QuantAbundanciaAbundance, Quantified.

News

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

21,128 signal articles · 494 in last 24h · 103,894 total before filter · latest 1h ago
494last 24h
2489last 7d
473● bullish (7d)
249● bearish (7d)
197publishers
AllMacro218Earnings1479M&A143Regulatory15Product5Analyst29
✕ clear all filtersticker: SMHSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Is NVIDIA Corporation (NVDA) One of the Best Brain-Computer Interface Stocks to Buy?
Insider Monkey39d agobullish
Is NVIDIA Corporation (NVDA) One of the Best Brain-Computer Interface Stocks to Buy?

NVIDIA Corporation (NASDAQ:NVDA) is among the Best Brain-Computer Interface Stocks. On June 22, CNBC reported that NVIDIA Corporation (NASDAQ:NVDA) shares have underperformed in 2026. The firm rose about 12% compared with the VanEck Semiconductor ETF’s nearly 85% gain while slipping roughly 3% over the past month as investors are focusing on memory chips and infrastructure. The […]

Forget the AI Chipmakers. For 0.47% This Fund Owns the Companies Building the Data Centers
24/7 Wall St.39d agoneutral
Forget the AI Chipmakers. For 0.47% This Fund Owns the Companies Building the Data Centers

If you own VanEck Semiconductor ETF (NASDAQ:SMH) for AI exposure, you are betting on the same handful of chip designers everyone else holds. SMH is the default vehicle for the trade: a concentrated basket led by NVIDIA, Taiwan Semiconductor, and Broadcom that has produced the headline gains of the AI cycle. The case for owning ... Forget the AI Chipmakers. For 0.47% This Fund Owns the Companies Building the Data Centers

Are Thematic ETFs a $300B Trap for Everyday Investors?
etf.com41d agoneutral
Are Thematic ETFs a $300B Trap for Everyday Investors?

<p>It’s never been more important to look before you leap, at least for everyday investors looking to chase the most recent thematics-based trade. The real truth is that thematic ETF popularity isn’t translating into performance, and this week’s ETF Zoo crew digs into why. </p>

Famous Tech Investor Tom Lee: Yesterday’s SMH & SOXX Sell-Off Has Historically Led to an 88% Win Rate the Next Month
24/7 Wall St.42d agobearish
Famous Tech Investor Tom Lee: Yesterday’s SMH & SOXX Sell-Off Has Historically Led to an 88% Win Rate the Next Month

Tom Lee, Head of Research at Fundstrat Global Advisors, used a CNBC appearance on June 24, 2026 to argue that the latest sharp semiconductor pullback is the kind of dislocation long-term buyers should welcome. His core message: sharp one-day drops in the chip complex have historically marked mid-cycle dislocations inside bull markets. Lee’s framing matters ... Famous Tech Investor Tom Lee: Yesterday’s SMH & SOXX Sell-Off Has Historically Led to an 88% Win Rate the Next Month

Cantor’s CJ Muse Says a 2027 Memory Squeeze Could Power Micron’s Earnings Through 2028
24/7 Wall St.42d agoneutral
Cantor’s CJ Muse Says a 2027 Memory Squeeze Could Power Micron’s Earnings Through 2028

CJ Muse went on CNBC this morning and made the case that the memory cycle most investors are watching does not actually peak where they think it peaks. “The real takeaway for memory is that supply is going to be even tighter in 27 than 26,” the Cantor Fitzgerald semiconductor analyst said, “and because of ... Cantor’s CJ Muse Says a 2027 Memory Squeeze Could Power Micron’s Earnings Through 2028

SOXL’s 23% Single-Day Collapse Exposes the Real Price of 3X Leverage
24/7 Wall St.42d agoneutral
SOXL’s 23% Single-Day Collapse Exposes the Real Price of 3X Leverage

On June 23, 2026, SOXL fell 23.06% in a single session. The same day, iShares Semiconductor ETF (NASDAQ:SOXX) fell 7.88% and VanEck Semiconductor ETF (NASDAQ:SMH) fell 7.01%. That gap is the product you bought. The marketing calls it “3X daily.” Your brokerage statement calls it a $2,300 hole per $10,000. What you are actually paying ... SOXL’s 23% Single-Day Collapse Exposes the Real Price of 3X Leverage

Market Strategist Says AI Selloff Is ‘Just Profit-Taking,’ Not a Broken Story
24/7 Wall St.42d agobearish
Market Strategist Says AI Selloff Is ‘Just Profit-Taking,’ Not a Broken Story

Janet Mui, Head of Market Analysis at RBC Brewin Dolphin, used a CNBC appearance on Tuesday, June 23, to push back against the idea that the recent pullback in AI and semiconductor stocks signals that something is broken in the sector. She believes the move looks like classic profit-taking after a vertical run, with the ... Market Strategist Says AI Selloff Is ‘Just Profit-Taking,’ Not a Broken Story

Applied Optoelectronics Plunges 13%, Coherent Drops 9%, Lumentum Falls 8%: Has an Optics Valuation Reckoning Begun?
24/7 Wall St.43d agobearish
Applied Optoelectronics Plunges 13%, Coherent Drops 9%, Lumentum Falls 8%: Has an Optics Valuation Reckoning Begun?

Shares of optical and photonics suppliers are tumbling at midday Tuesday, with Applied Optoelectronics (NASDAQ:AAOI) stock leading the decline, down 13% to $149. Coherent (NYSE:COHR) stock is off 9% to $387, while Lumentum (NASDAQ:LITE) stock has slipped 8% to around $825. The selloff is sharp, but it arrives without a fresh company-specific catalyst from Applied ... Applied Optoelectronics Plunges 13%, Coherent Drops 9%, Lumentum Falls 8%: Has an Optics Valuation Reckoning Begun?

13 Investment Must Reads for This Week (June 23, 2026)
Wealth Management43d agoneutral
13 Investment Must Reads for This Week (June 23, 2026)

The Space X IPO contributed to a $83 billion inflow into U.S. equities. An Apollo private credit fund received redemption requests for 17% of its AUM, but the demand was largely driven by non-U.S. investors. These are among the investment must reads for financial advisors this week.