Q
QuantAbundanceAbundance, Quantified.

News

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

29,787 signal articles · 38 in last 24h · 148,469 total before filter · latest 1h ago
38last 24h
975last 7d
108● bullish (7d)
121● bearish (7d)
212publishers
AllMacro370Earnings113M&A99Regulatory8Product11Analyst9
✕ clear all filtersticker: BACSentiment:bullishneutralbearishshow all (incl. clickbait)
Bank of America reveals Rocket Lab stock outlook after earnings
TheStreet37d agoneutral
Bank of America reveals Rocket Lab stock outlook after earnings

Rocket Lab’s second-quarter results gave Bank of America another reason to stay bullish on the space company, even as one part of the business came in lighter than Wall Street expected. Bank of America reiterated its Buy rating and $115 price objective on Rocket Lab (RKLB) after earnings, analyst ...

Oil's Rally Stalls as Hormuz Deadlock Brings Flows Into Focus
Bloomberg37d agobullishVIDEO
Oil's Rally Stalls as Hormuz Deadlock Brings Flows Into Focus

Oil snapped its run of recent gains, as limited progress over a deal to end the Iran war left traders parsing how much oil is crossing the Strait of Hormuz. Francisco Blanch, Head: Commodities & Derivatives Research at Bank of America, discusses the global energy crunch and commodity outlook.

Bloomberg38d agoneutral
S&P 500 Earnings Are So Good Investors Are Starting to Worry

(Bloomberg) -- The latest reason to worry about the stock market is quite the doozy: Earnings growth has been too strong. Most Read from BloombergPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveTrump Weighs Call for Capital Gains Tax Cuts as Midterm BoostTata Sons Chairman to Step Down, Deepening Leadership TurmoilFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIEpstein Victim Files Cleared for Release Over Maxwell’s ProtestAs the latest reporting season nears

Bank of America launches $250 billion initiative for US tech, energy infrastructure
Reuters38d agoneutral
Bank of America launches $250 billion initiative for US tech, energy infrastructure

Bank of America said on Wednesday it plans to deploy $250 billion through July next year ‌to support U.S. digital and infrastructure projects, an initiative ‌it says will bolster the country's economic growth and help create tens of ​thousands of jobs. The Wall Street bank's "Critical Infrastructure Finance Initiative," launched on the heels of the nation's 250th anniversary celebrations, will include primary market lending, investments, capital markets services, and banking and advisory ‌offerings.

BofA sends strong message on Nvidia's weak spot
TheStreet39d agoneutral
BofA sends strong message on Nvidia's weak spot

Nvidia (NVDA) stock investors have spent months worrying that the relentless AI boom is leaning too heavily on the chipmaker’s own balance sheet. The AI giant sells the GPUs, but it was also investing in clients and supporting financing structures linked to the same ecosystem, scooping up those ...

Bloomberg39d agoneutral
Yen Traders Use Options for ‘Flexibility’ Into US Inflation Data

(Bloomberg) -- Yen traders are ramping up options market activity ahead of key US inflation data, turning to derivatives for flexibility amid a lack of consensus on the currency’s direction.Most Read from BloombergFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AIPakistan Says Deal Is Close Even as Iran, US Harden StancesPhoebe Gates Knew Phia Shopping App Took Credit for Sales It Didn’t DriveApple’s Glass-Centric 20th-Anniversary iPhone Remains on Track for 2027China Unleashes $28 Tril

Earnings Are Beating Wall Street’s Boldest Expectations. What Comes Next.
Barrons.com39d agobullish
Earnings Are Beating Wall Street’s Boldest Expectations. What Comes Next.

There’s an elegant simplicity to one of the central tenets in gauging the health of the stock market and the companies that comprise its benchmark indexes: figuring out what’s in the till at the end of the day. Profit remains the most important measure of stock market health—and Corporate America is raking it in. “The greatest force behind stock markets right now is earnings, which is helping to overshadow concerns about Iran, inflation and AI [capital expenditure] spending viability,” said Dennis Follmer, chief investment officer, at Montis Financial in Waltham, Mass., to Barron’s. “Earnings have been an absolute freight train driving this market higher.”

