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.

24,364 signal articles · 86 in last 24h · 115,849 total before filter · latest 44m ago
86last 24h
1747last 7d
292● bullish (7d)
168● bearish (7d)
205publishers
AllMacro314Earnings814M&A101Regulatory25Product16Analyst24
✕ clear all filtersticker: AAPLSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Apple's Rally: Pricing Power, AI Discipline, And The Memory Crunch
Trefis41d agobullish
Apple's Rally: Pricing Power, AI Discipline, And The Memory Crunch

Apple (AAPL) stock dropped 6% on June 25 after the company raised Mac and iPad prices by $100 to $300, blaming a memory shortage CEO Tim Cook called a "hundred-year flood." Less than two weeks later, shares have clawed back most of that loss, trading near 52-week highs. The market appears to be recalculating Apple's position on two fronts: how well placed Apple is inside the DRAM shortage relative to its peers and how its restraint on AI spending looks increasingly like a smart move.

Broadcom extends Apple chip supply deal through 2031
Proactive41d agoneutral
Broadcom extends Apple chip supply deal through 2031

Broadcom Inc (NASDAQ:AVGO, XETRA:1YD) has extended its chip partnership with Apple Inc (NASDAQ:AAPL, XETRA:APC) through 2031, expanding a long-running supply agreement covering custom semiconductor development and production. The expanded arrangement, disclosed by Broadcom in a regulatory...

FTEC vs. VGT: Same Tech Bet, So Which Fund Costs You Less?
24/7 Wall St.41d agoneutral
FTEC vs. VGT: Same Tech Bet, So Which Fund Costs You Less?

If you’re deciding between Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC) and Vanguard Information Technology Index Fund ETF (NYSEARCA:VGT), the choice looks like a coin flip. Both track the same MSCI USA IMI Information Technology 25/50 Index. Both hold roughly the same 300-plus stocks in nearly the same weights. Both have delivered essentially identical returns ... FTEC vs. VGT: Same Tech Bet, So Which Fund Costs You Less?

Broadcom Rallies 6% on a Broadened Apple Partnership as AMD Gains 10%, Intel Rises 5%
24/7 Wall St.41d agobullish
Broadcom Rallies 6% on a Broadened Apple Partnership as AMD Gains 10%, Intel Rises 5%

Shares of Broadcom (NASDAQ:AVGO) are up 6% to $381 in early Monday trading after the company said it agreed to expand its custom-chip partnership with Apple (NASDAQ:AAPL) through 2031. The news is fueling a broad semiconductor rebound after last week’s pullback. Advanced Micro Devices (NASDAQ:AMD) stock is up 10% to $568, and Intel (NASDAQ:INTC) stock ... Broadcom Rallies 6% on a Broadened Apple Partnership as AMD Gains 10%, Intel Rises 5%

Investing.com41d agoneutral
Broadcom stock pops 4% as Apple silicon deal gets extended through 2031

Investing.com -- Broadcom Inc. (NASDAQ: AVGO) shares climbed 4% on Monday after the semiconductor company announced a significant extension of its chip supply agreement with Apple Inc. (NASDAQ: AAPL), securing a critical revenue stream for the remainder of the decade. The new agreement ensures that Broadcom will remain a cornerstone of Apple’s hardware supply chain for years to come. According to the company’s recent SEC filing, the two tech giants are officially deepening their ties: "Broadcom

Bloomberg41d agobullish
Broadcom, Apple Expand Partnership to 2031 With Custom Chips

(Bloomberg) -- Broadcom Inc. said Monday that it will provide custom chips for Apple Inc. in an expanded deal that runs through 2031.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsFIFA Allows Balogun to Play After Trump Call Sparking UproarThe companies have signed a new multi-year

Broadcom, Apple extend chip partnership through 2031
Reuters41d agoneutral
Broadcom, Apple extend chip partnership through 2031

Broadcom said on Monday that ‌the chipmaker and ‌Apple have agreed to expand ​their partnership through 2031 to develop and supply a range of custom ‌chips. Broadcom has ⁠been a long-standing supplier to Apple, ⁠providing key components, including custom radio frequency ​chips used ​in ​iPhones, Wi-Fi and ‌Bluetooth connectivity chips, and other networking semiconductors. Apple is one of Broadcom's largest customers.

Musk Calls It ‘Utterly False,’ But This SpaceX Rumor Should Terrify Every Apple Investor
24/7 Wall St.41d agoneutral
Musk Calls It ‘Utterly False,’ But This SpaceX Rumor Should Terrify Every Apple Investor

Shares of Apple (NASDAQ:AAPL) rose 1.7% on July 1, 2026, the day the Wall Street Journal reported that SpaceX had shown IPO investors a prototype handset: slimmer than an iPhone, running a proprietary operating system, powered by a Qualcomm Snapdragon chip, and deeply integrated with xAI’s Grok. Elon Musk called the story “utterly false” on ... Musk Calls It ‘Utterly False,’ But This SpaceX Rumor Should Terrify Every Apple Investor

Foxconn Posts Strong Q2 Revenue Growth on AI Demand, Flags Geopolitical Risks (FXCOF)
InvestorsHub42d agoneutral
Foxconn Posts Strong Q2 Revenue Growth on AI Demand, Flags Geopolitical Risks (FXCOF)

Artificial Intelligence Drives Better-Than-Expected SalesFoxconn, officially known as Hon Hai Precision Industry (USOTC:FXCOF), reported a sharp increase in second-quarter revenue as strong demand for artificial intelligence infrastructure continued to fuel growth, although the company warned that geopolitical uncertainty remains a key risk. The world’s largest contract electronics manufacturer generated revenue of T$2.

Bloomberg42d agoneutral
Memory Chipmaker SK Hynix Kicks Off $28 Billion US Listing

(Bloomberg) -- SK Hynix Inc. kicked off its formal marketing process for its US listing on Monday, as the South Korean chipmaker looks to capitalize on surging investor demand for the high-flying memory-chip sector.Most Read from BloombergGreece Offers Bounty to Catch Ravenous Fish Lured by Warming SeaOil, Gas Tankers Cross Hormuz Via Oman-Side Route After U-TurnsThe Tanker Tycoon Making Millions on Hormuz Shuttle RunsModi’s Flagship Biofuel Push Faces Backlash From MotoristsOil’s Supply Wave, T

Western Digital, Sandisk, Micron, Nvidia, SpaceX, and More Stocks That Explain Today’s Market
Barrons.com42d agoneutral
Western Digital, Sandisk, Micron, Nvidia, SpaceX, and More Stocks That Explain Today’s Market

Stocks were gaining in premarket Monday with technology stocks prominent among the gainers. Semiconductor companies were particularly prominent as the artificial-intelligence trade took off again. Western Digital was up 4.5%, Sandisk was up 3.9%, and Micron Technology rose 2.3% as memory-and-storage companies regained their momentum after a drop last week.