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.

24,600 signal articles · 209 in last 24h · 117,164 total before filter · latest 26m ago
209last 24h
1672last 7d
267● bullish (7d)
153● bearish (7d)
205publishers
AllMacro316Earnings736M&A96Regulatory27Product12Analyst25
✕ clear all filtersticker: MSFTSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Nvidia Stock Gains Even as AI Chip Competition Hots Up
Barrons.com54d agoneutral
Nvidia Stock Gains Even as AI Chip Competition Hots Up

Nvidia was rising early Thursday. The chip maker was benefiting from widespread semiconductor cheer, even as more options came onto the artificial-intelligence processor market. Nvidia shares were up 1.5% at $201.94 in premarket trading with chip stocks generally gaining after Micron Technology blowout earnings.

Amazon, Microsoft cloud computing services should fall under EU tech rules, EU regulators say
Reuters54d agoneutral
Amazon, Microsoft cloud computing services should fall under EU tech rules, EU regulators say

Amazon and Microsoft's cloud computing services should ‌be designated gatekeepers under EU ‌rules aimed at reining in the power ​of Big Tech, EU antitrust regulators said on Thursday. Amazon Web Services and Microsoft Azure, the two largest ‌cloud providers globally, ⁠should be designated gatekeepers under the Digital Markets Act ⁠which sets out a list of dos and don'ts to ensure ​a level ​playing field, ​the European Commission ‌said. The preliminary findings by the EU competition enforcer came after a seven-month long investigation.

ICON plc Selects Microsoft (MSFT) As Preferred Technology Partner
Insider Monkey54d agoneutral
ICON plc Selects Microsoft (MSFT) As Preferred Technology Partner

Microsoft Corporation (NASDAQ:MSFT) is one of the Most Promising AI Stocks to Buy and Hold for the Next 2 Years. On June 22, it was announced that ICON plc selected Microsoft Corporation (NASDAQ:MSFT) as the preferred technology partner. This further advances ICON’s previously announced plan to make investments in digital innovation and AI over the upcoming 3 years. As a […]

Humanoid Robotics CEO: The First Pure-Play Robot Company Is About to Go Public
24/7 Wall St.54d agoneutral
Humanoid Robotics CEO: The First Pure-Play Robot Company Is About to Go Public

Peggy Johnson, a former Microsoft and Magic Leap executive who is now the CEO of Agility Robotics, used a CNBC segment to announce that her company is going public through a SPAC merger with Churchill Capital Corp., a deal she describes as the first pure-play humanoid robotics company to tap public markets. The company, a ... Humanoid Robotics CEO: The First Pure-Play Robot Company Is About to Go Public

Leopold Aschenbrenne Latest AI Portfolio: IREN (IREN)
Insider Monkey54d agoneutral
Leopold Aschenbrenne Latest AI Portfolio: IREN (IREN)

We just covered Leopold Aschenbrenner’s Situational Awareness Reveals Its 10 Under-The-Radar AI Stock Picks. IREN (NASDAQ:IREN) ranks #1 (see Situational Awareness Top 5 Under-The-Radar AI Stock Picks). Situational Awareness Stake Value: $401,036,064 IREN (NASDAQ:IREN) is one of the top holdings in Leopold Aschenbrenner’s Situational Awareness portfolio as of Q1 2026. The company is in the middle […]

Bitdeer Technologies (BTDR): Top Crypto and AI Play in Situational Awareness Portfolio
Insider Monkey54d agoneutral
Bitdeer Technologies (BTDR): Top Crypto and AI Play in Situational Awareness Portfolio

We just covered Leopold Aschenbrenner’s Situational Awareness Reveals Its 10 Under-The-Radar AI Stock Picks. Bitdeer Technologies Group (NASDAQ:BTDR) ranks #7 (see Situational Awareness Top 5 Under-The-Radar AI Stock Picks). Situational Awareness Stake Value: $29,751,243 Bitdeer Technologies Group (NASDAQ:BTDR) is a Bitcoin miner founded in 2021 that is now pivoting toward AI cloud services. What makes it […]

Growth Through the Microsoft Alliance: Pax8’s Kristen Fehrenbach and New Charter’s Michelle Curtis, Live from Pax8 Beyond 2026
Exec Edge54d agoneutral
Growth Through the Microsoft Alliance: Pax8’s Kristen Fehrenbach and New Charter’s Michelle Curtis, Live from Pax8 Beyond 2026

Watch Video Highlights Below, or Click HERE: Tech Edge hosted a fireside chat on June 9 at Pax8 Beyond 2026 in Salt Lake City with Kristen Fehrenbach, Vice President of Global Microsoft Alliance at Pax8, and Michelle Curtis, Chief Revenue Officer at New Charter Technologies . The in-person interview was joined by Editor-at-Large Jarrett Banks and they discussed how MSPs can […] The post Growth Through the Microsoft Alliance: Pax8’s Kristen Fehrenbach and New Charter’s Michelle Curtis, Live from

A Top Strategist Says the AI Trade Is Cooling, but Chipmakers Are Quietly Winning
24/7 Wall St.54d agoneutral
A Top Strategist Says the AI Trade Is Cooling, but Chipmakers Are Quietly Winning

The setup is almost too neat. South Korea’s Kospi just had what local press called a “Black Tuesday,” dropping nearly 10% as foreign investors dumped semiconductor shares and tripping circuit breakers. American chip names sold off in sympathy. And onto CNBC walked Jay Woods of Freedom Capital Markets with a thesis that has been building ... A Top Strategist Says the AI Trade Is Cooling, but Chipmakers Are Quietly Winning

