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.

24,544 signal articles · 202 in last 24h · 116,948 total before filter · latest 56m ago
202last 24h
1670last 7d
271● bullish (7d)
147● bearish (7d)
205publishers
AllMacro311Earnings750M&A98Regulatory25Product14Analyst25
✕ clear all filtersticker: AAPLSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Rising Memory Costs Test Apple Margins As AI Demands More Hardware
Simply Wall St.63d agoneutral
Rising Memory Costs Test Apple Margins As AI Demands More Hardware

Apple reports that rising global memory chip prices are creating fresh pressure on hardware costs as AI features raise technical requirements. Upcoming AI upgrades, including a more capable Siri, are expected to require more device memory than many current Apple products include. Management indicates that higher memory expenses could weigh on gross margins and profitability over the coming quarters. For investors tracking NasdaqGS:AAPL, this cost issue comes at a time when the stock is...

64 Years of Raises: How DGRO Finds Companies That Never Cut Dividends
24/7 Wall St.63d agoneutral
64 Years of Raises: How DGRO Finds Companies That Never Cut Dividends

The iShares Core Dividend Growth ETF (NYSEARCA:DGRO) was built for investors who want a paycheck that gets bigger every year, not a yield chase. DGRO tracks the Morningstar US Dividend Growth Index, screening for companies with at least five consecutive years of dividend growth and payout ratios under 75%. The fund pays a roughly 2.2% ... 64 Years of Raises: How DGRO Finds Companies That Never Cut Dividends

Can Apple Stock Reach $400 by 2028? Wall Street Says Maybe
24/7 Wall St.63d agoneutral
Can Apple Stock Reach $400 by 2028? Wall Street Says Maybe

Apple (NASDAQ:AAPL | AAPL Price Prediction) just reported its best March quarter ever, with iPhone 17 demand pushing revenue to $111.18 billion and Services to a fresh record at $30.98 billion. Tim Cook told investors iPhone delivered a March quarter revenue record “fueled by such extraordinary demand for the iPhone 17 lineup.” Yet shares have ... Can Apple Stock Reach $400 by 2028? Wall Street Says Maybe

Is Apple (AAPL) a Buy as Wall Street Analysts Look Optimistic?
Zacks63d agobullish
Is Apple (AAPL) a Buy as Wall Street Analysts Look Optimistic?

The average brokerage recommendation (ABR) for Apple (AAPL) is equivalent to a Buy. The overly optimistic recommendations of Wall Street analysts make the effectiveness of this highly sought-after metric questionable. So, is it worth buying the stock?

Apple (AAPL) Stock Fair Value Edges Higher As AI And Siri Plans Draw Split Views
Simply Wall St.63d agoneutral
Apple (AAPL) Stock Fair Value Edges Higher As AI And Siri Plans Draw Split Views

The updated fair value estimate for Apple now sits at US$312.72, a small move from US$310.51 that reflects only modest shifts in the underlying model. This adjustment comes as analysts debate how quickly Apple can convert its AI roadmap, upgraded Siri plans, and ecosystem strengths into earnings power, with targets across the Street ranging from the high US$200s to the high US$300s. As you read on, you will see what is driving those different views and how to track this evolving narrative...

After Warren Buffett’s Successor’s Q1 Purge, Just 4 Stocks Make Up Over 50% of Berkshire Hathaway
24/7 Wall St.63d agoneutral
After Warren Buffett’s Successor’s Q1 Purge, Just 4 Stocks Make Up Over 50% of Berkshire Hathaway

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 very concentrated portfolio: 70% of Berkshire’s $381 billion portfolio is invested in ... After Warren Buffett’s Successor’s Q1 Purge, Just 4 Stocks Make Up Over 50% of Berkshire Hathaway

Jim Cramer Discusses the Sell-Off in Apple Stock Before SpaceX IPO
Insider Monkey64d agobearish
Jim Cramer Discusses the Sell-Off in Apple Stock Before SpaceX IPO

Apple Inc. (NASDAQ:AAPL) was among the stocks Jim Cramer highlighted during Mad Money, as he noted the rotation into defensive sectors. Cramer highlighted one of the reasons the stock is getting sold, as he stated: Whatever you do, don’t take the selling in the stocks of Apple or NVIDIA personally. I bet most of that […]

Alphabet Ties Search AI And Mobility Closer To Revenue Potential
Simply Wall St.64d agoneutral
Alphabet Ties Search AI And Mobility Closer To Revenue Potential

Google is rolling out a national real estate search feature with HouseCanary, directly surfacing MLS broker listings in mobile search across the U.S. Apple is using Google's Gemini models to power its new Siri AI, while also tapping Google Cloud and Nvidia technology for AI infrastructure. Waymo, Alphabet's autonomous driving unit, has launched its first paid subscription for robotaxi services, moving its ride hailing business toward a membership model. For investors tracking Alphabet...

Apple's iOS 27 surprise could change the AI narrative
TheStreet64d agoneutral
Apple's iOS 27 surprise could change the AI narrative

AI is now the largest battleground in technology. Over the last two years investors have pumped hundreds of billions of dollars into firms promising to lead the next stage of the AI revolution. At Apple (AAPL), that talk has become more and more about the iPhone. Many experts have said AI might ...

Indian Pollution Probe Tests Apple Supply Chain And Valuation Gap
Simply Wall St.64d agobearish
Indian Pollution Probe Tests Apple Supply Chain And Valuation Gap

Indian pollution regulators have accused Tata Electronics, a key Apple supplier, of contaminating local groundwater with wastewater. The probe focuses on a facility that plays an important role in producing iPhone components for Apple, listed as NasdaqGS:AAPL. Any regulatory action could affect operations at the plant and create complications for Apple's supply chain in India. For Apple, India has been a focus area for building out iPhone manufacturing capacity outside China, with local...

Goldman Sachs resets Apple stock forecast after WWDC
TheStreet64d agoneutral
Goldman Sachs resets Apple stock forecast after WWDC

Apple has spent years trying to convince investors that its next major growth story will not depend only on a new iPhone. That effort has become more urgent as artificial intelligence reshapes the technology industry, with rivals including Google, Microsoft, OpenAI, and Meta moving faster with ...

Amazon Expands Satellite, Cloud And Robotics Investments As Valuation Gap Widens
Simply Wall St.65d agoneutral
Amazon Expands Satellite, Cloud And Robotics Investments As Valuation Gap Widens

Amazon.com (NasdaqGS:AMZN) plans to acquire Apple’s 20% stake in satellite operator Globalstar as part of an $11.6b satellite communications agreement tied to its Project Leo plans. The company also announced a new multi billion dollar AWS partnership with Pinterest, expanding its cloud reach into a major social media platform. In Europe, Amazon is rolling out a new generation of AI powered warehouse robots aimed at improving fulfillment efficiency and logistics capabilities. Amazon.com,...

Wall Street’s Top Billionaires Are Changing Their Mind About Apple (AAPL)
Insider Monkey65d agoneutral
Wall Street’s Top Billionaires Are Changing Their Mind About Apple (AAPL)

We just covered the Top 10 Stock Picks of 10 Famous Billionaires. Apple Inc. (NASDAQ:AAPL) ranks #4 (see Top 5 Stock Picks of 5 Famous Billionaires). Number of Hedge Funds: 170 Top Pick Of: Warren Buffett’s Berkshire Hathaway Apple was once seen as a laggard in the AI race. Now it is looking like a winner, […]