Q
QuantAbundanciaAbundance, Quantified.

News

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

24,158 signal articles · 308 in last 24h · 114,663 total before filter · latest 24m ago
308last 24h
1909last 7d
299● bullish (7d)
166● bearish (7d)
205publishers
AllMacro326Earnings962M&A100Regulatory23Product17Analyst24
✕ clear all filtersticker: AVGOSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Why Apple’s $30 Billion Broadcom Chip Deal Has Both Stocks Falling
Barrons.com37d agoneutral
Why Apple’s $30 Billion Broadcom Chip Deal Has Both Stocks Falling

Apple plans to invest more than $30 billion in an extended partnership with Broadcom to produce custom chips it said Wednesday. Apple said the new agreement was the largest so far under its ‘American Manufacturing Program’ and would enable Broadcom to expand and modernize its manufacturing facilities in Fort Collins, Colorado, with a $1.5 billion capital expenditure investment. Apple shares were down 0.6% in premarket trading.

A New Insider Move Draws Attention at Broadcom (AVGO)
Insider Monkey37d agoneutral
A New Insider Move Draws Attention at Broadcom (AVGO)

Broadcom Inc. (NASDAQ:AVGO) is one of the 10 Best Stocks to Buy in Glen Kacher’s Light Street Portfolio. On June 29, 2026, Broadcom Inc. (NASDAQ:AVGO) saw notable insider selling with the company’s Chief Legal & Corporate Affairs Officer, Mark Brazeal, parting with $9.7 million in stock at $387 per share. The sales reduced Mark’s stake […]

AI Chips Today - Certara-NVIDIA Partnership Revolutionizes AI in Drug Development
Simply Wall St.37d agobullish
AI Chips Today - Certara-NVIDIA Partnership Revolutionizes AI in Drug Development

Certara has announced a partnership with NVIDIA to enhance its AI platform for drug discovery and development by incorporating the NVIDIA BioNeMo Agent Toolkit. This collaboration aims to unify Certara's biosimulation software, regulatory expertise, and datasets with AI-driven agents that provide specialized insights for life sciences. The toolkit enables AI agents to function autonomously, complementing biosimulation models and scientific expertise to accelerate the drug development process...

Apple Puts $30 Billion Sticker on Broadcom Chip Deal. Both Stocks Fall.
Barrons.com37d agobearish
Apple Puts $30 Billion Sticker on Broadcom Chip Deal. Both Stocks Fall.

Apple plans to invest more than $30 billion in an extended partnership with Broadcom to produce custom chips it said Wednesday. Apple said the new agreement was the largest so far under its ‘American Manufacturing Program’ and would enable Broadcom to expand and modernize its manufacturing facilities in Fort Collins, Colorado, with a $1.5 billion capital expenditure investment. Apple shares were down 0.6% in premarket trading.

Investing.com37d agoneutral
Apple commits over $30 billion to Broadcom chip deal

Investing.com -- Apple announced Tuesday a multiyear agreement with Broadcom valued at more than $30 billion to design and produce custom silicon components and wireless connectivity technologies for Apple products. The deal will result in the production of more than 15 billion U.S.-made chips and support hundreds of American jobs.

The Dividend Growth Formula That Turns $500,000 Into a Six-Figure Income Stream
24/7 Wall St.37d agoneutral
The Dividend Growth Formula That Turns $500,000 Into a Six-Figure Income Stream

Turning $500,000 into $100,000 of annual income requires a 20% yield, and no durable, diversified income portfolio should be built around that assumption. Anyone quoting a number that high is usually taking on extreme risk, relying on leverage, or handing back some of your own capital. The dividend-growth formula solves a different equation. It accepts ... The Dividend Growth Formula That Turns $500,000 Into a Six-Figure Income Stream

Apple to spend $30 billion in Broadcom chips deal that will see Colorado factory expand
Reuters37d agoneutral
Apple to spend $30 billion in Broadcom chips deal that will see Colorado factory expand

Apple plans to spend more than $30 billion as part ‌of a chip-supply agreement reached earlier this ‌week with Broadcom that will also see the chipmaker expand a ​factory in Colorado, the companies said on Wednesday. Broadcom disclosed on Monday it had secured a long-term supply deal through 2031 with the iPhone maker. On Wednesday, Apple said ‌the deal will ⁠involve a radiofrequency chip called FBAR filters that will help Apple devices communicate wirelessly and ⁠which Apple has been working with Broadcom to develop since at least 2023.

