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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.

26,822 signal articles · 30 in last 24h · 129,065 total before filter · latest 2h ago
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Is Netflix’s (NFLX) Long-Term Dominance Under Threat?
Insider Monkey19d agoneutral
Is Netflix’s (NFLX) Long-Term Dominance Under Threat?

Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for […]

Here’s Why Sands Capital Technology Innovators Fund Sold Roblox Corporation (RBLX)
Insider Monkey19d agoneutral
Here’s Why Sands Capital Technology Innovators Fund Sold Roblox Corporation (RBLX)

Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for […]

Why Space Exploration Technologies Corp. (SPCX) is an Idiosyncratic Growth Play?
Insider Monkey19d agoneutral
Why Space Exploration Technologies Corp. (SPCX) is an Idiosyncratic Growth Play?

Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for […]

Tenax, Sionna Shares Sink After Trial Failures
The Wall Street Journal19d agoneutral
Tenax, Sionna Shares Sink After Trial Failures

Shares of Tenax Therapeutics and Sionna Therapeutics tumbled Monday after the biotechs revealed separate late-stage trial failures. Tenax stock fell nearly 90% after a Phase 3 trial of its experimental heart-failure pill failed to help patients walk farther than those on a placebo.

Bloomberg19d agoneutral
AI Cloud Provider Lambda Taps Loans for Nvidia-Tied Chip Deal

(Bloomberg) -- Lambda Inc., an AI cloud-computing provider backed by Nvidia Corp., is selling a leveraged loan to finance a chip deal as the risky debt market becomes a new front in the borrowing binge to finance the artificial intelligence buildout. Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AIIran Shakes Up Security Team After Saying Oman Deal ‘Very Close’Stocks Churn as Oil Advance Boosts Treasury Yields: Markets WrapTrump Amps Up Pressure on Billi

Synopsys (SNPS) Unleashes Agentic AI Chip Design Tools Backed by Microsoft, AMD
Insider Monkey19d agoneutral
Synopsys (SNPS) Unleashes Agentic AI Chip Design Tools Backed by Microsoft, AMD

Synopsys (NASDAQ:SNPS) just handed AMD (NASDAQ:AMD) and Microsoft (NASDAQ:MSFT) a new way to design chips: let AI agents do more of the work. On July 27, Synopsys unveiled autonomous agentic AI workflows built with Microsoft and already being evaluated by AMD, aimed at cutting the time it takes to turn a chip specification into working […]

TTM Technologies (TTMI) Positioned for Durable Revenue Expansion
Insider Monkey19d agoneutral
TTM Technologies (TTMI) Positioned for Durable Revenue Expansion

Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI ACWI posting its strongest quarterly gain since 2020, supported by broad market strength, easing geopolitical tensions, and continued enthusiasm for […]

Brazil aircraft maker Embraer raises outlook after record revenue
AFP19d agoneutral
Brazil aircraft maker Embraer raises outlook after record revenue

Brazilian aircraft manufacturer Embraer said Monday it expects higher profits than previously forecast in 2026 after record second-quarter revenues and an all-time high order backlog.The world's third-largest aircraft manufacturer after Airbus and Boeing, Embraer said it expects about $110 million more in profits.

1 Mid-Cap Stock to Keep an Eye On and 2 We Avoid
StockStory19d agoneutral
1 Mid-Cap Stock to Keep an Eye On and 2 We Avoid

Mid-cap stocks have the best odds of scaling into $100 billion corporations thanks to their tested business models and large addressable markets. But the many opportunities in front of them attract significant competition, spanning from industry behemoths with seemingly infinite resources to small, nimble players with chips on their shoulders.