QuantAbundanciaAbundance, Quantified.

News

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

23,174 signal articles · 359 in last 24h · 110,767 total before filter · latest 19m ago
359last 24h
2379last 7d
429● bullish (7d)
221● bearish (7d)
202publishers
AllMacro259Earnings1447M&A99Regulatory17Product17Analyst22
✕ clear all filtersticker: ASMLSentiment:bullishneutralbearishshow all (incl. clickbait)
FNDF Pays Twice Yearly From 800 Global Companies, But Tariffs and Oil Prices Threaten Payouts
24/7 Wall St.43d agoneutral
FNDF Pays Twice Yearly From 800 Global Companies, But Tariffs and Oil Prices Threaten Payouts

The Schwab Fundamental International Large Company Index ETF (NYSEARCA:FNDF) pays a semi-annual distribution sourced from dividends of developed-market companies outside the United States. The question for income-focused holders is whether that stream remains durable as energy, banking, and pharma cash flows shift under tariff pressure and Middle East disruption. FNDF tracks the Russell RAFI Developed ... FNDF Pays Twice Yearly From 800 Global Companies, But Tariffs and Oil Prices Threaten Payou

South Korean chip shares surge after Micron flags strong AI-related demand
Reuters48d agobullish
South Korean chip shares surge after Micron flags strong AI-related demand

South Korean semiconductor shares rallied on Thursday after U.S. memory chipmaker Micron ‌Technology's quarterly results and forecast beat expectations, boosting optimism ‌over sustained demand for AI-related chips. Shares of SK Hynix and Samsung Electronics rose ​as much as 11.6% and 6.2%, respectively, in early trade, tracking a rally in U.S. chip stocks after Micron's earnings and outlook reinforced confidence in the memory sector. The rally also followed SK ‌Hynix's announcement on Wednesday ⁠of plans to raise up to 45.45 trillion won ($29.52 billion) through a secondary listing on Nasdaq, ⁠as it seeks to capitalise on strong investor appetite for AI stocks.

Micron and Qualcomm forecasts ignite $400 billion AI chip stock rally
Reuters48d agobullish
Micron and Qualcomm forecasts ignite $400 billion AI chip stock rally

Shares of chipmakers surged late on Wednesday, adding over $400 billion in market ‌value after strong forecasts from Micron Technology and Qualcomm ‌breathed fresh life into Wall Street's recently waning AI stock rally. Micron surged ​12% in extended trade after forecasting quarterly earnings above analysts' estimates, signaling that heavy investments in AI-related infrastructure will drive strong demand for its memory chips. Also after the bell, Qualcomm ‌said it expects $15 billion ⁠in sales from its data center business by 2029 as it moves beyond its core smartphone ⁠chip business and shifts its focus to AI.

If the Fed Cuts Again, IEFA Could Rally Further. Here’s Your Monitoring Checklist.
24/7 Wall St.49d agoneutral
If the Fed Cuts Again, IEFA Could Rally Further. Here’s Your Monitoring Checklist.

The iShares Core MSCI EAFE ETF (NYSEARCA:IEFA) has quietly become one of the best-performing core holdings in U.S. investor portfolios this year, climbing roughly 10.5% year to date and roughly 24% over the past 12 months to around $97. With 7 basis points in fees and roughly 2,500 developed-market holdings across Europe, Japan, and Australia, ... If the Fed Cuts Again, IEFA Could Rally Further. Here’s Your Monitoring Checklist.

