QuantAbundanciaAbundance, Quantified.

News

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

22,972 signal articles · 266 in last 24h · 110,068 total before filter · latest 57m ago
266last 24h
2418last 7d
434● bullish (7d)
227● bearish (7d)
202publishers
AllMacro252Earnings1479M&A101Regulatory16Product17Analyst23
✕ clear all filtersticker: GOOGLSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Microsoft Is Market’s Biggest Drag as AI Woes Weigh Down Stock
Bloomberg82d agoneutral
Microsoft Is Market’s Biggest Drag as AI Woes Weigh Down Stock

(Bloomberg) -- The S&P 500 Index has had a fitful 2026 as it aims for a fourth-straight year of double-digit percentage gains, something it hasn’t done since the 1990s, while contending with risks from the war in Iran and rising inflation. Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockIran Threatens to Retaliate Beyond Middle East If US AttacksGoldman CEO Slides Into Musk’s DMs During Bid to

Donald Trump and Nancy Pelosi Both Recently Bought the Same Underfollowed Stock. It Could Be a Massive AI Winner.
24/7 Wall St.82d agoneutral
Donald Trump and Nancy Pelosi Both Recently Bought the Same Underfollowed Stock. It Could Be a Massive AI Winner.

Two of the most-watched political traders in America, on opposite ends of the spectrum, just bought the same stock. Nancy Pelosi disclosed a Vistra (NYSE:VST) stock purchase tied to a January 16 options exercise executed by her husband, Paul Pelosi. Furthermore, recently released financial disclosures indicate that President Donald Trump bought Vistra shares on February ... Donald Trump and Nancy Pelosi Both Recently Bought the Same Underfollowed Stock. It Could Be a Massive AI Winner.

MGK Holds 46 Percent in Just Five Stocks, And That Concentration Is Driving Most of Its Recent Gains
24/7 Wall St.82d agoneutral
MGK Holds 46 Percent in Just Five Stocks, And That Concentration Is Driving Most of Its Recent Gains

The Vanguard Mega Cap Growth ETF (NYSEARCA:MGK) has 63 holdings, which sounds diversified until you check the weights. Five names carry almost 46% of the fund. The MGK pitch is straightforward exposure to U.S. mega-cap growth, and the math has worked. MGK returned 28% over the past year against 25% for the S&P 500. The ... MGK Holds 46 Percent in Just Five Stocks, And That Concentration Is Driving Most of Its Recent Gains

Anthropic in talks to use Microsoft's AI chips, The Information reports
Reuters82d agoneutral
Anthropic in talks to use Microsoft's AI chips, The Information reports

Anthropic is in talks to rent servers powered by Microsoft-designed chips to meet rising demand for its AI services, The ‌Information reported on Thursday, in what would be a major boost ‌for the tech giant's in-house chip efforts. The Claude creator's talks to rent the chips are still ​early and may not lead to an agreement, the report said, citing two people who spoke to executives involved in the discussions. Microsoft and Anthropic did not immediately respond to Reuters requests for comment.

Major takeaways from Magnificent Seven's AI-fueled earnings
Reuters82d agoneutral
Major takeaways from Magnificent Seven's AI-fueled earnings

The latest quarterly earnings from Big Tech companies have given investors ample reason to stay invested in the AI trade, helping lift equities despite the unprecedented disruption in ‌the oil markets that has clouded the economic growth outlook. Nvidia rounded out the results from the so-called ‌Magnificent Seven that includes Alphabet, Apple, Microsoft, Amazon.com, Meta Platforms and Tesla. Revenue ​growth at the Magnificent Seven remains highly uneven, with Nvidia's blistering pace helping maintain its dominant lead.

Google Reveals Plan to Dominate AI: Copy Apple
24/7 Wall St.82d agoneutral
Google Reveals Plan to Dominate AI: Copy Apple

Artificial intelligence has become the new arms race for Big Tech, but the battle is no longer just about who has the smartest chatbot. It is increasingly about who controls the hardware underneath it. That matters because AI models are expensive to train, power-hungry to run, and dependent on scarce semiconductor supply. So the question ... Google Reveals Plan to Dominate AI: Copy Apple

Bloomberg82d agoneutral
Anthropic’s New Consulting Venture Makes Its First Acquisition

(Bloomberg) -- The new artificial intelligence enterprise services firm backed by Blackstone Inc., Anthropic PBC and Hellman & Friedman has picked a San Francisco firm called Fractional AI as the operational centerpiece of the as-yet unnamed venture. Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockIran Threatens to Retaliate Beyond Middle East If US AttacksNvidia Tells Skeptical Investors AI I

Buy, Sell or Hold Intel At $110
24/7 Wall St.82d agoneutral
Buy, Sell or Hold Intel At $110

Our Intel (NASDAQ:INTC) call sits squarely against the recent rally. The 24/7 Wall St. price target for Intel is $101.40, modestly below where shares trade today. After a 399.4% one-year run, much of the rerating already appears priced in. Our proprietary model rates this a hold with high conviction. 24/7 Wall St. Price Target ... Buy, Sell or Hold Intel At $110

Berkshire Hathaway Sold 16 Stocks in Q1 but Warren Buffett and Greg Abel Still Have 70% in Just 7 Stocks
24/7 Wall St.82d agoneutral
Berkshire Hathaway Sold 16 Stocks in Q1 but Warren Buffett and Greg Abel Still Have 70% in Just 7 Stocks

Warren Buffett stepped down as CEO of Berkshire Hathaway on December 31, 2025, after six decades leading the conglomerate he transformed from a struggling textile mill into a $1 trillion empire. The “Oracle of Omaha” left his successor, Greg Abel, with a very concentrated portfolio: 70% of Berkshire’s $381 billion portfolio is invested in just ... Berkshire Hathaway Sold 16 Stocks in Q1 but Warren Buffett and Greg Abel Still Have 70% in Just 7 Stocks

Factbox-IPO-bound SpaceX's board is stacked with Musk empire loyalists
Reuters82d agoneutral
Factbox-IPO-bound SpaceX's board is stacked with Musk empire loyalists

Ehrenp ent Tesla SpaceX reviewed his Tesla ties reis Director investor before ​determining he met Nasdaq since and independence standards. February director Expected to ‌chair SpaceX's 2026 Compensation and Nominating Committee post-IPO. Randy Independ Co-found Served as a SpaceX board observer Glein ent er of for more than 16 years before Director DFJ formally joining the board.

