Q
QuantAbundanciaAbundance, Quantified.

News

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

24,544 signal articles · 207 in last 24h · 116,948 total before filter · latest 14m ago
207last 24h
1677last 7d
271● bullish (7d)
148● bearish (7d)
205publishers
AllMacro316Earnings751M&A98Regulatory25Product15Analyst25
Sentiment:bullishneutralbearishshow all (incl. clickbait)
Taiwan Semiconductor Manufacturing Q2 Earnings Call Highlights
MarketBeat33d agoneutral
Taiwan Semiconductor Manufacturing Q2 Earnings Call Highlights

Taiwan Semiconductor Manufacturing (NYSE:TSM) raised its 2026 capital spending plan and full-year revenue outlook as executives said demand for leading-edge chips tied to artificial intelligence remains “extremely robust,” even as some consumer and price-sensitive end markets face pressure. On the

Netflix Earnings, Consumer Sentiment: What to Watch the Rest of the Week
The Wall Street Journal33d agoneutral
Netflix Earnings, Consumer Sentiment: What to Watch the Rest of the Week

Today Earnings (a.m): UnitedHealth, GE Aerospace, U.S. Bancorp, Citizens Financial, Abbott Laboratories, State Street, Taiwan Semiconductor Manufacturing Earnings (p.m.): Netflix, Intuitive Surgical Economic data: Weekly jobless claims, Philadelphia Fed business-outlook survey, retail sales, pending home sales index, business inventories Fed speakers: Fed Vice Chair Philip Jefferson is expected to speak, as is Dallas Fed President Lorie Logan.

One Great Chart: The ‘Takers’ of a Risk-On Market
The Wall Street Journal33d agoneutral
One Great Chart: The ‘Takers’ of a Risk-On Market

“Clearly markets revenues in general have been quite elevated and strong for some time,” JPMorgan CFO Jeremy Barnum told analysts this week. “The market is clearly extremely risk-on, and we’re kind of takers of that.

Bloomberg33d agobullish
Japan to Buy Nvidia Rubin Chips to Build Sovereign AI for Robots

(Bloomberg) -- Sign up for the Next Japan newsletter, for an inside view of the forces reshaping Japan, and what’s next for its businesses, markets and consumers.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI CompanionCIA Says AI Drones Give Russian Troops Only 30 Minutes to LiveOnePlus, Once Popular with Tech Fans, to Pull Out of US and EuropeTrump Drops 20% Fee for Hormuz Cargo After G

Tesla Q2 Earnings: Elon Musk's Pay Package, Cybercab and Optimus Lead Top Investor Questions
Benzinga33d agoneutral
Tesla Q2 Earnings: Elon Musk's Pay Package, Cybercab and Optimus Lead Top Investor Questions

As Elon Musk-led automaker Tesla Inc. (NASDAQ:TSLA) is set to hold its second-quarter earnings call with investors next week, here are some top questions investors have submitted for the EV giant’s management. Robotaxi, Optimus Under Spotlight On Wednesday, influencer Sawyer Merritt took to X, sharing some of the top questions investors have asked. One of the top questions was about the Optimus Gen 3 robot, which recently got a boost as Tesla transitioned the Fremont, California, facility to pro

Taiwan computer chipmaker TSMC pledges another $100 billion to expand US chipmaking capacity
Associated Press33d agoneutral
Taiwan computer chipmaker TSMC pledges another $100 billion to expand US chipmaking capacity

Major Taiwan computer chipmaker TSMC said Thursday it plans to spend another $100 billion on expanding its manufacturing capacity in the United States. The world's largest contract chip manufacturing and one of the world’s most valuable companies, TSMC’s results are seen as a barometer for the global chip industry and for AI at a time when worries about a potential AI bubble have been buffeting financial markets. As AI-related demand continues to surge, it has been expanding chip fabrication plants in the U.S., Japan and Taiwan.

Bloomberg33d agobullish
Uber Agrees to Buy Delivery Hero in $14.8 Billion Deal

(Bloomberg) -- Uber Technologies Inc. has agreed to buy Delivery Hero SE in a deal that values the German food-delivery company at $14.8 billion.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI CompanionCIA Says AI Drones Give Russian Troops Only 30 Minutes to LiveOnePlus, Once Popular with Tech Fans, to Pull Out of US and EuropeTrump Drops 20% Fee for Hormuz Cargo After Gulf PressureUber

Uber Reaches Deal for $14.8 Billion Takeover of Delivery Hero
The Wall Street Journal33d agobullish
Uber Reaches Deal for $14.8 Billion Takeover of Delivery Hero

Uber Technologies agreed to acquire Germany’s Delivery Hero in a deal that values the German food-delivery company at $14.8 billion and seeks to strengthen the U.S. tech company’s footprint in international markets. The San Francisco-based company said Thursday that it entered into a combination agreement with Delivery Hero under which it will offer 41.50 euros a share in cash.

