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.

24,540 signal articles · 208 in last 24h · 116,908 total before filter · latest 51m ago
208last 24h
1681last 7d
273● bullish (7d)
149● bearish (7d)
205publishers
AllMacro317Earnings750M&A98Regulatory25Product15Analyst25
✕ clear all filtersticker: ^GSPCSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
BofA just turned on Exxon in favor of Chevron
TheStreet19d agoneutral
BofA just turned on Exxon in favor of Chevron

Wall Street analysts get paid to be right eventually, not immediately. That gap is where the damage usually happens to everyone else, because a rating that flips inside a single quarter tells you the conviction behind it was thinner than the original headline suggested. For most of 2026, owning an ...

Review & Preview: Warsh’s Credibility
Barrons.com19d agoneutral
Review & Preview: Warsh’s Credibility

Then Kevin Warsh started talking. The new Federal Reserve chairman did little to ease investor concerns about the central bank’s fight with inflation, so the S&P 500 closed down 1.5%. The Dow Jones Industrial Average sank 2.2% The Nasdaq Composite fell 1.7%.

Wall Street closes down sharply after Fed holds rates unchanged
Reuters Videos19d agoneutralVIDEO
Wall Street closes down sharply after Fed holds rates unchanged

<body><p>STORY: Wall Street ended sharply lower on Wednesday, with the Dow tumbling more than two percent, the S&P 500 shedding one-and-a-half percent and the Nasdaq falling one-and-three-quarters percent.</p><p>:: Archive</p><p>The Fed's widely expected decision to leave interest rates unchanged drew dissents from three of the 12 members of the central bank's policy-setting committee, who would have "preferred" a quarter-percentage-point hike at Wednesday's meeting.</p><p>Eric Diton is president and managing director of The Wealth Alliance.</p><p>"That's telling you the Fed here is not in agreement. Three dissenters is a lot. And it's clear that we are getting closer and closer to a rate hike. And the markets are handicapping that. So, I think going forward I would expect a rate hike probably in September, certainly by December. I think that’s where we are heading.”</p><p>Meanwhile, investors continued to worry about Big Tech companies funneling billions of dollars into AI at the expense of free cash flow.</p><p>Case in point: shares of Meta fell more than 9% in extended trading after the social media company hiked its forecast for 2026 capital expenditure.</p><p>But shares of another Magnificent 7 tech giant climbed in extending trading. Microsoft rose about 2% after topping Wall Street estimates for quarterly cloud revenue growth, a sign its massive spending on AI infrastructure was paying off.</p><p>:: Microsoft</p><p>:: Archive</p><p>AI-related chipmakers added to recent losses after a sixfold jump in SK Hynix's quarterly profit fell short of lofty investor expectations.&nbsp;</p></body>

Southern Company (SO): A New AI Data Center Play For Long-Term Investors?
Insider Monkey19d agoneutral
Southern Company (SO): A New AI Data Center Play For Long-Term Investors?

Southern Company (NYSE:SO) has quietly turned into one of the more interesting AI infrastructure stories in the utility sector. The stock is up nearly 12% year to date, ahead of the S&P 500’s near 7% gain, and that run has come alongside a stack of large-load contracts, a marquee 25-year power deal with OpenAI, and […]

JPMorgan just sent stock market investors a signal worth watching
TheStreet19d agoneutral
JPMorgan just sent stock market investors a signal worth watching

CNBC released a podcast interview with Jamie Dimon on July 21. He said he would not buy U.S. stocks or long-dated Treasurys at current prices. He said the market was underpricing risk and that investors were too comfortable. Six days later, JPMorgan's own trading desk published a note saying the ...

Fed Holds but Warsh Hobbles Market
The Wall Street Journal19d agoneutral
Fed Holds but Warsh Hobbles Market

The Fed held rates steady, over the objections of three bank presidents that voted for a quarter-point rate hike. It was the first time since 2016 where three officials dissented in the same direction, reflecting growing pressure within the Fed to act on inflation. In a press conference, Chairman Kevin Warsh said that interest rates have already gone up in recent months because Treasury yields have risen.