Q
QuantAbundanciaAbundance, Quantified.

News

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

26,331 signal articles · 260 in last 24h · 126,367 total before filter · latest 54m ago
260last 24h
1197last 7d
174● bullish (7d)
128● bearish (7d)
205publishers
AllMacro232Earnings436M&A89Regulatory22Product11Analyst9
✕ clear all filtersticker: NVDASentiment:bullishneutralbearish✓ showing all (incl. clickbait)
IREN (IREN) Is Up 28.7% After US$1.6 Billion Nvidia Blackwell AI Infrastructure Deal - What's Changed
Simply Wall St.91d agoneutral
IREN (IREN) Is Up 28.7% After US$1.6 Billion Nvidia Blackwell AI Infrastructure Deal - What's Changed

Earlier this week, IREN Limited agreed to a roughly US$1.60 billion purchase of Dell systems using Nvidia’s Blackwell GPUs for its Childress, Texas data centers, aiming to support a previously announced five‑year US$3.40 billion managed AI cloud services contract and lift projected annualized run‑rate revenue from US$3.70 billion to US$4.40 billion by early 2027. The deal underlines how IREN’s access to next‑generation Nvidia hardware via Dell is becoming central to its effort to reposition...

IREN Ltd (IREN) Soars 13.5% as Firm Ups ARR Outlook to $4.4B
Insider Monkey91d agobullish
IREN Ltd (IREN) Soars 13.5% as Firm Ups ARR Outlook to $4.4B

IREN Ltd. (NASDAQ:IREN) is one of the 9 Stocks With Unbelievable Gains. IREN Ltd. saw its share prices grow by 13.48 percent on Wednesday to close at $67.84 apiece, as investor sentiment was boosted by the successful acquisition of Nvidia Blackwell systems—a move expected to bolster its annualized run-rate revenues (ARR) to $4.4 billion. In […]

Assessing Coherent (COHR) Valuation After AI Datacenter Momentum And Earnings Beat
Simply Wall St.91d agobullish
Assessing Coherent (COHR) Valuation After AI Datacenter Momentum And Earnings Beat

Coherent (COHR) has been back in focus after reporting quarterly results that topped analyst expectations on revenue and margins, with management pointing to strong AI datacenter and communications demand and higher capital spending. See our latest analysis for Coherent. The stock has been on a strong run, with the share price gaining 18.24% over the past 30 days and 51.99% over 90 days. The 1-year total shareholder return is very large, reflecting how AI datacenter demand and NVIDIA’s stake...

The Next Threat To Nvidia Isn't A Chipmaker — It's An IPO
Benzinga91d agoneutral
The Next Threat To Nvidia Isn't A Chipmaker — It's An IPO

For the past two years, Nvidia Corp has emerged as Wall Street’s preferred way to bet on artificial intelligence. It benefited from an arms race among AI developers scrambling to secure computing power. The next challenge to its dominance in...

Jensen Huang Joins Elite Tsinghua University Advisory Board That Includes Tim Cook And Elon Musk: Report
Benzinga91d agoneutral
Jensen Huang Joins Elite Tsinghua University Advisory Board That Includes Tim Cook And Elon Musk: Report

Nvidia Corp. (NASDAQ:NVDA) CEO Jensen Huang has reportedly agreed to join the advisory board of one of China's most prestigious universities. Nvidia CEO Joins Elite Tsinghua Advisory Board Huang accepted an invitation to join the advisory board of Tsinghua University School of Economics and Management, the Financial Times reported on Wednesday, citing people familiar with the matter. The board includes some of the world's most prominent business leaders. It has Apple Inc. (NASDAQ:AAPL) CEO Tim C

ETHA’s Spot Ethereum Promise Hides a Staking Yield It Cannot Pass Through to Holders
24/7 Wall St.91d agoneutral
ETHA’s Spot Ethereum Promise Hides a Staking Yield It Cannot Pass Through to Holders

The iShares Ethereum Trust ETF (NASDAQ:ETHA) gave U.S. brokerage investors spot ether exposure in a wrapper that fits inside an IRA, 401(k), or standard equity account. ETHA has gathered more than 2 million ETH, roughly about 2% of total supply, and at last public count sat at $7.3 billion in AUM. The catch: the fund ... ETHA’s Spot Ethereum Promise Hides a Staking Yield It Cannot Pass Through to Holders

Marvell Technology Q1 Earnings Call Highlights
MarketBeat91d agoneutral
Marvell Technology Q1 Earnings Call Highlights

Marvell Technology (NASDAQ:MRVL) reported record revenue for its first fiscal quarter of 2027 and raised its revenue outlook for both fiscal 2027 and fiscal 2028, citing accelerating demand across its data center portfolio and continued customer investment in artificial intelligence infrastructure.

This is Why NVIDIA Corporation (NVDA) Is a Buzzing AI Semiconductor Stock to Buy
Insider Monkey91d agobullish
This is Why NVIDIA Corporation (NVDA) Is a Buzzing AI Semiconductor Stock to Buy

NVIDIA Corporation (NASDAQ:NVDA) is one of the most buzzing AI semiconductor stocks to buy in 2026. On May 20, NVIDIA Corporation (NASDAQ:NVDA) CEO reiterated that NVIDIA Corp (NASDAQ: NVDA) is uniquely positioned to capitalize on the largest build-out of artificial intelligence factories. That’s in part because the company runs in every cloud, powers every frontier, […]

Goldman Says Nvidia and Micron Are the Biggest AI Winners: 5 Stocks to Take Advantage of it Now
24/7 Wall St.91d agoneutral
Goldman Says Nvidia and Micron Are the Biggest AI Winners: 5 Stocks to Take Advantage of it Now

Goldman Sachs just named NVIDIA and Micron Technology the biggest AI winners of the next earnings cycle, and the stock is already moving. Micron is up 214% year-to-date. If you are still trying to decide whether the AI compute and memory supply chain has more room, the crowd that owns it has stopped waiting for ... Goldman Says Nvidia and Micron Are the Biggest AI Winners: 5 Stocks to Take Advantage of it Now

Open Sesame — Heard on the Street Recap
The Wall Street Journal91d agoneutral
Open Sesame — Heard on the Street Recap

Oil prices fell on a new report of progress in negotiations. Iran’s state broadcaster reported that a draft framework being negotiated with the U.S. includes restoring commercial shipping to prewar levels within a month. President Trump, speaking at a cabinet meeting, signaled that he was prepared to keep negotiating but didn’t exclude further military action.