QuantAbundanciaAbundance, Quantified.

News

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

21,754 signal articles · 506 in last 24h · 105,717 total before filter · latest 19m ago
506last 24h
2466last 7d
480● bullish (7d)
256● bearish (7d)
200publishers
AllMacro166Earnings1522M&A145Regulatory14Product8Analyst23
✕ clear all filtersticker: ^GSPCSentiment:bullishneutralbearishshow all (incl. clickbait)
Review & Preview: 52,000
Barrons.com37d agoneutral
Review & Preview: 52,000

After months of waiting, the Supreme Court finally issued a ruling on Monday that rejected Trump’s bid to fire a sitting member of the Federal Reserve. The decision, which was widely expected, didn’t move markets much. The Nasdaq Composite Index closed up 2.1%.

Wall St ends mixed as tech megacap losses outweigh upbeat chip outlook
Reuters Videos41d agobullishVIDEO
Wall St ends mixed as tech megacap losses outweigh upbeat chip outlook

<body><p>STORY: U.S. stocks ended mixed on Thursday, with the Dow ticking up more than a tenth of a percent, while the S&P 500 closed flat and the Nasdaq dropped nearly half a percent.</p><p>Technology shares reversed early gains to move lower, as investors worried about hyperscaler spending on AI and who foots the bill.</p><p>:: Micron</p><p>Those fears outweighed upbeat signals on AI demand from Micron, which gained nearly 16%, while shares of Sandisk soared 22%.</p><p>Brian Mulberry, chief market strategist at Zacks Investment Management, notes that it's memory chip makers that are now leading the charge.&nbsp;</p><p>"What's different about Micron, SanDisk, Western Digital, those types of names that are doing so well is that they're memory chips. And you have to have memory, specifically DRAM or H-band memory, if you're going to have enough computing power to do all the computations. That is nothing if you don't have memory to transfer it from one place to another. So one of the reasons that these stocks have done so well and the growth at Micron is so solid is because a recent redesign in the server technology means we go from eight memory chips per server to 96. That's 12 times growth in demand for this one simple component."</p><p>The surging prices of memory and storage chips prompted Apple on Thursday to hike prices for its iPads and MacBooks. That weighed on the stock, sending it down more than 6%. Shares of Nvidia, Microsoft and Alphabet also dropped.</p><p>:: Archive</p><p>Among other movers, shares of Bio-Techne jumped after Merck agreed to acquire the biotech firm for $73 per share in cash, representing a total enterprise value of about $11.3 billion.</p><p>:: Archive</p><p>Meanwhile, U.S. Department of Commerce data on Thursday showed the annual inflation rate through May rose above 4% for the first time in three years, but oil prices this week fell to below pre-war levels.</p></body>

6-26-2025: AI Crosscurrents, Broadening Rally + Small Caps Rise
NYSE42d agobullishVIDEO
6-26-2025: AI Crosscurrents, Broadening Rally + Small Caps Rise

Eric Criscuolo, NYSE Market Strategist, recaps a volatile week as the S&P 500 declined amid weakness across mega-cap and AI-linked names. A growing divide within the AI trade emerged, with hyperscalers and software under pressure while memory and chip suppliers saw sharp swings. Despite index weakness, market internals held firm, with eight sectors higher and small caps outperforming. Rotation into Healthcare and Financials accelerated alongside falling oil prices, easing yields, and shifting Fed expectations. Focus now turns to quarter-end flows, key data including payrolls, and evolving AI spending trends.

PCE Inflation Data Hot But Falling Oil Prices Calm Fed Fears (Live Coverage)
Investor's Business Daily42d agobearish
PCE Inflation Data Hot But Falling Oil Prices Calm Fed Fears (Live Coverage)

The Federal Reserve's primary inflation gauge, the core PCE price index, showed the 12-month inflation rate hitting its highest level since October 2023, as Wall Street expected. S&P 500 futures are solidly higher early Thursday after a three-session losing streak sparked in part by the prospect for tighter monetary policy under new Fed Chairman Kevin Warsh. Rate-hike expectations have sent the U.S. dollar surging to its highest level in more than a year, even as prospects for rate hikes by other global central banks have faded with tumbling oil prices.

Bond Yields Drop and Stocks Rise After PCE Report
Barrons.com42d agobearish
Bond Yields Drop and Stocks Rise After PCE Report

Bond yields dropped and stocks kept rising after the Federal Reserve’s benchmark inflation gauge matched expectations. The core personal expenditures price index, which excludes volatile food and energy prices and is watched closely by the central bank, rose at a 0.

Gold Pressured by Stronger Dollar, Rate-Hike Concerns
Barrons.com43d agoneutral
Gold Pressured by Stronger Dollar, Rate-Hike Concerns

Gold prices fell, extending the previous session's losses as a stronger U.S. dollar and growing expectations of interest-rate hikes this year weighed on sentiment. "Limited support came from rising Treasury bonds as lower energy prices ease concerns about inflation," analysts at Saxo Bank said.