Uber launches $14.8 billion offer for Delivery Hero to create global platform
Reuters33d agoneutral
Uber launches $14.8 billion offer for Delivery Hero to create global platform

Uber on Thursday launched a public takeover offer for Delivery Hero that values the German food delivery company at $14.8 billion and would create the world's ‌largest food-delivery firm outside China. The acquisition advances the U.S. ride-hailing firm's efforts to build a global ‌presence in the food-delivery business as it faces intensifying competition from rivals such as DoorDash, which has been expanding aggressively abroad. Uber, which has made the acquisition conditional on a minimum acceptance threshold of 50% plus one share, will offer €41.50 ($47.58) in cash per share.

TSMC Q2 profit jumps 77% to record, far surpasses expectations
Reuters33d agobullish
TSMC Q2 profit jumps 77% to record, far surpasses expectations

TSMC, the world's largest ‌contract chipmaker, posted ‌a 77% jump in second-quarter ​net profit on Thursday, beating market forecasts and hitting a record, ‌riding ⁠the wave of surging global demand for ⁠its artificial intelligence processors. Taiwan Semiconductor Manufacturing ​Co, whose ​customers ​include Nvidia and ‌Apple, saw April-June net profit rise to T$706.6 billion ($21.99 billion). The profit handily beat a T$632.6 ‌billion LSEG ​SmartEstimate, which ​is ​weighted toward forecasts ‌from analysts who are ​more ​consistently accurate.

First Solar (FSLR) Faces Class Action Lawsuits Over Tariff And Production Claims
Simply Wall St.33d agobearish
First Solar (FSLR) Faces Class Action Lawsuits Over Tariff And Production Claims

Multiple securities class action lawsuits have been filed against First Solar (NasdaqGS:FSLR). The suits allege materially misleading statements about U.S. tariff policy and production utilization. Plaintiffs claim the company understated the impact of production relocation and facility underutilization on its outlook. First Solar is a major U.S. solar module producer, and the new wave of litigation puts its disclosures around tariff exposure and manufacturing utilization under closer...

World markets, Wall Street mostly in decline on latest round tech stock selling
Associated Press33d agobearish
World markets, Wall Street mostly in decline on latest round tech stock selling

The technology sector was dragging markets on Wall Street and around the world mostly lower Thursday and oil prices fell despite a flurry of military strikes between the U.S. and Iran. Chip and memory companies were getting hit the hardest, with Western Digital and SanDisk leading the way down with losses of more than 7%. Despite the heavy investment in artificial intelligence, investors remain concerned that stock prices have shot too high and that the demand may not be sustainable if AI doesn’t deliver as much profit and productivity as expected.

Airbus picks Iliad's Scaleway for AI, defence work in sovereignty push
Reuters33d agoneutral
Airbus picks Iliad's Scaleway for AI, defence work in sovereignty push

Airbus said on Thursday it had signed a multi-year agreement ‌with Iliad-owned Scaleway to provide cloud infrastructure for sensitive industrial ‌and defence applications, supporting the deployment of AI tools developed with French startup Mistral. The ​European planemaker said Scaleway would host critical applications spanning aircraft design, engineering, industrial production and corporate operations. Airbus signed a partnership with Mistral in May to co-develop customised AI tools for aerospace and defence.

Bloomberg33d agoneutral
Nvidia’s Huang Courts Japanese Suppliers With Kanda Pork Skewers

(Bloomberg) -- On Wednesday night, Jensen Huang was in Tokyo’s central Kanda district courting the little-known Japanese suppliers that underpin the AI supply chain.Most Read from BloombergThailand Scraps Plan to End Visa-Free Entry for Indian TouristsOpenAI’s First Device Will Be Movable, Screenless Speaker Built as AI CompanionTrump Drops 20% Fee for Hormuz Cargo After Gulf PressureUS Hits Iran With Strikes, Blockade as Trump Plans Hormuz ChargeA Cocaine Bust in Spain Leads All the Way to Wall

Asia Equities Mostly Decline on AI Concerns
The Wall Street Journal33d agoneutral
Asia Equities Mostly Decline on AI Concerns

Asia-Pacific equities mostly declined, as a pullback in U.S. chip stocks fueled concerns about the longevity of artificial-intelligence enthusiasm and weighed on chip-heavy South Korea.

Google stock price faces major AI test ahead of earnings
TheStreet33d agoneutral
Google stock price faces major AI test ahead of earnings

Ever since ChatGPT exploded in popularity, investors have worried that artificial intelligence could weaken Google’s most important business. Instead of searching for information and clicking through Google’s advertising-heavy results, consumers can increasingly ask an AI chatbot for a direct ...