Q
QuantAbundanciaAbundance, Quantified.

News

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

23,949 signal articles · 376 in last 24h · 113,696 total before filter · latest 54m ago
376last 24h
2012last 7d
327● bullish (7d)
178● bearish (7d)
205publishers
AllMacro338Earnings1059M&A96Regulatory24Product18Analyst22
✕ clear all filterssentiment: bullishSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Applied Materials (AMAT) Jumps On TSMC Expansion As Fair Value Debate Stays Open
Simply Wall St.21d agobullish
Applied Materials (AMAT) Jumps On TSMC Expansion As Fair Value Debate Stays Open

Applied Materials (AMAT) moved into focus after its stock jumped 7.7% following Taiwan Semiconductor Manufacturing's planned chip price increases and a US$100b Arizona expansion, which underscored long-term equipment demand linked to AI infrastructure. See our latest analysis for Applied Materials. That jump sits against a strong run for Applied Materials, with the share price up 37.14% over the past 90 days and 106.02% year to date, contributing to a 1-year total shareholder return of...

Databricks expands Microsoft Azure partnership, to use more custom chips
Reuters21d agobullish
Databricks expands Microsoft Azure partnership, to use more custom chips

Databricks said on Thursday it would expand its partnership with Microsoft through the ‌2030s, a deal under which it will increase ‌its use of the Azure platform and Microsoft's custom chips. Databricks offers a ​platform that helps users ingest, analyze and build AI applications using complex data from various sources. One of the most valuable private companies, the San Francisco-based firm's move marks a ‌sizeable win for ⁠Microsoft's Azure cloud business and comes as enterprise AI adoption accelerates.

Nasdaq tops second-quarter expectations as index business and technology services fuel growth (NASDAQ:NDAQ)
InvestorsHub21d agobullish
Nasdaq tops second-quarter expectations as index business and technology services fuel growth (NASDAQ:NDAQ)

Nasdaq (NASDAQ:NDAQ) reported stronger-than-expected second-quarter results on Thursday, driven by robust growth across its index, financial technology and market services businesses, sending its shares modestly higher in premarket trading. The exchange operator also highlighted record milestones during the quarter, including hosting the largest initial public offering in exchange history.

T-Mobile reports quarterly earnings beat, raises free cash flow outlook
Proactive21d agobullish
T-Mobile reports quarterly earnings beat, raises free cash flow outlook

T-Mobile US Inc (NASDAQ:TMUS, XETRA:TM5) shares fell about 5% in early trade on Thursday after the wireless carrier reported second quarter results that topped Wall Street expectations on earnings but narrowly missed revenue estimates. The company reported adjusted earnings per share of $2.99...

Railroad Stocks Rally as More Cargo Moves From Trucks to Trains
The Wall Street Journal21d agobullish
Railroad Stocks Rally as More Cargo Moves From Trucks to Trains

Shares of freight railroads Union Pacific, CSX and Norfolk Southern jumped after they reported higher revenue, as more shippers moved their cargo from truck to rail. “I’m very bullish from where we sit on demand,” said Union Pacific Executive Vice President Kenny Rogers in an earnings call. Union Pacific reported a 12% increase in second-quarter operating revenue compared to the same period a year ago, CSX reported a 10% increase and Norfolk Southern, an 11% increase.

Is Chevron (CVX) Still Undervalued After Oil Prices Jumped On Iran Strikes?
Simply Wall St.21d agobullish
Is Chevron (CVX) Still Undervalued After Oil Prices Jumped On Iran Strikes?

Chevron (CVX) is back in the spotlight after renewed U.S. military action against Iran pushed crude prices higher, lifting many energy stocks and sharpening attention on the company’s upcoming second quarter earnings update. See our latest analysis for Chevron. Beyond the initial reaction to higher crude prices and Middle East tensions, Chevron’s share price has shown building momentum, with a 7 day share price return of 6.27%, a 30 day share price return of 10.24%, and a year to date share...

Jim Cramer Highlights Visa (V) as Consumer Credit Demand Soars
Insider Monkey21d agobullish
Jim Cramer Highlights Visa (V) as Consumer Credit Demand Soars

During the Tuesday episode of Mad Money, host Jim Cramer discussed the major credit card networks as he noted that consumer spending remains resilient. He began by highlighting the broader economic data and noted that roughly 81% of Americans hold a credit card, averaging three to four cards per consumer, with cardholders using about 29% […]