Q
QuantAbundance

News

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

31,229 signal articles · 0 in last 24h · 160,153 total before filter · latest 1d ago
0last 24h
609last 7d
87● bullish (7d)
65● bearish (7d)
214publishers
AllMacro116Earnings166M&A62Regulatory12Product10Analyst17
✕ clear all filterssentiment: neutralSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Red Cat Holdings (RCAT) Faces A 65% Undervalued View, Is That Upside Still Real?
Simply Wall St.16d agoneutral
Red Cat Holdings (RCAT) Faces A 65% Undervalued View, Is That Upside Still Real?

Red Cat Holdings (RCAT) operates in the drone and robotics sector, where peers like Draganfly are expanding secure, domestic technology through partnerships and acquisitions. This activity brings renewed attention to how RCAT’s defense-focused portfolio is positioned. Recent price action has been rough for Red Cat Holdings, with the share price falling about 32% over the past month and roughly 38% over the last 90 days, while the 1-year total shareholder return is down about 37%. Despite...

MongoDB (MDB) Payment Benchmark Fuels The Bull Case As Valuation Debate Continues
Simply Wall St.16d agoneutral
MongoDB (MDB) Payment Benchmark Fuels The Bull Case As Valuation Debate Continues

MongoDB (MDB) just put hard numbers behind its pitch for mission-critical financial workloads. A fresh benchmark with Icon Solutions shows MongoDB Atlas handling high-volume instant payments with low latency, fault tolerance and near-linear scaling. MongoDB’s benchmark arrives after a choppy stretch for the shares, with the 30-day share price return down 13.41% even as the 90-day share price return is up 13.10%. This points to momentum that has cooled recently. Over the past year, total...

AXT (AXTI) Stock Could Be Fully Priced Despite Its Huge 3 Year Run
Simply Wall St.16d agoneutral
AXT (AXTI) Stock Could Be Fully Priced Despite Its Huge 3 Year Run

AXT has delivered an extraordinary share price run in recent years, which naturally puts the focus on whether the current US$64.30 level can be squared with the revenue it generates. With that kind of move in the rear-view mirror, the central puzzle for you now is how the stock lines up against its sales base. Over the past 3 years, AXT has returned 2,671.6%, which puts a lot of pressure on its sales to support the reshaped valuation story. The business depends on converting its specialty...

Newmont (NEM) Fourmile Resolution Looks Underappreciated By The Market
Simply Wall St.16d agoneutral
Newmont (NEM) Fourmile Resolution Looks Underappreciated By The Market

Newmont (NYSE:NEM) has resolved uncertainty around its Fourmile project interests involving Barrick Mining, closing a major project question mark. UBS views the clarification of Fourmile ownership and collaboration terms as a meaningful shift in Newmont’s long term project pipeline. The bank also argues this Fourmile agreement is not yet fully reflected in how the market prices Newmont’s future prospects. The Fourmile resolution matters, but it should sit alongside other Newmont factors in...

Southwest Airlines (LUV) Heads To Morgan Stanley Conference, Is The Stock Cheap?
Simply Wall St.16d agoneutral
Southwest Airlines (LUV) Heads To Morgan Stanley Conference, Is The Stock Cheap?

Southwest Airlines (LUV) is set to outline its latest thinking at Morgan Stanley's 14th Annual Laguna Conference on September 16, with CFO Tom Doxey speaking to institutional investors. The share price of Southwest Airlines has slipped over the past month, with a 30 day share price return down 9.69% and a 90 day move down 18.39%. However, the latest close sits at US$39.15 and the 1 year total shareholder return is 24.06%, pointing to longer term holders still being ahead despite recent...

What Does General Motors (GM) Bringing Back Phone Integration Mean For Pickups?
Simply Wall St.16d agoneutral
What Does General Motors (GM) Bringing Back Phone Integration Mean For Pickups?

General Motors (NYSE:GM) plans to reintroduce built-in Apple CarPlay and Android Auto to the 2027 Silverado and Sierra pickup trucks. The automaker pairs the return of these smartphone systems with a redesigned in-vehicle interface focused on safety and driver usability. GM aims to blend vehicle data with familiar phone apps so drivers can access navigation, media, and diagnostics through a unified display. The move to restore Apple CarPlay and Android Auto to future pickups tells only part...

