Q
QuantAbundanciaAbundance, Quantified.

News

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

26,732 signal articles · 255 in last 24h · 128,421 total before filter · latest 14m ago
255last 24h
1281last 7d
203● bullish (7d)
121● bearish (7d)
206publishers
AllMacro277Earnings503M&A86Regulatory18Product12Analyst16
✕ clear all filterssentiment: neutralSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Novavax (NVDA) Could Be 44% Undervalued Following Its Licensing Pivot And Cyclospora Focus
Simply Wall St.23d agoneutral
Novavax (NVDA) Could Be 44% Undervalued Following Its Licensing Pivot And Cyclospora Focus

Why Novavax’s Licensing Pivot and Cyclospora Focus Matter Now Novavax (NVAX) is in the spotlight after shifting away from direct COVID-19 vaccine sales toward licensing its Matrix-M adjuvant, while investors also weigh Cyclospora outbreak headlines and the upcoming second-quarter earnings release. See our latest analysis for Novavax. At a share price of $7.66, Novavax has seen a 3.37% 1 day share price return and a 4.36% 7 day share price return, although the 30 day share price return is down...

Is Lumentum (LITE) Quietly Redefining Its Moat With This Post-Retirement Quality Guru Arrangement?
Simply Wall St.23d agoneutral
Is Lumentum (LITE) Quietly Redefining Its Moat With This Post-Retirement Quality Guru Arrangement?

In late July 2026, Lumentum Holdings Inc. disclosed that long-serving Executive Vice President of Global Reliability & Quality Vincent Retort plans to retire in October 2026, then remain with the company for two years as a consultant while his existing equity awards continue to vest as long as he provides services. This transition keeps deep reliability and quality expertise inside Lumentum at a time when customers are increasingly focused on secure, high-performance optical components for...

Stocks Supported by Stellar Earnings
Barchart23d agoneutral
Stocks Supported by Stellar Earnings

The S&P 500 Index ($SPX ) (SPY ) today is up +0.31%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +1.05%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.03%. September E-mini S&P futures (ESU26 ) are up +0.33%, and September E-mini Nasdaq futures...

Kratos Defense & Security Solutions (KTOS) Could Be 65% Below Fair Value On Raised 2026 Outlook
Simply Wall St.23d agoneutral
Kratos Defense & Security Solutions (KTOS) Could Be 65% Below Fair Value On Raised 2026 Outlook

Kratos Defense & Security Solutions (KTOS) just delivered second quarter 2026 results that came in above earlier expectations for revenue and adjusted EBITDA, and management raised full year revenue and organic growth outlooks. See our latest analysis for Kratos Defense & Security Solutions. Kratos Defense & Security Solutions’ latest earnings and raised guidance arrived after a weak stretch for the stock, with the share price down 34.6% year to date despite a very large 3 year total...

Recursion Pharmaceuticals (RXRX) Is Up 11.4% After Mixed Q2 Results And Genentech Milestone Update
Simply Wall St.23d agoneutral
Recursion Pharmaceuticals (RXRX) Is Up 11.4% After Mixed Q2 Results And Genentech Milestone Update

Recursion Pharmaceuticals, Inc. reported its Q2 2026 results, with revenue falling to US$7.67 million from US$19.22 million a year earlier, while its net loss narrowed to US$131.01 million and loss per share improved to US$0.25. Alongside these figures, the company highlighted progress on its AI-enabled drug discovery platform, including Genentech advancing a neuroscience target into joint early discovery and updates on REC-4881 Phase 2 data and the upcoming REC-7735 clinical trial. With...

Lockheed Martin (LMT) Tests AI Intercepts, Is The Stock Still Cheap?
Simply Wall St.23d agoneutral
Lockheed Martin (LMT) Tests AI Intercepts, Is The Stock Still Cheap?

Lockheed Martin (LMT) has become a fresh talking point for investors after its Skunk Works unit and the U.S. Air Force Test Pilot School used an onboard AI agent to execute 27 sensor-driven air intercepts. See our latest analysis for Lockheed Martin. Against this backdrop of AI testing success and major missile and interceptor contracts, Lockheed Martin’s share price has moved to US$589.33, with a 30-day share price return of 7.95% and year-to-date share price return of 18.56%, while the...

Cipher Digital (CIFR) Stock Fair Value Edges Higher After Analyst Views On AI And Mining
Simply Wall St.23d agoneutral
Cipher Digital (CIFR) Stock Fair Value Edges Higher After Analyst Views On AI And Mining

Analyst price targets for Cipher Digital currently span a wide band from about US$25 to US$53.50, with many frameworks clustering around a Fair Value figure close to US$32.79 per share. Much of this centers on how research views Cipher Digital’s mix of high performance computing and bitcoin mining, its power access, and the strength of its leasing pipeline with hyperscalers and other tenants. As you read on, you will see how to track these shifting assumptions and what they can mean for your...

Philip Morris International (PM) Opens Its Largest US Manufacturing Campus For ZYN
Simply Wall St.23d agoneutral
Philip Morris International (PM) Opens Its Largest US Manufacturing Campus For ZYN

Philip Morris International opened a new manufacturing campus in Aurora, Colorado, its largest investment in the U.S. to date. The facility expands domestic production capacity for modern nicotine products, including nicotine pouches sold under the ZYN brand. The Aurora campus is fully integrated, supporting production, logistics, and distribution for the company’s U.S. operations. For investors tracking Philip Morris International, NYSE:PM, the Aurora opening adds context to a stock that...

Amazon's Zoox to start paid robotaxi rides in Vegas next week
Reuters23d agoneutral
Amazon's Zoox to start paid robotaxi rides in Vegas next week

Amazon's Zoox will begin paid rides in Las Vegas next week, the company said on Wednesday, days after the U.S. ‌road safety agency allowed commercial deployment of its robotaxis that run without human ‌controls. Zoox, whose electric carriage-style vehicle has two rows of inward-facing seats, has been carrying passengers in Las Vegas, ​San Francisco, Austin and Miami for free as part of testing. Zoox will ‌start charging passengers in Las ⁠Vegas from Monday, with pricing similar to the "comfort" tier offered by other ride-hailing companies, it said in a statement.

GlobalFoundries Q2 Earnings Call Highlights
MarketBeat23d agoneutral
GlobalFoundries Q2 Earnings Call Highlights

GlobalFoundries (NASDAQ:GFS) reported second-quarter fiscal 2026 revenue of $1.786 billion, up 9% sequentially and 6% from a year earlier, as demand for communications infrastructure and data-center applications helped drive growth and margin expansion. Chief Executive Officer Tim Breen said revenu

Extreme Networks Q4 Earnings Call Highlights
MarketBeat23d agoneutral
Extreme Networks Q4 Earnings Call Highlights

Extreme Networks (NASDAQ:EXTR) reported fourth-quarter fiscal 2026 revenue of $339 million, up 10% from a year earlier and 7% sequentially, as the networking company cited continued product demand, higher gross margins and growing adoption of its Extreme Platform ONE platform. For the full fiscal y

EVgo Q2 Earnings Call Highlights
MarketBeat23d agoneutral
EVgo Q2 Earnings Call Highlights

EVgo (NASDAQ:EVGO) reported second-quarter 2026 revenue of $83 million, down 16% from a year earlier, as growth in its core charging network was offset by declines in its eXtend and autonomous-vehicle-related businesses. The company posted an adjusted EBITDA loss of $10.6 million, in line with its p