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.

26,786 signal articles · 205 in last 24h · 128,762 total before filter · latest 1h ago
205last 24h
1291last 7d
202● bullish (7d)
125● bearish (7d)
206publishers
AllMacro286Earnings509M&A85Regulatory20Product12Analyst16
Sentiment:bullishneutralbearishshow all (incl. clickbait)
CoreWeave’s Credit Rebound Spurs Cheaper Data Center Funding
Bloomberg78d agoneutral
CoreWeave’s Credit Rebound Spurs Cheaper Data Center Funding

(Bloomberg) -- When Applied Digital Corp. first tapped the junk-bond market in November to fund a data center project tied to CoreWeave Inc., it had to stomach a hefty yield to get the deal done. Fast forward to this week, and borrowing costs for another portion of the same project tumbled.Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’Xbox Plans Significant Layoffs as New CEO Plans OverhaulUS Strikes Iran in Trump Escalation Over Stalled Peace TalksTech Sto

Oracle Stock Slides on Mixed Earnings. Software Is an Issue.
Barrons.com78d agoneutral
Oracle Stock Slides on Mixed Earnings. Software Is an Issue.

Oracle shares fell in the Thursday premarket after the company reported mixed earnings results for its fiscal fourth quarter after the Wednesday bell. Oracle also said that its capital expenditures for the current fiscal year would be around $70 billion, plus another $20 billion to $25 billion paid directly by customers. In its just ended fiscal 2026 year, Oracle’s capex was $56 billion, up from $21 billion in fiscal 2025.

📈 Earnings Snippet: Oracle Spending
The Wall Street Journal78d agoneutral
📈 Earnings Snippet: Oracle Spending

Oracle expects a net cash outlay for capital expenditures of around $70 billion for fiscal 2027, Chief Financial Officer Hillary Maxson said Wednesday. The reported amount will be higher by about $20 billion to $25 billion due to prepayment and customer impacts.

SpaceX IPO: What to Watch the Rest of the Week
The Wall Street Journal78d agoneutral
SpaceX IPO: What to Watch the Rest of the Week

Investors are counting down to the end of the week when Elon Musk’s SpaceX is expected to start trading in what could be the largest IPO on record. Some analysts have blamed recent volatility to investor repositioning ahead of the first trades.

Meta Starts Unwinding Manus Deal by Splitting Operations, Data
Bloomberg78d agoneutral
Meta Starts Unwinding Manus Deal by Splitting Operations, Data

(Bloomberg) -- Meta Platforms Inc. has completed an operational split from Manus and halted data sharing between the two companies, taking a pivotal step toward unwinding a $2 billion acquisition opposed by Beijing.Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’Xbox Plans Significant Layoffs as New CEO Plans OverhaulUS Strikes Iran in Trump Escalation Over Stalled Peace TalksTech Stocks Sink as Oil Jumps on US-Iran Jitters: Markets WrapH-1B Visa Rules Have C

Market Rebounds With SpaceX IPO in Sight. Stock Futures Jump, Ignoring Iran Escalation.
Barrons.com78d agobullish
Market Rebounds With SpaceX IPO in Sight. Stock Futures Jump, Ignoring Iran Escalation.

The market looked set to rebound on Thursday as investors piled back into tech stocks, which have taken a beating in recent days due to worries about higher inflation and the looming SpaceX IPO. “We remain constructive on the long-term bull market, but mounting technical evidence suggests an increased risk of a deeper pullback,” said LPL Financial’s chief technical strategist Adam Turnquist. The European Central Bank is widely expected to hike interest rates for the first time in nearly three years, which could foreshadow future tightening by the Federal Reserve and other central banks.

Musk to speak at chip tool giant ASML event ahead of SpaceX IPO
Reuters78d agoneutral
Musk to speak at chip tool giant ASML event ahead of SpaceX IPO

Elon Musk is expected to appear virtually at an event by computer chip ‌equipment giant ASML on Thursday to discuss Terafab, his ‌plan for a massive chipmaking plant to supply Tesla and IPO-bound SpaceX. The pricing of ​the initial public offering of Musk's SpaceX, potentially the largest ever, is expected later on Thursday. "Musk will share his vision on AI, robotics, space, and semiconductor manufacturing," an ASML spokesperson said in a statement.

