Q
QuantAbundanciaAbundance, Quantified.

News

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

25,556 signal articles · 33 in last 24h · 122,472 total before filter · latest 1h ago
33last 24h
1244last 7d
205● bullish (7d)
150● bearish (7d)
205publishers
AllMacro209Earnings419M&A98Regulatory24Product8Analyst10
✕ clear all filtersticker: NVDASentiment:bullishneutralbearish✓ showing all (incl. clickbait)
ASML Holding N.V. (ASML) Is A Top AI Stock In Billionaire Ken Fisher’s Portfolio
Insider Monkey76d agoneutral
ASML Holding N.V. (ASML) Is A Top AI Stock In Billionaire Ken Fisher’s Portfolio

ASML Holding N.V. (NASDAQ:ASML) is one of Billionaire Ken Fisher’s Latest Portfolio: 10 Best Stocks to Buy. Chip manufacturing equipment provider ASML Holding N.V. (NASDAQ:ASML) is one of the most consequential firms in the world. Its high-end EUV chip manufacturing machines are the only ones that allow firms to make the latest products. Consequently, ASML […]

NVIDIA (NVDA) Is A Top AI Stock In Billionaire Ken Fisher’s Portfolio
Insider Monkey76d agoneutral
NVIDIA (NVDA) Is A Top AI Stock In Billionaire Ken Fisher’s Portfolio

NVIDIA Corporation (NASDAQ:NVDA) is one of Billionaire Ken Fisher’s Latest Portfolio: 10 Best Stocks to Buy. Given the crucial role that it plays in the AI ecosystem, it is unsurprising that NVIDIA Corporation (NASDAQ:NVDA) is the top stock in Fisher Investments’ portfolio. June is a crucial month for the firm as it kicked it off […]

Analysis-Nvidia's AI PC push banks on unproven demand beyond niche users
Reuters76d agoneutral
Analysis-Nvidia's AI PC push banks on unproven demand beyond niche users

Nvidia's entry into the AI PC market with its RTX Spark superchip last week is less a breakthrough for regular users than a high-stakes bet that a largely unproven concept can find wider appeal, ‌analysts said. It's a claim that PC makers HP and Dell have made for nearly three years now, only to be met with skepticism from Wall Street ​and consumers, with high prices outweighing tangible benefits. Nvidia, though, appears to be selling a different version of the AI PC than what exists today, one aimed more at developers and content creators who have long favored Apple's high-end MacBook Pros.

SOXX Surged 190% in a Year but XSD Only Returned 180% — Here’s Why the Difference Matters
24/7 Wall St.76d agobullish
SOXX Surged 190% in a Year but XSD Only Returned 180% — Here’s Why the Difference Matters

The SPDR S&P Semiconductor ETF (NYSEARCA:XSD) and the iShares Semiconductor ETF (NASDAQ:SOXX) look like interchangeable ways to own the chip cycle, but they differ in one fundamental way. XSD spreads capital across the industry on an equal-weight basis, while SOXX concentrates it in the largest names. That single design choice has produced a meaningful gap ... SOXX Surged 190% in a Year but XSD Only Returned 180% — Here’s Why the Difference Matters

Nvidia clinches deals with South Korean giants to advance AI boom
Reuters Videos76d agoneutralVIDEO
Nvidia clinches deals with South Korean giants to advance AI boom

<body><p>STORY: Jensen Huang's visit to South Korea paid off with a series of deals announced on Monday.</p><p>The Nvidia CEO said agreements were reached with South Korean giants like SK Hynix and Naver.</p><p>“We're seeing great demand. The business is booming around the world for more AI factories. And so that's the reason why we're entering this partnership.:"</p><p>Huang's high-profile trip to the country began on Friday.</p><p>It's seen him throw a baseball pitch, dine with top corporate leaders and meet a well-known gamer.</p><p>It comes with the U.S. firm aiming to secure crucial memory chips to power its AI ambitions and draw new customers.</p><p>SK Group said its SK Hynix and SK Telecom arms had agreed deals with Nvidia.</p><p>Memory chip maker SK Hynix signed a multi-year technology partnership.</p><p>It said this commits it to developing advanced types of memory for global AI data centres.</p><p>SK Hynix and Nvidia said the deal would help supply keep pace with Nvidia's plans - which now include robotics, personal computers and AI supercomputers.</p><p>“SK Hynix will continue to be Nvidia's largest memory partner. And this is a partnership and a friendship that has gone back a long time. I'm very proud of the contribution Nvidia has made to SK Hynix.&nbsp;</p><p>Huang said the agreement was for more than two years with the option to keep extending.</p><p>Nvidia said internet giant Naver and Doosan would also use its tech to help build AI data centres.</p><p>Huang also said Nvidia is partnering with LG Group on electronics, mechanical systems and AI for humanoid robots.</p><p>And he revealed Nvidia would deepen its partnership with Hyundai motor group across a range of AI initiatives.</p><p>Huang also planned to meet Samsung's semiconductor business head later on Monday.</p><p>Nvidia and its partners, including SK Telecom and Doosan Group, didn't reveal the value of the deals.</p></body>

SOXQ Semiconductor ETF Surges 181.74% as AI Chip Boom Lifts NVIDIA, Broadcom, AMD
24/7 Wall St.76d agobullish
SOXQ Semiconductor ETF Surges 181.74% as AI Chip Boom Lifts NVIDIA, Broadcom, AMD

The Invesco PHLX Semiconductor ETF (NASDAQ:SOXQ) has emerged as one of the cleanest, lowest-cost vehicles for direct semiconductor exposure during the AI capex cycle. The fund tracks the PHLX Semiconductor Sector Index, which represents the 30 largest U.S.-listed semiconductor companies, and carries a 0.19% expense ratio, materially cheaper than the older iShares competitor. Since launching ... SOXQ Semiconductor ETF Surges 181.74% as AI Chip Boom Lifts NVIDIA, Broadcom, AMD

SMCX Sank 67% in a Year While the Underlying Stock Rose 2%
24/7 Wall St.76d agoneutral
SMCX Sank 67% in a Year While the Underlying Stock Rose 2%

A 2x daily leveraged ETF that owns nothing but swaps on a single AI server stock did what 2x daily leveraged ETFs on single AI server stocks do when the AI server trade breaks. Defiance Daily Target 2X Long SMCI ETF (NASDAQ:SMCX) fell 22% on June 5, 2026, closing at $23.22 after opening near $29.95. ... SMCX Sank 67% in a Year While the Underlying Stock Rose 2%

Boost Run (BRUN) Debuts on Nasdaq With $940M in Backed Contracted Revenue
Insider Monkey76d agoneutral
Boost Run (BRUN) Debuts on Nasdaq With $940M in Backed Contracted Revenue

Boost Run Inc. (NASDAQ:BRUN) is one of the hot tech stocks to buy according to analysts. On May 11, Boost Run officially began trading on the Nasdaq, entering the public market with $940 million in long-term contracted revenue and an average contract duration of ~3 years. The company, an NVIDIA Preferred Cloud Partner, reported that […]