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.

24,321 signal articles · 55 in last 24h · 115,683 total before filter · latest 40m ago
55last 24h
1758last 7d
298● bullish (7d)
169● bearish (7d)
205publishers
AllMacro310Earnings821M&A102Regulatory25Product17Analyst25
✕ clear all filtersticker: NVDASentiment:bullishneutralbearishshow all (incl. clickbait)
Boring, quiet & crushing the market for the last 5 years
TheStreet60d agoneutral
Boring, quiet & crushing the market for the last 5 years

This is the third piece in a series examining "boring" large-cap stocks that have outperformed the Nasdaq-100 over the past five years. The first piece introduced the five companies and the data. The second piece covered defense and nuclear supplier Curtiss-Wright. This week: a company that moves ...

US awards $500 million to Nvidia-backed SandboxAQ for finding new chipmaking materials
Reuters60d agoneutral
US awards $500 million to Nvidia-backed SandboxAQ for finding new chipmaking materials

The U.S. government awarded $500 million on Wednesday to startup SandboxAQ to develop new chemicals and materials for domestic semiconductor manufacturing, including alternatives to PFAS and rare earth imports. The award is part of President Donald ‌Trump's move to allocate research funds under the CHIPS Act, an effort that previously funded a $150 million investment in new chip manufacturing ‌tools and a $2 billion investment in quantum computing. So far, SandboxAQ has applied those models to fields such as biotechnology and quantum navigation sensors to replace global positioning systems, but now it is moving into chemicals and materials for chip manufacturing.

Bloomberg60d agobearish
SpaceX Heads Toward Fourth Day of Gains Since Record IPO

(Bloomberg) -- SpaceX shares are poised for a fourth straight day of gains, reinforcing the company’s place among the world’s largest after it surpassed Amazon.com Inc. by market value.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranIran’s Deputy Foreign Minister Confirms Deal Reached With USModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingNetanyahu Pays a Political Price for Trump’s Iran DealUS Set to Offer Iran Broad Financial Gains in Peace DealShares

Forget P&G: This Defensive Cash-Flow Powerhouse Just Beat Earnings and Is a Best Buy Today
24/7 Wall St.61d agobullish
Forget P&G: This Defensive Cash-Flow Powerhouse Just Beat Earnings and Is a Best Buy Today

Procter & Gamble (NYSE:PG) is the household name every retirement portfolio reaches for when markets get choppy, and its $350.4 billion market cap makes it the default consumer defensive trade on every desk. The internals tell a different story. The Crowded Trade Is Quietly Cracking P&G beat its most recent quarter, but the internals are ... Forget P&G: This Defensive Cash-Flow Powerhouse Just Beat Earnings and Is a Best Buy Today

SpaceX Buys Cursor Fresh Off An $86 Billion IPO
Moby61d agobullish
SpaceX Buys Cursor Fresh Off An $86 Billion IPO

Days after raising a record $85.7 billion in its IPO, SpaceX agreed to acquire AI coding startup Anysphere in a $60 billion stock deal, giving Elon Musk a foothold in one of AI’s fastest-growing software markets.

A new technology is learning how to move money
TheStreet61d agoneutral
A new technology is learning how to move money

For the past two years, the story of AI on Wall Street has mostly been about speed. Faster research, faster summaries, faster answers to questions an analyst would otherwise spend an afternoon on. That story is now changing shape. The systems now being built are not just answering questions about ...

Intel Tumbles 7% Despite BoA Double Upgrade, AMD Slides 6% as AI Infrastructure Deal Can’t Stop Profit-Taking
24/7 Wall St.61d agobearish
Intel Tumbles 7% Despite BoA Double Upgrade, AMD Slides 6% as AI Infrastructure Deal Can’t Stop Profit-Taking

Shares of Intel (NASDAQ:INTC) are down 7% at midday on Tuesday, while Advanced Micro Devices (NASDAQ:AMD) stock is sliding 6%. The pullback comes after a torrid multi-session rally in both names. Intel stock closed yesterday at $127.86, having climbed 18% over the past month. AMD stock ended Monday at $547.26, an all-time high. No fresh ... Intel Tumbles 7% Despite BoA Double Upgrade, AMD Slides 6% as AI Infrastructure Deal Can’t Stop Profit-Taking

Buy, Hold, or Sell: SoundHound AI Slid 20% in June Despite a Massive $100 Million Acquisition. Is SOUN a Buy at $7.35?
24/7 Wall St.61d agoneutral
Buy, Hold, or Sell: SoundHound AI Slid 20% in June Despite a Massive $100 Million Acquisition. Is SOUN a Buy at $7.35?

At $7.35, SoundHound AI (NASDAQ:SOUN) screens as a wait-and-watch setup, with research framing suggesting a more attractive entry near $6.50 on macro-driven weakness. The voice AI specialist absorbed a brutal June sell-off despite announcing a $100 million acquisition of LivePerson. SoundHound builds an independent voice and agentic AI platform spanning automotive, restaurants, financial services, and ... Buy, Hold, or Sell: SoundHound AI Slid 20% in June Despite a Massive $100 Million Acquisiti

Long Bonds Just Lost Money for a Sixth Straight Year, And One Quiet ETF Is Engineered for the Reversal
24/7 Wall St.61d agoneutral
Long Bonds Just Lost Money for a Sixth Straight Year, And One Quiet ETF Is Engineered for the Reversal

Prior to the start of the Iran War, President Donald Trump had been feuding with Jerome Powell about cutting interest rates. Despite tremendous capital inflows from tariffs, record-low inflation, and a revived business climate due to cutting bureaucratic Biden-era restrictions, Powell stubbornly refused to cut rates. Kevin Warsh took the Fed chair oath on ... Long Bonds Just Lost Money for a Sixth Straight Year, And One Quiet ETF Is Engineered for the Reversal

Nvidia's Huang pledges AI will boost manufacturing jobs. A test will come in Texas
Associated Press61d agoneutral
Nvidia's Huang pledges AI will boost manufacturing jobs. A test will come in Texas

Jensen Huang’s company Nvidia makes the computer chips that unleashed a revolution in artificial intelligence. Now he's wagering that an AI buildout can revive U.S. manufacturing, pushing past limits facing science and society. Nvidia is formally unveiling on Tuesday plans for a major upgrade to its AI infrastructure as part of its $2 billion partnership with the factory’s owner, Coherent.

Bloomberg61d agoneutral
Marvell Needs Lots of Growth to Achieve Huang’s $1 Trillion Call

(Bloomberg) -- Jensen Huang may see Marvell Technology Inc. as the stock market’s “next trillion-dollar company,” but it’s going to take a lot of growth for the chipmaker to even sniff that lofty level. Most Read from BloombergIran’s Deputy Foreign Minister Confirms Deal Reached With USStudios in Microsoft’s Xbox Division Brace for ClosuresNetanyahu Pays a Political Price for Trump’s Iran DealUS and Iran Agree to Halt War, Restart Middle East Oil ShipmentsUS at Odds With Allies Over How Easy It