Q
QuantAbundanceAbundance, Quantified.

News

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

30,525 signal articles · 132 in last 24h · 154,708 total before filter · latest 1h ago
132last 24h
831last 7d
146● bullish (7d)
85● bearish (7d)
214publishers
AllMacro186Earnings98M&A126Regulatory18Product21Analyst19
✕ clear all filtersticker: MSTRSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Atlassian’s (TEAM) Strategic Position in the AI Landscape
Insider Monkey59d agoneutral
Atlassian’s (TEAM) Strategic Position in the AI Landscape

Night View Capital, an investment management firm, released its second-quarter 2026 investor letter. The letter highlights that AI is a transformative force, comparable to electricity due to its industry-wide impact. A copy of the letter can be downloaded here. Although fears about the software sector have led to significant declines in stock prices, the letter […]

Night View Capital Trimmed Oracle (ORCL) After Robust Cloud Gains
Insider Monkey59d agoneutral
Night View Capital Trimmed Oracle (ORCL) After Robust Cloud Gains

Night View Capital, an investment management firm, released its second-quarter 2026 investor letter. The letter highlights that AI is a transformative force, comparable to electricity due to its industry-wide impact. A copy of the letter can be downloaded here. Although fears about the software sector have led to significant declines in stock prices, the letter […]

Autodesk (ADSK) Holds Stable Position in the Market
Insider Monkey59d agoneutral
Autodesk (ADSK) Holds Stable Position in the Market

Night View Capital, an investment management firm, released its second-quarter 2026 investor letter. The letter highlights that AI is a transformative force, comparable to electricity due to its industry-wide impact. A copy of the letter can be downloaded here. Although fears about the software sector have led to significant declines in stock prices, the letter […]

ServiceNow (NOW) Looks Appealing Amid Workflow Automation and AI Adoption
Insider Monkey59d agoneutral
ServiceNow (NOW) Looks Appealing Amid Workflow Automation and AI Adoption

Night View Capital, an investment management firm, released its second-quarter 2026 investor letter. The letter highlights that AI is a transformative force, comparable to electricity due to its industry-wide impact. A copy of the letter can be downloaded here. Although fears about the software sector have led to significant declines in stock prices, the letter […]

Salesforce’s (CRM) Impact on AI Deployment in Corporate Environments
Insider Monkey59d agoneutral
Salesforce’s (CRM) Impact on AI Deployment in Corporate Environments

Night View Capital, an investment management firm, released its second-quarter 2026 investor letter. The letter highlights that AI is a transformative force, comparable to electricity due to its industry-wide impact. A copy of the letter can be downloaded here. Although fears about the software sector have led to significant declines in stock prices, the letter […]

How Investors May Respond To Strategy (MSTR) Prioritizing Cash Over Bitcoin Accumulation
Simply Wall St.59d agoneutral
How Investors May Respond To Strategy (MSTR) Prioritizing Cash Over Bitcoin Accumulation

In recent weeks, Strategy Inc. paused Bitcoin purchases for the first time in two years while raising around US$544.5 million via common stock sales, lifting cash reserves to about US$3.75 billion and repurchasing US$25 million of preferred stock. This shift toward holding a larger cash buffer and refining Bitcoin-related performance metrics highlights how Strategy is increasingly managing a complex capital structure around its crypto treasury rather than simply accumulating more coins. With...

Strategy Stock Rises After Company Boosts Dollar Reserve to $3.75 Billion
The Wall Street Journal59d agoneutral
Strategy Stock Rises After Company Boosts Dollar Reserve to $3.75 Billion

Shares of Strategy, the bitcoin-accumulation firm founded by Michael Saylor, jumped Monday after the company boosted its U.S. dollar reserve to $3.75 billion. Strategy’s stock gained 7.5% Monday afternoon, though it is still down 35% this year. Specifically, Strategy said it sold $544.5 million worth of common shares in the past week, while making no bitcoin sales or purchases.

Wall Street giants back $15M push to quantum-proof Bitcoin as the CLARITY Act nears a do-or-die deadline
CoinDesk59d agoneutralVIDEO
Wall Street giants back $15M push to quantum-proof Bitcoin as the CLARITY Act nears a do-or-die deadline

On this episode of CoinDesk's Public Keys from the New York Stock Exchange, Jennifer Sanasie is joined by Charles Schwab Head of Crypto Research Jim Ferraioli, who breaks down the odds of a Fed hike, why he believes the CLARITY Act is not yet priced into Bitcoin, and his finding that some 60% of Bitcoin's daily price move can't be tied to macro factors. Galaxy Head of Firmwide Research Alex Thorn unpacks the newly launched $15 million Bitcoin Security Consortium — backed by nine firms including BlackRock, Coinbase, Fidelity, Galaxy, and Strategy — and Galaxy's own $5 million Bitcoin Quantum Readiness Initiative, while making the case that CLARITY is in its "11th hour" ahead of the August recess. Finally, FalconX Head of Derivatives Griffin Sears kicks off CoinDesk's Perps Week, explaining how perpetual futures jumped from crypto into oil, single-name equities, and pre-IPO SpaceX exposure. Plus, a look at ETF flows and a Crypto Fear & Greed reading stuck at 30.

