Growth is a hallmark of all great companies, but the laws of gravity eventually take hold. Those who rode the COVID boom and ensuing tech selloff in 2022 will surely remember that the market’s punishment can be swift and severe when trajectories fall.

Most Gold ETFs Skim 0.40% Off the Top Every Year. One Charges a Quarter of That. Run the Math and the Difference Is a Family Vacation.
24/7 Wall St.97d agoneutral
Most Gold ETFs Skim 0.40% Off the Top Every Year. One Charges a Quarter of That. Run the Math and the Difference Is a Family Vacation.

By far, the oldest and longest-standing gold exchange-traded products, or ETPs, generally charge around 0.4% annually in expense ratios. That applies both to closed-ended structures like the Sprott Physical Gold Trust (NYSEARCA: PHYS), which charges 0.39%, and also open-ended ETFs like the SPDR Gold Shares (NYSEARCA: GLD), which charges 0.40%. Long term, those fees matter. ... Most Gold ETFs Skim 0.40% Off the Top Every Year. One Charges a Quarter of That. Run the Math and the Difference Is a Fa