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.

23,999 signal articles · 373 in last 24h · 113,865 total before filter · latest 32m ago
373last 24h
1986last 7d
323● bullish (7d)
174● bearish (7d)
205publishers
AllMacro333Earnings1040M&A98Regulatory24Product18Analyst19
✕ clear all filtersticker: MSSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Cerebras soars 109% in market debut as AI chip frenzy grips Wall Street
Proactive91d agobullish
Cerebras soars 109% in market debut as AI chip frenzy grips Wall Street

Cerebras Systems made a stunning stock market debut on Thursday, with shares of the artificial intelligence chipmaker surging as much as 109% above its IPO price as investor appetite for AI-linked plays showed no sign of cooling. The company's shares opened at $350, against an IPO price of...

AI Bond Binge Overwhelms Wall Street, Pushes Alphabet Abroad
Bloomberg92d agoneutral
AI Bond Binge Overwhelms Wall Street, Pushes Alphabet Abroad

(Bloomberg) -- Bankers were still putting the final touches on Alphabet Inc.’s blockbuster $17 billion of bond sales when word started to spread Monday morning on Wall Street: the company is already hawking more debt.Most Read from BloombergIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightTrump Lands in China for Xi Trade Summit With Iran War in LimboThis

Space Stock Craze Comes to Europe as One British Fund Quadruples
Bloomberg92d agoneutral
Space Stock Craze Comes to Europe as One British Fund Quadruples

(Bloomberg) -- It’s not just US retail investors piling into any asset connected to space exploration. Europeans want in, too. Most Read from BloombergIran’s Kharg Island Oil Jetties Empty Again Yesterday, Satellite ShowsAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightTrump Lands in China for Xi Trade Summit With Iran War in LimboShares in British SpaceX supplier Filtronic Plc are up 257% in a year, while German satellite

How The General Electric (GE) Investment Story Is Shifting As Analyst Views Diverge
Simply Wall St.92d agoneutral
How The General Electric (GE) Investment Story Is Shifting As Analyst Views Diverge

Price targets for GE Aerospace now span from recent cuts of US$7 to US$27 at the low end, up to US$425 at the high end, marking a wide spread in what analysts think the stock could be worth. Those shifts track a split narrative, with bullish firms lifting targets to US$405 and US$425 on greater confidence in earnings and cash flow, while more cautious voices trim numbers and flag that a lot of good news may already be priced in. Read on to see how to keep up with this evolving story and what...

Morgan Stanley cuts to chase on Chevron, oil stock prices
TheStreet92d agobearish
Morgan Stanley cuts to chase on Chevron, oil stock prices

Oil companies entered earnings season with higher commodity prices at their backs, but investors are still watching one issue more closely than almost anything else: spending discipline. In the Morgan Stanley note given to TheStreet, analyst Devin McDermott and his team said oil exploration and ...

Bloomberg92d agoneutral
Musk’s xAI Races to Get Wall Street Firms to Use Grok Chatbot

(Bloomberg) -- Elon Musk’s xAI has recruited multiple Wall Street firms with ties to the billionaire’s business empire to test its Grok chatbot, according to people familiar with the matter, part of a push to bolster revenue ahead of parent company SpaceX’s initial public offering.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightMamdani Scraps Property Tax Hike, Counts Second-Home RevenueTrump Lands

Bloomberg92d agoneutral
Musk’s xAI Races to Get Wall Street Firms to Use Grok Chatbot

(Bloomberg) -- Elon Musk’s xAI has recruited multiple Wall Street firms with ties to the billionaire’s business empire to test its Grok chatbot, according to people familiar with the matter, part of a push to bolster revenue ahead of parent company SpaceX’s initial public offering.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaNvidia’s CEO Joins Trump in China With AI in the SpotlightMamdani Scraps Property Tax Hike, Counts Second-Home RevenueInside a Yea

Morgan Stanley (MS): Chris Rokos Is Loading Up on This Stock
Insider Monkey92d agoneutral
Morgan Stanley (MS): Chris Rokos Is Loading Up on This Stock

