Q
QuantAbundanciaAbundance, Quantified.

News

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

24,806 signal articles · 257 in last 24h · 118,225 total before filter · latest 47m ago
257last 24h
1584last 7d
253● bullish (7d)
161● bearish (7d)
205publishers
AllMacro306Earnings643M&A95Regulatory29Product14Analyst24
✕ clear all filterssentiment: bullishSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Apple's Rally: Pricing Power, AI Discipline, And The Memory Crunch
Trefis43d agobullish
Apple's Rally: Pricing Power, AI Discipline, And The Memory Crunch

Apple (AAPL) stock dropped 6% on June 25 after the company raised Mac and iPad prices by $100 to $300, blaming a memory shortage CEO Tim Cook called a "hundred-year flood." Less than two weeks later, shares have clawed back most of that loss, trading near 52-week highs. The market appears to be recalculating Apple's position on two fronts: how well placed Apple is inside the DRAM shortage relative to its peers and how its restraint on AI spending looks increasingly like a smart move.

3 Quantum Computing Stocks to Buy in July
24/7 Wall St.43d agobullish
3 Quantum Computing Stocks to Buy in July

Quantum computing stocks are speculative, pre-profit bets, well outside core-portfolio territory, on a technology that even NVIDIA (NASDAQ:NVDA) CEO Jensen Huang once suggested is likely at least 15 years away from large-scale commercialization. All three names below routinely swing in double-digit percentages on no news and trade at extreme price-to-sales multiples that have been reported ... 3 Quantum Computing Stocks to Buy in July

Dell Is Up 6% Today: Is It Outperforming Other AI Server Stocks Like Hewlett Packard Enterprise and Super Micro?
24/7 Wall St.43d agobullish
Dell Is Up 6% Today: Is It Outperforming Other AI Server Stocks Like Hewlett Packard Enterprise and Super Micro?

Dell Technologies (NYSE:DELL) stock is up 6% in midday trading Monday, running to about $419 after a broad bid returned to AI infrastructure names to open the week. The move puts Dell back near the top of the large-cap tech leaderboard for the session. Peers are participating, but not equally. Hewlett Packard Enterprise (NYSE:HPE) stock ... Dell Is Up 6% Today: Is It Outperforming Other AI Server Stocks Like Hewlett Packard Enterprise and Super Micro?

Is this the Best Time to Buy CDW Corporation (CDW)?
Insider Monkey43d agobullish
Is this the Best Time to Buy CDW Corporation (CDW)?

Middle Coast Investing, an investment advisor firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. Q2 marked the S&P 500’s best quarter since Q2 2020, yet underlying market dynamics remained unchanged. The letter highlighted that the market’s performance continued to rely on trends and baskets rather than company […]

3 Reliable Income Generators to Buy in July
24/7 Wall St.43d agobullish
3 Reliable Income Generators to Buy in July

With the Federal Reserve’s benchmark funds rate parked at 3.75% since Dec. 11, 2025, and the 10-year Treasury offering just 4.38%, income investors entering July are still hunting for yield well above the risk-free rate. Business development companies remain one of the cleanest ways to get it. BDCs are required to distribute at least 90% ... 3 Reliable Income Generators to Buy in July

Goldman: Be Picky When Buying the Chip Dip
Barrons.com43d agobullish
Goldman: Be Picky When Buying the Chip Dip

While J.P. Morgan says to buy the recent dip in chip stocks, Goldman Sachs is still wary. Goldman analysts warn that has created a difficult setup for the subsection of the AI trade. The PHLX Semiconductor Index has gained more than 83% since the start of the year, compared with a roughly 9.2% gain in the S&P 500 and a 11.6% rise in the tech-heavy Nasdaq.

3 Reasons to Avoid FISV and 1 Stock to Buy Instead
StockStory43d agobullish
3 Reasons to Avoid FISV and 1 Stock to Buy Instead

Shareholders of Fiserv would probably like to forget the past six months even happened. The stock has dropped 23.9% and now trades at a new 52-week low of $52.34. This may have investors wondering how to approach the situation.

Is Taiwan Semiconductor Manufacturing (TSM) One of the Top AI Stocks to Buy According to Philippe Laffont?
Insider Monkey43d agobullish
Is Taiwan Semiconductor Manufacturing (TSM) One of the Top AI Stocks to Buy According to Philippe Laffont?

Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) is one of the top AI stocks to buy, according to billionaire Philippe Laffont. On June 29, Barclays reiterated that Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM) is well positioned for robust growth amid strong demand for advanced logic wafer supply. According to Barclay’s analyst Simon Coles, the market is […]

Oracle (ORCL) Expands Defense Network And Lands Crusoe AI Partnership
Simply Wall St.43d agobullish
Oracle (ORCL) Expands Defense Network And Lands Crusoe AI Partnership

Oracle expanded its Defense Ecosystem with ten additional defense technology partners, deepening its role in AI and cloud services for mission-critical operations across the US and allied nations. Separately, Oracle became a major client in Crusoe's new AI computing partnership and supply agreement, adding another pillar to its AI infrastructure efforts. Oracle, trading under NYSE:ORCL, is pushing further into defense and AI infrastructure at a time when its stock has come under pressure...

Qualcomm (QCOM) Is In Talks To Buy Modular For $4 Billion
Simply Wall St.43d agobullish
Qualcomm (QCOM) Is In Talks To Buy Modular For $4 Billion

Qualcomm is reportedly in advanced talks to acquire AI infrastructure software company Modular Inc. in a transaction valued at about $4b. The potential deal would expand Qualcomm's capabilities in artificial intelligence software and infrastructure. The transaction, if completed, would mark a major move by Qualcomm to deepen its role in AI beyond its existing hardware footprint. QUALCOMM (NasdaqGS:QCOM) is drawing fresh attention as it considers a roughly $4b acquisition of Modular Inc., a...

Exceptional Momentum Powers Taiwan Semiconductor Manufacturing’s (TSM) Rally
Insider Monkey43d agobullish
Exceptional Momentum Powers Taiwan Semiconductor Manufacturing’s (TSM) Rally

RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q1 2026 investor letter. A copy of the letter can be downloaded here. The US stock market declined in the quarter with the S&P 500 index (“S&P”) and the Russell 1000 Growth index (“RLG”) falling […]

CrowdStrike Surges 5%, Palo Alto and Okta Gain 4% as Cybersecurity Stocks Rally on Analyst Upgrades
24/7 Wall St.43d agobullish
CrowdStrike Surges 5%, Palo Alto and Okta Gain 4% as Cybersecurity Stocks Rally on Analyst Upgrades

Shares of major cybersecurity names are rallying in Monday’s midday session. CrowdStrike Holdings (NASDAQ:CRWD) stock is up 5% to $204 and change, leading the group higher. Palo Alto Networks (NASDAQ:PANW) shares are climbing 4% to $363, and Okta (NASDAQ:OKTA) stock is up 4% to $147. The Amplify Cybersecurity ETF (NYSE ARCA:HACK) is also higher, with ... CrowdStrike Surges 5%, Palo Alto and Okta Gain 4% as Cybersecurity Stocks Rally on Analyst Upgrades