Google, Meta, TikTok face EU consumer complaints about handling of financial scams
Reuters82d agoneutral
Google, Meta, TikTok face EU consumer complaints about handling of financial scams

Alphabet's Google, Meta Platforms and TikTok were hit with complaints from European Union consumer groups ‌on Thursday for allegedly failing to protect users from financial scams ‌on their platforms. The move highlights growing pressure worldwide on Big Tech to do more to address ​the negative impacts of social media, particularly for children and vulnerable users. The complaints, filed by the European Consumer Organisation (BEUC) and 29 of its members in 27 European countries, were submitted to the European Commission and national regulators under the Digital Services ‌Act, which requires large ⁠online platforms to do more to tackle illegal and harmful content.

Google commits $15 billion to Missouri expansion with new data center project (GOOG)
InvestorsHub82d agobearish
Google commits $15 billion to Missouri expansion with new data center project (GOOG)

Google (NASDAQ:GOOG) announced plans on Wednesday to invest US$15 billion into infrastructure projects across Missouri, including the construction of a new data centre in New Florence, located in Montgomery County. Missouri Governor Mike Kehoe said the investment highlights the state’s increasing importance as a hub for technology and innovation.

Blackstone Steps Deeper Into AI With Google TPUs Data Center Venture
Simply Wall St.82d agoneutral
Blackstone Steps Deeper Into AI With Google TPUs Data Center Venture

Blackstone (NYSE:BX) is forming a new U.S.-based AI data center company with Google in a large joint venture. Blackstone is committing US$5b in equity, while Google is supplying hardware, software, and technical services. The new platform will offer Google Cloud TPUs as compute-as-a-service to address rising AI infrastructure demand. A senior Google executive will lead the venture, reflecting deep operational involvement from the technology partner. For you as an investor, this moves...

Alphabet Inc. (GOOGL) Expands Gemini Enterprise Agent Marketplace with Amdocs Partnership
Insider Monkey82d agobullish
Alphabet Inc. (GOOGL) Expands Gemini Enterprise Agent Marketplace with Amdocs Partnership

Alphabet Inc. (NASDAQ:GOOGL) is one of the top tech stocks in billionaire Ken Fisher’s portfolio. On May 14, Google’s Gemini Enterprise Agent Marketplace received a significant boost. Amdocs confirmed the availability of its Telco Agents for Customer Experience on the marketplace. Built with Google’s AI models, the agents on offer are designed for enterprise-scale deployment […]

Nvidia’s Huang Ignites Asia Tech Rally With AI, Robots Vision
Bloomberg82d agobullish
Nvidia’s Huang Ignites Asia Tech Rally With AI, Robots Vision

(Bloomberg) -- The latest report from Nvidia Corp. may have left its investors wanting more but it gave a jolt to the shares of a broad swath of Asian tech companies. Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockSpaceX Shows $4.3 Billion Loss as Musk Targets Record IPOIran Threatens to Retaliate Beyond Middle East If US AttacksNvidia Tells Skeptical Investors AI Is Ready to Go MainstreamA B

Circular AI Boom Goes Global as Asia Windfall Funds Hyperscalers
Bloomberg82d agobearish
Circular AI Boom Goes Global as Asia Windfall Funds Hyperscalers

(Bloomberg) -- The windfall earned by Asian chip makers is coursing through the world economy, mirroring on a global scale the circular flow of money within the AI ecosystem.Most Read from BloombergSpot the Difference: Putin Gets Trump Treatment From Xi in ChinaModi’s Toffee Gift to Meloni Ignites Rally in Wrong Indian StockSpaceX Shows $4.3 Billion Loss as Musk Targets Record IPOIran Threatens to Retaliate Beyond Middle East If US AttacksNvidia Tells Skeptical Investors AI Is Ready to Go Mainst

Nvidia bets on new data center chips as sales outlook tops estimates
Reuters Videos82d agobullishVIDEO
Nvidia bets on new data center chips as sales outlook tops estimates

<body><p>STORY: Nvidia on Wednesday forecast second-quarter revenue above Wall Street expectations, and assured investors that new customers would let it maintain blockbuster rates of growth.&nbsp;</p><p>The world's most valuable company expects sales of around $91 billion, compared with estimates of about $87 billion.</p><p>For the first quarter, Nvidia reported revenue of $81.6 billion, also beating forecasts.</p><p>However, its shares dropped over 1% in extended trading, in a sign that investors believe Nvidia will face tougher competition.</p><p>That could come from U.S. rivals Intel and AMD, which are finding new demand for their chips in AI applications.&nbsp;</p><p>Nvidia CEO Jensen Huang told analysts his firm would grow faster than so-called "hyperscale" customers like Alphabet and Amazon.</p><p>He pointed to a new segment of smaller customers in its data center business that includes AI-specific cloud firms.</p><p>He added that the company's new "Vera" central processors give it access to a $200 billion market.</p><p>Huang said Nvidia expects $20 billion in revenue from the new silicon by the end of this fiscal year, in addition to the $1 trillion for existing Blackwell and Rubin chips by 2027.</p></body>