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.

23,646 signal articles · 306 in last 24h · 112,568 total before filter · latest 1h ago
306last 24h
2073last 7d
365● bullish (7d)
180● bearish (7d)
204publishers
AllMacro305Earnings1153M&A89Regulatory23Product14Analyst19
✕ clear all filtersticker: MUSentiment:bullishneutralbearishshow all (incl. clickbait)
Micron Earnings Seen as Key Test for AI-Driven Market Rally (MU)
InvestorsHub55d agobullish
Micron Earnings Seen as Key Test for AI-Driven Market Rally (MU)

Investors Look to Chipmaker for Signals on AI DemandInvestors are closely watching the upcoming earnings report from Micron Technology (NASDAQ:MU), viewing it as an important indicator of whether the artificial intelligence-driven surge in semiconductor demand remains strong enough to support further gains in equity markets. Despite a sharp sell-off earlier in the week, major U.

Investing.com55d agoneutral
Wall Street scrambles to lift Micron price targets ahead of earnings

Investing.com -- Micron Technology (NASDAQ:MU) has firmly established itself as one of the definitive AI infrastructure winners of 2026, triggering a massive wave of panic-buying among Wall Street analysts who are aggressively rewriting their models. Driven by an insatiable hunger for data center memory, multiple premier research firms have drastically hoisted their price targets, pushing expectations into an unprecedented $1,200 to $1,500 range. The frantic revisions come as Micron trades near

Making Sense of the Evolving Earnings Picture
Zacks56d agoneutral
Making Sense of the Evolving Earnings Picture

Even when excluding the significant upward revisions to Energy sector estimates, aggregate Q2 earnings estimates for the remainder of the S&P 500 index would still be in positive territory since the start of April.

Is Oracle's Q4 earnings the next big test for AI trade?
Yahoo Finance Video63d agoneutralVIDEO
Is Oracle's Q4 earnings the next big test for AI trade?

The AI trade continues to stand on unsteady ground this week as semiconductor stocks waver. Oracle's (ORCL) fiscal fourth quarter earnings are due out after Wednesday's market close, which could ultimately be a tipping point for the AI sector. JonesTrading chief market strategist Michael O'Rourke speaks with Yahoo Finance Executive Editor Brian Sozzi about his outlook on the AI sector.

SMH ETF Investors: Watch Hyperscaler Capex Guidance at July Earnings Calls
24/7 Wall St.64d agoneutral
SMH ETF Investors: Watch Hyperscaler Capex Guidance at July Earnings Calls

The VanEck Semiconductor ETF (NYSEARCA:SMH) closed Friday at $599, capping a stretch in which SMH has returned roughly 146% over the past year and tacked on nearly 20% in May alone. SMH is up about 66% year to date, and the rally has been driven less by NVIDIA than most holders assume. Because the fund ... SMH ETF Investors: Watch Hyperscaler Capex Guidance at July Earnings Calls

Jim Cramer Warns: AI Stocks Face 50% Crash Without Earnings Growth
24/7 Wall St.65d agobearish
Jim Cramer Warns: AI Stocks Face 50% Crash Without Earnings Growth

Jim Cramer used his June 8, 2026, Squawk on the Street appearance to deliver a direct warning to anyone riding the AI chip rally. His line, after a brutal Friday that saw the Philadelphia semiconductor index post its fourth-worst decline ever: “Unless you have accelerated earnings, your stock is pretty much done. Got to go ... Jim Cramer Warns: AI Stocks Face 50% Crash Without Earnings Growth

Guidance Miss Becomes a Bloodbath: DRAM’s 15% Implosion is At The Center
24/7 Wall St.66d agobearish
Guidance Miss Becomes a Bloodbath: DRAM’s 15% Implosion is At The Center

The Roundhill Memory ETF (CBOE:DRAM) closed Friday, June 5, 2026 at $55.79, down 15% on the day from a prior close of $65.70. Over the two-day window from June 3 through June 5, the fund dropped 20%, going from $69.71 to that Friday close. If you had $10,000 in DRAM at Wednesday’s open, you had ... Guidance Miss Becomes a Bloodbath: DRAM’s 15% Implosion is At The Center