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.

24,687 signal articles · 234 in last 24h · 117,583 total before filter · latest 50m ago
234last 24h
1663last 7d
266● bullish (7d)
150● bearish (7d)
205publishers
AllMacro309Earnings718M&A98Regulatory25Product13Analyst23
✕ clear all filtersticker: MSFTSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Why Fastly (FSLY) Stock Is Nosediving
StockStory56d agoneutral
Why Fastly (FSLY) Stock Is Nosediving

Shares of edge cloud platform Fastly (NASDAQ:FSLY) fell 5.2% in the afternoon session after a confluence of high-profile AI talent departures from Alphabet, and a regulatory overhang pulled the entire communication-services and software complex lower.

Oracle (ORCL) Stock Trades Down, Here Is Why
StockStory56d agoneutral
Oracle (ORCL) Stock Trades Down, Here Is Why

Shares of enterprise software giant Oracle (NYSE:ORCL) fell 5% in the afternoon session after a confluence of high-profile AI talent departures from Alphabet, and a regulatory overhang pulled the entire communication-services and software complex lower. Alphabet fell roughly 6%. Microsoft slipped as well. When the two largest software-adjacent megacaps decline together, the sector indices follow mechanically given their index weight. But the deeper driver was the market's persistent fear that AI

Oil Giant Emerges As An AI-Power Play; Two Key Suppliers Rally
Investor's Business Daily56d agobullish
Oil Giant Emerges As An AI-Power Play; Two Key Suppliers Rally

Chevron announced Monday that it will power a huge Microsoft data center in West Texas with natural gas, using gas turbines supplied by GE Vernova and Caterpillar. GE Vernova stock rose near a buy point, and Caterpillar stock jumped. Project Kilby, as it is known, is expected to produce 2.7 gigawatts of electricity.

💬 Money Quote: Microsoft’s Satya Nadella on a New Path for AI
The Wall Street Journal56d agoneutral
💬 Money Quote: Microsoft’s Satya Nadella on a New Path for AI

📣 “You can’t say, hey, all white-collar jobs are gone and this could even be a weapon and we will use all the power to build data centers... No, how about we think about reorganizing the jobs?" —Microsoft CEO Satya Nadella on his critique of the AI power balance.

Bloomberg57d agobearish
Alphabet Shares Drop After Second AI Star Departs for Rival

(Bloomberg) -- Alphabet Inc. shares tumbled on Monday following the departure of another high-profile artificial intelligence leader to a rival.Most Read from BloombergIran Says Hormuz Closed Again as Talks With US Set to OpenUS and Iran Make ‘Progress’ in Talks, Aim to Keep Hormuz OpenIranian Negotiators Said to Still Be Engaged in Talks With USMeta Taps New WhatsApp Boss as Part of $900 Million InvestmentIran Cites ‘Major Progress’ After All-Night Talks With USThe stock fell as much as 7.2%, t

Microsoft Signs 20-Year Power Deal With Chevron Showing How Far AI’s Energy Needs Have Grown
24/7 Wall St.57d agoneutral
Microsoft Signs 20-Year Power Deal With Chevron Showing How Far AI’s Energy Needs Have Grown

CNBC’s Brian Sullivan walked viewers through a landmark energy agreement that paints the picture for how much electricity the AI buildout actually needs. Chevron has signed a 20-year power purchase agreement with Microsoft to supply natural-gas-fired electricity to a Microsoft data center in far west Texas, about an hour southwest of Odessa. According to Sullivan, ... Microsoft Signs 20-Year Power Deal With Chevron Showing How Far AI’s Energy Needs Have Grown