Strategy raises $544.5M in stock sales, but doesn't buy any bitcoin
Yahoo Finance Video60d agobullishVIDEO
Strategy raises $544.5M in stock sales, but doesn't buy any bitcoin

Scott Melker discusses how Michael Saylor's Strategy (MSTR) raised over $544 million in common stock sales, boosting the crypto holder's cash reserve to $3.75 billion without purchasing any bitcoin (BTC-USD). "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.

Strategy sells $544.5M in MSTR, makes no bitcoin purchase
Yahoo Finance Video60d agobearishVIDEO
Strategy sells $544.5M in MSTR, makes no bitcoin purchase

Crypto markets are entering a new phase as institutional adoption accelerates and industry shakeouts continue. Scott Melker breaks down Strategy’s (MSTR) $544.5 million sale with zero bitcoin (BTC-USD) purchase, Circle Internet Group's (CRCL) acquisition of nearly 1,000 blockchain patents from IBM (IBM), and Robinhood's (HOOD) potential prediction-market deal with Crypto.com. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.

MKS (MKSI) Gains from Surging Demand for High Band Memory (HBM)
Insider Monkey60d agoneutral
MKS (MKSI) Gains from Surging Demand for High Band Memory (HBM)

WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter. A copy of the letter is available to download here. Financial market performance in the second quarter was dominated by geopolitical conflict and enthusiasm for AI. Significant investments across all elements of […]

Allegro Microsystems (ALGM) Advanced from Sharp Demand Growth
Insider Monkey60d agoneutral
Allegro Microsystems (ALGM) Advanced from Sharp Demand Growth

WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter. A copy of the letter is available to download here. Financial market performance in the second quarter was dominated by geopolitical conflict and enthusiasm for AI. Significant investments across all elements of […]

PTC (PTC): A Mispriced Opportunity?
Insider Monkey60d agoneutral
PTC (PTC): A Mispriced Opportunity?

WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter. A copy of the letter is available to download here. Financial market performance in the second quarter was dominated by geopolitical conflict and enthusiasm for AI. Significant investments across all elements of […]

Inflated AI Risk Hurt Autodesk (ADSK)
Insider Monkey60d agoneutral
Inflated AI Risk Hurt Autodesk (ADSK)

WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter. A copy of the letter is available to download here. Financial market performance in the second quarter was dominated by geopolitical conflict and enthusiasm for AI. Significant investments across all elements of […]

Excessive Extrapolation Pressured Globant S.A. (GLOB)
Insider Monkey60d agoneutral
Excessive Extrapolation Pressured Globant S.A. (GLOB)

WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter. A copy of the letter is available to download here. Financial market performance in the second quarter was dominated by geopolitical conflict and enthusiasm for AI. Significant investments across all elements of […]

Compelling Reasons to Add ATS Corporation (ATS)
Insider Monkey60d agoneutral
Compelling Reasons to Add ATS Corporation (ATS)

WS Amati Global Innovation Fund, managed by a UK-based equity management firm from AMAti Global Investors, released its second quarter 2026 investor letter. A copy of the letter is available to download here. Financial market performance in the second quarter was dominated by geopolitical conflict and enthusiasm for AI. Significant investments across all elements of […]

Data Centre Cooling Demand Boosted AAON (AAON)
Insider Monkey60d agoneutral
Data Centre Cooling Demand Boosted AAON (AAON)

Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here. Small-cap equities experienced strong gains in the second quarter, primarily driven by companies associated with artificial intelligence (AI). However, the leadership within this sector remains narrow. Unprofitable companies and those […]

Everus Construction Group (ECG) Strengthens from Long-Term Infrastructure Demand
Insider Monkey60d agoneutral
Everus Construction Group (ECG) Strengthens from Long-Term Infrastructure Demand

Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here. Small-cap equities experienced strong gains in the second quarter, primarily driven by companies associated with artificial intelligence (AI). However, the leadership within this sector remains narrow. Unprofitable companies and those […]

Procore Technologies (PCOR) Slid Amid AI Disruption Concerns
Insider Monkey60d agoneutral
Procore Technologies (PCOR) Slid Amid AI Disruption Concerns

Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here. Small-cap equities experienced strong gains in the second quarter, primarily driven by companies associated with artificial intelligence (AI). However, the leadership within this sector remains narrow. Unprofitable companies and those […]

JFrog Ltd. (FROG) Overcomes AI Challenges and Gains Momentum
Insider Monkey60d agoneutral
JFrog Ltd. (FROG) Overcomes AI Challenges and Gains Momentum

Wasatch Global Investors, an asset management company, released its “Small Cap Growth Strategy” Q2 2026 investor letter. A copy of the letter can be downloaded here. Small-cap equities experienced strong gains in the second quarter, primarily driven by companies associated with artificial intelligence (AI). However, the leadership within this sector remains narrow. Unprofitable companies and those […]