Bloomberg53d agoneutral
Stocks Slide as Focus Shifts to Iran Deal Hurdles: Markets Wrap

(Bloomberg) -- Global stocks are ending a strong week on a cautious note as relief over an interim peace deal between the US and Iran gave way to a focus on the significant hurdles that remain to secure a lasting agreement.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingTrump Blows Through His Iran Red Lines in Justifying Peace DealUS and Iran Delay Nuclear Talks as Lebanon Clashes WorsenUS Tells ASML It’s

Bloomberg53d agoneutral
US Tells ASML It’s Concerned China May Have Top Chip Tool

(Bloomberg) -- Dutch chip-equipment giant ASML Holding NV is contending with its biggest challenge yet under the Trump administration: In a series of recent meetings, Commerce Secretary Howard Lutnick outlined concerns to ASML’s senior leaders that one of its top-of-the-line machines may have made its way into China, in violation of US-led export restrictions.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump Meeting

US tells ASML it is concerned China may have top chip tool, Bloomberg News reports
Reuters54d agobearish
US tells ASML it is concerned China may have top chip tool, Bloomberg News reports

U.S. Commerce Secretary Howard ‌Lutnick outlined ‌concerns to Dutch chip-equipment ​firm ASML's senior leaders that one of its top-of-the-line ‌machines may ⁠have made its way into ⁠China, in violation of U.S.-led export ​restrictions, ​Bloomberg ​News reported ‌on Thursday. In a series of meetings, Lutnick expressed concern to ASML executives over ‌the firm's ​extreme ultraviolet ​lithography, ​or EUV ‌machines, the report ​added, ​citing people familiar with the matter. (Reporting ​by ‌Anusha Shah in ​Bengaluru; Editing by ​Muralikumar Anantharaman)

SpaceX stock gains, space companies fall, chips mixed on IPO news
Yahoo Finance Video60d agobearishVIDEO
SpaceX stock gains, space companies fall, chips mixed on IPO news

Yahoo Finance Senior Reporter Brooke DiPalma joins Market Domination to tackle today's top trending tickers, including the momentum driving SpaceX (SPCX) shares in Friday's session after the company's IPO, the impact it is having on other space stocks Virgin Galactic (SPCE) and Rocket Lab (RKLB), and how semiconductor stocks such as Micron Technology (MU) and Nvidia (NVDA) are moving on the historic public offering.

Musk to Address ASML Event as SpaceX IPO Nears and Terafab Plans Advance (SPCX)
InvestorsHub61d agoneutral
Musk to Address ASML Event as SpaceX IPO Nears and Terafab Plans Advance (SPCX)

Elon Musk is set to make a virtual appearance at a technology event hosted by semiconductor equipment leader ASML on Thursday, where he is expected to discuss Terafab, his proposed large-scale semiconductor manufacturing project designed to supply chips for Tesla (NASDAQ:TSLA) and SpaceX (NASDAQ:SPCX). The appearance comes as investors await the pricing of SpaceX’s initial public offering, which is expected later on Thursday and could become the largest IPO ever completed.

Musk to speak at chip tool giant ASML event ahead of SpaceX IPO
Reuters61d agoneutral
Musk to speak at chip tool giant ASML event ahead of SpaceX IPO

Elon Musk is expected to appear virtually at an event by computer chip ‌equipment giant ASML on Thursday to discuss Terafab, his ‌plan for a massive chipmaking plant to supply Tesla and IPO-bound SpaceX. The pricing of ​the initial public offering of Musk's SpaceX, potentially the largest ever, is expected later on Thursday. "Musk will share his vision on AI, robotics, space, and semiconductor manufacturing," an ASML spokesperson said in a statement.

Wall Street Bank Warns SpaceX IPO Could Trigger Large Sell-Off in Popular Semiconductor Stocks
24/7 Wall St.64d agobearish
Wall Street Bank Warns SpaceX IPO Could Trigger Large Sell-Off in Popular Semiconductor Stocks

BNP Paribas is warning clients that this week’s SpaceX IPO could do something the AI rally has not yet had to absorb: force a wave of selling in the very semiconductor stocks that have driven the market higher. Retail investors are expected to be heavy buyers of the IPO, and they will need to raise ... Wall Street Bank Warns SpaceX IPO Could Trigger Large Sell-Off in Popular Semiconductor Stocks