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Meta expected to beat Q2 estimates as AI investments meet investor scrutiny
Proactive15d agobullish
Meta expected to beat Q2 estimates as AI investments meet investor scrutiny

Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB) is expected to post second-quarter results above Wall Street expectations, with analysts pointing to healthy advertising demand and early returns from artificial intelligence investment even as investors press the company for clearer evidence...

Meta Earnings: What to Expect
The Wall Street Journal15d agoneutral
Meta Earnings: What to Expect

Here is what investors will be looking for when Meta Platforms reports its earnings after markets close today: One big question is whether Meta will increase its capital expenditure estimate for the year, like Alphabet did last week.

Meta's Mark Zuckerberg goes on the offensive selling AI optimism
Yahoo Finance Video15d agobearishVIDEO
Meta's Mark Zuckerberg goes on the offensive selling AI optimism

Meta Platforms (META) CEO Mark Zuckerberg has been defending AI in a media campaign, telling the New York Times that artificial intelligence discourse is "overwhelmingly filled with doom." Morning Brief Host Julie Hyman is joined by Yahoo Finance Senior Reporter Pras Subramanian and Breaking News Reporter Jake Conley to break down the latest comments from Zuckerberg and Anthropic (ANTH.PVT) CEO Dario Amodei. Meta, alongside Microsoft (MSFT), will be releasing its latest quarterly earnings results after Wednesday's market close.

Traders Pricing in Big Moves From Big Tech Earnings
Barrons.com15d agoneutral
Traders Pricing in Big Moves From Big Tech Earnings

Traders are expecting big swings from tech earnings on Wednesday, with options pricing in major after-market risks and short sellers lining up to bet against one of the market’s biggest stocks. Microsoft shares, which have fallen more than 15% from their early June peak and remain nearly 25% lower over the past year, are likely to move more than 6.6% in either direction after tonight’s June-quarter earnings, well ahead of its three-year average of around 4.8%. Short sellers, meanwhile, are crowding into the stock, with bets against the tech and cloud giant representing around 92 million shares, or 1.27% of its outstanding float, according to data from S3 Partners.

Bloomberg15d agobullish
Wall Street Picks AI Winners and Losers as Credit Swaps Surge

(Bloomberg) -- As Big Tech barrels toward trillions of dollars of planned spending on AI, a key cog in credit markets is showing signs of pressure. That, in turn, is lifting the cost of financing artificial intelligence while offering an early look at potential winners and losers.Most Read from BloombergUS Intercepts Iran Attack on Bases, Puncturing Days of CalmSK Hynix Profit Disappoints, Spending Soars to $31 BillionApple Set to Make Big Smart Home Push With Siri AI at CenterNvidia’s $750 Bill

Coca-Cola Has Is More Expensive Than Nvidia, Deservedly So
Barrons.com15d agoneutral
Coca-Cola Has Is More Expensive Than Nvidia, Deservedly So

It felt a little like the 1990s on Tuesday, as Coca-Cola took center stage in the stock market after the soft-drink leader reported strong second-quarter earnings. It now trades with a higher valuation than Nvidia and other Magnificent Seven stocks. Coke stock rallied 5% to $88.27 on Tuesday after touching a record $90 earlier in the session, and was up 2.4% at $90.38 in early trading Wedneday.

Hyperscaler debt binge pushes yields up as investor demand cools
Reuters15d agoneutral
Hyperscaler debt binge pushes yields up as investor demand cools

Major U.S. technology companies are borrowing heavily as they ramp up spending on their artificial intelligence buildout, and at steadily higher yields as investors become more selective about absorbing the growing supply. Amazon, Alphabet, Meta Platforms and Oracle issued about $194 ‌billion of bonds in 2026 through July 7, up 79% from roughly $108 billion in all of 2025, according to a Reuters analysis ‌of LSEG data. Goldman Sachs expects bond issuance by the five hyperscalers, including Microsoft Corp, to reach roughly $250 billion this year and $400 billion in 2027.

‘Big Wednesday’ Offers a Big Test for the Stock Market
Barrons.com15d agoneutral
‘Big Wednesday’ Offers a Big Test for the Stock Market

Wall Street faces a twin set of risks on Wednesday, tied to Big Tech earnings and a Federal Reserve interest-rate decision, as stocks undergo a rare change of leadership ahead of the summer market doldrums. “The market’s response to both should provide a clearer indication of whether the current rotation continues or begins to develop into broader weakness,” said Zaheer Anwari, co-founder and CEO of the Luxembourg-based Revacy Fund.

BlackRock (BLK) Is Up 5.7% After $14 Billion Meta AI Data Center Deal - Has The Bull Case Changed?
Simply Wall St.15d agoneutral
BlackRock (BLK) Is Up 5.7% After $14 Billion Meta AI Data Center Deal - Has The Bull Case Changed?

Meta Platforms, Inc. and BlackRock, Inc. recently announced a venture to develop and own a US$14.00 billion, 1‑gigawatt data center campus in El Paso, Texas, with funds managed by BlackRock holding an 80% stake and Meta contributing land and construction‑in‑progress assets valued at about US$2.30 billion. The structure of the deal, including BlackRock’s roughly US$4.90 billion cash contribution and use of a US$12.50 billion debt facility, highlights how large asset managers are increasingly...

Wall Street’s ‘Big Wednesday’ Offers Big Test to Summer Rotation Trade
Barrons.com15d agoneutral
Wall Street’s ‘Big Wednesday’ Offers Big Test to Summer Rotation Trade

Wall Street faces a twin set of risks on Wednesday, tied to Big Tech earnings and a Federal Reserve interest-rate decision, as stocks undergo a rare change of leadership ahead of the summer market doldrums. “The market’s response to both should provide a clearer indication of whether the current rotation continues or begins to develop into broader weakness,” said Zaheer Anwari, co-founder and CEO of the Luxembourg-based Revacy Fund.

💬 Money Quote: Mark Zuckerberg
The Wall Street Journal15d agoneutral
💬 Money Quote: Mark Zuckerberg

📣 “So far, I think that all the work around AI has net created a lot of jobs because there’s all this infrastructure that needs to get created...So that concern hasn’t exactly played out the way that people feared it might.

China Shock Just Came for Your Portfolio
The Wall Street Journal15d agoneutral
China Shock Just Came for Your Portfolio

If stock prices are your go-to economic barometer then you could be forgiven for ignoring the original “China Shock” a quarter-century ago. Manufacturing job losses in machinery, textiles, electronics and furniture slammed parts of the U.S. after China joined the World Trade Organization in 2001. There’s even a strong case that China’s industrial rise was a major tailwind for stocks overall.