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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 · 65 in last 24h · 115,763 total before filter · latest 1h ago
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AI Could Push Apple Into a New Era Analysts Haven’t Modeled Yet
24/7 Wall St.2d agoneutral
AI Could Push Apple Into a New Era Analysts Haven’t Modeled Yet

Jefferies just slapped a sell rating on Apple right before what could be its most consequential product era in two decades. The case for staying in the stock rests on a consumer AI opportunity that most bearish analysts appear to be pricing at exactly zero.

Why Did Oscar Health (OSCR) Fall After Record Profit and a Guidance Hike?
Insider Monkey2d agobearish
Why Did Oscar Health (OSCR) Fall After Record Profit and a Guidance Hike?

Oscar Health, Inc. (NYSE:OSCR) shares closed 11.9% lower at $26.54 on August 6, even after the insurer reported its most profitable first half and raised its full-year outlook. Second-quarter revenue rose 70% year over year to $4.88 billion, while the company swung to net income of $361.8 million from a $228.4 million loss. The stock […]

5 Revealing Analyst Questions From Taboola’s Q2 Earnings Call
StockStory2d agoneutral
5 Revealing Analyst Questions From Taboola’s Q2 Earnings Call

Taboola’s second quarter was met with a negative market response as revenue fell short of Wall Street expectations. Management attributed the shortfall primarily to two factors: a Google policy change that discontinued the “Explore More” product and a deliberate effort to remove low-performing international publishers, particularly in Greater China. CEO Adam Singolda acknowledged the impact of these actions, noting, “Despite these two headwinds, I’m happy with our ability to accelerate growth an

Is JD.com (JD) a Buy as Wall Street Analysts Look Optimistic?
Zacks2d agobullish
Is JD.com (JD) a Buy as Wall Street Analysts Look Optimistic?

According to the average brokerage recommendation (ABR), one should invest in JD.com (JD). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Is Celestica (CLS) a Buy as Wall Street Analysts Look Optimistic?
Zacks2d agobullish
Is Celestica (CLS) a Buy as Wall Street Analysts Look Optimistic?

According to the average brokerage recommendation (ABR), one should invest in Celestica (CLS). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Is Howmet (HWM) a Buy as Wall Street Analysts Look Optimistic?
Zacks2d agobullish
Is Howmet (HWM) a Buy as Wall Street Analysts Look Optimistic?

The average brokerage recommendation (ABR) for Howmet (HWM) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

Why ATI (ATI) Is Emerging as an Aerospace Supply Chain Winner
Insider Monkey2d agoneutral
Why ATI (ATI) Is Emerging as an Aerospace Supply Chain Winner

Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index’s 16.74% gain, as the market rally remained narrowly focused on AI […]

Why Lam Research (LRCX) Became This Portfolio’s Top Performer
Insider Monkey2d agoneutral
Why Lam Research (LRCX) Became This Portfolio’s Top Performer

Polen Capital Management Llc released its “Polen Focus Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here. Polen Focus Growth returned 6.33% (net of fees) in the second quarter of 2026, significantly underperforming the Russell 1000 Growth Index’s 16.74% gain, as the market rally remained narrowly focused on AI […]

Evaluating Amphenol’s (APH) AI Infrastructure Play
Insider Monkey2d agoneutral
Evaluating Amphenol’s (APH) AI Infrastructure Play

Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for “Aoris International Fund”. A copy of the letter can be downloaded here. The fund invests in high-quality, wealth-generating businesses managed by prudent and capable teams, targeting an annual return of 8–12% after fees over a 5–7-year market cycle. During the […]