QuantAbundanciaAbundance, Quantified.

News

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

23,379 signal articles · 339 in last 24h · 111,619 total before filter · latest 50m ago
339last 24h
2239last 7d
397● bullish (7d)
208● bearish (7d)
203publishers
AllMacro281Earnings1319M&A92Regulatory23Product14Analyst19
✕ clear all filtersticker: GOOGSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Should You Buy CoreWeave (CRWV) on Post-Earnings Dip?
Insider Monkey94d agobullish
Should You Buy CoreWeave (CRWV) on Post-Earnings Dip?

We just covered Cathie Wood’s 11 Biggest AI and Data Center Stock Picks. CoreWeave, Inc. (NASDAQ:CRWV) ranks #11 (see Cathie Wood’s 5 Biggest AI and Data Center Stock Picks). Cathie Wood’s Stake: $137,795,948 CoreWeave recently fell after the company issued weak quarterly outlook. However, long-term analysts believe its story remains intact. Wells Fargo kept its Overweight […]

The AI Threat Google Couldn’t Mount: Why This Expert Says Microsoft’s $70 Billion Cash Cow Is Vulnerable Now
24/7 Wall St.94d agoneutral
The AI Threat Google Couldn’t Mount: Why This Expert Says Microsoft’s $70 Billion Cash Cow Is Vulnerable Now

On the We Study Billionaires podcast (episode TIP813), Stig Brodersen laid out a bear case that puts Microsoft’s Office cash cow squarely in the crosshairs of generative AI. His framing matters because it targets the one franchise inside Microsoft (NASDAQ:MSFT) that has resisted every prior assault: the per-seat productivity suite that Google could never crack. ... The AI Threat Google Couldn’t Mount: Why This Expert Says Microsoft’s $70 Billion Cash Cow Is Vulnerable Now

AI Wins Have Alphabet Poised to Become World’s Biggest Company
Bloomberg94d agobullish
AI Wins Have Alphabet Poised to Become World’s Biggest Company

(Bloomberg) -- Over the past year, Alphabet Inc. has gone from an artificial intelligence afterthought to the one firm in the market with dominant positions in nearly every aspect of the technology. Now it’s on the brink of overtaking AI chip giant Nvidia Corp. as the largest company in the world.Most Read from BloombergTrump Wants to Make H-1B Workers More Expensive for US EmployersOnline Mob Fuels 6,000% Stock Rally in Obscure SpaceX RivalBillionaire Duke of Westminster to Sell £700 Million of

Alphabet’s $17b Bond Sale Reshapes AI Spending And Valuation Story
Simply Wall St.94d agoneutral
Alphabet’s $17b Bond Sale Reshapes AI Spending And Valuation Story

Alphabet, ticker NasdaqGS:GOOGL, has completed a multicurrency bond offering raising over $17b. The deal includes large euro and Canadian dollar tranches and is aimed at funding AI expansion and infrastructure. The new financing is linked to expected record AI infrastructure and data center spending in 2026. For you as an investor, this funding move sits at the heart of Alphabet's core story as a global technology platform focused on search, cloud, and AI. The decision to issue more than...

Goldman Sachs spots a troubling big tech trend
TheStreet94d agoneutral
Goldman Sachs spots a troubling big tech trend

For years, investors in the biggest technology companies could count on one reliable outcome: the cash would come back to them. Profits piled up, balance sheets swelled, and buyback programs grew year after year, quietly supporting stock prices even when markets turned volatile. That dynamic is ...

Apple dominated the 2026 chip war. Google’s partners are left to buy scraps
24/7 Wall St.95d agobullish
Apple dominated the 2026 chip war. Google’s partners are left to buy scraps

Apple (NASDAQ: AAPL) and Alphabet (NASDAQ: GOOGL) both just reported, and the contrast runs deeper than the headline numbers suggest. Apple posted its best March quarter ever. Alphabet delivered 63% Cloud growth. The real story sits one layer below: who controls the silicon underneath the next wave of AI hardware. Apple Locked the Foundry. Google ... Apple dominated the 2026 chip war. Google’s partners are left to buy scraps

Alphabet Inc. (GOOGL) Raises Over $17 billion Through Euro-denominated Bonds
Insider Monkey95d agoneutral
Alphabet Inc. (GOOGL) Raises Over $17 billion Through Euro-denominated Bonds

Alphabet Inc. (NASDAQ:GOOGL) is one of the Best American AI Stocks to Buy Now. On May 5, Bloomberg reported that Alphabet raised over $17 billion by selling Euro-denominated bonds and its first Canadian-dollar notes to fund investments in artificial intelligence. According to the report, the company priced €9 billion ($10.5 billion) in euro bonds, citing […]

Cathie Wood predicts 'voracious' appetite for 'volatile' SpaceX IPO
TheStreet95d agoneutral
Cathie Wood predicts 'voracious' appetite for 'volatile' SpaceX IPO

Veteran investor Cathie Wood is enthusiastic about tech tycoon Elon Musk's SpaceX making Wall Street debut, and is extremely bullish about its demand. In a Bloomberg podcast published on May 6, she said seeds planted two decades ago are now flourishing. A lot of technologies at Musk's companies are ...

ARM vs. INTC: Which AI-Era Semiconductor Stock Will Reward Patient Investors?
24/7 Wall St.95d agoneutral
ARM vs. INTC: Which AI-Era Semiconductor Stock Will Reward Patient Investors?

If you are a retirement-focused investor staring at Arm Holdings (NASDAQ:ARM) and Intel (NASDAQ:INTC) after both stocks have torn higher, the question is simple: Which one belongs in a portfolio built to preserve capital and compound steadily? Both semiconductor stocks have ridden the AI wave hard. Arm is up nearly 90% year to date (YTD) ... ARM vs. INTC: Which AI-Era Semiconductor Stock Will Reward Patient Investors?

This $2.9 billion fund has paid distributions for 26 straight years
24/7 Wall St.95d agoneutral
This $2.9 billion fund has paid distributions for 26 straight years

The Adams Diversified Equity Fund (NYSE:ADX) is a closed-end equity fund that has paid distributions to shareholders every year since 2000, and management has committed to a 8% minimum annual distribution rate funded by net investment income, realized capital gains, and occasionally return of capital. ADX trades around $24 today and sits on about $2.9 ... This $2.9 billion fund has paid distributions for 26 straight years