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.

23,622 signal articles · 310 in last 24h · 112,499 total before filter · latest 1h ago
310last 24h
2112last 7d
371● bullish (7d)
179● bearish (7d)
204publishers
AllMacro300Earnings1191M&A91Regulatory23Product13Analyst20
✕ clear all filtersticker: TERSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
How Much Upside Can LRCX Stock's Growth Deliver?
Trefis57d agoneutral
How Much Upside Can LRCX Stock's Growth Deliver?

At $388.92, Lam Research (LRCX) looks set up for roughly 51% of upside over the next three years under a conservative scenario. That is a move large enough to justify digging into where it comes from. Revenue compounding does the work, but the multiple takes a meaningful cut along the way. Here is the operational reality the math is built on.

Why Rocket Lab stock tumbled on Nasdaq-100 news
TheStreet59d agobearish
Why Rocket Lab stock tumbled on Nasdaq-100 news

After nearly 20 years in business and less than five years as a public company, Rocket Lab Corporation reached a major milestone on Friday when it joined the Nasdaq-100 Index. The entrance placed the space company among the 100 largest non-financial businesses on the Nasdaq Stock Market. Most ...

2 Semiconductor Stocks to Keep an Eye On and 1 We Turn Down
StockStory62d agoneutral
2 Semiconductor Stocks to Keep an Eye On and 1 We Turn Down

Semiconductors are the core infrastructure powering the Information Age. The way we live and work is also changing with AI, which is creating secular demand for more powerful chips. As a result, the industry has seen solid stock price performance over the last six months as its gain of 147% has outpaced the S&P 500’s 6.4% return.

Assessing Teradyne (TER) Valuation After Tokyo Electron Partnership In AI And Data Center Chip Testing
Simply Wall St.62d agobullish
Assessing Teradyne (TER) Valuation After Tokyo Electron Partnership In AI And Data Center Chip Testing

Teradyne (TER) is back in focus after announcing a partnership with Tokyo Electron to deliver an integrated testing solution for AI and data center chips, putting quality control in advanced chiplet packages front and center. See our latest analysis for Teradyne. The recent collaboration with Tokyo Electron landed alongside a sharp pullback, with the share price down 5.9% on the day and 15.2% over the past week, yet still showing a 67.5% year to date share price return and a very large 1 year...