QuantAbundanciaAbundance, Quantified.

News

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

22,240 signal articles · 440 in last 24h · 107,147 total before filter · latest 31m ago
440last 24h
2488last 7d
493● bullish (7d)
237● bearish (7d)
200publishers
AllMacro212Earnings1531M&A125Regulatory15Product9Analyst25
✕ clear all filterssentiment: bearishSentiment:bullishneutralbearishshow all (incl. clickbait)
AI Earnings Could Start to Fall Short of Expectations
Barrons.com36d agobearish
AI Earnings Could Start to Fall Short of Expectations

AI earnings could start to fall short of expectations, undermining both equity prices and the capital expenditure boom, economists at Capital Economics said in a research note. The economists think equity prices may have a bit further to rise in the near term but will eventually pull back, with the S&P 500 estimated to fall to 6500 by end-2027. Meanwhile, AI-related revenue will likely be weighed by a decline in prices driven by increased competition and innovation.

Super Micro says two Taiwan staff detained in probe involving its AI servers
Reuters36d agobearish
Super Micro says two Taiwan staff detained in probe involving its AI servers

Super Micro said on Wednesday that two workers at its Taiwan unit had been detained pending a court hearing and two others released on bail after being ‌questioned by Taiwanese prosecutors investigating the alleged illegal export of advanced AI servers containing Nvidia chips. The servers ‌are made by Super Micro and contain Nvidia chips, which are subject to U.S. export controls prohibiting export to China. The four workers were among ​six people questioned earlier this week when Taiwan's Keelung District Prosecutors' Office said it had launched a second round of searches in the probe.

Bloomberg36d agobearish
SEC Probes Alleged Insider Trades That Cost Susquehanna Millions

(Bloomberg) -- The SEC is looking into Susquehanna International Group’s allegations that unknown insider traders made $100 million on options bets ahead of a recent Chinese regulatory crackdown on cross-border brokerages, according to a person familiar with the matter.Most Read from BloombergMeta Is Planning a Cloud Business to Sell AI Computing PowerKrafton Agrees to Pay ‘Subnautica 2’ Bonuses as Developer’s CEO ResignsExxon to Change Name for First Time in Decades After RedomicileUS Decides A

Nike closes stores, studios, and its flagship location
TheStreet36d agobearish
Nike closes stores, studios, and its flagship location

For the past few years, Nike has struggled to figure out its business model. First, the retailer pulled away from some of its distribution partners to build more of its business around building a direct relationship with consumers. That model included building out its own fleet of stores and ...

Oppenheimer downgrades AT&T stock on SpaceX threat
TheStreet36d agobearish
Oppenheimer downgrades AT&T stock on SpaceX threat

AT&T has spent years telling investors the same story. Build more fiber, build a stronger wireless network, and the payoff will come. For a while, Wall Street bought it. The telecom stock held up even as rivals stumbled, and management kept pointing to 2030 as the finish line for its ...

Wall Street ends lower as tech shares slip
Reuters37d agobearish
Wall Street ends lower as tech shares slip

By Caroline Valetkevitch and Niket Nishant July 1 (Reuters) - U.S. stocks finished slightly lower on Wednesday with falling technology shares, but gains in Meta Platforms provided some support along

Passive Indexers Are Shuffling Billions Into the Russell 2000 Just in Time for a Brutal Fed Reality Check
24/7 Wall St.37d agobearish
Passive Indexers Are Shuffling Billions Into the Russell 2000 Just in Time for a Brutal Fed Reality Check

JPMorgan Chase (NYSE:JPM) posted a fortress quarter as passive flows shovel capital into the iShares Russell 2000 ETF (NYSEARCA:IWM). JPM printed record markets revenue while the Russell reconstitution funneled $334 billion of mechanical buying into 2,000 small-cap names. Stacking the bank’s pristine balance sheet against a basket of floating-rate borrowers shows where defensive power sits ... Passive Indexers Are Shuffling Billions Into the Russell 2000 Just in Time for a Brutal Fed Reality Che

Ford Reputation Deeply Damaged by 740,000 Recall
24/7 Wall St.37d agobearish
Ford Reputation Deeply Damaged by 740,000 Recall

Ford (NYSE: F) ranked No. 1 among “Mainstream Brands” in the new J.D. Power Initial Quality Study. It was the first time it had occupied that spot since 2010. Much of that positive news was wiped out by a recall of more than 740,000 vehicles, according to the National Highway Traffic Safety Administration. The notice ... Ford Reputation Deeply Damaged by 740,000 Recall

Alcoa Shares Tumble on $5.6 Billion Deal for Mining Assets
The Wall Street Journal37d agobearish
Alcoa Shares Tumble on $5.6 Billion Deal for Mining Assets

Alcoa shares are on track for their worst day since President Trump announced sweeping tariffs in April 2025, trading as much as 12% lower after the Pittsburgh company said it would pay up to $5.6 billion for bauxite, alumina and aluminum assets in South Africa, Australia and Brazil. The BHP spinoff will receive $3.1 billion in cash, newly issued Alcoa stock worth roughly $1 billion that it plans to distribute to shareholders and future payments that could reach $750 million. The deal comes amid a decline in aluminum prices from near record highs reached when fighting in the Persian Gulf blocked the region's aluminum smelters from global markets.

FedEx sells supply chain unit to CMA CGM for $1.4B
FreightWaves37d agobearish
FedEx sells supply chain unit to CMA CGM for $1.4B

FedEx is selling off its supply chain services division to CMA CGM, which will fold the business into its Ceva Logistics subsidiary. The post FedEx sells supply chain unit to CMA CGM for $1.4B appeared first on FreightWaves.

Alcoa shares fall after announcing $4.1bn acquisition of South32 assets (AA)
InvestorsHub37d agobearish
Alcoa shares fall after announcing $4.1bn acquisition of South32 assets (AA)

Alcoa expands upstream portfolio with major South32 dealShares of Alcoa Corporation (NYSE:AA) declined nearly 5% in pre-market trading on Wednesday after the aluminium producer agreed to acquire South32’s bauxite, alumina and aluminium operations in a transaction valued at $4. 1 billion.

Meta building cloud business to sell excess AI capacity, Bloomberg News reports
Reuters37d agobearish
Meta building cloud business to sell excess AI capacity, Bloomberg News reports

Meta Platforms is building a cloud business to sell excess AI computing capacity, Bloomberg News reported ‌on Wednesday citing people familiar with the matter. The move ‌could reduce Meta's reliance on advertising revenue and help it take on major cloud ​companies, including Amazon, Microsoft and Alphabet. Meta did not immediately respond to a request for comment.