Bloomberg39d agobullish
Nasdaq to Buy Dark Pool Trading Venue LeveL for Equity Market

(Bloomberg) -- Nasdaq Inc. agreed to buy off-exchange stock-trading venue LeveL Markets to expand its role in the equity market, according to people familiar with the matter.Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AITrump Makes Sweeping New Demands on Iran as Deal Hopes DimStocks Churn as Hormuz Standoff Spurs Rally in Oil: Markets

Bloomberg39d agobullish
Buying Opportunity Forms Around S&P Skeptics’ Refusal to Give Up

(Bloomberg) -- US stocks may be sitting at a record, but anxiety about everything from geopolitics to inflation and a divided Federal Reserve is keeping animal spirits at bay. And that may be just what the rally needs to continue. Most Read from BloombergChina Unleashes $28 Trillion Capital Markets to Challenge US in AINvidia Taps Wall Street for $500 Billion Funding CommitmentFive Takeaways From Zuckerberg’s 6,500-Word Manifesto on AITrump Makes Sweeping New Demands on Iran as Deal Hopes DimSto

Duolingo earnings put a Wall Street warning to the test
TheStreet39d agoneutral
Duolingo earnings put a Wall Street warning to the test

Duolingo's latest quartergave investors fresh evidence that user growth is accelerating, but one Wall Street firm still sees a problem with what the market is paying for the language-learning company. Duolingo (DUOL) reported second-quarter revenueof $298.5 million, up 18% from a year earlier, ...

Bank of America sets aggressive Tower Semiconductor target
TheStreet40d agoneutral
Bank of America sets aggressive Tower Semiconductor target

Bank of America just told investors that one of this year's biggest semiconductor winners is still cheap. On Aug. 7, BofA Securities started covering Tower Semiconductor (TSEM) with a Buy rating and a $367 price target. The call landed days after Tower posted the best quarter in its history. ...

Bank of America revamps Apple stock price target after earnings
TheStreet42d agoneutral
Bank of America revamps Apple stock price target after earnings

ChatGPT went from generating roughly $10 million a month on Apple's App Store in Jan. 2024 to more than $275 million in July 2026. Apple did not build ChatGPT. It does not train it, run it, or market it. But every time someone subscribes, Apple collects a commission. That dynamic is playing out ...

Key HIV stat over 70% leaves BofA siding with Gilead
TheStreet42d agoneutral
Key HIV stat over 70% leaves BofA siding with Gilead

Gilead Sciences (GILD) closed a strong second quarter, and Wall Street noticed. The drugmaker beat sales expectations across its biggest franchises, raised its full-year outlook, and gave analysts fresh reasons to stay bullish heading into the back half of 2026. Bank of America was one of them. The ...

BofA resets its Western Digital target after mixed signal
TheStreet43d agoneutral
BofA resets its Western Digital target after mixed signal

Western Digital Corp (WDC) turned in one of the strongest quarters in its history on August 5, then watched investors punish the stock for it anyway. Shares fell as much as 16% across two sessions even though revenue and profit beat Wall Street’s targets by wide margins, according to a Reuters ...

Bank of America doubles down on Sandisk stock after earnings
TheStreet43d agoneutral
Bank of America doubles down on Sandisk stock after earnings

Memory giant SanDisk’s (SNDK) Aug. 5 earnings report came with a difficult question hanging over the stock. After what’s been a monumental surge in NAND pricing and profitability, how much longer can it keep this up? As it has for the past several quarters, SanDisk blew past top- and bottom-line ...

Bloomberg43d agoneutral
Data Center Firm Switch to File Confidentially for IPO

(Bloomberg) -- Switch Inc. filed confidentially for a US IPO, according to people familiar with the matter, joining its data center peers in tapping demand for exposure to the artificial intelligence theme.Most Read from BloombergOpenAI’s New Device Will Be Hockey Puck-Sized and Cost Over $300Iran Wants to Bar US, Israeli Ships From Hormuz in Peace AccordTrump Administration Considers Order on Autism and VaccinesIran Says Agreement on Hormuz Shipping Reached With OmanWalmart Tests Fulfillment Ca