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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.

28,061 signal articles · 65 in last 24h · 136,710 total before filter · latest 1h ago
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Mosaic (MOS) Q1 Earnings Miss Estimates
Zacks120d agobearish
Mosaic (MOS) Q1 Earnings Miss Estimates

Mosaic (MOS) delivered earnings and revenue surprises of -75.00% and +9.04%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Retail Floods Into ‘Silly’ Chipmaker Rally as Moves Get Extreme
Bloomberg120d agobullish
Retail Floods Into ‘Silly’ Chipmaker Rally as Moves Get Extreme

(Bloomberg) -- Retail traders largely sat out a record-setting advance in chip stocks in April. Now they’re diving in just as worries mount that the group’s rally may be losing steam. Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysTrump Rejects New Iran Peace Offer as ‘Totally Unacceptable’Inside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyDrone Hits Ship Near Qatar as US Awaits Iran Peace Plan ResponseJudge to Review Musk, SEC Settlement Deal in

Alphabet considers first yen bond sale to fund AI goals
Reuters120d agoneutral
Alphabet considers first yen bond sale to fund AI goals

Alphabet plans to sell Japanese yen-denominated bonds for the first time, it disclosed in a filing on Monday, as technology giants ‌tap debt markets to fund artificial intelligence infrastructure deployments. Alphabet did not immediately respond to a Reuters request on the offering size. Alphabet has mandated Mizuho, ‌Bank of America and Morgan Stanley ⁠to work on the transaction.

Bloomberg120d agoneutral
Blackstone and Halliburton Said to Invest $1 Billion in VoltaGrid

(Bloomberg) -- Blackstone Inc. and Halliburton Co. are investing a combined $1 billion into VoltaGrid in a deal that values the energy startup at more than $10 billion, according to people familiar with the matter.Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysTrump Rejects New Iran Peace Offer as ‘Totally Unacceptable’Inside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyDrone Hits Ship Near Qatar as US Awaits Iran Peace Plan ResponseJudge to Revie

Investing.com120d agobullish
Barrick Mining beats Q1 estimates on strong gold output

Investing.com -- On Monday, Barrick Mining Corporation (NYSE:B)(TSX:ABX) reported first-quarter results that exceeded analyst expectations, with adjusted earnings per share of $0.98 compared to the consensus estimate of $0.81.

The S&P 500 Is Following Earnings Higher—Perhaps a Lot Higher
Barrons.com120d agoneutral
The S&P 500 Is Following Earnings Higher—Perhaps a Lot Higher

Ed Yardeni, founder and CEO at Yardeni Research, lifted his year-end price target for the S&P 500 by just over 7%, taking it to 8250 from 7700, a level that suggests gains of more than 11.5% from the benchmark’s close Friday of 7398. Yardeni also thinks the benchmark will hit 10,000 by the end of 2029, adding in a note published Sunday that such an elevated reading might “arrive ahead of schedule” in the new market paradigm. The push comes amid an historic change in earnings forecasts, for both this year and next, that has lifted stocks more than 16.6% since the market bottomed out on March 30, powered in large part by advances in artificial intelligence and gains for the Magnificent Seven tech giants.

Leading Stocks Are Losing Their Low-Asset Edge
The Wall Street Journal120d agoneutral
Leading Stocks Are Losing Their Low-Asset Edge

It’s business lesson number one: “You’ve got to spend money to make money.” Now that we have details of a full century of detailed U.S. stock returns, investors who study it for an edge can confidently say that asset-light companies did much better. “We know from this 100 years of data that capex is bad,” says Gregg Fisher, a pioneer of factor-based investing and portfolio manager at Quent Capital.

Circle sees revenue boost as stablecoin demand rises amid volatility; shares up
Reuters120d agoneutral
Circle sees revenue boost as stablecoin demand rises amid volatility; shares up

Circle on Monday reported higher quarterly revenue and reserve income driven by increased adoption and circulation of its stablecoin, sending ‌its shares rising nearly 5% in trading before the bell. Market volatility ‌and the Middle East conflict pushed investors to rotate out of cryptocurrencies and into stablecoins to ​park capital earlier this year. This was underscored by cryptocurrency exchange Coinbase's results last week, which reported dropping trading volumes.

KKR Private-Credit Fund Takes $560 Million Loss
The Wall Street Journal120d agoneutral
KKR Private-Credit Fund Takes $560 Million Loss

KKR’s largest private-credit fund held by individual investors took a $560 million loss in the first quarter when a growing number of loans tipped into default. The write-down—equivalent to about 10% of the fund’s net asset value—is one of the biggest indicators so far of underlying problems in a large private-credit fund. Defaults in the fund jumped to 8.1% in the first quarter from 5.5% in December, KKR said.

Cheniere Energy Q1 Earnings Call Highlights
MarketBeat120d agoneutral
Cheniere Energy Q1 Earnings Call Highlights

Cheniere Energy (NYSE:LNG) raised its full-year 2026 financial outlook after reporting higher first-quarter adjusted results, record LNG exports and stronger production expectations, while executives said geopolitical disruptions in the Middle East have tightened global LNG markets and reinforced de