Apple to Spend $30 Billion on U.S.-Made Chips From Broadcom
The Wall Street Journal37d agoneutral
Apple to Spend $30 Billion on U.S.-Made Chips From Broadcom

Apple is ramping up its investment in U.S.-made chips, with plans to spend more than $30 billion with Broadcom in the next five years. The investment is the largest Apple has specified as part of its pledge to invest $600 billion in the U.S. over four years, a pledge that helped the company secure an exemption from proposed Trump administration tariffs. Apple said the investment will enable Broadcom to expand a manufacturing facility in Fort Collins, Colo.

Stocks to Watch: Micron, Chevron, Levi Strauss
The Wall Street Journal37d agoneutral
Stocks to Watch: Micron, Chevron, Levi Strauss

🔎 Levi Strauss (LEVI), Costco Wholesale (COST): The jeans maker is due to post second-quarter earnings this afternoon; Costco will report June sales. ↘️ Applied Materials (AMAT), Micron Technology (MU), Marvell Technology (MRVL), Intel (INTC), Advanced Micro Devices (AMD): The chip stocks fell in premarket trading, on course to extend a slide sparked by guidance from Samsung Electronics (KR:005930) yesterday that failed to meet lofty expectations.

Broadcom extends Apple chip deal through 2031
TheStreet37d agoneutral
Broadcom extends Apple chip deal through 2031

Broadcom Inc. (AVGO) just extended its chip supply agreement with Apple through 2031, according to a regulatory filing reported by Bloomberg. This partnership is not a new development. Apple and Broadcom have a long-standing supply relationship and previously made headlines back in 2023 when Apple ...

Ross Gerber Says Chip Sell Off 'a Gift' for Those That Want to Retire Even as SK Hynix US Debut Nears: 'Captured by Very Short-Term Thinking'
Benzinga37d agobearish
Ross Gerber Says Chip Sell Off 'a Gift' for Those That Want to Retire Even as SK Hynix US Debut Nears: 'Captured by Very Short-Term Thinking'

Investor Ross Gerber said Tuesday that those selling semiconductor stocks were focusing on the short term, calling the recent pullback “a gift” for long-term investors ahead of South Korea’s chipmaker SK Hynix‘s $29 billion U.S. listing later this week. Gerber Calls Chip Stocks ‘Least Expensive’ In The Market “People selling chip stocks seem to be captured by very short term thinking,” Gerber said in a post on X. The Gerber Kawasaki CEO called semiconductor companies “some of the least expensive

A Circuit Board Problem Just Delayed Nvidia’s Next AI System to 2028 And Chip Stocks Are Already Feeling the Fallout
24/7 Wall St.37d agobearish
A Circuit Board Problem Just Delayed Nvidia’s Next AI System to 2028 And Chip Stocks Are Already Feeling the Fallout

A printed circuit board just pushed NVIDIA’s most powerful AI system into 2028 — at least according to one research firm. Semiconductor research firm SemiAnalysis reported on July 5–6, 2026 that NVIDIA’s Kyber NVL144 rack-scale AI system has been delayed, from its planned 2027 launch to 2028. CNBC cited the SemiAnalysis post. NVIDIA publicly disputed ... A Circuit Board Problem Just Delayed Nvidia’s Next AI System to 2028 And Chip Stocks Are Already Feeling the Fallout