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.

28,404 signal articles · 177 in last 24h · 138,891 total before filter · latest 1h ago
177last 24h
941last 7d
135● bullish (7d)
115● bearish (7d)
209publishers
AllMacro252Earnings268M&A87Regulatory21Product8Analyst14
Sentiment:bullishneutralbearishshow all (incl. clickbait)
NuScale (SMR) Q1 2026 Earnings Transcript
Motley Fool124d agoneutral
NuScale (SMR) Q1 2026 Earnings Transcript

John Hopkins: Thank you, Rodney, and good afternoon, everyone. Let me remind you why NuScale is uniquely positioned to capture this historic opportunity. As you can see on Slide 3, we are differentiated on the dimensions that matter: regulatory leadership, fuel supply availability, true modular factory fabrication, deployment readiness and safety.

Apollo Is Emerging as the Early Winner From Private Credit Panic
Bloomberg124d agoneutral
Apollo Is Emerging as the Early Winner From Private Credit Panic

(Bloomberg) -- Apollo Global Management Inc. isn’t letting a good crisis go to waste. Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogUS Fires on Iranian Targets as Trump Demands Deal From TehranIran’s President Says He Had Meeting With Injured Supreme LeaderApple’s Camera-Equipped AirPods Reach Late Testing in AI Device PushLeaders of the world’s biggest private credit shop watched t

Bank of America sends blunt message on GTA 6 price
TheStreet124d agoneutral
Bank of America sends blunt message on GTA 6 price

Grand Theft Auto 6 is not just another video game launch. The next open-world blockbuster from Rockstar Games is anticipated to be among the largest entertainment releases in years, offering parent firm Take-Two Interactive (TTWO) a level of pricing power that few publishers ever get to explore. ...

LightPath (LPTH) Q3 2026 Earnings Transcript
Motley Fool124d agoneutral
LightPath (LPTH) Q3 2026 Earnings Transcript

Sam Rubin: Thank you, operator. A strategy that leverages our core technologies, coupled with carefully curated acquisitions that allowed us to shift to a vertically integrated provider of high-value infrared optics and camera systems, a shift built around higher revenue and higher gross margins. The third quarter carried that momentum with record revenue, broader customer adoption, a deeper system backlog and just as importantly, stronger margins and cash flow.

Intel Stock Surges on Apple Deal
The Wall Street Journal124d agobullish
Intel Stock Surges on Apple Deal

Shares of Intel are up more than 15% in afternoon trading, building on morning gains after The Wall Street Journal reported that the chip maker had struck a deal with Apple to make some of the chips that power its devices.

Apple, Intel have reached preliminary chip-making deal, WSJ reports
Reuters124d agoneutral
Apple, Intel have reached preliminary chip-making deal, WSJ reports

Apple and Intel have reached a ‌preliminary agreement for Intel ‌to manufacture some of the chips ​that power the iPhone maker's devices, the Wall Street Journal reported on Friday, citing people ‌familiar with ⁠the matter. Intensive talks between the two companies have ⁠been underway for more than a year, and they ​hammered out ​a ​formal deal in ‌recent months, the report said. Apple shares were up about 2%, while Intel's stock extended gains and was last up ‌about 14%.

Risk of $5 Gas ‘Can No Longer Be Dismissed,’ JPMorgan Says
Bloomberg124d agobearish
Risk of $5 Gas ‘Can No Longer Be Dismissed,’ JPMorgan Says

(Bloomberg) -- US gasoline prices have a legitimate chance of rising to $5 a gallon as refiners prioritize jet-fuel production at the expense of other products, according to analysts at JPMorgan Chase & Co.Most Read from BloombergBillionaire Duke of Westminster to Sell £700 Million of US Real Estate AssetsSony to Pay Almost $4 Billion for Bieber, Neil Young CatalogUS Fires on Iranian Targets as Trump Demands Deal From TehranIran’s President Says He Had Meeting With Injured Supreme LeaderApple’s

Monster (MNST) Q1 2026 Earnings Transcript
Motley Fool124d agoneutral
Monster (MNST) Q1 2026 Earnings Transcript

Hilton Schlosberg: Good afternoon, and thank you for joining us. In EMEA, the energy drink category according to Nielsen for our tracked markets for the recently reported 13-week period, which differ from country to country, grew 10.5% versus the same period last year, FX Neutral.

Morgan Stanley resets Norwegian Cruise stock price target
TheStreet124d agoneutral
Morgan Stanley resets Norwegian Cruise stock price target

Norwegian Cruise Line Holdings (NCLH) is losing investor confidence as Morgan Stanley cuts its price target, and the stock has dropped 21% this year. Weaker booking momentum, pricing friction in key itineraries, and commercial execution issues are reshaping the earnings story. Morgan Stanley’s ...

