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.

23,580 signal articles · 335 in last 24h · 112,379 total before filter · latest 19m ago
335last 24h
2142last 7d
376● bullish (7d)
189● bearish (7d)
204publishers
AllMacro296Earnings1217M&A91Regulatory23Product13Analyst20
✕ clear all filtersticker: ^GSPCsentiment: neutralSentiment:bullishneutralbearishshow all (incl. clickbait)
J.P. Morgan lifts 2026-end target for S&P 500 to 8,000 on AI, earnings strength
Reuters3d agoneutral
J.P. Morgan lifts 2026-end target for S&P 500 to 8,000 on AI, earnings strength

J.P. Morgan raised its year-end target for the S&P 500 index to 8,000 from 7,800 on Monday, citing ‌prospects of solid corporate earnings and rising confidence that AI ‌investments by large hyperscalers would drive faster revenue growth. The new target implies about 3.1% upside ​from the index's last close of 7,757.64 and adds to a growing wave of bullish calls, with at least seven brokerages now expecting the benchmark to reach the 8,000 level by 2026-end. "As elevated backlogs convert into recognized revenue, ‌cloud growth should remain ⁠well supported, helping validate rising AI capex, strengthen order coverage, and further ease ROIC (return on invested capital) concerns," J.P. ⁠Morgan analysts said.

Ross Gerber Cites Data to Make a Point: Take Out Alphabet and Amazon, S&P 500 Earnings Growth Looks Far Less Impressive
Benzinga3d agoneutral
Ross Gerber Cites Data to Make a Point: Take Out Alphabet and Amazon, S&P 500 Earnings Growth Looks Far Less Impressive

Alphabet Inc. (NASDAQ:GOOG) (NASDAQ:GOOGL) and Amazon.com, Inc. (NASDAQ:AMZN) are responsible for a large share of the S&P 500’s second-quarter earnings growth, a concentration highlighted by investor Ross Gerber using FactSet (NYSE:FDS) data. Alphabet, Amazon Drive 71% of Earnings Increase Gerber highlighted FactSet data cited by the Wall Street Journal showing that Alphabet and Amazon account for about 71% of the dollar increase in S&P 500 blended earnings since July. ‘Alphabet and Amazon alon

Targa Resources Q2 Earnings Call Highlights
MarketBeat3d agoneutral
Targa Resources Q2 Earnings Call Highlights

Targa Resources (NYSE:TRGP) reported record second-quarter operating volumes and adjusted EBITDA, supported by growth in the Permian Basin, higher marketing optimization opportunities and record activity across its downstream operations. Chief Executive Officer Matt Meloy said adjusted EBITDA rose

Texas Pacific Land Q2 Earnings Call Highlights
MarketBeat3d agoneutral
Texas Pacific Land Q2 Earnings Call Highlights

Texas Pacific Land (NYSE:TPL) reported record quarterly revenue, net income and free cash flow for the second quarter of 2026, supported by higher oil and gas royalty production, produced-water royalty volumes and surface-related revenue. Chief Executive Officer Ty Glover said the company generated

Charles River Laboratories International Q2 Earnings Call Highlights
MarketBeat6d agoneutral
Charles River Laboratories International Q2 Earnings Call Highlights

Charles River Laboratories International (NYSE:CRL) reported second-quarter results that exceeded its prior outlook, citing improved demand in its Discovery and Safety Assessment, or DSA, business and stronger-than-expected manufacturing performance. The company raised its full-year revenue, earning

Axon Stock Resurgence Faces Q2 Earnings Test
Investor's Business Daily7d agoneutral
Axon Stock Resurgence Faces Q2 Earnings Test

Axon Enterprise, the S&P 500 maker of Tasers, body cameras and software for law enforcement, continued its resurgence this week ahead of its Q2 report after today's close. This week's jolt higher may mean it could take a stunning report to maintain upward momentum for Axon stock. Earnings growth is up against what looks like a low bar, but that's only because EPS vaulted 77% in the year-ago quarter.

SpaceX’s $1T Goal and 3 More Shockers From Musk on the Earnings Call
Barrons.com7d agoneutral
SpaceX’s $1T Goal and 3 More Shockers From Musk on the Earnings Call

SpaceX and Tesla CEO Elon Musk is famous for his sky-high ambitions, including reaching Mars one day. After SpaceX’s earnings report Tuesday, Musk laid out four more brazen goals for the rocket and artificial-intelligence company, including reaching $1 trillion in revenue in less than five years. SpaceX stock tumbled 8% to $115.29 on Wednesday, while the S&P 500 edged up 0.1%.

Veteran analyst rethinks Palantir stock after earnings
TheStreet7d agoneutral
Veteran analyst rethinks Palantir stock after earnings

Palantir stock has struggled for months, but the company may have just given investors some hope again. Shares of Palantir surged 29.45% on Aug. 4, the trading day after Palantir reported second-quarter results that topped Wall Street's expectations. The company posted adjusted earnings of 41 cents ...

Lilly Stock Jumps on Earnings Beat as Mounjaro Revenue Nearly Doubles
Barrons.com7d agoneutral
Lilly Stock Jumps on Earnings Beat as Mounjaro Revenue Nearly Doubles

Eli Lilly posted a blockbuster second quarter fueled by continued demand for its portfolio of GLP-1 medications. The world’s biggest drugmaker by market value reported adjusted earnings of $8.38 a share in the period, better than the $6.01 consensus estimate among analysts polled by FactSet. Revenue surged 48% to nearly $23 billion—Wall Street was looking for $20.7 billion.

Middle East optimism lifts sentiment as SpaceX and AMD earnings dominate attention: Dow Jones, S&P, Nasdaq, Wall Street Futures
InvestorsHub7d agoneutral
Middle East optimism lifts sentiment as SpaceX and AMD earnings dominate attention: Dow Jones, S&P, Nasdaq, Wall Street Futures

US stock futures edged higher on Wednesday as investors reacted to renewed hopes of easing tensions in the Middle East, while corporate earnings from SpaceX (NASDAQ:SPCX), Advanced Micro Devices (NASDAQ:AMD) and Novo Nordisk (NYSE:NVO) drove significant pre-market trading. Although geopolitical developments supported overall market sentiment, investors also assessed company-specific news, particularly Elon Musk’s latest comments, which weighed on both SpaceX and AMD shares.