We just covered the Chris Rokos Stock Portfolio: Top 10 Stock Picks and Morgan Stanley (NYSE:MS) ranks 9th on this list. Morgan Stanley (NYSE:MS) is another relatively new addition to the 13F portfolio of Rokos Capital Management. The fund first disclosed a stake in the company back in the first quarter of 2024. This position […]

One of the Stock Market’s Biggest Bulls Sees a Historic Rally Coming
Barrons.com92d agobullish
One of the Stock Market’s Biggest Bulls Sees a Historic Rally Coming

U.S. stocks are likely set for a historic run over the next two years, with gains not seen on Wall Street since the dot-com era of the late 1990s. The compelling push to mark stocks higher has prompted a response from one of Wall Street’s longstanding bears, who now sees U.S. stocks rising to as high as 8000 points by the end of this year, and to 8300 points over the next 12 months, amid a hot domestic economy, public to private rebalancing, and broadening earnings performance beyond the megacap tech space. Morgan Stanley’s Mike Wilson, famously one of Wall Street’s most skeptical analysts during the bull market that developed after the launch of OpenAI’s ChatGPT in November 2022, sees stocks powering to record highs this year and next, with a 12-month price target for the that would suggest gains of around 130% on a five-year basis.

Morgan Stanley Deepens Digital Bond Push With LTX AI Partnership
Simply Wall St.92d agobullish
Morgan Stanley Deepens Digital Bond Push With LTX AI Partnership

Morgan Stanley (NYSE:MS) has joined AI-driven bond trading platform LTX as a fully integrated liquidity provider. The move connects Morgan Stanley to an electronic corporate bond marketplace that uses AI tools to support trading and liquidity. This development reflects ongoing efforts across fixed income markets to increase electronic trading and improve access to liquidity for institutional clients. Morgan Stanley, trading at $191.88, has delivered a return of 51.9% over the past year and...

How The Story On Advanced Enzyme Technologies (NSEI:ADVENZYMES) Is Evolving Around A ₹370 Fair Value
Simply Wall St.93d agoneutral
How The Story On Advanced Enzyme Technologies (NSEI:ADVENZYMES) Is Evolving Around A ₹370 Fair Value

The fair value estimate for Advanced Enzyme Technologies is held at ₹370, with analysts choosing not to shift their valuation anchor despite refreshed model inputs. That steady price target lines up with commentary that the key question now is execution against the current plan rather than a change in the core story. As you read on, you will see how this stable ₹370 figure fits into the evolving analyst narrative and what it means for your own view on the stock. Stay updated as the Fair Value...

China’s Profit Outlook to Improve Further, Morgan Stanley Says
Bloomberg93d agoneutral
China’s Profit Outlook to Improve Further, Morgan Stanley Says

(Bloomberg) -- Chinese companies’ second‑quarter profit outlook is set to improve after encouraging first‑quarter results, with rising exports and early signs of reflation boosting revenues, according to Morgan Stanley. Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyMamdani Scraps Property Tax Hike, Counts Second-Home RevenueIran Makes New Offer on Uranium in Response to US, WSJ SaysIn the f

China’s $3 Trillion of Hidden Bad Debt Prolongs Economic Pain
Bloomberg93d agoneutral
China’s $3 Trillion of Hidden Bad Debt Prolongs Economic Pain

(Bloomberg) -- By any measure, Tom Hu should be in default on a $730,000 bank loan for his plastics business in China. He barely brings in enough revenue to pay expenses and can’t cover the debt costs.Most Read from BloombergAmbani’s Cola War With Coke, Pepsi Spurs Fridge Bonanza in IndiaInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyIran Makes New Offer on Uranium in Response to US, WSJ SaysMamdani Scraps Property Tax Hike, Counts Second-Home RevenueYet rather than calling in

Citi Raises Morgan Stanley (MS) Price Target Following Coverage Transfer
Insider Monkey93d agoneutral
Citi Raises Morgan Stanley (MS) Price Target Following Coverage Transfer

