Q
QuantAbundanciaAbundance, Quantified.

News

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

24,110 signal articles · 335 in last 24h · 114,394 total before filter · latest 59m ago
335last 24h
1908last 7d
301● bullish (7d)
166● bearish (7d)
205publishers
AllMacro316Earnings975M&A100Regulatory23Product18Analyst22
✕ clear all filtersticker: AVGOSentiment:bullishneutralbearishshow all (incl. clickbait)
Musk says SpaceX could bring $1 trillion in revenue by 2030
Reuters60d agoneutral
Musk says SpaceX could bring $1 trillion in revenue by 2030

Elon Musk said on Sunday that his rocket company, SpaceX, ‌could bring in $1 trillion in revenue ‌by 2030, making the statement two days after the ​company went public, valuing it at over $2 trillion. "And I would be surprised if revenue is not greater than $1T in 2031," he ‌wrote on his ⁠social media platform X, replying to journalist and financial commentator Jon Erlichman. SpaceX ⁠on Friday became the sixth-largest U.S. firm, cementing Musk's status as the world's first ​trillionaire.

AMZNAVGOSPCX
SpaceX stock gains, space companies fall, chips mixed on IPO news
Yahoo Finance Video62d 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.

ASMLAVGOBAINTCLMTMUNVDAQCOM+5
SpaceX Holds Most IPO Gains; It's Already The Sixth-Largest Company
Investor's Business Daily62d agoneutral
SpaceX Holds Most IPO Gains; It's Already The Sixth-Largest Company

Shares of SpaceX traded around the middle of Friday's price range, as the most hyped IPO in years finally arrived in the broad stock market and immediately became one of the largest companies in the world. The IPO raised $75 billion, making it the largest initial public offering in history. It also values the company at roughly $1.8 trillion initially.

AVGOMETA
Retail Is Cashing Out Of Micron, AMD, AI Stocks Ahead Of SpaceX IPO
Benzinga64d agoneutral
Retail Is Cashing Out Of Micron, AMD, AI Stocks Ahead Of SpaceX IPO

Retail investors are liquidating some of the biggest winners in the AI trade to raise cash for Friday’s SpaceX (SPCX) IPO, and the selling pressure is landing hardest on semiconductors. MU stock is moving. See the chart and price action here. Data from Vanda Research shows individual investors net sold equities for three consecutive days through Wednesday — the first such stretch since March 2020, according to CNBC. On Monday alone, retail pulled the most capital from individual stocks since Nov

AMDAVGOMU
Reuters64d agoneutral
KKR launches $10 billion AI infrastructure company with Nvidia, Vistra

A KKR-led group on Thursday launched a new company with more than $10 billion in committed ‌capital to finance the build-out of AI infrastructure, ‌the latest effort by an alternative asset manager to capitalize on growing demand ​for AI services. The Kuwait Investment Authority, AI chip giant Nvidia and utility firm Vistra are anchor investors in the company, called Helix Digital Infrastructure, which is led by former Amazon Web ‌Services CEO Adam Selipsky. Nvidia will help Helix with its expertise in designing AI data-centers, while Vistra will be the preferred power provider.

AVGOVST
Retail Traders Dump Big Tech to Raise ‘Dry Powder’ to Buy SpaceX
Bloomberg64d agobullish
Retail Traders Dump Big Tech to Raise ‘Dry Powder’ to Buy SpaceX

(Bloomberg) -- Retail traders’ infatuation with high-flying computer memory and storage companies is fading now that the next big thing — SpaceX’s initial public offering — is on the way. Most Read from BloombergXbox Plans Significant Layoffs as New CEO Plans OverhaulHouse Republican Says Hegseth’s D-Day Remarks ‘Inappropriate’US Strikes Iran in Trump Escalation Over Stalled Peace TalksTech Stocks Sink as Oil Jumps on US-Iran Jitters: Markets WrapOracle Falls After Data Center Costs Overshadow A

AMDAVGOJPMMUQCOMSMCIWFC
How Wild the Market’s Bet on AI Really Is
The Wall Street Journal64d agoneutral
How Wild the Market’s Bet on AI Really Is

Initial public offerings of AI giants were seen by many investors as a can’t miss opportunity, but it’s little wonder markets are getting cold feet. Say it was a hot spring in New York and you wanted to place a bet on Polymarket about the temperature reaching 100 degrees in Central Park this month.

AVGOPLTR
US stocks tumble, dragged by tech and Iran war worries
Reuters Videos64d agobearishVIDEO
US stocks tumble, dragged by tech and Iran war worries

<body><p>STORY: Wall Street's main indexes tumbled on Wednesday, with the Dow dropping almost 1.9%, the S&P 500 shedding 1.6% and the Nasdaq falling nearly 2%.</p><p>:: Archive</p><p>Renewed tensions in the Middle East added to investor uncertainty, with President Donald Trump saying the U.S. would attack Iran again "very hard" following a significant exchange of fire overnight.</p><p>Chip makers continued to drag on the market, extending their recent declines. Shares of Nvidia lost more than 3.5%, while Broadcom dropped more than 5%.</p><p>Gina Martin Adams is chief market strategist at HB Wealth.</p><p>"We've had a pretty tough go for the last few days in the equity market, really starting in the middle of last week. We started to see a little bit of rotation out of technology stocks as the earnings season is finally finished. That was clearly the big catalyst for gains. Now we're starting to see markets react a little bit to friction that has reemerged in the Middle East. So you've got two different influences on the equity market right now. Investors are rotating out of tech after the enormous run that it had had since the end of March, and Middle East tensions, which are flaring up again."</p><p>:: Oracle</p><p>In other tech names, shares of Oracle, down more than 2% at the close, dropped further in extended trading after&nbsp;</p><p>the company reported quarterly revenue that narrowly beat Wall Street expectations. Its results came amid concerns about Oracle's spending and AI-driven disruption to traditional software demand. The company also said it expects to raise nearly $40 billion through a combination of debt and equity financing in fiscal 2027.</p><p>:: Archive</p><p>Shares of Super Micro Computer nosedived 28% after the company announced plans to raise $7 billion through a series of equity and equity-linked transactions to fund component purchases for its growing AI server demand.</p><p>:: Archive</p><p>And shares of trucking companies dipped after Amazon announced an expansion of its freight services, with shares of J.B. Hunt, XPO and Old Dominion all suffering losses.</p><p>Meanwhile, data from the Labor Department showed U.S. consumer prices increased 4.2% in the 12 months through May, the largest gain since April of 2023.</p><p>While the Federal Reserve is widely expected to hold interest rates steady at its policy meeting next week, investors are now pricing in at least one rate hike by the end of the year.</p></body>

