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.

24,572 signal articles · 200 in last 24h · 117,071 total before filter · latest 45m ago
200last 24h
1669last 7d
266● bullish (7d)
149● bearish (7d)
205publishers
AllMacro315Earnings747M&A95Regulatory25Product12Analyst25
✕ clear all filtersticker: ^GSPCSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Accenture (ACN) Faces Growth Concerns
Insider Monkey20d agoneutral
Accenture (ACN) Faces Growth Concerns

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Growth & Income Fund”. A copy of the letter is available to download here. The second quarter of 2026 was driven by a sharp rally in AI-related stocks, although gains were concentrated in highly cyclical semiconductor, memory and optical companies. The S&P 500 […]

AT&T (T) Remains Competitive Despite Satellite Connectivity Concerns
Insider Monkey20d agoneutral
AT&T (T) Remains Competitive Despite Satellite Connectivity Concerns

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Growth & Income Fund”. A copy of the letter is available to download here. The second quarter of 2026 was driven by a sharp rally in AI-related stocks, although gains were concentrated in highly cyclical semiconductor, memory and optical companies. The […]

T-Mobile US (TMUS) Lagged on Emerging Network Competition Concerns
Insider Monkey20d agoneutral
T-Mobile US (TMUS) Lagged on Emerging Network Competition Concerns

Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Growth & Income Fund”. A copy of the letter is available to download here. The second quarter of 2026 was driven by a sharp rally in AI-related stocks, although gains were concentrated in highly cyclical semiconductor, memory and optical companies. The S&P 500 […]

Investing.com20d agoneutral
AI concerns pressure chipmakers premarket; UPS, Carrier rise

Investing.com - U.S. stock futures were mixed on Tuesday as renewed concerns over artificial intelligence spending weighed on semiconductor stocks ahead of a pivotal week featuring mega-cap technology earnings and the Federal Reserve’s latest interest rate decision.

Investing.com21d agoneutral
Will this be the quarter Big Tech breaks out?

Investing.com -- Just one of five mega cap technology companies that reported earnings this quarter managed to outperform the S&P 500 the following day, which warns that the pattern is likely to persist as AI capital expenditure anxiety continues to overshadow otherwise solid results.

Three Prices Where SpaceX Stock Is a Buy
Barrons.com21d agobullish
Three Prices Where SpaceX Stock Is a Buy

SpaceX just won’t stop going down. Shares are very close to the $100 level where Morgan Stanley analyst Adam Jonas believes the company is getting no value for its AI business. Jonas’ $100 price observation isn’t too far from the $90 Barron’s suggested SpaceX was worth about a week before the IPO.

Stock Futures Drop as Chip Selloff Rages On
Barrons.com21d agobearish
Stock Futures Drop as Chip Selloff Rages On

Tech stocks looked set to drop again on Tuesday as investors continued to ditch chip makers, which got hammered the previous session due to concerns about fierce competition from China. Nasdaq 100 futures declined 0.

SCHH Offers Low-Cost U.S. REITs While REET Adds Global Reach
Motley Fool21d agoneutral
SCHH Offers Low-Cost U.S. REITs While REET Adds Global Reach

The Schwab U.S. REIT ETF (SCHH) gives investors a cheaper way to own domestic equity REITs, while the iShares Global REIT ETF (REET) adds overseas property markets to a portfolio that still has a large U.S. core. For investors, the question is whether that added global reach is worth the higher fee and extra currency and regional risk.

Morgan Stanley sees a troubling S&P 500 repeat
TheStreet21d agoneutral
Morgan Stanley sees a troubling S&P 500 repeat

Investors were betting the S&P 500’s next leg higher would come from a broader rally, with more cyclical and speculative stocks joining the biggest winners. Morgan Stanley sees something else. Instead of spreading the risk, investors are apparently retreating toward high-quality ...