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.

24,292 signal articles · 47 in last 24h · 115,529 total before filter · latest 53m ago
47last 24h
1770last 7d
298● bullish (7d)
168● bearish (7d)
205publishers
AllMacro315Earnings819M&A104Regulatory25Product16Analyst26
✕ clear all filtersticker: MSFTSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Tim Cook Says Apple Is About to Get Swamped By a “100-Year Flood”
24/7 Wall St.59d agoneutral
Tim Cook Says Apple Is About to Get Swamped By a “100-Year Flood”

The artificial intelligence boom is reshaping more than just software. It is rewriting the economics of the entire technology industry. The four largest hyperscalers — Amazon (NASDAQ:AMZN), Microsoft (NASDAQ:MSFT), Alphabet (NASDAQ:GOOG), and Meta Platforms (NASDAQ:META) — are expected to spend roughly $750 billion on AI infrastructure in 2026. That spending spree is consuming enormous amounts ... Tim Cook Says Apple Is About to Get Swamped By a “100-Year Flood”

The Number That Puts Oracle Stock To The Test
Trefis59d agoneutral
The Number That Puts Oracle Stock To The Test

For an investor in Oracle (ORCL), the headlines are dizzying. The company is signing AI infrastructure contracts by the tens of billions and has built a backlog of future business that seems to defy gravity. Yet the stock has been under pressure, down 12.2% over the past year, suggesting the market sees more to the story.

SpaceX Drops 8% as the Post-IPO Cooldown Deepens: Profit-Taking or Fading Hype?
24/7 Wall St.59d agobearish
SpaceX Drops 8% as the Post-IPO Cooldown Deepens: Profit-Taking or Fading Hype?

SpaceX (NASDAQ:SPCX) stock is down 8% on Thursday, June 18, sliding to $176 a day after the Federal Reserve’s latest policy decision. The pullback broke a three-day winning streak, the first losing session since the company’s IPO on June 12. SPCX stock touched a session high of $188.40 and then dropped quickly. That volatility, following ... SpaceX Drops 8% as the Post-IPO Cooldown Deepens: Profit-Taking or Fading Hype?

Oracle Is Burning Billions: Is IBM Stock The Smarter Cloud Play?
Trefis59d agoneutral
Oracle Is Burning Billions: Is IBM Stock The Smarter Cloud Play?

Oracle’s (ORCL) stock is up by over 120% since the beginning of 2023. That is great for Oracle. But wait a minute, IBM’s (IBM) stock is up a comparatively lower 91% during the same period. Hard to believe, but Oracle’s stock appreciation is well ahead of IBM’s stock. This is despite the stark contrast in how both companies generate cash. Over the trailing twelve months, IBM consistently generated massive free cash flow, pulling in a highly robust $12.2 billion. Oracle, over its most recently rep

Bloomberg59d agobullish
Big Tech’s AI Spending Spree Is Making Stock Buybacks Disappear

(Bloomberg) -- The artificial-intelligence race is becoming so expensive that it’s snuffing out one of the key forces that has helped keep Big Tech stocks soaring for years: steady share buybacks.Most Read from BloombergRead the 14-Point Draft Memorandum Between the US and IranModi Warns of ‘Shortage of Trust’ Ahead of Trump MeetingTrump Blows Through His Iran Red Lines in Justifying Peace DealIran’s Deputy Foreign Minister Confirms Deal Reached With USApple Plans Camera AirPods Alongside Upgrad

Turbocharged Earnings Are Pushing Stocks Higher. There’s a Catch.
The Wall Street Journal59d agoneutral
Turbocharged Earnings Are Pushing Stocks Higher. There’s a Catch.

The stock market is salivating over big increases in corporate earnings, but there’s a catch. Analysts expect S&P 500 companies’ earnings growth to top 20% for a second consecutive quarter in the current period, in part because of soaring profits by semiconductor makers and other AI-infrastructure companies. This combination has worked wonders for corporate earnings broadly.

Oracle (ORCL) And Microsoft Cloud Deal Reportedly Fell Apart Over Security Rules
Simply Wall St.59d agoneutral
Oracle (ORCL) And Microsoft Cloud Deal Reportedly Fell Apart Over Security Rules

Talks for a potential $3b+ cloud infrastructure leasing partnership between Oracle and Microsoft reportedly fell apart over security certification requirements for U.S. government workloads. Reports indicated that Oracle did not agree to add FedRAMP security certification, which is commonly required for regulated public sector contracts. Oracle publicly disputed the characterization of events and emphasized that Microsoft remains both a customer and a partner. Oracle (NYSE:ORCL), trading at...