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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.

26,225 signal articles · 242 in last 24h · 125,947 total before filter · latest 57m ago
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E-Commerce Update - Shopify Boosts Buyback Program Reflecting Market Confidence
Simply Wall St.83d agobullish
E-Commerce Update - Shopify Boosts Buyback Program Reflecting Market Confidence

Shopify Inc. has announced a significant increase in its share repurchase program, authorizing an additional $3 billion for the repurchase of Class A subordinate voting shares, raising the total to $5 billion. This move reflects the company's confidence in its business stability and future prospects, supported by strong operating cash flow and a robust balance sheet. The buyback program, which provides a flexible approach to capital allocation, may be executed through various methods,...

Caleres Inc. (CAL) Tops Q1 Earnings Estimates
Zacks83d agobullish
Caleres Inc. (CAL) Tops Q1 Earnings Estimates

Caleres Inc. (CAL) delivered earnings and revenue surprises of +2.70% and -0.06%, respectively, for the quarter ended April 2026. Do the numbers hold clues to what lies ahead for the stock?

What Texas Pacific Land (TPL)'s Q1 Earnings Beat and Insider Buying Signal Means For Shareholders
Simply Wall St.83d agobullish
What Texas Pacific Land (TPL)'s Q1 Earnings Beat and Insider Buying Signal Means For Shareholders

In recent weeks, Texas Pacific Land reported stronger-than-expected first-quarter 2026 results while Horizon Kinetics, a more-than-10% shareholder, continued making small open-market share purchases that underscore its large, ongoing economic interest in the company. At the same time, analyst commentary has highlighted Texas Pacific Land’s extensive Permian Basin land position and high-margin royalty and water businesses, reinforcing investor attention on how its business model responds to...

Investing.com83d agobullish
Any pullback in the S&P 500 is a buying opportunity: Yardeni

Investing.com -- Yardeni Research said any near-term pullback in the S&P 500 should be treated as a buying opportunity, maintaining its year-end target of 8,250 even as the firm flagged several risks that could weigh on equities in the coming weeks.

$190 Billion and Climbing: Google’s Stunning Equity Raise Signals an Even Bigger AI CapEx Surge
24/7 Wall St.83d agobullish
$190 Billion and Climbing: Google’s Stunning Equity Raise Signals an Even Bigger AI CapEx Surge

The number to focus on is $190 billion, the new top end of Alphabet (NASDAQ:GOOGL)’s 2026 capital expenditure guidance. CFO Anat Ashkenazi walked the Street up to that figure on the Q1 2026 earnings call, telling investors the company was “updating our full year 2026 CapEx guidance range to $180 billion to $190 billion, up ... $190 Billion and Climbing: Google’s Stunning Equity Raise Signals an Even Bigger AI CapEx Surge

Jim Cramer on ZIM Integrated: “I Would Buy Some”
Insider Monkey83d agobullish
Jim Cramer on ZIM Integrated: “I Would Buy Some”

ZIM Integrated Shipping Services Ltd. (NYSE:ZIM) was among the stocks Jim Cramer talked about as he discussed the recent rally in several AI-related stocks. Starting the lightning round, a caller inquired about the stock, and Cramer said: Yeah, I hadn’t liked the shipping stocks, but then all the stuff that’s come up with the war, […]

3 logistics upgrades benefiting Wayfair
Supply Chain Dive83d agobullish
3 logistics upgrades benefiting Wayfair

Leaders from the retailer detailed multiple initiatives at Home Delivery World 2026, from consolidating deliveries to automating driver calls to customers.

Bristol-Myers Squibb Cancer Wins Test Investor Patience On Valuation
Simply Wall St.83d agobullish
Bristol-Myers Squibb Cancer Wins Test Investor Patience On Valuation

Bristol Myers Squibb (NYSE:BMY) received European Commission approval for Opdivo plus AVD as the first immunotherapy-based first-line regimen for newly diagnosed advanced classical Hodgkin lymphoma in adults and adolescents. At ASCO 2026, the company reported late-breaking Phase 3 results for mezigdomide in relapsed or refractory multiple myeloma, with a 52% reduction in disease progression or death. Izalontamab brengitecan Phase 3 data at the same meeting indicated meaningful survival...