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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.

24,341 signal articles · 66 in last 24h · 115,763 total before filter · latest 57m ago
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Bloomberg34d agobullish
Disney Exiting Streaming Could Spur 40% Rally, Wells Fargo Says

(Bloomberg) -- Walt Disney Co. shares have been in a slump for years, but Wells Fargo Securities said there’s one possible move that could reverse the trend: ditching its streaming-video business.Most Read from BloombergLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Hormuz Route Open Despite Iran Declaration, Maritime Group SaysOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With AppleTrump Embraces Australian Retirement System Backed by Larry FinkUS Renews Iran Strikes as Bot

Bloomberg34d agoneutral
Apple’s $600 Billion Rally Fueled by Traders Fleeing AI Selloff

(Bloomberg) -- Investors are flocking back to Apple Inc. as nervousness about artificial intelligence spending weighs on the stocks of chipmakers and cloud-computing giants. Most Read from BloombergLindsey Graham, Senate Hawk Turned Trump Ally, Dies at 71Hormuz Route Open Despite Iran Declaration, Maritime Group SaysOpenAI Engineer’s ‘LOL’ Moment Set Stage for Legal Fight With AppleTrump Embraces Australian Retirement System Backed by Larry FinkUS Renews Iran Strikes as Both Sides Dispute Hormuz

Jim Cramer Says Comparing the Mag 7 Is a Mistake: Here Are 5 Reasons Each Stock Is Different
24/7 Wall St.35d agoneutral
Jim Cramer Says Comparing the Mag 7 Is a Mistake: Here Are 5 Reasons Each Stock Is Different

On an early July episode of Mad Money, Jim Cramer walked through the Magnificent Seven one stock at a time and pushed back on treating them as a single basket. Cramer’s charitable trust owns six of the seven, save Tesla, and the point was that each name has its own thesis, growth curve, and risks. ... Jim Cramer Says Comparing the Mag 7 Is a Mistake: Here Are 5 Reasons Each Stock Is Different

The Quarter-Trillion-Dollar Onslaught of AI Bonds Is Testing Investors’ Limits
The Wall Street Journal35d agoneutral
The Quarter-Trillion-Dollar Onslaught of AI Bonds Is Testing Investors’ Limits

Wall Street is sending a message to tech companies engaged in a historic borrowing spree to fund investments in artificial-intelligence infrastructure: for pity’s sake, please slow down. Over the past several weeks, the investment-grade corporate bond market has struggled to absorb a combined $75 billion of bond issuance from Nvidia SpaceX and Amazon.com That marks a shift from earlier in the year, when investors were generally happy to hand money to so-called AI hyperscalers by any possible means. While Nvidia and SpaceX were able to borrow at reasonably low interest rates, their newly issued bonds quickly slumped in the secondary market, disappointing investors who often like to flip such bonds.

Synchrony (SYF) Announces Executive Leadership Changes to Accelerate Digital and AI Growth
Insider Monkey35d agoneutral
Synchrony (SYF) Announces Executive Leadership Changes to Accelerate Digital and AI Growth

Synchrony Financial (NYSE:SYF) is one of the best quality stocks to buy according to Wall Street analysts. On June 29, Synchrony announced key executive leadership changes across its Digital platform and Technology and Operations organizations to accelerate digital growth and AI adoption. Carol Juel has been named CEO of Synchrony’s Digital platform, succeeding the retiring […]

FedEx and UPS face a new pricing threat from an old rival
TheStreet36d agoneutral
FedEx and UPS face a new pricing threat from an old rival

FedEx (FDX) and UPS spent half a century as the only two names that mattered in American package delivery. They built the aircraft fleets, sorting hubs and delivery routes that turned next-day shipping into a routine promise. The company that once filled those planes and trucks with its own ...

Amazon is losing the battle for online groceries
TheStreet36d agoneutral
Amazon is losing the battle for online groceries

Life gets busy. Between my work, hobbies, family time, and spending time with friends, I barely have time to remember to eat. Which is why online grocery shopping is such a convenience. Not just for me, but for many other Americans. But while it might be easy to get on Amazon and order groceries ...