Redwire (RDW) Q1 2026 Earnings Call Transcript
Motley Fool124d agoneutral
Redwire (RDW) Q1 2026 Earnings Call Transcript

Peter Cannito: Thank you, Alex. During the first quarter of 2026, Redwire saw strong demand across our differentiated products. During the quarter, Redwire achieved a strong book-to-bill ratio of 1.92 and as a result, ended the quarter with record contracted backlog of $498.1 million, providing confidence in our forecast as we move further into 2026.

Wheaton (WPM) Q1 2026 Earnings Transcript
Motley Fool124d agoneutral
Wheaton (WPM) Q1 2026 Earnings Transcript

Haytham Hodaly: Thank you, Emma, and good morning, everyone. Thank you for joining us today to discuss Wheaton Precious Metals Corp.'s first quarter results of 2026. Most notably, during the quarter, we announced the Antamina silver stream with BHP, the largest transaction in Wheaton’s history and the largest fresh-metal stream transaction ever completed.

BlackSky (BKSY) Q1 2026 Earnings Transcript
Motley Fool124d agoneutral
BlackSky (BKSY) Q1 2026 Earnings Transcript

Today, I'm joined by our Chief Executive Officer, Brian O'Toole; and our Chief Financial Officer, Henry Dubois. Additionally, a webcast of this earnings call will be available in the Investor Relations section of our website at www.blacksky.com. In conjunction with today's call, we have posted a quarterly earnings presentation on the Investor Relations website that you may use to follow along with our prepared remarks.

Corpay Earnings Demonstrate Shift to Long-Term Compounder
Exec Edge124d agoneutral
Corpay Earnings Demonstrate Shift to Long-Term Compounder

By Jarrett Banks Corpay, Inc. (NYSE: CPAY) delivered the kind of quarter that shifts the narrative from a solid payments company to a potential long-term compounder. Across Wall Street brokerage reports, the themes were the same: accelerating Corporate Payments momentum, improving Lodging trends, durable double-digit organic growth, and a management team increasingly confident in the […]

Investors Brace for Extended Strait of Hormuz Problems
The Wall Street Journal124d agoneutral
Investors Brace for Extended Strait of Hormuz Problems

Wall Street investors expect Strait of Hormuz access to remain constrained this year, underlining expectations of tight oil supplies in the weeks ahead, according to a Goldman Sachs poll. A majority of investors said they expect traffic on the strait to return to normal by the end of July or later, the Goldman Sachs Marquee MarketView poll found. Four in 10 of the institutional clients surveyed said they don’t expect traffic through the Hormuz to return to normal until after July.

Morgan Stanley resets IonQ stock price target after earnings
TheStreet124d agoneutral
Morgan Stanley resets IonQ stock price target after earnings

IonQ (IONQ) has become one of the market’s hottest quantum computing stocks, with shares rising roughly 70% over the past year as investors bet the company can turn early quantum leadership into a scalable commercial platform. Now, Morgan Stanley is signaling that the story may be entering a new ...

Datadog CEO issues blunt 2-word message on AI race
TheStreet124d agoneutral
Datadog CEO issues blunt 2-word message on AI race

Datadog (DDOG) jumped 30% after earnings because investors saw it as more than just another AI winner. The quarter pointed to a business benefiting from what CEO Olivier Pomel effectively described as an enterprise AI race, where companies “can’t afford to be late” in deploying and monitoring ...

Investors Brace for Extended Strait of Hormuz Problems, Goldman Poll Finds
The Wall Street Journal124d agoneutral
Investors Brace for Extended Strait of Hormuz Problems, Goldman Poll Finds

Wall Street investors expect Strait of Hormuz access to remain constrained this year, underlining expectations of tight oil supplies in the weeks ahead, according to a Goldman Sachs poll. A majority of investors said they expect traffic on the strait to return to normal by the end of July or later, the Goldman Sachs Marquee MarketView poll found. Four in 10 of the institutional clients surveyed said they don’t expect traffic through the Hormuz to return to normal until after July.

Geospace Technologies Q2 Earnings Call Highlights
MarketBeat124d agoneutral
Geospace Technologies Q2 Earnings Call Highlights

Geospace Technologies (NASDAQ:GEOS) reported second-quarter fiscal 2026 revenue of $19.7 million and a net loss of $11.1 million, as the company navigated what executives described as near-term market pressure while continuing efforts to diversify beyond its traditional oil and gas exposure. On the