QuantAbundanciaAbundance, Quantified.

News

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

21,036 signal articles · 531 in last 24h · 103,484 total before filter · latest 14m ago
531last 24h
2514last 7d
484● bullish (7d)
257● bearish (7d)
197publishers
AllMacro243Earnings1482M&A141Regulatory16Product4Analyst29
✕ clear all filtersticker: LLYSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Inspire Medical Systems Q2 Earnings Call Highlights
MarketBeat1d agoneutral
Inspire Medical Systems Q2 Earnings Call Highlights

Inspire Medical Systems (NYSE:INSP) reported second-quarter revenue of $200.6 million, down 7.6% from a year earlier, as coding and reimbursement disruptions continued to affect procedure volumes. The company said results exceeded its internal expectations for profitability and cash flow, prompting

Earnings, PMI and Other Key Things to Watch this Week
Barchart2d agoneutral
Earnings, PMI and Other Key Things to Watch this Week

Markets enter an earnings-dominated week with a huge concentration of corporate results spanning technology, industrials, healthcare, consumer discretionary, and entertainment sectors. This will provide a critical assessment of economic health and corporate fundamentals amid persistent uncertainty about technology sector valuations and AI infrastructure spending.

Nasdaq lags on angst over AI spending ahead of earnings reports
Reuters Videos11d agoneutralVIDEO
Nasdaq lags on angst over AI spending ahead of earnings reports

<body><p>STORY: U.S. stocks ended mixed on Friday, with the Dow gaining just under half a percent, the S&P 500 virtually flat and the tech-heavy Nasdaq sliding nearly two-thirds of a percent.</p><p>The S&P 500 technology index underperformed the broader market as chip stocks fell, with Intel dropping nearly 8% despite forecasting quarterly profit and revenue above Wall Street estimates.</p><p>Enthusiasm for the AI trade weakened after Alphabet's announcement earlier this week of a plan to hike capital spending even as it burns cash.</p><p>Richard Reyle, chief investment officer at Questar Capital Partners, said that as a result investors are rotating into what he called "safer parts of the market."</p><p>"Pharmaceuticals have been flying, and that's been, I think, where we see the rotation of the market right now. [FLASH] You look at the iShares, pharmaceutical fund, it's big components that are J&J and Eli Lilly, they're at all-time highs. And they're still relatively not super expensive stocks. So I think that's a place that can be bought and held. And of course, energy. Exxon's going to announce earnings next week. I bet they're going to be a blockbuster and they're going to continue to be because they make money at $60 a barrel. At $100 a barrel, forget about it. They do very well."</p><p>The S&P 500 real estate sector also outperformed during the session. Its leading gainer was Digital Realty Trust, which rallied 11% after it raised its full-year forecast for funds from operations.</p><p>Among other gainers, shares of SLB climbed 11% after the oilfield services firm beat expectations for second-quarter profit.</p><p>Investors now turn their attention to quarterly results next week from Magnificent 7 megacaps Microsoft, Amazon, Meta and Apple.</p></body>

Novo Nordisk (CPSE:NOVO B) Stock Looks Reasonable On Earnings While Returns Stay Weak
Simply Wall St.14d agoneutral
Novo Nordisk (CPSE:NOVO B) Stock Looks Reasonable On Earnings While Returns Stay Weak

Novo Nordisk stock has had a tough stretch over the past few years, yet current valuation checks suggest the market may now be pricing it more cautiously than the fundamentals imply. Over the past 3 years, Novo Nordisk has delivered a total shareholder return that is down 35.8%, which puts the recent share price in the context of a material drawdown for long term holders. Expectations around the obesity and diabetes franchise, including products such as Wegovy, sit alongside legal and...

Eli Lilly (LLY) Stock Looks Undervalued On Fair Value Yet Full On Earnings
Simply Wall St.17d agoneutral
Eli Lilly (LLY) Stock Looks Undervalued On Fair Value Yet Full On Earnings

Eli Lilly stock has delivered a 406.3% return over the past five years, yet its latest valuation checks point to an unusual tension as the Discounted Cash Flow (DCF) intrinsic value suggests the shares trade at a discount while the broader scorecard still leans expensive. A roughly 5x gain over five years can signal that a lot of optimism is already reflected in Eli Lilly’s share price, putting more focus on what investors are paying for that growth story today. Expectations tied to obesity,...