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.

25,716 signal articles · 167 in last 24h · 123,276 total before filter · latest 50m ago
167last 24h
1247last 7d
211● bullish (7d)
142● bearish (7d)
205publishers
AllMacro209Earnings428M&A103Regulatory23Product12Analyst10
✕ clear all filtersticker: NVDASentiment:bullishneutralbearish✓ showing all (incl. clickbait)
A China Chip Denial Lands Before Nvidia’s (NVDA) Big Week
Insider Monkey3d agoneutral
A China Chip Denial Lands Before Nvidia’s (NVDA) Big Week

On August 20, Nvidia Corp. (NASDAQ:NVDA) denied a report by The Information claiming it planned small-batch shipments of a China-tailored LPU AI chip by year-end. The denial lands less than a week before Nvidia reports fiscal second-quarter results on August 26, adding one more variable to a stock that already carries enormous expectations. The real […]

Will Stronger Operating Trends Amid Volatile Markets Change TC Energy's (TSX:TRP) Narrative?
Simply Wall St.3d agoneutral
Will Stronger Operating Trends Amid Volatile Markets Change TC Energy's (TSX:TRP) Narrative?

In the past few days, TC Energy reported stronger operating performance and indicated that full-year results are expected to exceed the prior year, even as energy markets remain volatile. The update highlighted that long-term themes such as dividend growth and growing natural gas infrastructure demand are being reassessed against concerns about leverage, capital intensity and macroeconomic risk. Next, we will examine how solid operating trends amid sector volatility could influence TC...

Fabrinet Sees AI Optical Demand Fueling Years of Growth, Expands Capacity
MarketBeat3d agoneutral
Fabrinet Sees AI Optical Demand Fueling Years of Growth, Expands Capacity

Fabrinet (NYSE:FN) executives said demand across data center interconnect, datacom, automotive and industrial markets remains strong, with the company expanding manufacturing capacity to support what Chairman and CEO Seamus Grady described as substantial multi-year growth opportunities. Speaking at

You’re Already Funding the AI Bubble — and You’ll Pay for the Bust
Benzinga3d agoneutral
You’re Already Funding the AI Bubble — and You’ll Pay for the Bust

The debate over the artificial-intelligence boom has mostly been framed as a market question: whether NVIDIA Corp.’s valuation is stretched, whether hyperscalers are overbuilding data centers, whether the capital-expenditure cycle can eventually be justified by revenue. According to Scott Ortkiese,...