With a 5-year average dividend growth rate of 23.36%, Morgan Stanley (NYSE:MS) is included among the 14 Best Dividend Stocks to Buy for Steady Growth. On May 8, Citi raised its price recommendation on Morgan Stanley (NYSE:MS) to $194 from $170. It reiterated a Neutral rating on the stock. The firm updated targets across the banking sector […]

12 Investment Must Reads for This Week (May 12, 2026)
Wealth Management93d agoneutral
12 Investment Must Reads for This Week (May 12, 2026)

Hedge funds are upping their bets on soyabean oil, which is used to produce biodiesel, amid the global oil market crunch. Morningstar unveiled its latest batch of medalist ratings for evergreen funds. These are among the investment must reads for financial advisors this week.

China Earns $500 Million an Hour From Exports Supercharged by AI
Bloomberg94d agoneutral
China Earns $500 Million an Hour From Exports Supercharged by AI

(Bloomberg) -- The US and Chinese economies may still be on their way to decoupling but both are drawing strength from the same source.Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyEpstein's Black Card: How He Moved Women With His AmexModi Asks Indians to Stop Buying Gold, Hitting Jewelry StocksJust as an AI-driven boom in business investment bolstered US economic growth at the start of this yea

Morgan Stanley revisits Walmart stock price target pre-earnings
TheStreet94d agoneutral
Morgan Stanley revisits Walmart stock price target pre-earnings

There's a version of Walmart most people still picture. Fluorescent lights, crowded aisles, maybe a cart with a wobbly wheel. That version still exists. But the company Wall Street is paying 43 times forward earnings for? That's a different beast entirely.As of 2026, Walmart is a 63-year-old ...

Goldman, BofA Delay Fed Cut Calls After ‘Last Straw’ Jobs Data
Bloomberg94d agoneutral
Goldman, BofA Delay Fed Cut Calls After ‘Last Straw’ Jobs Data

(Bloomberg) -- Goldman Sachs & Co and Bank of America Corp are the latest in a growing cohort of Wall Street banks pushing back their forecasts for interest-rate cuts, arguing that both jobs and inflation data make a case for the Federal Reserve to keep rates on hold until at least the end of the year.Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyTrump Rejects New Iran Peace Offer as ‘Totally Un

How The Omda (OB:OMDA) Investment Narrative Is Shifting As Guidance And Valuation Debates Grow
Simply Wall St.94d agoneutral
How The Omda (OB:OMDA) Investment Narrative Is Shifting As Guidance And Valuation Debates Grow

Omda's fair value price target of NOK 57.0 is unchanged, providing a steady reference point while assumptions around discount rates and growth are fine tuned. Recent analyst research shows price targets moving both higher and lower as models are refreshed after Q4 results, updated revenue outlooks and shifting views on growth drivers such as GLP-1 related and multi condition programs. As you read on, you will see how this evolving narrative can shape the way you track Omda's equity story over...

Morgan Stanley sees writing on wall for Citi before major change
TheStreet94d agoneutral
Morgan Stanley sees writing on wall for Citi before major change

Banks have had a stellar first quarter. The major U.S. banks raked in nearly $50 billion in profits in the first three months of the year, The Guardian reported. That was largely due to Wall Street bank traders, who profited from a volatile stock exchange, Reuters showed. But even without the extra ...

Bloomberg94d agoneutral
Verizon’s Worldwide Hybrid Bond Sale Drive Hits $12 Billion

(Bloomberg) -- Verizon Communications Inc. is selling $4 billion of hybrid bonds in the US dollar investment-grade debt market for the first time after issuing the equivalent of $8 billion of them in other currencies over the last six months.Most Read from BloombergIran Makes New Offer on Uranium in Response to US, WSJ SaysInside a Year of Chaos and Conflict at Kevin Hart’s Media CompanyTrump Rejects New Iran Peace Offer as ‘Totally Unacceptable’Modi Asks Indians to Stop Buying Gold, Hitting Jew