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Prediction: Microsoft Will Be Worth This In 2030
24/7 Wall St.7d agoneutral
Prediction: Microsoft Will Be Worth This In 2030

Microsoft's AI business is growing at a triple-digit pace yet the stock sits near a 52-week low, and that gap between reality and share price raises one very specific question about where this company lands by decade-end.

Microsoft faces AI spending test in tonight's earnings
Proactive7d agoneutral
Microsoft faces AI spending test in tonight's earnings

Microsoft Corp (NASDAQ:MSFT) reports fiscal fourth-quarter results tonight, with analysts largely centering their attention on capital expenditures as the company continues its aggressive buildout of AI infrastructure. Bank of America analysts said "AI execution remains the central debate"...

Traders Pricing in Big Moves From Big Tech Earnings
Barrons.com7d agoneutral
Traders Pricing in Big Moves From Big Tech Earnings

Traders are expecting big swings from tech earnings on Wednesday, with options pricing in major after-market risks and short sellers lining up to bet against one of the market’s biggest stocks. Microsoft shares, which have fallen more than 15% from their early June peak and remain nearly 25% lower over the past year, are likely to move more than 6.6% in either direction after tonight’s June-quarter earnings, well ahead of its three-year average of around 4.8%. Short sellers, meanwhile, are crowding into the stock, with bets against the tech and cloud giant representing around 92 million shares, or 1.27% of its outstanding float, according to data from S3 Partners.

Bloomberg7d agobullish
Wall Street Picks AI Winners and Losers as Credit Swaps Surge

(Bloomberg) -- As Big Tech barrels toward trillions of dollars of planned spending on AI, a key cog in credit markets is showing signs of pressure. That, in turn, is lifting the cost of financing artificial intelligence while offering an early look at potential winners and losers.Most Read from BloombergUS Intercepts Iran Attack on Bases, Puncturing Days of CalmSK Hynix Profit Disappoints, Spending Soars to $31 BillionApple Set to Make Big Smart Home Push With Siri AI at CenterNvidia’s $750 Bill

Coca-Cola Has Is More Expensive Than Nvidia, Deservedly So
Barrons.com7d agoneutral
Coca-Cola Has Is More Expensive Than Nvidia, Deservedly So

It felt a little like the 1990s on Tuesday, as Coca-Cola took center stage in the stock market after the soft-drink leader reported strong second-quarter earnings. It now trades with a higher valuation than Nvidia and other Magnificent Seven stocks. Coke stock rallied 5% to $88.27 on Tuesday after touching a record $90 earlier in the session, and was up 2.4% at $90.38 in early trading Wedneday.

Hyperscaler debt binge pushes yields up as investor demand cools
Reuters7d agoneutral
Hyperscaler debt binge pushes yields up as investor demand cools

Major U.S. technology companies are borrowing heavily as they ramp up spending on their artificial intelligence buildout, and at steadily higher yields as investors become more selective about absorbing the growing supply. Amazon, Alphabet, Meta Platforms and Oracle issued about $194 ‌billion of bonds in 2026 through July 7, up 79% from roughly $108 billion in all of 2025, according to a Reuters analysis ‌of LSEG data. Goldman Sachs expects bond issuance by the five hyperscalers, including Microsoft Corp, to reach roughly $250 billion this year and $400 billion in 2027.

Wall Street’s ‘Big Wednesday’ Offers Big Test to Summer Rotation Trade
Barrons.com7d agoneutral
Wall Street’s ‘Big Wednesday’ Offers Big Test to Summer Rotation Trade

Wall Street faces a twin set of risks on Wednesday, tied to Big Tech earnings and a Federal Reserve interest-rate decision, as stocks undergo a rare change of leadership ahead of the summer market doldrums. “The market’s response to both should provide a clearer indication of whether the current rotation continues or begins to develop into broader weakness,” said Zaheer Anwari, co-founder and CEO of the Luxembourg-based Revacy Fund.

Coca-Cola Stock Has a Higher P/E Than Most of the Magnificent 7
Barrons.com7d agoneutral
Coca-Cola Stock Has a Higher P/E Than Most of the Magnificent 7

It felt a little like the 1990s on Tuesday, as Coca-Cola took center stage in the stock market after the soft-drink leader reported strong second-quarter earnings. Coke stock rallied 5% to $88.27 after touching a record $90 earlier in the session. Other consumer stocks gained, including PepsiCo Colgate-Palmolive and Procter & Gamble as investors continued to rotate out of technology, with the exchange-traded fund losing 1.8%.