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 · 124 in last 24h · 157,635 total before filter · latest 8h ago
124last 24h
820last 7d
129● bullish (7d)
77● bearish (7d)
214publishers
AllMacro185Earnings136M&A96Regulatory15Product16Analyst23
✕ clear all filtersticker: NVDASentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Google is going toe-to-toe with Nvidia as AI chip war cranks up
Proactive71d agoneutral
Google is going toe-to-toe with Nvidia as AI chip war cranks up

Google is escalating its campaign to break Nvidia Corp's (NASDAQ:NVDA, XETRA:NVD) grip on artificial intelligence chips, deploying creative dealmaking to push its Tensor Processing Units (TPUs) into the wider market. The strategy, detailed in exclusive reporting by The Information's Amir...

Apple’s stunning Nvidia flip reveals where AI money is moving
TheStreet71d agoneutral
Apple’s stunning Nvidia flip reveals where AI money is moving

Apple (AAPL) briefly overtook Nvidia (NVDA) as the world’s most valuable company during trading on July 17. However, Apple could not maintain the lead for long. Nvidia’s market capitalization was nearly $4.95 trillion compared with about $4.91 trillion for Apple when the markets closed on Friday. ...

Oil Pulls the Market Lower Again
Motley Fool71d agoneutral
Oil Pulls the Market Lower Again

Oil may not be the big driver of stocks that it was a few months ago -- and the market's pullback may simply be a healthy breather for hot stocks.

TSMC expects 'strong, multi-year' demand for AI chips as it ramps up Arizona investment
Reuters71d agoneutral
TSMC expects 'strong, multi-year' demand for AI chips as it ramps up Arizona investment

TSMC is seeing strong, multi-year demand for its AI chips as it invests a further $100 billion to expand its Arizona facilities, but it needs to address several challenges, such as a shortage of construction workers there, a top ‌executive said. Speaking after blockbuster second-quarter results on Thursday, Chief Financial Officer Wendell Huang said the company is "very happy" with progress in Arizona, which is ‌why it decided to ramp up investment to $265 billion. "We continue to see customers' strong demand — ​multi-year structural demand."