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.

26,856 signal articles · 30 in last 24h · 129,307 total before filter · latest 1h ago
30last 24h
1277last 7d
202● bullish (7d)
131● bearish (7d)
206publishers
AllMacro289Earnings507M&A86Regulatory20Product13Analyst18
✕ clear all filtersticker: NVDASentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Nvidia Smuggling Allegations Put Export Controls And Investor Risks In Focus
Simply Wall St.112d agoneutral
Nvidia Smuggling Allegations Put Export Controls And Investor Risks In Focus

Nvidia is reportedly linked to a $2.5b smuggling scheme involving Super Micro servers and Nvidia GPUs allegedly diverted to China via Thailand. Major Chinese tech firms are cited as end customers, raising questions about how US export controls on advanced chips are being enforced. The situation could attract regulatory and geopolitical attention to Nvidia’s hardware distribution channels and partners. Nvidia (NasdaqGS:NVDA) sits at the center of the global AI hardware market, and this...

Nebius Group (NBIS) Is Up 14.6% After Nvidia-Funded AI Pivot and Major Cloud Deals - What's Changed
Simply Wall St.112d agoneutral
Nebius Group (NBIS) Is Up 14.6% After Nvidia-Funded AI Pivot and Major Cloud Deals - What's Changed

Nebius Group recently deepened its AI push by acquiring Eigen AI for about US$643 million, securing very large multiyear AI compute contracts with Meta and Microsoft, and receiving a US$2 billion investment from Nvidia to expand its neocloud data center capacity. These moves are shifting Nebius from a pure infrastructure provider toward a higher-value AI platform model, potentially altering how it monetizes its massive contracted backlog and future capacity build-out. With Nebius’ Nvidia...

NVIDIA-Powered Clean Rooms Could Be A Game Changer For LiveRamp Holdings (RAMP)
Simply Wall St.112d agoneutral
NVIDIA-Powered Clean Rooms Could Be A Game Changer For LiveRamp Holdings (RAMP)

In late April 2026, LiveRamp announced that it had upgraded its clean room architecture with native support for NVIDIA AI infrastructure, enabling AI partners and brands to train and deploy sophisticated models up to 15x faster while keeping data and model weights secure. This move potentially strengthens LiveRamp’s role as a neutral, privacy-focused hub for AI-driven marketing by removing technical friction for GPU-optimized model deployment and collaboration. We’ll now examine how this...

Nebius Group Recasts AI Future With Eigen AI Deal And Mega Partnerships
Simply Wall St.112d agobullish
Nebius Group Recasts AI Future With Eigen AI Deal And Mega Partnerships

Nebius Group (NasdaqGS:NBIS) announced a $643 million acquisition of Eigen AI, adding advanced inference and optimization technology to its AI platform. The company has secured multi billion dollar, long term contracts with Meta and Microsoft tied to its AI infrastructure and platform services. Nvidia is committing a $2 billion investment into Nebius, aligning with Nebius’s shift toward a Platform as a Service model. Nebius Group, traded as NasdaqGS:NBIS, is repositioning itself from a pure...

Why NVIDIA (NVDA) Is Turning Its AI Hardware Lead Into an Infrastructure Moat
Insider Monkey112d agoneutral
Why NVIDIA (NVDA) Is Turning Its AI Hardware Lead Into an Infrastructure Moat

NVIDIA Corporation (NASDAQ:NVDA) is one of the best stocks to buy with wide moats. The latest moat-relevant update came on May 7, 2026, when NVIDIA Corporation (NASDAQ:NVDA) and IREN announced a strategic partnership to accelerate the deployment of up to 5 gigawatts of NVIDIA DSX-aligned AI infrastructure across IREN’s global data-center pipeline. The companies said […]

Dell’s Pangea 5 Win Highlights AI And Energy Computing Ambitions
Simply Wall St.113d agoneutral
Dell’s Pangea 5 Win Highlights AI And Energy Computing Ambitions

Dell Technologies and Nvidia have been chosen by TotalEnergies to design and install Pangea 5, a new high performance supercomputer for seismic imaging and AI research in energy. The project expands Dell's role in high performance computing infrastructure, targeting both AI driven research and energy efficiency for a major global energy company. Pangea 5 positions Dell as a key supplier to demanding, regulated industries that require large scale, energy conscious computing power. For...

The Dollar’s Next Move Will Make or Break Your EDIV Returns Over the Next 12 Months
24/7 Wall St.113d agoneutral
The Dollar’s Next Move Will Make or Break Your EDIV Returns Over the Next 12 Months

The SPDR S&P Emerging Markets Dividend ETF (NYSEARCA:EDIV) has quietly become one of the better-performing yield trades of 2026, with shares near $42 after a 7% year-to-date gain and a 18% rise over the past year. EDIV tracks the S&P Emerging Markets Dividend Opportunities Index, a yield-weighted basket of 100 dividend-paying emerging market equities. That ... The Dollar’s Next Move Will Make or Break Your EDIV Returns Over the Next 12 Months

Is It Too Late To Consider Nvidia (NVDA) After Its 80% One-Year Surge?
Simply Wall St.113d agobullish
Is It Too Late To Consider Nvidia (NVDA) After Its 80% One-Year Surge?

If you are wondering whether NVIDIA's share price still makes sense after its substantial rise, or if you may be late to the story, this article focuses on what the current valuation is indicating. The stock last closed at US$211.50, with returns of 6.0% over 7 days, 18.8% over 30 days, 12.0% year to date and 80.2% over the past year, as well as a very large 3-year return and more than 7x over 5 years. Recent headlines continue to track NVIDIA's role in areas such as AI infrastructure and...