Q
QuantAbundanceAbundance, Quantified.

News

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

30,545 signal articles · 138 in last 24h · 154,889 total before filter · latest 1h ago
138last 24h
836last 7d
144● bullish (7d)
87● bearish (7d)
214publishers
AllMacro183Earnings103M&A124Regulatory18Product21Analyst19
✕ clear all filtersSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Mark Zuckerberg's Muse Push Rockets Meta Past Musk's SpaceX — Instagram, Facebook Parent Now Worth $1.98 Trillion
Benzinga14h agoneutral
Mark Zuckerberg's Muse Push Rockets Meta Past Musk's SpaceX — Instagram, Facebook Parent Now Worth $1.98 Trillion

Meta Platforms Inc. (NASDAQ:META) has overtaken Space Exploration Technologies Corp. (NASDAQ:SPCX) to become the world’s seventh-largest public company by market capitalization, as excitement builds around its new AI agent, Muse. Muse Gives Meta a New Growth Story At Thursday’s close, Meta’s market cap was roughly $1.72 trillion, ahead of SpaceX’s $1.14 trillion, according to Yahoo Finance data. Muse was launched on Sept. 8 and quickly climbed to No. 1 on Apple’s U.S. App Store, with its 12-day

Rivian (RIVN) Stock May Be Fully Priced On Sales Growth
Simply Wall St.15h agoneutral
Rivian (RIVN) Stock May Be Fully Priced On Sales Growth

Rivian Automotive has given investors a mixed ride, with the share price now sitting at US$15.29 after a multi year stretch that has tested patience. The question on the table is whether that current price tag makes sense once you line it up against the electric vehicle maker's sales. Over the past 3 years the stock has fallen 37.0%, which puts extra weight on whether the revenue base today can support a long term recovery case. The business is still in heavy build out mode, which means...

Lam Research (LRCX) Following Higher 2026 Outlook And Packaging Growth Is It Still Undervalued
Simply Wall St.15h agoneutral
Lam Research (LRCX) Following Higher 2026 Outlook And Packaging Growth Is It Still Undervalued

Lam Research (LRCX) drew fresh attention after management lifted its 2026 wafer fab equipment outlook to the low US$150b range, while also flagging a sharp expected rise in advanced packaging revenue. Recent trading has been choppy for Lam Research, with the share price up 14.1% over the past week but down about 19% across the last three months. Even so, the year-to-date share price return sits near 66% and the 1 year total shareholder return is about 141%, suggesting strong longer run...

Is Eaton (ETN) Priced Beyond What Its Cash Flow Can Support?
Simply Wall St.15h agoneutral
Is Eaton (ETN) Priced Beyond What Its Cash Flow Can Support?

Eaton has delivered a powerful share price run in recent years, which naturally raises a question for anyone looking at the stock today. Are investors now paying a price that is fully supported by the cash the business is expected to generate over time, or has enthusiasm moved ahead of those cash flows? Over the past 5 years, Eaton has returned 218.4%, which puts real weight on whether the current valuation is still grounded in its future cash generation. The group’s model of selling...

Is Micron (MU) Quietly Recasting Its AI Memory Strategy With New Leadership and 512GB DDR5?
Simply Wall St.16h agoneutral
Is Micron (MU) Quietly Recasting Its AI Memory Strategy With New Leadership and 512GB DDR5?

Earlier this month, Micron Technology appointed Deirdre Hanford as corporate vice president and president of Micron Research Labs and also unveiled the world’s first 512GB DDR5 server memory module, targeting AI, analytics and other data-intensive workloads with higher capacity and efficiency. By pairing a veteran ecosystem builder to lead long-horizon research with a record-capacity DDR5 module, Micron is tying its innovation agenda directly to future AI and data-center memory requirements...

What Does lululemon athletica (LULU) Naming A CEO And Rewriting Bylaws Mean?
Simply Wall St.16h agoneutral
What Does lululemon athletica (LULU) Naming A CEO And Rewriting Bylaws Mean?

lululemon athletica (NasdaqGS:LULU) appointed Heidi O'Neill as Chief Executive Officer and added her to the Board following an interim period. The firm adopted extensive bylaw amendments that address shareholder meetings, director eligibility and emergency governance procedures. The revised bylaws are intended to align with updated regulatory standards and clarify how lululemon handles future governance contingencies. The CEO transition and governance overhaul at lululemon should sit...

Is Trump Media & Technology Group (DJT) Fully Valued Following Its White House Access Spotlight?
Simply Wall St.16h agoneutral
Is Trump Media & Technology Group (DJT) Fully Valued Following Its White House Access Spotlight?

A federal judge’s decision to restore White House access for CNN, MS NOW, and Politico brings political media back into focus. Trump Media & Technology Group (DJT) is closely tied to that conversation given its Truth Social and streaming ambitions. Trump Media & Technology Group’s share price has been volatile, with a 7-day share price return of 4.84% and a 90-day share price return of 22.64%. At the same time, the year-to-date share price return is down 33.91% and the 1-year total...

Why Is Dell Technologies (DELL) Reworking Its AI Strategy Under John Roese?
Simply Wall St.16h agoneutral
Why Is Dell Technologies (DELL) Reworking Its AI Strategy Under John Roese?

Dell Technologies (NYSE:DELL) Chief AI Officer John Roese has been recognized by TIME for reshaping the firm's artificial intelligence strategy. Roese has led a consolidation of Dell's AI projects, bringing fragmented efforts under a unified framework focused on enterprise use cases. The refocused approach includes generative AI search tools and autonomous AI agents aimed at efficiency, cost control, and faster deployment cycles. TIME's recognition of Roese's AI overhaul at Dell is an...

Nebius Group (NBIS) to Hike Prices Next Week, Shares Rocket
Insider Monkey16h agoneutral
Nebius Group (NBIS) to Hike Prices Next Week, Shares Rocket

Nebius Group (NASDAQ:NBIS) grew its share price by 7.44 percent on Thursday to finish at $243.48 apiece, as investors grew increasingly interested in its stock following a massive price target hike and news that it would raise its GPU prices beginning next week. In its market coverage, investment firm BNP Paribas raised its price target […]

Investing.com16h agoneutral
Gold edges lower, set for weekly loss as oil fuels Fed hike bets

Investing.com -- Gold prices edged lower on Friday and were on track for a weekly decline of more than 2%, as elevated energy prices and rising U.S. Treasury yields reinforced expectations that the Federal Reserve may need to raise interest rates further to contain inflation.