QuantAbundanciaAbundance, Quantified.

News

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

23,424 signal articles · 339 in last 24h · 111,874 total before filter · latest 21m ago
339last 24h
2237last 7d
395● bullish (7d)
206● bearish (7d)
203publishers
AllMacro284Earnings1310M&A91Regulatory25Product14Analyst20
✕ clear all filtersticker: TSMSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
TSMC Q2 profit beats estimates, ups spending as AI boom continues
Proactive27d agobullish
TSMC Q2 profit beats estimates, ups spending as AI boom continues

Taiwan Semiconductor Manufacturing Co (ADR) (NYSE:TSM) posted a 77% jump in second-quarter net profit and raised its capital spending forecast for the year, as the world's largest contract chipmaker rides sustained demand for AI processors. Net profit came in at $22.36 billion for the...

Chip Weakness Takes Hold, Nasdaq Stumbles
Barrons.com27d agobearish
Chip Weakness Takes Hold, Nasdaq Stumbles

Chip stock weakness was taking its toll on Thursday, and tech stocks were losing steam. The Nasdaq was down 0.6%, while the S&P fell 0.1%. The Dow looked for direction near the flatline. Memory chip stocks, like Western Digital and Micron, were some of the worst performers premarket though the chip space struggled broadly.

Taiwan Semiconductor Manufacturing Company Limited (TSM) Continued Its Rally as a Key Foundry for AI Semiconductors
Insider Monkey27d agobullish
Taiwan Semiconductor Manufacturing Company Limited (TSM) Continued Its Rally as a Key Foundry for AI Semiconductors

Janus Henderson Investors, an investment management company, released its second-quarter 2026 investor letter for the “Global Sustainable Equity Fund”. A copy of the letter can be downloaded here. Global equities experienced a robust quarter, with the Fund returning 16.17%, outperforming the Index’s 13.16% gain and the Peer Group’s 12.98% return. An overweight in information technology, particularly […]

Is the chip stock sell-off becoming a 'chicken or the egg' situation?
Yahoo Finance Video27d agobearishVIDEO
Is the chip stock sell-off becoming a 'chicken or the egg' situation?

It's a mixed bag for US equity futures (ES=F, NQ=F, YM=F) in Thursday's pre-market trading as chip stocks continue to sell-off, catalyzed by Taiwan Semiconductor Manufacturing Company's (TSM) failure to impress Wall Street investors with its robust earnings results. Morning Brief Host Julie Hyman is joined by Yahoo Finance Tech Editor Dan Howley and Business Insider Today executive editor Dan DeFrancesco to address the turmoil occurring in the AI and memory chip space, coming after SK Hynix's (SKHY, 000660.KS) US debut last week.

Taiwan Semiconductor Manufacturing Company Limited’s (TSM) Improved Long-Term Gross Margin Guidance Signals Confidence
Insider Monkey27d agoneutral
Taiwan Semiconductor Manufacturing Company Limited’s (TSM) Improved Long-Term Gross Margin Guidance Signals Confidence

Magellan Investment Partners, an Australian investment management company, released its second-quarter 2026 investor letter for “Magellan Global Opportunities Fund”. A copy of the letter can be downloaded here. The Fund invests in companies with sustainable competitive advantages that generate returns exceeding their cost of capital over time. In Q2, the global stock market rose 13.8%, […]

Morning Bid: Damp Squib
Reuters27d agoneutral
Morning Bid: Damp Squib

What matters in U.S. and global markets today By Mike Dolan, Editor-At-Large, Finance and Markets Another day, another test for chip stocks.