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.

24,687 signal articles · 230 in last 24h · 117,583 total before filter · latest 58m ago
230last 24h
1658last 7d
266● bullish (7d)
150● bearish (7d)
205publishers
AllMacro309Earnings715M&A98Regulatory25Product13Analyst23
✕ clear all filterssentiment: bullishSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Citi Recommends Buying the Dip in Memory Stocks as AI Cycle Gains Momentum
InvestorsHub9d agobullish
Citi Recommends Buying the Dip in Memory Stocks as AI Cycle Gains Momentum

Citi believes the recent sell-off in memory chip stocks presents a buying opportunity, arguing that the artificial intelligence-driven memory cycle is still in its early phases and could ultimately exceed the industry’s previous boom between 2001 and 2007. The bank says the current environment shares many similarities with the long NAND expansion seen during the early 2000s, when products such as MP3 players and digital cameras transformed demand and flash memory steadily replaced older storage

Should Upgraded Momentum Scores and Earnings Estimates Require Action From TJX Companies (TJX) Investors?
Simply Wall St.9d agobullish
Should Upgraded Momentum Scores and Earnings Estimates Require Action From TJX Companies (TJX) Investors?

Recently, Zacks reported that TJX Companies received a Momentum Style Score of B and a Zacks Rank of #2 (Buy), alongside upward revisions to earnings estimates for both the current and next fiscal year. This combination of improving analyst expectations and favorable momentum metrics highlights growing confidence in TJX’s ability to convert its off-price model into stronger earnings power. Against this backdrop of higher earnings estimates, we’ll now examine how this development may...

AMD (AMD) Buys Inference Chip Startup Taalas To Sharpen Its AI Edge
Insider Monkey9d agobullish
AMD (AMD) Buys Inference Chip Startup Taalas To Sharpen Its AI Edge

Advanced Micro Devices (NASDAQ:AMD) is trying to solve two problems at once: proving its AI hardware can keep growing as fast as Street expects, and making a case for why that growth alone should justify the stock’s price. On August 6, AMD confirmed a deal to buy Taalas, a Toronto-based startup building specialized silicon for […]

Why Twilio (TWLO) Is Up 22.3% After Raising 2026 Guidance And Completing $1.2B Buyback
Simply Wall St.9d agobullish
Why Twilio (TWLO) Is Up 22.3% After Raising 2026 Guidance And Completing $1.2B Buyback

In the past week, Twilio Inc. reported second‑quarter 2026 results with revenue of US$1,499.09 million and net income of US$1,067.21 million, alongside higher full‑year 2026 revenue growth guidance and new third‑quarter revenue guidance of US$1.505 billion to US$1.515 billion. The company also completed a US$1.20 billion share repurchase program covering 10,634,845 shares, signaling management’s confidence while pairing accelerating organic growth with sharply higher earnings per...

Did Strong Q2 Results, Higher Guidance and Buybacks Just Shift Howmet Aerospace's (HWM) Investment Narrative?
Simply Wall St.9d agobullish
Did Strong Q2 Results, Higher Guidance and Buybacks Just Shift Howmet Aerospace's (HWM) Investment Narrative?

In the past week, Howmet Aerospace Inc. reported second‑quarter 2026 results with sales of US$2,547 million and net income of US$534 million, raised its full‑year 2026 revenue guidance baseline to US$10.05 billion, completed a US$2.80 billion share repurchase program, and declared a US$0.14 per‑share dividend payable on August 25, 2026. Together, the stronger earnings, higher full‑year outlook, and sizable buybacks highlight Howmet’s focus on scaling capacity while returning capital to...

Why Tutor Perini (TPC) Is Up 18.3% After Dividend Hike, Buybacks And New Federal Contract
Simply Wall St.9d agobullish
Why Tutor Perini (TPC) Is Up 18.3% After Dividend Hike, Buybacks And New Federal Contract

Tutor Perini recently reported past second-quarter 2026 results showing sales of US$1,637.05 million and net income of US$65.74 million, alongside a 50% increase in its quarterly dividend to US$0.09 per share and completion of a US$29.99 million share repurchase program covering 414,952 shares. These results, together with a new US$69.5 million Death Valley National Park infrastructure contract that will enter backlog in the third quarter of 2026, highlight how Tutor Perini is pairing higher...

The Bull Case For Hilton Worldwide Holdings (HLT) Could Change Following Strong Q2 2026 Results And Upgraded Guidance
Simply Wall St.9d agobullish
The Bull Case For Hilton Worldwide Holdings (HLT) Could Change Following Strong Q2 2026 Results And Upgraded Guidance

Hilton Worldwide Holdings Inc. reported second-quarter 2026 results showing higher revenue of US$3,341 million and net income of US$482 million year over year, while its board authorized a regular quarterly cash dividend of US$0.15 per share payable on September 30, 2026. The company also projected higher diluted EPS and net income for the third quarter and full year 2026 and disclosed that, since 2017, it has repurchased 99,277,992 shares for US$14.67 billion, reinforcing its asset-light,...