QuantAbundanciaAbundance, Quantified.

News

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

22,396 signal articles · 197 in last 24h · 107,573 total before filter · latest 48m ago
197last 24h
2529last 7d
494● bullish (7d)
238● bearish (7d)
200publishers
AllMacro211Earnings1568M&A121Regulatory16Product9Analyst25
✕ clear all filtersticker: AAPLSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Apple Will Run Advanced AI Model on Nvidia GPUs via Google Cloud, Ditching Private Infrastructure
24/7 Wall St.59d agoneutral
Apple Will Run Advanced AI Model on Nvidia GPUs via Google Cloud, Ditching Private Infrastructure

Apple (NASDAQ:AAPL), the most vertically integrated company in tech, is turning to Nvidia and Google Cloud to power its most advanced AI workloads. According to CNBC’s MacKenzie Sigalos, Apple software chief Craig Federighi confirmed that the company’s new frontier language model, FM Cloud Pro, will run on Nvidia GPUs hosted in Google Cloud for agentic ... Apple Will Run Advanced AI Model on Nvidia GPUs via Google Cloud, Ditching Private Infrastructure

Alphabet’s AI Spend, Waymo Expansion And Search Shifts Weigh On Valuation
Simply Wall St.59d agoneutral
Alphabet’s AI Spend, Waymo Expansion And Search Shifts Weigh On Valuation

Alphabet (NasdaqGS:GOOGL) agreed to a multi year AI cloud deal with SpaceX, paying US$920 million per month through June 2029 for access to 110,000 Nvidia GPUs. Waymo acquired a 5,500 acre autonomous vehicle testing site in Arizona that was previously used by Apple for self driving development. Google introduced Search profiles, giving publishers and creators dedicated pages in Google Search that may affect how content is discovered and monetized. These moves touch three core areas for...

Elon Musk Says He’s Building a Chip “2 to 3 Times” Better Than NVIDIA at 10% The Cost. Is He Bluffing?
24/7 Wall St.59d agoneutral
Elon Musk Says He’s Building a Chip “2 to 3 Times” Better Than NVIDIA at 10% The Cost. Is He Bluffing?

Tesla (NASDAQ:TSLA) CEO Elon Musk dropped a striking claim during a recent conversation with Baron Capital founder Ron Baron, circulated widely after being posted to X by @carm1nee. Musk said he is building a chip that will be “two to three times better than NVIDIA” at 10% of the cost, with a specific focus on ... Elon Musk Says He’s Building a Chip “2 to 3 Times” Better Than NVIDIA at 10% The Cost. Is He Bluffing?

Elon Musk Just Created $26 Billion a Year for SpaceX Days Before the IPO
24/7 Wall St.59d agoneutral
Elon Musk Just Created $26 Billion a Year for SpaceX Days Before the IPO

The market is gearing up for a SpaceX IPO on June 12, and it feels like yesterday that the business confidentially filed for its IPO. That was on April 1 this year. You would expect quiet action since then, but the space-AI hybrid is accelerating before the ticker goes live. SpaceX has signed two monster ... Elon Musk Just Created $26 Billion a Year for SpaceX Days Before the IPO

Prominent Tech Investor: ‘When We Were Buying Nvidia in 2023, We Were Paying 4 Times Earnings’
24/7 Wall St.59d agobullish
Prominent Tech Investor: ‘When We Were Buying Nvidia in 2023, We Were Paying 4 Times Earnings’

Alex Sacerdote, founder of Whale Rock Capital, dropped a line on a recent Invest Like the Best episode that stopped listeners cold: “When we were buying Nvidia in 2023, we were paying 4 times earnings. When we bought Tesla in 2019 for the car S-curve, we were paying 5 times earnings. When we were owning ... Prominent Tech Investor: ‘When We Were Buying Nvidia in 2023, We Were Paying 4 Times Earnings’

Apple shares slip as analysts offer mixed read on WWDC AI progress
Proactive59d agoneutral
Apple shares slip as analysts offer mixed read on WWDC AI progress

Apple Inc (NASDAQ:AAPL, XETRA:APC) shares were down 4% on Tuesday afternoon after the company's annual developer conference left some investors questioning the pace of its artificial intelligence rollout, even as analysts broadly viewed the event as a step forward. At its Worldwide Developers...

Palantir vs. Apple: Which Stock Offers More Upside in 2026?
24/7 Wall St.59d agoneutral
Palantir vs. Apple: Which Stock Offers More Upside in 2026?

Apple (NASDAQ: AAPL) and Palantir (NASDAQ: PLTR) both posted their eighth straight EPS beat this spring, but the businesses behind the numbers could not look more different. Apple is selling more iPhone 17 units to a 2.5 billion device installed base. Palantir is signing AI deployment contracts at a pace that doubled its U.S. business. ... Palantir vs. Apple: Which Stock Offers More Upside in 2026?

Where Alphabet Stock Is Most Exposed
Trefis60d agoneutral
Where Alphabet Stock Is Most Exposed

After a strong run that has left the stock near its high, it’s easy for Alphabet (GOOGL) investors to focus on the rapid growth in AI and the cloud. But with expectations this high, the most important number to watch may not be a growth rate. It’s a measure of profitability that has quietly stretched to a level that warrants a closer look: the net profit margin.

Apple WWDC: Can Rebuilt Siri Finally Prove Two-Year AI Vision Pays Off?
24/7 Wall St.60d agoneutral
Apple WWDC: Can Rebuilt Siri Finally Prove Two-Year AI Vision Pays Off?

Apple (NASDAQ:AAPL) finally put its rebuilt Siri on the WWDC stage on Monday, June 8, and the market verdict was swift. The stock spiked 3% during the keynote and flipped negative at the top of the hour, as investors concluded the long-awaited AI reveal landed roughly on par with what Alphabet (NASDAQ:GOOGL) already offers through ... Apple WWDC: Can Rebuilt Siri Finally Prove Two-Year AI Vision Pays Off?

Qualcomm Drops 8% on ByteDance ASIC Deal, Marvell Falls 10% as Custom-Silicon Stocks Slide
24/7 Wall St.60d agobearish
Qualcomm Drops 8% on ByteDance ASIC Deal, Marvell Falls 10% as Custom-Silicon Stocks Slide

Shares of Qualcomm (NASDAQ:QCOM) are down 8% to $201 in Tuesday morning trading, while Marvell Technology (NASDAQ:MRVL) shares are off 10% to $260. The catalyst centers on news that ByteDance is moving forward with a custom AI silicon (ASIC) deal that touches Qualcomm directly, reshaping the merchant custom-silicon narrative across the sector. The selling action ... Qualcomm Drops 8% on ByteDance ASIC Deal, Marvell Falls 10% as Custom-Silicon Stocks Slide