Q
QuantAbundance

News

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

31,114 signal articles · 177 in last 24h · 159,054 total before filter · latest 59m ago
177last 24h
905last 7d
131● bullish (7d)
88● bearish (7d)
214publishers
AllMacro198Earnings186M&A95Regulatory16Product18Analyst29
✕ clear all filtersSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Blackstone (BX) Could Be 13% Undervalued On PGP Glass Exit Talks
Simply Wall St.11d agoneutral
Blackstone (BX) Could Be 13% Undervalued On PGP Glass Exit Talks

Blackstone (BX) is back in focus after reports that Brookfield Corporation is in advanced talks to buy PGP Glass for about $1.3b to $1.5b, a deal that could potentially give Blackstone a full exit from the investment. Recent price action shows that momentum around Blackstone has cooled. The stock is down 13.87% based on the 30-day share price return, and year to date the share price return has declined 21.31%. The 1-year total shareholder return is down 30.70%, compared with a 23.64% total...

NIKE (NKE) Adds Alexandre Arnault As Investors Ask If The Turnaround Is Already Priced In
Simply Wall St.11d agoneutral
NIKE (NKE) Adds Alexandre Arnault As Investors Ask If The Turnaround Is Already Priced In

Nike (NKE) just made a high profile boardroom move. The athletic giant expanded its board to twelve directors and added Alexandre Arnault from LVMH, even as it works through a difficult business reset. NIKE’s boardroom refresh comes at a challenging time, with the share price at US$35.51 after falling about 13.5% over the past 30 days and dropping 43.9% year to date. The 1 year total shareholder return is down 48.3% and the 5 year total shareholder return has declined 74.0%, pointing to...

Trade Desk (TTD) Expands Healthcare Data Ties, Is The Stock Still Undervalued?
Simply Wall St.11d agoneutral
Trade Desk (TTD) Expands Healthcare Data Ties, Is The Stock Still Undervalued?

Trade Desk’s healthcare data push Trade Desk (TTD) is back in focus after expanding its integrations with healthcare data specialists Veeva Systems and IQVIA, giving pharma advertisers more granular campaign insights directly inside its advertising platform. Recent trading has been rough for Trade Desk, with the share price down 24.8% over the past 90 days and the year-to-date share price return declining 63.1%, while the 1-year total shareholder return is down 68.7%. This points to fading...

Investing.com11d agoneutral
How AI concerns moved to the center of the midterm debate

Investing.com -- Artificial intelligence infrastructure has become a politically charged issue ahead of the November U.S. midterm elections, but growing opposition to data centers has yet to materially weaken the construction pipeline, according to Citi.

Intel Corporation (INTC)’s Terafab Partnership Could Give Its AI Foundry Ambitions a Major Boost
Insider Monkey11d agobullish
Intel Corporation (INTC)’s Terafab Partnership Could Give Its AI Foundry Ambitions a Major Boost

Intel Corporation (NASDAQ:INTC) is targeting a potentially significant opportunity through its strategic Terafab partnership with companies associated with Elon Musk, including SpaceX, Tesla, and xAI. The initiative is part of an ambitious semiconductor manufacturing project focused on producing advanced chips for artificial intelligence (AI), robotics, autonomous vehicles, and other compute-intensive applications. On September 15, Tigress […]

NVR (NVR) Has Slid This Year, Is The Pullback A Real Opportunity?
Simply Wall St.11d agoneutral
NVR (NVR) Has Slid This Year, Is The Pullback A Real Opportunity?

NVR (NVR) has drawn attention after recent share price weakness, with the stock down 24% over the past year and about 16% lower year to date as of the last close. That recent weakness comes on top of a broader loss of momentum, with NVR’s share price down 15.5% year to date and the 1-year total shareholder return declining 24.0%, even though the 5-year total shareholder return remains positive at 24.2%. Scan for homebuilders and related consumer durables that may not have seen the same...

Did VOXZOGO’s Hypochondroplasia Win and New R&D Hire Just Reframe BioMarin’s (BMRN) Investment Narrative?
Simply Wall St.11d agobearish
Did VOXZOGO’s Hypochondroplasia Win and New R&D Hire Just Reframe BioMarin’s (BMRN) Investment Narrative?

BioMarin Pharmaceutical recently reported positive Phase 3 CANOPY-HCH-3 results for VOXZOGO in children with hypochondroplasia and submitted a supplemental FDA application to expand the drug’s use, while also adding Bristol Myers Squibb research leader Robert Plenge, M.D., Ph.D., to its Board and Science and Technology Committee. The combination of strong late-stage VOXZOGO data in an indication with no approved treatments and the addition of a seasoned R&D executive to the board underscores...

Is Affirm Holdings, Inc. (AFRM) Stock a Buy After Goldman Sachs Raised Its Price Target?
Insider Monkey11d agobullish
Is Affirm Holdings, Inc. (AFRM) Stock a Buy After Goldman Sachs Raised Its Price Target?

Affirm Holdings, Inc. (NASDAQ:AFRM) has underperformed the broader market year to date, but the tide is slowly turning. Robust growth in interest-bearing loans, a strategic partnership with Shopify in Australia, and accelerating volumes at Amazon provide multiple avenues for continued growth. On September 12, Goldman Sachs raised its price target to $115 from $106, citing […]

Can Accenture (ACN) Turn Its AI Strategy Into Sustainable Growth?
Insider Monkey11d agoneutral
Can Accenture (ACN) Turn Its AI Strategy Into Sustainable Growth?

Accenture plc (NYSE:ACN) investors are having a rough year, with the shares down more than 25%. Now Wall Street is divided over the company’s outlook. Morgan Stanley raised its price target on Accenture to $175 from $130 on September 14. Accenture shares soared more than 6% in afternoon trading following the price target increase, even […]

Can NextEra (NEE) Preserve Its Earnings and Dividend Growth While Adding Dominion?
Insider Monkey11d agoneutral
Can NextEra (NEE) Preserve Its Earnings and Dividend Growth While Adding Dominion?

NextEra Energy, Inc. (NYSE:NEE) has outlined its growth targets for 2026 and beyond. This comes as the company advances plans to acquire Dominion Energy Inc (NYSE:D). It’s a $67 billion all-stock transaction expected to close before the end of next year. If the merger is completed as expected, it would result in the largest US […]

Meta (META)’s Stilla.ai Deal Could Turn Business Agent Into a New Monetization Engine
Insider Monkey11d agoneutral
Meta (META)’s Stilla.ai Deal Could Turn Business Agent Into a New Monetization Engine

Meta Platforms, Inc. (NASDAQ:META) is taking another step toward monetizing artificial intelligence beyond its core advertising business. On September 9, the company acquired AI startup Stilla.ai. The acquisition will strengthen the company’s agentic AI capabilities as it moves to capitalize on growing demand for AI agents that can handle business transactions. Plans are underway to […]