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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.

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President Trump Went on a Palantir Buying Spree. Is It Time for You to Do the Same?
24/7 Wall St.104d agobullish
President Trump Went on a Palantir Buying Spree. Is It Time for You to Do the Same?

At $133, Palantir (NASDAQ:PLTR) is starting to look juicy to many analysts. This is especially true paired with social-media chatter about presidential interest and analyst consensus pointing higher. The stock has been a 2026 battlefield, caught between extraordinary business momentum and a valuation that asks you to underwrite years of flawless execution. Palantir sells Gotham ... President Trump Went on a Palantir Buying Spree. Is It Time for You to Do the Same?

You’re Going to Regret Not Buying This ETF Before SpaceX’s IPO
24/7 Wall St.104d agobullish
You’re Going to Regret Not Buying This ETF Before SpaceX’s IPO

Prediction market traders on Polymarket now assign a 92% probability that SpaceX completes its IPO by June 30, 2026, with a $1.5 trillion-plus valuation in play. That puts the Procure Space ETF (NYSEARCA:UFO) in an unusual spot for a $749 million niche fund. UFO is the cleanest publicly listed expression of the space economy that ... You’re Going to Regret Not Buying This ETF Before SpaceX’s IPO

Netflix Price Prediction: Why a 270% Jump By The End of 2027 Is Possible
24/7 Wall St.104d agobullish
Netflix Price Prediction: Why a 270% Jump By The End of 2027 Is Possible

Our Netflix (NASDAQ:NFLX) 24/7 Wall St. price target is $327.08, well above where shares trade after a brutal April reset. With NFLX at $87.56, the implied upside of 273.55% is steep, and we rate the name a buy. Confidence in the call is 90%, reflecting strong analyst consensus, accelerating earnings, and a forward EPS profile ... Netflix Price Prediction: Why a 270% Jump By The End of 2027 Is Possible

Here’s Why CNH Industrial N.V. (CNH) Surged in Q1
Insider Monkey104d agobullish
Here’s Why CNH Industrial N.V. (CNH) Surged in Q1

Longleaf Partners, managed by Southeastern Asset Management, released its first-quarter 2026 investor letter. A copy of the letter is available to download here. The Fund returned -4.46% in the quarter, compared to the S&P 500’s -4.33% and the Russell 1000 Value Index’s 2.10% return. The year began similarly to the second half of 2025, with rising […]

China Will Buy $17 Billion in U.S. Farm Goods, White House Says
The Wall Street Journal104d agobullish
China Will Buy $17 Billion in U.S. Farm Goods, White House Says

China will buy $17 billion worth of U.S. agricultural goods through 2028, the White House said in a fact sheet posted Sunday outlining the results of meetings between President Trump and Chinese leader Xi Jinping last week. The agricultural deal will come in addition to soybean purchases China made in 2025, the White House said. The fact sheet didn't specify which farm products would be sold, but corn, wheat and soybean futures moved higher on the announcement.

Investing.com104d agobullish
Meta to cut 8,000 jobs this week as AI spending surges

Investing.com -- Meta Platforms is set to begin laying off approximately 8,000 employees this week, representing about 10% of its workforce, according to a CNBC report Monday. The company also canceled plans to fill 6,000 open positions.

Bill Ackman’s Microsoft Buy Just Told Everyone The Real Story on Nvidia’s Geopolitical Risk
24/7 Wall St.104d agobullish
Bill Ackman’s Microsoft Buy Just Told Everyone The Real Story on Nvidia’s Geopolitical Risk

NVIDIA (NASDAQ:NVDA) is the stock everyone wants to talk about right now, riding a 65.53% one-year run and a $5.46 trillion market cap into another blockbuster earnings cycle. The setup underneath that run is more fragile than the headline numbers suggest. The NVDA Trade Is Crowded and Exposed Jensen Huang is calling this an “AI ... Bill Ackman’s Microsoft Buy Just Told Everyone The Real Story on Nvidia’s Geopolitical Risk

NextEra to Buy Dominion Energy for $67 Billion. AI Data Centers Need a Lot of Electricity.
Barrons.com104d agobullish
NextEra to Buy Dominion Energy for $67 Billion. AI Data Centers Need a Lot of Electricity.

NextEra Energy has agreed to acquire Dominion Energy in an all-stock transaction that will create the world’s largest regulated electric utility business at a time when power demand is surging. The combined business, which will operate under the NextEra name, will serve 10 million utility customer accounts across Florida, Virginia, North Carolina and South Carolina, and own 110 gigawatts of power generation “across a broad mix of energy sources.” Dominion shareholders will receive 0.8138 shares of NextEra stock for each share of Dominion.

Greg Abel Channeled His Inner Warren Buffett With Legacy and Dividend Stock Buys in Q1
24/7 Wall St.104d agobullish
Greg Abel Channeled His Inner Warren Buffett With Legacy and Dividend Stock Buys in Q1

Warren Buffett stepped down as CEO of Berkshire Hathaway (NYSE: BRK-B) on December 31, 2025, after six decades leading the conglomerate he transformed from a struggling textile mill into a $1 trillion empire. The “Oracle of Omaha” left his successor, Greg Abel, with a highly concentrated portfolio: almost 65% of Berkshire’s $331 billion equity portfolio ... Greg Abel Channeled His Inner Warren Buffett With Legacy and Dividend Stock Buys in Q1

Baidu Stock Climbs After Q1 Earnings As AI Growth Outshines Ad Concerns
Investor's Business Daily104d agobullish
Baidu Stock Climbs After Q1 Earnings As AI Growth Outshines Ad Concerns

Baidu stock climbed higher early Monday after the Chinese search engine company reported first-quarter results ahead of analyst expectations. Baidu said that it earned an adjusted 12.06 yuan per American depositary share for the March quarter, down 34% from a year earlier. Often compared to Google, Baidu was one of the quickest Chinese tech companies to embrace AI.