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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.

27,113 signal articles · 150 in last 24h · 130,913 total before filter · latest 38m ago
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Why This Investor Sold Autodesk (ADSK) Over AI Risks
Insider Monkey22d agoneutral
Why This Investor Sold Autodesk (ADSK) Over AI Risks

Brown Advisory, an investment management company, released its “Brown Advisory Global Leaders Strategy” for the second quarter of 2026 investor letter. A copy of the letter can be downloaded here. Brown Advisory’s Global Leaders Strategy delivered a net return of 4.6% in the second quarter of 2026, underperforming its benchmark, the MSCI ACWI Net Index, […]

BlackRock (BLK) Ties Up $14 Billion In AI Data Center Ownership Deal
Simply Wall St.22d agoneutral
BlackRock (BLK) Ties Up $14 Billion In AI Data Center Ownership Deal

BlackRock (NYSE:BLK) agreed a major infrastructure partnership with Meta to build a large AI focused data center campus in El Paso. The deal includes significant joint investment and shared ownership of the new AI oriented facilities. The El Paso campus is planned as a core hub for supporting Meta's AI workloads and related digital infrastructure. The partnership underscores BlackRock's push into large scale digital infrastructure alongside global technology companies. Consider broadening...

Workday (WDAY) Faces an AI Threat. Is the Investment Case Broken?
Insider Monkey22d agoneutral
Workday (WDAY) Faces an AI Threat. Is the Investment Case Broken?

Brown Advisory, an investment management company, released its “Brown Advisory Global Leaders Strategy” for the second quarter of 2026 investor letter. A copy of the letter can be downloaded here. Brown Advisory’s Global Leaders Strategy delivered a net return of 4.6% in the second quarter of 2026, underperforming its benchmark, the MSCI ACWI Net Index, […]

Why Visa (V) Could Be a Major Winner in the AI Payments Boom
Insider Monkey22d agoneutral
Why Visa (V) Could Be a Major Winner in the AI Payments Boom

Brown Advisory, an investment management company, released its “Brown Advisory Global Leaders Strategy” for the second quarter of 2026 investor letter. A copy of the letter can be downloaded here. Brown Advisory’s Global Leaders Strategy delivered a net return of 4.6% in the second quarter of 2026, underperforming its benchmark, the MSCI ACWI Net Index, […]

Bitdeer Technologies Group Q2 Earnings Call Highlights
MarketBeat22d agoneutral
Bitdeer Technologies Group Q2 Earnings Call Highlights

Bitdeer Technologies Group (NASDAQ:BTDR) reported higher second-quarter revenue and a sharp improvement in adjusted EBITDA as growth in self-mining capacity and AI Cloud operations offset continued pressure on gross margins from depreciation and Bitcoin mining economics. The company also highlighte