Q
QuantAbundanceAbundance, Quantified.

News

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

30,135 signal articles · 137 in last 24h · 151,144 total before filter · latest 1h ago
137last 24h
976last 7d
137● bullish (7d)
123● bearish (7d)
213publishers
AllMacro325Earnings103M&A128Regulatory19Product19Analyst9
✕ clear all filtersticker: NVDASentiment:bullishneutralbearishshow all (incl. clickbait)
Nvidia just took a very serious step on SpaceX stock
TheStreet36d agoneutral
Nvidia just took a very serious step on SpaceX stock

There is a version of the AI trade that everyone can see. Nvidia sells chips. Hyperscalers buy chips. The money flows one direction. It's a clean story. The SEC filing Nvidia dropped on August 14 tells a different version of that story, one where the chip supplier is also one of the largest ...

Nvidia to invest $1.5 billion in SB Energy under OpenAI data center deal
Reuters36d agoneutral
Nvidia to invest $1.5 billion in SB Energy under OpenAI data center deal

Nvidia will invest $1.5 billion in SoftBank-backed <9984.T> SB Energy and secure up to ‌8 gigawatts of AI computing capacity at ‌an Ohio campus being built by the data center developer ​for OpenAI. The deal is the latest where Nvidia is financing the ecosystem consuming its chips, a strategy that has helped fuel demand but also drawn ‌scrutiny over the circular ⁠flows of funds from the chipmaker to its biggest customers. Leading tech firms are ⁠increasingly tying together chips, power and data center development as they race to secure the infrastructure needed ​for ​increasingly power-hungry AI models.

Groq Valued at $3.5 Billion in Funding Round After Nvidia Deal
Bloomberg36d agoneutral
Groq Valued at $3.5 Billion in Funding Round After Nvidia Deal

Groq has raised $350 million in funding at a $3.5 billion valuation, roughly half what it was worth nearly a year ago before Nvidia Corp. struck a licensing deal with the startup and hired away much of its talent.The financing, set to be announced Monday, was led by Dallas-based investment firm Disruptive. Nvidia is also set to invest in the round, according to a representative for Groq. Nvidia did not respond to a request for comment. Founded in 2016, Groq was among the companies developing the