Q
QuantAbundance

News

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

30,897 signal articles · 189 in last 24h · 157,635 total before filter · latest 3h ago
189last 24h
869last 7d
140● bullish (7d)
81● bearish (7d)
214publishers
AllMacro198Earnings142M&A102Regulatory18Product16Analyst24
✕ clear all filtersticker: AAPLSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Allegro MicroSystems and Penguin Solutions Shares Skyrocket, What You Need To Know
StockStory84d agoneutral
Allegro MicroSystems and Penguin Solutions Shares Skyrocket, What You Need To Know

A number of stocks jumped in the morning session after the semiconductor sector continued to rebound from the previous week's sharp selloff amid bullish Wall Street updates. Broadcom (AVGO) gained about 4.2% after it disclosed in an 8-K that it signed multi-year agreements with Apple through 2031 to supply custom ASIC silicon. Separately, bullish memory notes landed: UBS raised its Q3 DDR contract-pricing forecast to +32% quarter-on-quarter (from +17%) and reiterated DRAM undersupply "until at l

Why Broadcom (AVGO) Stock Is Trading Up Today
StockStory84d agoneutral
Why Broadcom (AVGO) Stock Is Trading Up Today

Shares of fabless chip and software maker Broadcom (NASDAQ:AVGO) jumped 4.1% in the morning session after the company disclosed new multi-year agreements with Apple, extending their collaboration through 2031 for Broadcom to develop and supply a range of custom ASIC silicon for multiple generations of Apple products.

VanEck Semiconductor ETF Is Up 64% This Year and Doesn’t Own a Single Share of Apple
24/7 Wall St.84d agoneutral
VanEck Semiconductor ETF Is Up 64% This Year and Doesn’t Own a Single Share of Apple

The VanEck Semiconductor ETF (NASDAQ:SMH) has ripped higher in 2026, gaining 64.47% year to date through July 2 and 111.24% over the trailing 12 months. Yet the fund fueling that run does not own a single share of Apple (NASDAQ:AAPL), arguably the most recognizable technology stock on the planet. The absence is structural, not tactical, ... VanEck Semiconductor ETF Is Up 64% This Year and Doesn’t Own a Single Share of Apple

What Would Steve Jobs Do Today?
24/7 Wall St.84d agoneutral
What Would Steve Jobs Do Today?

Steve Jobs, the co-founder, long-time CEO of Apple (NASDAQ: AAPL), and the heart and soul of the company, died in 2011. If he were alive, he would watch his handpicked CEO, Tim Cook, retire. Cook did almost everything right for Apple’s shareholders. But he did little to change the company’s products. The iPhone was first ... What Would Steve Jobs Do Today?

Apple's Rally: Pricing Power, AI Discipline, And The Memory Crunch
Trefis84d agobullish
Apple's Rally: Pricing Power, AI Discipline, And The Memory Crunch

Apple (AAPL) stock dropped 6% on June 25 after the company raised Mac and iPad prices by $100 to $300, blaming a memory shortage CEO Tim Cook called a "hundred-year flood." Less than two weeks later, shares have clawed back most of that loss, trading near 52-week highs. The market appears to be recalculating Apple's position on two fronts: how well placed Apple is inside the DRAM shortage relative to its peers and how its restraint on AI spending looks increasingly like a smart move.

Broadcom extends Apple chip supply deal through 2031
Proactive84d agoneutral
Broadcom extends Apple chip supply deal through 2031

Broadcom Inc (NASDAQ:AVGO, XETRA:1YD) has extended its chip partnership with Apple Inc (NASDAQ:AAPL, XETRA:APC) through 2031, expanding a long-running supply agreement covering custom semiconductor development and production. The expanded arrangement, disclosed by Broadcom in a regulatory...

FTEC vs. VGT: Same Tech Bet, So Which Fund Costs You Less?
24/7 Wall St.84d agoneutral
FTEC vs. VGT: Same Tech Bet, So Which Fund Costs You Less?

If you’re deciding between Fidelity MSCI Information Technology Index ETF (NYSEARCA:FTEC) and Vanguard Information Technology Index Fund ETF (NYSEARCA:VGT), the choice looks like a coin flip. Both track the same MSCI USA IMI Information Technology 25/50 Index. Both hold roughly the same 300-plus stocks in nearly the same weights. Both have delivered essentially identical returns ... FTEC vs. VGT: Same Tech Bet, So Which Fund Costs You Less?

Broadcom Rallies 6% on a Broadened Apple Partnership as AMD Gains 10%, Intel Rises 5%
24/7 Wall St.84d agobullish
Broadcom Rallies 6% on a Broadened Apple Partnership as AMD Gains 10%, Intel Rises 5%

Shares of Broadcom (NASDAQ:AVGO) are up 6% to $381 in early Monday trading after the company said it agreed to expand its custom-chip partnership with Apple (NASDAQ:AAPL) through 2031. The news is fueling a broad semiconductor rebound after last week’s pullback. Advanced Micro Devices (NASDAQ:AMD) stock is up 10% to $568, and Intel (NASDAQ:INTC) stock ... Broadcom Rallies 6% on a Broadened Apple Partnership as AMD Gains 10%, Intel Rises 5%