AVGONVDA^DJI^GSPC^IXIC
Strategist explains why stocks can continue climbing
Yahoo Finance Video64d agoneutralVIDEO
Strategist explains why stocks can continue climbing

U.S. Bank Asset Management Group National Investment Strategist Tom Hainlin joins Josh Lipton on Market Domination Overtime to discuss the key forces that could continue driving stocks higher despite a hotter-than-expected CPI report, escalating tensions between the U.S. and Iran, and a recent sell-off in technology shares.

AVGOSPCX^GSPC
Is Oracle's Q4 earnings the next big test for AI trade?
Yahoo Finance Video65d agoneutralVIDEO
Is Oracle's Q4 earnings the next big test for AI trade?

The AI trade continues to stand on unsteady ground this week as semiconductor stocks waver. Oracle's (ORCL) fiscal fourth quarter earnings are due out after Wednesday's market close, which could ultimately be a tipping point for the AI sector. JonesTrading chief market strategist Michael O'Rourke speaks with Yahoo Finance Executive Editor Brian Sozzi about his outlook on the AI sector.

AVGOMUNVDAORCLSPCX^GSPC
Broadcom CEO unnerves biggest AI backers in rattling pivot
TheStreet65d agoneutral
Broadcom CEO unnerves biggest AI backers in rattling pivot

Broadcom (AVGO) just posted the kind of quarter most chipmakers can only dream about. Record revenue, AI sales up triple digits, and a growing roster of marquee customers. Then the stock fell. Shares of Broadcom dropped 12.59% on June 4 to close at $418.91, the steepest one-day fall in over a year. ...

AVGO
SMH ETF Investors: Watch Hyperscaler Capex Guidance at July Earnings Calls
24/7 Wall St.65d agoneutral
SMH ETF Investors: Watch Hyperscaler Capex Guidance at July Earnings Calls

The VanEck Semiconductor ETF (NYSEARCA:SMH) closed Friday at $599, capping a stretch in which SMH has returned roughly 146% over the past year and tacked on nearly 20% in May alone. SMH is up about 66% year to date, and the rally has been driven less by NVIDIA than most holders assume. Because the fund ... SMH ETF Investors: Watch Hyperscaler Capex Guidance at July Earnings Calls

AMDAMZNAVGOGOOGGOOGLINTCMETAMSFT+4
Bank of America aggressively revamps Oracle stock price target
TheStreet65d agoneutral
Bank of America aggressively revamps Oracle stock price target

Most people don't think about Oracle the way they think about Nvidia or Broadcom. It doesn't have the same flashy artificial intelligence (AI) narrative. It started as a CIA database project in 1977. For decades, it was the unglamorous but indispensable backbone of enterprise computing. Then the ...

AVGONVDAORCL
JPMorgan resets Broadcom stock price target
TheStreet65d agoneutral
JPMorgan resets Broadcom stock price target

When a Wall Street heavyweight tells you a $1.8 trillion company still looks cheap, it's worth slowing down to understand why. That's roughly the message coming out of JPMorgan (JPM) this month. Fresh off Broadcom's latest earnings, the bank didn't just nudge its outlook higher. It made a ...

AVGOGOOGGOOGLJPMMETA
1 Under-the-Radar Reason to Hold Broadcom Stock After Its Historic 14% Earnings Crash
24/7 Wall St.65d agobearish
1 Under-the-Radar Reason to Hold Broadcom Stock After Its Historic 14% Earnings Crash

At $396.60, Broadcom (NASDAQ:AVGO) is a Hold. The stock just suffered its second-largest negative earnings day reaction in nine quarters, and the reason behind it deserves more attention than the headline number. Broadcom designs custom AI accelerators, networking silicon, and infrastructure software for hyperscaler buildouts. Fiscal Q2 delivered strong results: revenue hit $22.19 billion, up ... 1 Under-the-Radar Reason to Hold Broadcom Stock After Its Historic 14% Earnings Crash

AVGO
Apollo, Blackstone back Anthropic's $35 billion capacity expansion in new Broadcom tie-up
Reuters66d agoneutral
Apollo, Blackstone back Anthropic's $35 billion capacity expansion in new Broadcom tie-up

Apollo and Blackstone are financing a $35 billion expansion of AI computing capacity for Anthropic using Broadcom's custom chips ‌and networking solutions as part of a tie-up between the ‌asset managers and the chipmaker. The initial commitment will expand the Claude Code creator's AI computing ​capacity by one gigawatt, the companies said on Tuesday. The capacity is expected to be deployed at Fluidstack-operated sites beginning mid-2026, with the cloud computing company providing the physical ‌data-center infrastructure that will ⁠run Anthropic's AI systems.

AVGOMETA