Microsoft Corporation (MSFT) Is One Of Billionaire David Tepper’s Oldest AI Stocks
Insider Monkey54d agoneutral
Microsoft Corporation (MSFT) Is One Of Billionaire David Tepper’s Oldest AI Stocks

We recently published David Tepper Stock Portfolio: 10 Long-Term Stock Picks. Microsoft Corporation (NASDAQ:MSFT) is one of the long-term stock picks. Microsoft Corporation (NASDAQ:MSFT) is another stock that has featured in Appaloosa’s 13F holdings since 2010. This period is divided into two stints. The first started from Q4 2010, when the fund held six million […]

Equal Weighted Dividends Across 54 Stocks Deliver 24.7% Returns and Growing Payouts
24/7 Wall St.54d agoneutral
Equal Weighted Dividends Across 54 Stocks Deliver 24.7% Returns and Growing Payouts

The AAM S&P 500 High Dividend Value ETF (NYSEARCA:SPDV) screens the S&P 500 for companies that pair above-average yields with above-average free cash flow, then equal-weights five names from each of ten sectors. SPDV functions as a future-aristocrats farm system, and the holdings list reads like one: a confirmed Dividend King, two near-aristocrats, and three ... Equal Weighted Dividends Across 54 Stocks Deliver 24.7% Returns and Growing Payouts

Retail Investors Sold NVIDIA, Microsoft, and Oracle to Fund SpaceX Buys. What’s the Next ‘Mega-Cap Tech Stock?’
24/7 Wall St.54d agobullish
Retail Investors Sold NVIDIA, Microsoft, and Oracle to Fund SpaceX Buys. What’s the Next ‘Mega-Cap Tech Stock?’

Retail investors have spent the last decade riding a simple playbook: buy the dip in mega-cap tech. JJ Kinahan, Senior VP of Retail and Alternative Investments at Cboe Global Markets, told CNBC’s Squawk Box on June 24, 2026 that the playbook is still intact. The problem is figuring out which stock leads the next leg ... Retail Investors Sold NVIDIA, Microsoft, and Oracle to Fund SpaceX Buys. What’s the Next ‘Mega-Cap Tech Stock?’

Qualcomm bets on AI chips to break smartphone reliance, but faces crowded race
Reuters54d agobullish
Qualcomm bets on AI chips to break smartphone reliance, but faces crowded race

Qualcomm is expected to use its investor day on Wednesday to lay out a push beyond its core smartphone business into ‌the fast-growing, but highly competitive, market for AI data center chips. Analysts ‌expect the San Diego-based company to name new customers for its AI chips as it tries to ​gain a foothold in a market dominated by Nvidia. The shift reflects mounting pressure in the smartphone market, where Qualcomm is one of the world’s largest chip suppliers to Android device makers.

Billionaire Philippe Laffont Says a $10 Trillion Company Is Coming and Agentic AI Is the ‘Big Bang Moment’
24/7 Wall St.54d agoneutral
Billionaire Philippe Laffont Says a $10 Trillion Company Is Coming and Agentic AI Is the ‘Big Bang Moment’

Philippe Laffont went on CNBC this morning with a framework that skips the usual bitcoin-versus-gold debate and lands somewhere more concrete. “Is there going to be a $10 trillion company in 10 to 15 years? I think yes,” the Coatue Management founder said, walking through the arithmetic. Global market cap sits near $120 to $140 ... Billionaire Philippe Laffont Says a $10 Trillion Company Is Coming and Agentic AI Is the ‘Big Bang Moment’

3 No-Brainer Stocks to Buy in June and Hold Forever
24/7 Wall St.54d agobullish
3 No-Brainer Stocks to Buy in June and Hold Forever

Mid-year 2026 is a stress test for long-term conviction. The S&P’s mega-cap leaders have diverged sharply this year, with Microsoft giving back gains as AI capex skeptics resurface, Visa drifting on litigation noise, and Apple riding the iPhone 17 cycle. For investors thinking in decades rather than quarters, that divergence is the opportunity. The three ... 3 No-Brainer Stocks to Buy in June and Hold Forever

AI Data Centers Are Driving a Power Supercycle. GE Vernova’s Gas Turbine Prices Are Up 300% in Three Years
24/7 Wall St.54d agoneutral
AI Data Centers Are Driving a Power Supercycle. GE Vernova’s Gas Turbine Prices Are Up 300% in Three Years

The race to power AI is increasingly a race to secure megawatts, and a CNBC segment by Seema Mody put a sharp spotlight on the company sitting at the chokepoint: GE Vernova (NYSE:GEV). GE Vernova is the power-equipment business spun off from General Electric in April of 2024. According to the report, gas turbine prices ... AI Data Centers Are Driving a Power Supercycle. GE Vernova’s Gas Turbine Prices Are Up 300% in Three Years

AI Bottleneck Leads to 300% Pricing Surge: Is GE Vernova Still a Top Stock to Buy?
24/7 Wall St.54d agobullish
AI Bottleneck Leads to 300% Pricing Surge: Is GE Vernova Still a Top Stock to Buy?

Power has become the bottleneck in the AI buildout. CNBC’s Seema Mody walked the floor of GE Vernova‘s (NYSE:GEV) 400-acre South Carolina plant on June 24, 2026, and her reporting captured the single most important pricing signal in the energy supercycle: gas turbine pricing has risen roughly 300% over the last three years, with the ... AI Bottleneck Leads to 300% Pricing Surge: Is GE Vernova Still a Top Stock to Buy?