Q
QuantAbundanceAbundance, Quantified.

News

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

29,776 signal articles · 65 in last 24h · 148,360 total before filter · latest 16m ago
65last 24h
976last 7d
109● bullish (7d)
124● bearish (7d)
212publishers
AllMacro370Earnings115M&A99Regulatory8Product11Analyst10
✕ clear all filtersticker: CDWsentiment: neutralSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Is CDW’s (CDW) Muted Stock Reaction Masking a Shift in Its IT Services Strategy?
Simply Wall St.24d agoneutral
Is CDW’s (CDW) Muted Stock Reaction Masking a Shift in Its IT Services Strategy?

CDW recently reported a very strong Q2, with revenue growing 10% year on year and both revenue and EPS surpassing analyst estimates, even as the share price reaction was muted. At the same time, CDW has been expanding its capabilities and visibility through events and initiatives such as opening a new Calgary office focused on cybersecurity, managed services and AI, and participating in upcoming industry conferences including TechNet Augusta and Citi’s Global TMT Conference. We’ll now...

1 Mid-Cap Stock with Exciting Potential and 2 We Brush Off
StockStory32d agoneutral
1 Mid-Cap Stock with Exciting Potential and 2 We Brush Off

Mid-cap stocks have the best odds of scaling into $100 billion corporations thanks to their tested business models and large addressable markets. But the many opportunities in front of them attract significant competition, spanning from industry behemoths with seemingly infinite resources to small, nimble players with chips on their shoulders.

3 S&P 500 Stocks with Open Questions
StockStory34d agoneutral
3 S&P 500 Stocks with Open Questions

The S&P 500 (^GSPC) is often seen as a benchmark for strong businesses, but that doesn’t mean every stock is worth owning. Some companies face significant challenges, whether it’s stagnating growth, heavy debt, or disruptive new competitors.

5 Insightful Analyst Questions From CDW’s Q2 Earnings Call
StockStory36d agoneutral
5 Insightful Analyst Questions From CDW’s Q2 Earnings Call

CDW delivered revenue and non-GAAP earnings per share above Wall Street expectations in Q2, supported by robust demand for AI infrastructure and modernization projects across its Commercial, Government, and International segments. However, the market reacted negatively following the results, with management pointing to a pronounced shift in customer spending towards large-scale hardware and cloud investments that exerted pressure on gross margins. CEO Christine Leahy noted, “Customers are still

CDW (CDW) Could Be 8% Undervalued Following Record Earnings And CFO Retirement
Simply Wall St.44d agoneutral
CDW (CDW) Could Be 8% Undervalued Following Record Earnings And CFO Retirement

CDW (CDW) stock is reacting to a busy August 5 update that combined record second quarter results, a new quarterly dividend declaration, restructuring charges and the planned 2027 retirement of long-serving chief financial officer Albert J. Miralles. See our latest analysis for CDW. The sharp 1 day share price decline of 9.03% following CDW's earnings, dividend and CFO retirement update comes after a 90 day share price return of 27.13%, while the 1 year total shareholder return is down 13.72%...

Stocks Supported by Stellar Earnings
Barchart45d 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...

CDW Q2 Earnings Call Highlights
MarketBeat45d agoneutral
CDW Q2 Earnings Call Highlights

CDW (NASDAQ:CDW) reported record second-quarter results for 2026, as demand for infrastructure modernization, artificial intelligence readiness and security helped lift net sales 10% to $6.6 billion. The technology solutions provider said gross profit increased 6% to $1.3 billion, while non-GAAP op

CDW shares fall despite second-quarter earnings and revenue beat
InvestorsHub45d agoneutral
CDW shares fall despite second-quarter earnings and revenue beat

CDW Corporation (NASDAQ:CDW) reported second-quarter results that exceeded Wall Street expectations for both earnings and revenue, but shares dropped more than 8% in pre-market trading as investors focused on weaker margins and higher restructuring costs. The technology solutions provider posted adjusted earnings of $2.

3 Profitable Stocks We Think Twice About
StockStory46d agoneutral
3 Profitable Stocks We Think Twice About

Even if a company is profitable, it doesn’t always mean it’s a great investment. Some struggle to maintain growth, face looming threats, or fail to reinvest wisely, limiting their future potential.

Here’s Why This Fund Divested CDW Corporation (CDW)
Insider Monkey61d agoneutral
Here’s Why This Fund Divested CDW Corporation (CDW)

L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The letter discusses the current investment environment as a ‘two-speed’ but resilient global economy, accompanied by an uncertain future. The letter explores the potential of an AI bubble, distinguishing […]

1 Services Stock with Solid Fundamentals and 2 Facing Challenges
StockStory68d agoneutral
1 Services Stock with Solid Fundamentals and 2 Facing Challenges

Business services providers use their specialized expertise to help enterprises streamline operations and cut costs. These firms have helped their customers unlock huge efficiencies, so it’s no surprise the industry has posted a 16% gain over the past six months, beating the S&P 500 by 7.7 percentage points.

CDW (CDW) Could Be 5% Undervalued Following Its Steward Platform Momentum
Simply Wall St.71d agoneutral
CDW (CDW) Could Be 5% Undervalued Following Its Steward Platform Momentum

CDW Corporation (CDW) recently highlighted mender’s Steward lifecycle platform for sharply cutting statement of work preparation times and supporting richer asset lifecycle discussions with clients, giving investors fresh context for thinking about CDW stock. See our latest analysis for CDW. CDW shares have picked up near term momentum, with a 1 day share price return of 1.81% and a 90 day share price return of 11.69%. However, the 1 year total shareholder return has declined 20.47%,...

What Investors Keep Asking About SNX
Trefis71d agoneutral
What Investors Keep Asking About SNX

The distributor is posting explosive, AI-fueled growth, but that growth is consuming cash. How management justifies the spending tells you everything about the risks and rewards in the stock.

Why Is CDW (CDW) Stock Rocketing Higher Today
StockStory87d agoneutral
Why Is CDW (CDW) Stock Rocketing Higher Today

Shares of IT solutions provider CDW (NASDAQGS:CDW) jumped 5.5% in the morning session after Morgan Stanley upgraded the stock to Overweight from Equal Weight, citing unexpectedly strong demand for enterprise servers.