Q
QuantAbundanciaAbundância, quantificada.

Notícias

Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

23,828 signal articles · 375 in last 24h · 113,331 total before filter · latest 58m ago
375last 24h
2061last 7d
343● bullish (7d)
181● bearish (7d)
204publishers
AllMacro323Earnings1116M&A93Regulatory24Product17Analyst22
✕ clear all filtersticker: QQQSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Why Micron Outweighs Meta 2-to-1 in the Nasdaq 100, Even Though Meta Is Way Bigger
24/7 Wall St.37d agoneutral
Why Micron Outweighs Meta 2-to-1 in the Nasdaq 100, Even Though Meta Is Way Bigger

On the June 27 episode of the Animal Spirits podcast, Michael Batnick and Paul Schroeder of Invesco spent a segment on something that should annoy anyone who thinks they understand the NASDAQ 100. As of that date, Micron (NASDAQ:MU) carried a 5.7% weighting in QQQ (NASDAQ:QQQ) while Meta (NASDAQ:META) sat at just 2.6%, even though Meta’s total market cap was ... Why Micron Outweighs Meta 2-to-1 in the Nasdaq 100, Even Though Meta Is Way Bigger

$27 Billion Is About to Chase SpaceX Into the Nasdaq 100, and Smart Money Already Beat You to It
24/7 Wall St.37d agobullish
$27 Billion Is About to Chase SpaceX Into the Nasdaq 100, and Smart Money Already Beat You to It

Index-inclusion day is supposed to be a party. Passive funds line up to buy, forced demand meets thin supply, and the newly added stock pops. That is the script. SpaceX (NASDAQ:SPCX) officially joined the Nasdaq 100 today, and by lunchtime shares were down 5.65% to $151.35, while the broader Nasdaq 100 proxy QQQ slipped 1.74%. ... $27 Billion Is About to Chase SpaceX Into the Nasdaq 100, and Smart Money Already Beat You to It

Goldman’s Top Strategist Sees a Dangerous Amount of Leverage Piling Up
24/7 Wall St.37d agoneutral
Goldman’s Top Strategist Sees a Dangerous Amount of Leverage Piling Up

Ben Snider, Chief U.S. Equity Strategist at Goldman Sachs, went on CNBC to say something that should register with anyone who has been happily riding this market higher. The character of this market is shifting midyear, and the driver is a substantial increase in a substantial increase in leverage across investor types: retail margin debt, ... Goldman’s Top Strategist Sees a Dangerous Amount of Leverage Piling Up

Morgan Stanley: SpaceX Could Rally 87% as Wall Street Goes All-In
24/7 Wall St.37d agobullish
Morgan Stanley: SpaceX Could Rally 87% as Wall Street Goes All-In

SpaceX‘s (NASDAQ: SPCX) arrival on the Invesco QQQ Trust (NASDAQ: QQQ) benchmark is the fastest mega-cap onboarding the NASDAQ has ever executed. CNBC’s Morgan Brennan laid out the mechanics on air Tuesday morning. “SpaceX officially joins the Nasdaq 100. That will happen at the start of trading officially later this morning,” Brennan told viewers, framing ... Morgan Stanley: SpaceX Could Rally 87% as Wall Street Goes All-In

Stock Indexes Fall as Chipmakers Retreat
Barchart37d agobearish
Stock Indexes Fall as Chipmakers Retreat

The S&P 500 Index ($SPX ) (SPY ) today is down -0.19%, the Dow Jones Industrial Average ($DOWI ) (DIA ) is up +0.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -1.43%. September E-mini S&P futures (ESU26 ) are down -0.25%, and September E-mini Nasdaq futures...

Will a Spot in the Nasdaq-100 Send SpaceX Stock Flying? Don’t Bet on It
The Wall Street Journal37d agoneutral
Will a Spot in the Nasdaq-100 Send SpaceX Stock Flying? Don’t Bet on It

SpaceX offers a great test for whether passive index-tracking funds are distorting the stock market, with the rockets-to-tweets company’s entry to the Nasdaq-100 index today forcing the massive QQQ ETF to buy its shares. The provisional result is disappointing for investors who thought automatic index buying would boost SpaceX shares. Despite being added to the FTSE Russell, CRSP and MSCI indexes collectively tracked by hundreds of billions of dollars, SpaceX’s price at yesterday’s close was a few cents below the close on its first day of trading.

What to Know as SpaceX Joins the Nasdaq-100
The Wall Street Journal37d agoneutral
What to Know as SpaceX Joins the Nasdaq-100

SpaceX officially joins the Nasdaq-100 today, and investors holding some funds tied to the index will end up exposed, whether they like it or not. Mutual and exchange-traded funds with $800 billion in assets under management are expected to buy SpaceX shares in order to mirror the index’s performance. SpaceX will be a small component in the Nasdaq-100, for now.

Nasdaq Income Without the Megacap Risk: How JEPQ Caps Your Upside for Monthly Cash
24/7 Wall St.37d agoneutral
Nasdaq Income Without the Megacap Risk: How JEPQ Caps Your Upside for Monthly Cash

The JPMorgan Nasdaq Equity Premium Income ETF (NASDAQ:JEPQ) has become the default monthly paycheck for Nasdaq-100 investors who want income without abandoning megacap tech. Despite the headline calling it an ETN, JEPQ is an actively managed ETF that blends a defensive slice of Nasdaq-100 stocks with equity-linked notes that write out-of-the-money call options on the ... Nasdaq Income Without the Megacap Risk: How JEPQ Caps Your Upside for Monthly Cash

The Monthly Income Trap: Why QQQI’s High Yield Requires Giving Up 6.5% In Upside
24/7 Wall St.38d agoneutral
The Monthly Income Trap: Why QQQI’s High Yield Requires Giving Up 6.5% In Upside

The NEOS Nasdaq-100 High Income ETF (NASDAQ:QQQI) has become a go-to vehicle for income investors who refuse to give up on big tech. The fund pairs ownership of the NASDAQ-100 with a written-call overlay, and the resulting monthly checks have run at roughly a 13.78% trailing twelve-month distribution rate on a $55.50 share price. The ... The Monthly Income Trap: Why QQQI’s High Yield Requires Giving Up 6.5% In Upside