QuantAbundanciaAbundance, Quantified.

News

High-signal headlines only - macro events, earnings, M&A, regulatory. Listicles and analyst clickbait filtered out by default. Refreshed hourly.

22,515 signal articles · 90 in last 24h · 108,041 total before filter · latest 51m ago
90last 24h
2589last 7d
485● bullish (7d)
240● bearish (7d)
202publishers
AllMacro224Earnings1619M&A118Regulatory16Product10Analyst25
✕ clear all filterssentiment: neutralSentiment:bullishneutralbearishshow all (incl. clickbait)
Wall St ends lower as chip weakness offsets solid earnings, data
Reuters Videos24d agoneutralVIDEO
Wall St ends lower as chip weakness offsets solid earnings, data

<body><p>STORY: Wall Street's main indexes ended lower on Thursday, with the Dow dropping two-tenths of a percent, the S&P 500 shedding about half a percent and the tech-heavy Nasdaq losing almost one-and-a-half percent.</p><p>Chip stocks tumbled despite bellwether TSMC posting a 77% jump in quarterly profit, it's shares falling more than 2%.</p><p>Mel Casey, senior portfolio manager at FBB Capital Partners, said the pullback demonstrated the lofty expectations for a sector that has soared by nearly 70% so far this year.&nbsp;</p><p>"You just have so many investors in the same trade here and really banking on every little component of the value chain, like, humming along at maximum pace. And so anything that's a little bit shy of, say, the whisper, or anything that's as good as expected but not better than expected is seen almost as a disappointment. And so that's what you're seeing today. But there's nothing you could really point to in the Taiwan Semi report to feel bearish about."</p><p>Memory-chip makers were among the biggest laggards, with SanDisk, Western Digital, Seagate Technology and Intel down between about five-and-a-half and twelve-and-a-half percent.</p><p>:: Netflix</p><p>Elsewhere in the market, shares of Netflix tumbled more than 7% in extended trading after the streaming giant's third-quarter revenue and earnings projections hovered below Wall Street targets. The company also said it would reduce the amount of information it discloses about consumers' viewing hours as it seeks new avenues of growth.</p><p>Shares of UnitedHealth Group closed higher after the company beat Wall Street earnings estimates and hiked its 2026 forecast.</p><p>But shares of United Airlines fell as surging oil prices weighed on its forward guidance.</p><p>Meanwhile, generally upbeat economic data on Thursday showed solid core retail sales, a drop in jobless claims and surging manufacturing activity in the Northeast.</p></body>

Netflix Q2 Earnings Call Highlights
MarketBeat24d agoneutral
Netflix Q2 Earnings Call Highlights

Netflix (NASDAQ:NFLX) executives said the company remains on track for its 2026 financial plan, pointing to continued subscription growth, pricing gains, rising advertising revenue and a broadening content strategy during the company’s second-quarter earnings interview. CFO Spence Neumann said Netf

Intuitive Surgical Q2 Earnings Call Highlights
MarketBeat24d agoneutral
Intuitive Surgical Q2 Earnings Call Highlights

Intuitive Surgical (NASDAQ:ISRG) reported a solid second quarter of 2026, with management pointing to continued global adoption of its da Vinci, da Vinci SP and Ion platforms, even as U.S. procedure growth moderated and China remained challenging. Chief Executive Officer Dave Rosa said total proced

Alcoa Earnings Are Improving. The Stock Is Down Anyway.
Barrons.com24d agoneutral
Alcoa Earnings Are Improving. The Stock Is Down Anyway.

FEATURE Aluminum producer Alcoa reported improved earnings, but they didn’t match Wall Street estimates. Shares were lower in late trading. Thursday evening, Alcoa announced adjusted second-quarter earnings per share of $2.

Micron’s AI Boom: Wall Street Breaks Down How High Earnings Can Go
Barrons.com24d agoneutral
Micron’s AI Boom: Wall Street Breaks Down How High Earnings Can Go

Micron Technology has become a key artificial-intelligence trade bellwether. Now analysts are trying to game out what peak earnings will look like for Micron if the AI cycle continues. A Trivariate Research analyst team, led by Adam Parker, on Thursday called Micron “the most important stock in the market,” writing that shares of the memory-chip maker have become a “proxy for the AI cycle and risk-taking.”

Helios (HLIO): Buy, Sell, or Hold Post Q1 Earnings?
StockStory24d agoneutral
Helios (HLIO): Buy, Sell, or Hold Post Q1 Earnings?

Helios has had an impressive run over the past six months as its shares have beaten the S&P 500 by 16.8%. The stock now trades at $80.44, marking a 25.5% gain. This was partly due to its solid quarterly results, and the performance may have investors wondering how to approach the situation.

Trex (TREX): Buy, Sell, or Hold Post Q1 Earnings?
StockStory24d agoneutral
Trex (TREX): Buy, Sell, or Hold Post Q1 Earnings?

Trex has been treading water for the past six months, recording a small return of 0.6% while holding steady at $44.00. The stock also fell short of the S&P 500’s 8.7% gain during that period.

United Airlines Q2 Earnings Call Highlights
MarketBeat24d agoneutral
United Airlines Q2 Earnings Call Highlights

United Airlines (NASDAQ:UAL) executives said the carrier’s second-quarter 2026 results showed strong demand, improving pricing and continued operational gains, even as a sharp increase in fuel prices pressured earnings and led the company to update its guidance approach. Chief Executive Officer Sco

GE Aerospace Q2 earnings top estimates as commercial services drive growth
Proactive24d agoneutral
GE Aerospace Q2 earnings top estimates as commercial services drive growth

GE Aerospace (General Electric Co (NYSE:GE)) reported better-than-expected second-quarter 2026 results, but shares fell about 4% as investors weighed the company’s strong performance against already elevated expectations and signs that order growth is beginning to moderate. The aerospace...

Netflix heads into earnings with bulls unfazed by stock's rough year
Proactive24d agoneutral
Netflix heads into earnings with bulls unfazed by stock's rough year

Netflix Inc (NASDAQ:NFLX, XETRA:NFC) reports second quarter earnings tonight, and two major brokerages are sticking with their bullish calls even as the stock has struggled this year. Shares were little changed Thursday at $73.50, but that stability masks a rough 2026 for Netflix investors:...