Qualcomm (QCOM) Stock Looks Fairly Priced On Its 80% Run
Simply Wall St.16d agoneutral
Qualcomm (QCOM) Stock Looks Fairly Priced On Its 80% Run

QUALCOMM has ridden a strong multi year share price run and a wave of AI headlines, which puts a sharper spotlight on a simple question for you as an investor: Is the current valuation of QUALCOMM stock adequately explained by the cash flows the business is expected to generate? Over the past 3 years the stock has delivered a total return of 80.3%, which raises the question of how much future cash generation is already reflected in the current price. The recent multi generational AI chip...

Why Are BE, FCEL, GEV Stocks Rising Overnight?
Stocktwits16d agoneutral
Why Are BE, FCEL, GEV Stocks Rising Overnight?

The House on Wednesday passed the Ratepayers Protection Act, a measure that aims to put the responsibility on tech and data center companies to pay for power upgrades required to operate new large data centers.

What Are You Actually Paying For In Cava Stock?
Trefis16d agoneutral
What Are You Actually Paying For In Cava Stock?

Cava (CAVA) stock is down about 44% over the past three months, while the S&P 500 was roughly flat. A fall that size usually leaves something cheap behind. It has not here. Cava still trades at 88 times earnings against about 23 for the S&P 500, and much of what you are paying for is restaurants that are not open yet.

Should You Get Paid To Wait Out Vertiv's Learning Curve?
Trefis16d agoneutral
Should You Get Paid To Wait Out Vertiv's Learning Curve?

Vertiv (VRT) makes the power and cooling systems that keep AI data centers running, and the stock trades about 38% below its 52-week high. Selling a put pays you now for agreeing to buy it lower, and the payment is yours whether or not you own the shares. The catch is what knocked the stock down: Vertiv is learning to ship projects far bigger than it used to.

Goldman Sachs now sees Fed hiking again in October
Reuters16d agoneutral
Goldman Sachs now sees Fed hiking again in October

SYDNEY, Sept 17 (Reuters) - Goldman Sachs now expects the US Federal Reserve to raise interest rates by 25 basis points at its October policy meeting, adding a further hike to its September call.

What Does AppLovin Stock Do On Your Worst Days?
Trefis16d agoneutral
What Does AppLovin Stock Do On Your Worst Days?

AppLovin (APP) has climbed 6.2% over the last five trading days while the S&P 500 slipped 1.1%. With the stock about 55% below its 52-week high, a week like that pulls in bottom hunters. But next week is the wrong question. What matters to your money is what holding AppLovin does every time the market moves, because it travels far further than the index, and furthest on the way down.

Ferrari (BIT:RACE) Stock Looks Fully Valued On Current Earnings
Simply Wall St.16d agoneutral
Ferrari (BIT:RACE) Stock Looks Fully Valued On Current Earnings

Ferrari has rewarded patient shareholders over the past few years, and the stock now changes hands at a level that naturally raises a question about what its earnings are really worth. With the share price near recent highs and brand headlines back in the spotlight, the issue for anyone looking at Ferrari today is how much of that story is already embedded in the current multiple. Over the past 5 years the stock has delivered a total return of 102.1%, which puts real pressure on the current...

JD.com (JD) Stock Could Still Be A Bargain On Earnings
Simply Wall St.16d agoneutral
JD.com (JD) Stock Could Still Be A Bargain On Earnings

JD.com has seen its share price struggle in recent years, and that slump puts the focus squarely on whether today's valuation can be explained by what the business earns. With the stock under pressure, the key issue for investors is how well JD.com's current earnings profile lines up with the price on screen. Over the past 5 years the share price has fallen 59.7%, which raises a direct question about whether the current market value still matches the company’s earnings power. JD.com’s...

Why JPMorgan Chase (JPM) Is Back In The Spotlight
Simply Wall St.16d agoneutral
Why JPMorgan Chase (JPM) Is Back In The Spotlight

Why a bullish revenue outlook matters for JPMorgan Chase stock JPMorgan Chase (JPM) has just put some numbers behind its confidence. At a recent Barclays conference, Co President Doug Petno flagged mid to high teens growth in third quarter investment banking fees and markets revenue. That outlook, paired with broad based strength across products and regions, came as several peers struck a more cautious tone. The contrast helped refocus attention on JPMorgan Chase stock as investors weighed...