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 · 57 in last 24h · 160,153 total before filter · latest 8h ago
57last 24h
763last 7d
112● bullish (7d)
79● bearish (7d)
214publishers
AllMacro157Earnings190M&A82Regulatory15Product13Analyst21
✕ clear all filtersticker: NVDASentiment:bullishneutralbearish✓ showing all (incl. clickbait)
The Neocloud Trade Could Turn Shareholders Into Bagholders. Nebius Just Cratered 17%
24/7 Wall St.92d agoneutral
The Neocloud Trade Could Turn Shareholders Into Bagholders. Nebius Just Cratered 17%

Shares of Nebius Group (NASDAQ:NBIS) closed down 17% Wednesday. The move cracks a narrative that just weeks ago had retail investors trading millionaire screenshots on Reddit. The neocloud trade, the idea that AI-first cloud upstarts can borrow their way to hyperscaler status, is running into the arithmetic of how much debt these companies actually owe. ... The Neocloud Trade Could Turn Shareholders Into Bagholders. Nebius Just Cratered 17%

VOO’s 0.03% Fee Hides the Real Cost: Why Cheaper Competitors Charge Half as Much
24/7 Wall St.92d agoneutral
VOO’s 0.03% Fee Hides the Real Cost: Why Cheaper Competitors Charge Half as Much

The Vanguard S&P 500 ETF (NYSEARCA:VOO) sells itself as the cheapest ticket to owning America. The sticker says 0.03%, roughly $3 a year per $10,000 invested. That’s the number every marketing page leads with. It’s also the number that obscures every other cost the fund quietly passes to shareholders. VOO is cheap, but holders pay ... VOO’s 0.03% Fee Hides the Real Cost: Why Cheaper Competitors Charge Half as Much

The Analyst Who Loved Bank Stocks for 15 Years Just Flipped. Here’s What He’s Buying Instead
24/7 Wall St.92d agobullish
The Analyst Who Loved Bank Stocks for 15 Years Just Flipped. Here’s What He’s Buying Instead

For most of the post-2008 era, Oppenheimer’s Chris Kotowski was the guy telling you to keep buying the big banks. He waved off the 2011 eurozone panic, the 2016 energy blowup, COVID, and the 2022 rate hikes. On June 30, 2026, he flipped. Kotowski cut Goldman Sachs (NYSE:GS), Morgan Stanley (NYSE:MS), Bank of America, and ... The Analyst Who Loved Bank Stocks for 15 Years Just Flipped. Here’s What He’s Buying Instead

‘I’m the Biggest Idiot in the World’: Cramer Torches His Own Tech Calls but Backs This One
24/7 Wall St.92d agoneutral
‘I’m the Biggest Idiot in the World’: Cramer Torches His Own Tech Calls but Backs This One

Jim Cramer spent Monday night on Mad Money doing something television hosts rarely do on camera: calling himself an idiot. A viewer named Kyle phoned in about her Corning (NYSE:GLW) position, worried about the wild swings, and Cramer used the question to torch his own track record on the mega-caps before validating her thesis. Kyle ... ‘I’m the Biggest Idiot in the World’: Cramer Torches His Own Tech Calls but Backs This One

Hewlett Packard (HPE) Ranks Among Hot Stocks with the Highest Upside Potential
Insider Monkey92d agoneutral
Hewlett Packard (HPE) Ranks Among Hot Stocks with the Highest Upside Potential

Hewlett Packard Enterprise Company (NYSE:HPE) is one of the Top 10 Hot Stocks with the Highest Upside Potential. On June 16, Hewlett Packard Enterprise Company (NYSE:HPE) announced that it has been selected by Siemens Energy to help Siemens Energy improve its engineering operations with AI as global demand for power continues to rise. According to […]

What Palantir Technologies (PLTR)'s NVIDIA Sovereign AI and Surf Air Deals Mean For Shareholders
Simply Wall St.92d agoneutral
What Palantir Technologies (PLTR)'s NVIDIA Sovereign AI and Surf Air Deals Mean For Shareholders

In late June 2026, Palantir Technologies announced a new sovereign AI initiative with NVIDIA to run Nemotron open models on Palantir’s AIP, Foundry, Ontology, and Apollo platforms for U.S. government agencies and critical infrastructure, alongside an expanded Surf Air Mobility partnership to accelerate SurfOS aviation software powered by Palantir. Together, these alliances deepen Palantir’s role at the core of secure, domain-specific AI infrastructure, spanning classified government systems...

PTIR Investors Lost 49% While Palantir Fell 14%: The 20-Point Decay Tax Nobody Discusses
24/7 Wall St.92d agoneutral
PTIR Investors Lost 49% While Palantir Fell 14%: The 20-Point Decay Tax Nobody Discusses

If you bought GraniteShares 2x Long PLTR Daily ETF (NASDAQ:PTIR) a year ago to double up on Palantir Technologies (NASDAQ:PLTR), you didn’t. The underlying stock fell about 14.41% over the past year. PTIR fell about 49.16%. The math of “2x” quietly ate the rest. What You’re Actually Paying The sticker cost is the expense ratio. ... PTIR Investors Lost 49% While Palantir Fell 14%: The 20-Point Decay Tax Nobody Discusses

Palantir (PLTR) Teams With Nvidia And Expands Surf Air AI Push
Simply Wall St.92d agoneutral
Palantir (PLTR) Teams With Nvidia And Expands Surf Air AI Push

Palantir Technologies (NasdaqGS:PLTR) announced a new partnership with NVIDIA to deliver sovereign AI solutions for U.S. government agencies and critical infrastructure operators. The company also expanded its work with Surf Air Mobility to speed up deployment of AI-powered aviation software across commercial applications. These moves broaden Palantir's AI footprint across national security and specialized commercial sectors, highlighting its focus on secure and regulated...

Top analysts set jaw-dropping Micron stock target after surge
TheStreet92d agoneutral
Top analysts set jaw-dropping Micron stock target after surge

Wall Street just slapped Micron Technology (MU) with two historic price targets in the same week. Susquehanna now projects the memory-chip maker to hit $2,000 a share, while Phillip Securities set its own call at $1,870. Both numbers followed an exceptional third quarter that ran far ahead of ...