Q
QuantAbundanceAbundance, Quantified.

News

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

30,642 signal articles · 27 in last 24h · 155,837 total before filter · latest 1h ago
27last 24h
844last 7d
144● bullish (7d)
88● bearish (7d)
214publishers
AllMacro191Earnings108M&A122Regulatory20Product21Analyst20
✕ clear all filtersticker: NVDASentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Chip Stocks Face a Long Climb Back to Their Peak Despite Recent Rally
The Wall Street Journal47d agobullish
Chip Stocks Face a Long Climb Back to Their Peak Despite Recent Rally

The PHLX Semiconductor Index has roared back to life, climbing more than 18% from its recent low on July 29. Yet it still has a long way to go to reclaim its summertime highs. Following last month's sharp decline, the index—consisting of names like Nvidia, Micron Technology, and Broadcom—needs an additional 18.

Forkast News48d agoneutral
Anthropic Locks In $10B European Compute Bet With a Seven-Month-Old Startup

Anthropic is establishing its first dedicated European AI compute footprint, marking a significant geographic expansion in the race for sovereign-grade processing power. The company has reportedly entered into a six-year, $10 billion compute capacity agreement centered on a 133 MW data center in Norway. This deployment, operated by Bitdeer Technologies Group at its Tydal campus […]

Nvidia (NVDA) Commits $5 Billion To Take A Bigger Role In AI Infrastructure
Simply Wall St.48d agoneutral
Nvidia (NVDA) Commits $5 Billion To Take A Bigger Role In AI Infrastructure

NVIDIA (NasdaqGS: NVDA) is committing US$3b to energy-focused firm Lancium and a further US$2b to Firmus' Project Southgate to support AI data center infrastructure. The combined US$5b investment extends NVIDIA's role from supplying chips to taking equity and project finance positions in large scale AI compute projects. These projects are aimed at the foundational infrastructure layer that powers AI data centers and the wider AI factory ecosystem. NVIDIA is only one of several companies...