Q
QuantAbundanceAbundance, Quantified.

News

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

29,773 signal articles · 68 in last 24h · 148,348 total before filter · latest 1h ago
68last 24h
974last 7d
109● bullish (7d)
123● bearish (7d)
212publishers
AllMacro369Earnings115M&A98Regulatory8Product11Analyst10
✕ clear all filtersticker: AMDsentiment: bearishSentiment:bullishneutralbearishshow all (incl. clickbait)
Nasdaq Drops Again as Chip Slump Deepens
The Wall Street Journal63d agobearish
Nasdaq Drops Again as Chip Slump Deepens

MARKETS PM NEWSLETTER This is an edition of the Markets P.M. newsletter, a recap of the day’s most important markets moves, delivered after the closing bell. If you’re not subscribed, sign up here. What Happened in Markets Today The chip-stock selloff deepened, dragging the tech-heavy Nasdaq down 1.

To Explain the Chip Stock Selloff, Follow the Hedge Funds
The Wall Street Journal65d agobearish
To Explain the Chip Stock Selloff, Follow the Hedge Funds

Taiwan Semiconductor Manufacturing's U.S.-listed ADRs are selling off this morning, even after it delivered another big earnings beat. Some analysts are pointing to the chip giant's big capex plans as a possible catalyst.

South Korean chip stocks slide after overnight US selloff on AI boom concerns
Reuters73d agobearish
South Korean chip stocks slide after overnight US selloff on AI boom concerns

Shares of South Korean memory chipmakers Samsung Electronics and ‌SK Hynix fell as much as ‌4.4% and 5%, respectively, in early trade on ​Wednesday, tracking a broad selloff in U.S. semiconductor stocks on growing concerns about the sustainability of the AI-driven chip boom. High-flying memory and ‌semiconductor stocks tumbled ⁠overnight, with Intel, Micron and AMD closing down 9.7%, 4.7% and ⁠6.5%, respectively. MKTS/GLOB] Also, the Philadelphia Semiconductor Index lost 4.7% as investors questioned whether AI-related spending ​can be ​sustained.

Intel and Applied Materials Dive 10%, AMD Craters 8% as Samsung Earnings Trigger Chip Selloff
24/7 Wall St.74d agobearish
Intel and Applied Materials Dive 10%, AMD Craters 8% as Samsung Earnings Trigger Chip Selloff

Shares of Intel (NASDAQ:INTC) are down 10% in Tuesday morning trading to $110, while Advanced Micro Devices (NASDAQ:AMD) stock is off 8% to $508. The moves cap a sharp reversal after both names rallied Monday. The declines are part of a broader chip selloff triggered by Samsung Electronics’ quarterly report. Equipment maker Applied Materials (NASDAQ:AMAT) ... Intel and Applied Materials Dive 10%, AMD Craters 8% as Samsung Earnings Trigger Chip Selloff

Bloomberg81d agobearish
Super Micro Office Raided as Taiwan Expands Chip Smuggling Probe

(Bloomberg) -- Super Micro Computer Inc.’s offices in Taiwan were raided by government authorities on Monday, widening an investigation into the alleged smuggling of Nvidia Corp. chips into China using the company’s servers, according to a person familiar with the situation. Most Read from BloombergTrump’s U-Turn on Iran Sanctions Would Unravel Decades of CurbsSupreme Court Leaves Trump’s Fed, Citizenship Gambits for LastUS and Iran Agree to Halt Attacking Each Other Ahead of TalksPrabowo Risks

5-star analyst sets jaw-dropping AMD stock price target
TheStreet86d agobearish
5-star analyst sets jaw-dropping AMD stock price target

Advanced Micro Devices (AMD) stock closed at $519.85 on June 23, down 5.76%. The stock was caught in the tech sector sell-off, as reported by Yahoo Finance. This drop is probably just a small hiccup, given how the stock has performed over the longer time frame and the bullish analyst consensus. The ...

Intel Tumbles 7% Despite BoA Double Upgrade, AMD Slides 6% as AI Infrastructure Deal Can’t Stop Profit-Taking
24/7 Wall St.95d agobearish
Intel Tumbles 7% Despite BoA Double Upgrade, AMD Slides 6% as AI Infrastructure Deal Can’t Stop Profit-Taking

Shares of Intel (NASDAQ:INTC) are down 7% at midday on Tuesday, while Advanced Micro Devices (NASDAQ:AMD) stock is sliding 6%. The pullback comes after a torrid multi-session rally in both names. Intel stock closed yesterday at $127.86, having climbed 18% over the past month. AMD stock ended Monday at $547.26, an all-time high. No fresh ... Intel Tumbles 7% Despite BoA Double Upgrade, AMD Slides 6% as AI Infrastructure Deal Can’t Stop Profit-Taking

He Watched His $1M ETF Investment Crash to $200k. Then He Cashed Out at $7.5 Million
24/7 Wall St.96d agobearish
He Watched His $1M ETF Investment Crash to $200k. Then He Cashed Out at $7.5 Million

A Redditor shared the kind of story that makes everyone reach for the calculator. A friend put roughly $1 million into Direxion Daily Semiconductor Bull 3X Shares (NYSEARCA:SOXL), watched the position bleed down to about $200,000 during the 2025 tariff-war selloff, refused to sell, and then cashed out near $7.5 million when the AI chip ... He Watched His $1M ETF Investment Crash to $200k. Then He Cashed Out at $7.5 Million

Retail Investors Are Selling Stocks to Raise Money for SpaceX
The Wall Street Journal100d agobearish
Retail Investors Are Selling Stocks to Raise Money for SpaceX

Retail investors are clearing the decks ahead of the SpaceX IPO. For two straight days this week, ordinary investors dumped their single-stock holdings on a net basis, according to Vanda Research. The moves suggests that mom-and-pop investors are amassing dry powder ahead of SpaceX's anticipated public debut tomorrow.

Is the SpaceX IPO Crashing the Crypto Market?
24/7 Wall St.103d agobearish
Is the SpaceX IPO Crashing the Crypto Market?

The crypto market faces a hard question this morning. Can a single initial public offering, even one of historic scale, pull enough capital out of digital assets to bend their price action? Bitcoin (CRYPTO:BTC) is trading near $63,800, up 2.8% over the past 24 hours, yet the multi-week chart tells a different story. Despite today’s ... Is the SpaceX IPO Crashing the Crypto Market?

Wall Street Bank Warns SpaceX IPO Could Trigger Large Sell-Off in Popular Semiconductor Stocks
24/7 Wall St.103d agobearish
Wall Street Bank Warns SpaceX IPO Could Trigger Large Sell-Off in Popular Semiconductor Stocks

BNP Paribas is warning clients that this week’s SpaceX IPO could do something the AI rally has not yet had to absorb: force a wave of selling in the very semiconductor stocks that have driven the market higher. Retail investors are expected to be heavy buyers of the IPO, and they will need to raise ... Wall Street Bank Warns SpaceX IPO Could Trigger Large Sell-Off in Popular Semiconductor Stocks