Q
QuantAbundanceAbundance, Quantified.

News

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

30,620 signal articles · 84 in last 24h · 155,571 total before filter · latest 44m ago
84last 24h
846last 7d
142● bullish (7d)
90● bearish (7d)
214publishers
AllMacro194Earnings105M&A122Regulatory20Product21Analyst19
✕ clear all filtersticker: AVGOSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Broadcom, Qualcomm, or TSMC: Why One AI Chip Stock Won Decisively in April
24/7 Wall St.144d agoneutral
Broadcom, Qualcomm, or TSMC: Why One AI Chip Stock Won Decisively in April

The April 2026 scoreboard for the artificial intelligence (AI) chip trade is in, and the winner is not the most-watched name on Wall Street. Qualcomm (NASDAQ:QCOM) stock surged 39.45% in April, decisively beating Broadcom (NASDAQ:AVGO) stock at 34.87% and leaving Taiwan Semiconductor (NYSE:TSM) stock far behind at a 17.19% gain. The gap of roughly 22 ... Broadcom, Qualcomm, or TSMC: Why One AI Chip Stock Won Decisively in April

XSD Delivers 1,138% in Ten Years, Yet Trails SOXX in the AI Boom
24/7 Wall St.145d agoneutral
XSD Delivers 1,138% in Ten Years, Yet Trails SOXX in the AI Boom

The standard way to own semiconductors is to buy a cap-weighted fund and accept that NVIDIA, Broadcom, and TSMC will dominate the returns. SPDR S&P Semiconductor ETF (NYSEARCA:XSD) takes the opposite approach. It uses a modified equal-weight methodology against the S&P Semiconductor Select Industry Index, so a $200 billion analog chipmaker carries roughly the same ... XSD Delivers 1,138% in Ten Years, Yet Trails SOXX in the AI Boom

Broadcom’s New Wi-Fi 8 Push Adds Another Leg To Growth Story
Simply Wall St.146d agoneutral
Broadcom’s New Wi-Fi 8 Push Adds Another Leg To Growth Story

Broadcom launched its fourth wave of Wi-Fi 8 chips and a new 10G PON chip, expanding its broadband product lineup. The release aims to support wider deployment of high-capacity, lower-latency Wi-Fi 8 and fiber services to mass-market users. The new chips are designed to cut cost and complexity for service providers rolling out next generation broadband networks. Broadcom, listed as NasdaqGS:AVGO, is adding this broadband-focused launch to a story that has recently centered on AI and cloud...

Big Tech Earnings Show Split Between AI Trade Winners and Losers
Bloomberg146d agoneutral
Big Tech Earnings Show Split Between AI Trade Winners and Losers

(Bloomberg) -- The world’s biggest technology companies posted strong earnings last week, showing that the artificial intelligence boom is alive and well. But in the stock market, investors are getting more granular as they try to divvy up the winners and losers in the AI trade.Most Read from BloombergSupertanker Appears to Have Crossed the Strait of HormuzWorld’s Largest Container Carrier Plans Route Avoiding HormuzBeijing Tells China Firms to Ignore US Sanctions on RefinersPhilippines Says Tho

Why Growth Investors Are Ditching FELG for the NASDAQ-100’s 9.74% Edge
24/7 Wall St.146d agoneutral
Why Growth Investors Are Ditching FELG for the NASDAQ-100’s 9.74% Edge

Growth investors picking a large-cap vehicle in 2026 face a real choice: pay nothing for a passive index, or pay a few basis points for an active manager who claims to add value. The Fidelity Enhanced Large Cap Growth ETF (NYSEARCA:FELG) sits squarely in that second camp, charging 0.18% for an actively managed take on ... Why Growth Investors Are Ditching FELG for the NASDAQ-100’s 9.74% Edge

The $700 Billion Spending Cycle That Will Define AIQ’s Next 12 Months
24/7 Wall St.146d agoneutral
The $700 Billion Spending Cycle That Will Define AIQ’s Next 12 Months

The Global X Artificial Intelligence & Technology ETF (NASDAQ:AIQ) tries to solve a problem most retail investors run into when they try to express an AI thesis: picking the right name. Buy a chipmaker and you miss the cloud platforms. Buy a hyperscaler and you miss the foundry layer. AIQ tracks the Indxx Artificial Intelligence ... The $700 Billion Spending Cycle That Will Define AIQ’s Next 12 Months

SMH Has Crushed the S&P 500 by 2,041% Over a Decade, But Recent 42% Rally Signals Dangerous Valuations
24/7 Wall St.146d agobullish
SMH Has Crushed the S&P 500 by 2,041% Over a Decade, But Recent 42% Rally Signals Dangerous Valuations

Few sector ETFs have rewarded patience like semiconductors. VanEck Semiconductor ETF (NYSEARCA:SMH) trades near $510 after returning roughly 141% over the past year against the S&P 500’s 29%. That gap is the entire reason this fund exists in a portfolio: it concentrates exposure to a small group of companies that capture an outsized share of ... SMH Has Crushed the S&P 500 by 2,041% Over a Decade, But Recent 42% Rally Signals Dangerous Valuations

Is Broadcom (AVGO) One of the Best American Tech Stocks to Buy?
Insider Monkey146d agobullish
Is Broadcom (AVGO) One of the Best American Tech Stocks to Buy?

Broadcom Inc. (NASDAQ:AVGO) is one of the 10 Best American Tech Stocks to Buy. On April 30, Broadcom Inc. (NASDAQ:AVGO) reported that it is launching its fourth wave of Wi-Fi 8 chips and an optimized 10G PON chip. These new products strengthen the company’s position as a leader in the broadband market by extending the […]