Q
QuantAbundanciaAbundance, Quantified.

News

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

25,077 signal articles · 239 in last 24h · 119,615 total before filter · latest 26m ago
239last 24h
1467last 7d
246● bullish (7d)
158● bearish (7d)
205publishers
AllMacro277Earnings561M&A106Regulatory20Product13Analyst23
✕ clear all filterssentiment: neutralSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Broadcom (AVGO) And Google’s $200 Billion AI Build Put Its Chip Role In Focus
Simply Wall St.15d agoneutral
Broadcom (AVGO) And Google’s $200 Billion AI Build Put Its Chip Role In Focus

Google is arranging up to $200b in Wall Street financing to expand AI infrastructure in partnership with Anthropic. Broadcom (NasdaqGS:AVGO) is identified as a key AI chip supplier within this build out. The financing plan signals large scale demand for specialized hardware that supports AI training and inference. Broadcom sits at the center of this story as a core supplier to one of the largest AI infrastructure programs currently reported. The stock trades at $392.23 and has returned...

Vertiv (VRT) Teams Up With Bitzero For Next Generation Data Center Buildout
Simply Wall St.15d agoneutral
Vertiv (VRT) Teams Up With Bitzero For Next Generation Data Center Buildout

Vertiv Holdings Co (NYSE:VRT) announced a new collaboration with Bitzero focused on next generation data center infrastructure. The partnership is aimed at supporting advanced computing demands including AI, high performance computing, and hyperscale data centers. Bitzero plans to use Vertiv's power and thermal management expertise to build more capable environments for demanding workloads. Vertiv sits at the heart of the data center hardware stack, with a focus on power, cooling, and...

GameStop (GME) Stock Looks Undervalued On Earnings But Mixed Overall
Simply Wall St.15d agoneutral
GameStop (GME) Stock Looks Undervalued On Earnings But Mixed Overall

GameStop stock has had a tough run over the past few years, yet current valuation checks and recent capital moves mean the story is not as simple as a stock that has just fallen out of favour. The recent decision to exchange convertible notes for equity adds another angle for investors trying to work out what the current share price really reflects. Over the last 5 years, GameStop shareholders have seen the share price decline about 51.5%, which puts the focus squarely on whether today’s...

Costco (COST) Pushes Further Into GLP 1 Weight Loss Prescriptions
Simply Wall St.15d agoneutral
Costco (COST) Pushes Further Into GLP 1 Weight Loss Prescriptions

Costco Wholesale is accelerating its entry into the weight loss drug market through GLP-1 prescriptions and related healthcare services. The company is moving alongside Walmart and Amazon as retailers compete to attract customers seeking access to these treatments. Industry cutbacks on employer drug coverage are pushing more patients toward direct-to-consumer fulfillment programs. This shift could influence how Costco uses its membership model and pharmacy network to engage customers and...

Space Exploration Technologies (SPCX) Heads Into First Earnings, Is It Still Overvalued?
Simply Wall St.15d agoneutral
Space Exploration Technologies (SPCX) Heads Into First Earnings, Is It Still Overvalued?

Space Exploration Technologies (SPCX) is heading into a key moment, with its first quarterly earnings as a public company scheduled for August 4 at 4:00 PM US Eastern Standard Time. See our latest analysis for Space Exploration Technologies. Since listing in June, Space Exploration Technologies has seen sharp swings in sentiment, with the 30 day share price return down 29.30% and the year to date share price return down 28.84%. This comes despite a 1 day share price return of 5.68% ahead of...

Zscaler (ZS) Could Be 20% Undervalued Following Its Special Call
Simply Wall St.15d agoneutral
Zscaler (ZS) Could Be 20% Undervalued Following Its Special Call

Why Zscaler Stock Is Back in Focus After a Special Call Zscaler (ZS) has moved back onto investors’ radar after a recent special call, drawing attention to the stock’s latest 2.16% daily gain and its upcoming earnings release. See our latest analysis for Zscaler. For context, Zscaler’s 11.26% 90 day share price return contrasts with a year to date share price decline of 29.97% and a 1 year total shareholder return decline of 45.22%. This points to improving short term momentum after a tougher...

To Understand Why the U.S. Helped Prop Up the Yen, Look at This Chart
The Wall Street Journal15d agoneutral
To Understand Why the U.S. Helped Prop Up the Yen, Look at This Chart

For the U.S., a weak yen is a potential problem because Japan is the world’s biggest single holder of U.S. Treasurys. With bond yields already high, the last thing Treasury Secretary Scott Bessent wants is more upward pressure from Japan selling down its U.

CoreWeave expands into Indonesia, announces first data center in Asia-Pacific
Reuters15d agoneutral
CoreWeave expands into Indonesia, announces first data center in Asia-Pacific

AI cloud computing company CoreWeave said on Tuesday it is expanding into Indonesia and adding three ‌new facilities in the country, marking the firm's first ‌data-center presence in the Asia Pacific region. CoreWeave has benefited from a surge in demand ​for AI cloud infrastructure globally, as tech companies rush to secure the hardware and cloud capacity needed to develop and run AI systems. The company has been investing heavily in its data-center footprint ‌to cater to the ⁠demand.