QuantAbundanciaAbundance, Quantified.

News

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

23,361 signal articles · 361 in last 24h · 111,513 total before filter · latest 37m ago
361last 24h
2250last 7d
397● bullish (7d)
213● bearish (7d)
203publishers
AllMacro278Earnings1326M&A92Regulatory23Product15Analyst19
✕ clear all filterssentiment: neutralSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Marqeta (MQ) Expands Google Wallet Payments, Is The Stock Fully Valued?
Simply Wall St.5d agoneutral
Marqeta (MQ) Expands Google Wallet Payments, Is The Stock Fully Valued?

Marqeta (MQ) is back in focus after expanding its collaboration with Google to power a new family payments experience in Google Wallet. This gives kids and teens supervised tap to pay access while keeping parents in control. See our latest analysis for Marqeta. Despite the Google Wallet news and recent client partnerships, Marqeta’s recent momentum has been mixed, with a 30 day share price return of 4.77% but a 1 year total shareholder return that declined 38.91%, indicating longer term...

GOOGGOOGL
Qualcomm (QCOM) Stock Fair Value Moves Lower As Margin Pressure Offsets AI Ambitions
Simply Wall St.5d agoneutral
Qualcomm (QCOM) Stock Fair Value Moves Lower As Margin Pressure Offsets AI Ambitions

QUALCOMM’s updated fair value estimate has been cut from US$221.23 to US$196.27, trimming roughly 11% from the prior price target. This shift lines up with a research backdrop where bullish AI and data center expectations are being weighed against concerns around handset weakness and margin pressure. As you read on, you will see how these moving targets feed into the evolving QUALCOMM story and how to track the narrative from here. Analyst Price Targets don't always capture the full story...

QCOM
Brookfield (TSX:BN) Completed The Oaktree Acquisition
Simply Wall St.5d agoneutral
Brookfield (TSX:BN) Completed The Oaktree Acquisition

Brookfield (TSX:BN) has completed its acquisition of Oaktree, expanding its global credit management platform. The company has entered a multi billion dollar joint venture with Blackstone and KKR for Kuwait’s entire pipeline network. Brookfield has formed a partnership with NAVER and NVIDIA to build one of the world’s largest AI focused data center infrastructure platforms. Consider expanding your watchlist to other companies shaping AI infrastructure and related assets through 56 AI...

BAMBNNVDA
Lowe's (LOW) Stock Looks Reasonable As Its 25% Five Year Gain Holds
Simply Wall St.5d agoneutral
Lowe's (LOW) Stock Looks Reasonable As Its 25% Five Year Gain Holds

Lowe's Companies stock has delivered a 25.3% gain over the past five years, yet the current valuation picture is more measured. An intrinsic value estimate from a Discounted Cash Flow (DCF) model points to shares that look roughly in line with fair value, while traditional multiples still indicate some room on the upside. Over five years, a 25.3% total return suggests Lowe's Companies has rewarded patient shareholders, although the stock has moved more modestly over shorter...

LOW
CVS Health (CVS) Stock Gets Fair Value Bump As Analysts Turn More Constructive
Simply Wall St.5d agoneutral
CVS Health (CVS) Stock Gets Fair Value Bump As Analysts Turn More Constructive

The fair value estimate for CVS Health has shifted from US$111.92 to US$114.88, signaling a modest reset in where analysts think the stock could be worth over time. This change lines up with recent research that leans constructive on CVS Health ahead of upcoming earnings, while still calling out execution and policy risks that could affect how closely the stock trades to that mark. As you read on, you will see how to track this evolving story and what to watch as the narrative around CVS...

CVS
Netflix (NFLX) Stock May Be 26% Undervalued Despite New Franchise Rights
Simply Wall St.5d agoneutral
Netflix (NFLX) Stock May Be 26% Undervalued Despite New Franchise Rights

Netflix stock has had a strong run over the past three years, yet current checks still point to a discount, with both its Discounted Cash Flow (DCF) intrinsic value estimate and market multiples indicating the shares may be pricing in less than the modelled cash flows. Over the past 3 years, Netflix has returned about 71%, which puts the recent share price weakness into context as a pullback after a longer period of gains. The multi year licensing deal for The Walking Dead Universe can...

NFLX
Stocks slip as investors eye Mideast talks, earnings
Reuters Videos5d agoneutralVIDEO
Stocks slip as investors eye Mideast talks, earnings

<body><p>STORY: Stocks fell Thursday, pausing after a strong start to the week.</p><p>The Dow dropped close to one percent. The S&P 500 slid about two tenths and the Nasdaq was basically flat.</p><p>Investors digested the latest round of corporate earnings and looked for signs of progress toward a peace deal between the U.S. and Iran.</p><p>Strong corporate results so far have tempered some concerns about the massive spending by AI-related companies.</p><p>Ben McMillan, chief investment officer with IDX Advisors, says AI will likely continue to push stocks higher though investors have broadened their view of who is likely to benefit from the growth of the technology.</p><p>“So I think the AI trade broadly is still very much intact. I do think investors, and we're hearing this from our investors and others that we talked to, are going to be a little bit more discerning, they're going to be more judicious, they're going to start looking at maybe much more the picks and shovels plays we're hearing a lot more interest in things like you know uranium and power providers as you know an AI play as well as things like photonic stocks and you know not necessarily just betting on you know chips or semiconductors.”</p><p>Stocks on the move included data storage company Western Digital which tumbled 13% and memory chip maker Sandisk which dropped nearly seven percent in the wake of quarterly results.&nbsp;</p><p>Both companies have surged this year, however, with Sandisk up more than 400% and Western Digital up about 160%.</p><p>And SpaceX erased losses from earlier in the session and closed six percent higher, defying expectations that shares would be pressured by insider selling, as the lockup period for early investors holding the stock expired.</p><p>On the data front, the number of Americans filing claims for unemployment benefits increased slightly last week.&nbsp;</p><p>The report came ahead of closely watched nonfarm payrolls figures for July due on Friday, which will shape expectations for the Fed's path of interest rates at a time when Chairman Kevin Warsh has scaled back on forward guidance from the central bank.</p></body>

^GSPC^IXIC