Nvidia, Amazon Back Neura Robotics’ $1.4 Billion Fundraise
The Wall Street Journal78d agoneutral
Nvidia, Amazon Back Neura Robotics’ $1.4 Billion Fundraise

Germany’s Neura Robotics said it secured up to $1.4 billion in funding to build a physical artificial intelligence platform, backed by Amazon Nvidia and the European Investment Bank. The robotics company on Wednesday said the funding aims to scale production to several million robots by 2030 as demand for physical AI expands across manufacturing, logistics, healthcare and consumer applications. The company, which reports an order backlog exceeding $1 billion, said it received backing from technology and financial players, including Tether, Amazon, Nvidia, Qualcomm Technologies Bosch, Schaeffler and the European Investment Bank.

Morgan Stanley sharply revamps Cloudflare stock price target
TheStreet78d agoneutral
Morgan Stanley sharply revamps Cloudflare stock price target

This phrase gets used loosely in technology investing: "platform shift." And most of the time, it’s actually an incremental change just dressed up in some dramatic language. And trust me when I tell you, what Cloudflare described at its 2026 Investor Day is something different. And even Morgan ...

Inflation- CPI Data in Line, But Fed Hike Pressure Building
MoneyShow78d agoneutral
Inflation- CPI Data in Line, But Fed Hike Pressure Building

The May Consumer Price Index was largely in line with expectations, with headline inflation rising 0.5% month-over-month and core CPI up 0.2%, one-tenth below forecasts. But inflation remains the economy's major pain point, regardless of who ultimately absorbs the costs, notes Peter Boockvar, editor of The Boock Report.

South Korea fines Coupang $409 million in country's largest data breach penalty
Reuters79d agoneutral
South Korea fines Coupang $409 million in country's largest data breach penalty

South Korea will fine e-commerce giant Coupang 625 billion won ($409.30 million) over a massive leak of customer information last year and illegal collection of personal information, in ‌the country's largest data breach penalty on a company. The Personal Information Protection Commission said the New ‌York-listed company had leaked personal data of more than 33 million customers and failed to detect the breach within the 72 hours required ​by the law. "This accident occurred due to Coupang's lack of safety measures and systems, not sophisticated hacking," Song Kyung-hee, the chairperson of the privacy regulator, told a briefing on Thursday.

Bankrupt burger chain franchisee liquidating 59 locations
TheStreet79d agoneutral
Bankrupt burger chain franchisee liquidating 59 locations

Fast-food restaurant chain franchisees, whether they sell pizza or burgers, are facing significant downsizing in restructurings to eliminate underperforming locations. Franchisees of chains such as Carl's Jr., Wendy's, Pizza Hut, and Papa John's have all announced recent closings of troubled ...

Gold Whipsaws in Choppy Trading as US Completes New Iran Strikes
Bloomberg79d agoneutral
Gold Whipsaws in Choppy Trading as US Completes New Iran Strikes

(Bloomberg) -- Gold whipsawed after the US completed a fresh round of strikes against Iran, raising the stakes in a war that’s roiled global markets and stoked inflation.Most Read from BloombergHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’Xbox Plans Significant Layoffs as New CEO Plans OverhaulTech Stocks Sink as Oil Jumps on US-Iran Jitters: Markets WrapUS Strikes Iran in Trump Escalation Over Stalled Peace TalksH-1B Visa Rules Have Changed Again. What to KnowBullion rose as muc

Gold Whipsaws in Choppy Trading as US Completes New Iran Strikes
Bloomberg79d agoneutral
Gold Whipsaws in Choppy Trading as US Completes New Iran Strikes

(Bloomberg) -- Gold whipsawed after the US completed a fresh round of strikes against Iran, raising the stakes in a war that's roiled global markets and stoked inflation.Most Read from BloombergHouse Republican Says Hegseth's D-Day Remarks 'Inappropriate'Tech Stocks Sink as Oil Jumps on US-Iran Jitters: Markets WrapXbox Plans Significant Layoffs as New CEO Plans OverhaulCuba Poised for Biggest US Fuel Shipment Since Cold War EmbargoH-1B Visa Rules Have Changed Again. What to KnowBullion rose as

Morgan Stanley spots hidden multi-decade data center winner
TheStreet79d agoneutral
Morgan Stanley spots hidden multi-decade data center winner

Some categories of investment theses don't make headlines. Not because they're boring, but because they move slowly enough that most investors lose patience before the payoff arrives. U.S. manufacturing reshoring has that kind of story. Morgan Stanley just spent a week with Rockwell Automation ...

Uber cuts jobs while chasing major new markets
TheStreet79d agobearish
Uber cuts jobs while chasing major new markets

At this point, any layoff news is not a surprise. And while the numbers often appear smaller in the company context, the impact on the people left to search for new jobs in this economy is significant. Despite the recent May jobs report, which said 172,000 new jobs were added, with over 90,000 ...