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 2d ago
0last 24h
557last 7d
78● bullish (7d)
63● bearish (7d)
214publishers
AllMacro101Earnings158M&A57Regulatory12Product10Analyst16
✕ clear all filterssentiment: neutralSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
What is CoreWeave’s value proposition, really?
Blockspace18d agoneutral
What is CoreWeave’s value proposition, really?

On today’s Blockspace Live, we interviewed Alexandra Damsker, author of The Damsker Report, about her August 12 article, “Nobody Tell CoreWeave It’s Not a Business" -- and we came with…

What Is Pfizer (PFE) Really Getting From Its New ADC Licensing Deal?
Simply Wall St.18d agoneutral
What Is Pfizer (PFE) Really Getting From Its New ADC Licensing Deal?

Pfizer (NYSE:PFE) has signed a co-development and license deal with Medicus Pharma for an early clinical-stage CD228-targeting antibody-drug conjugate. The agreement grants Medicus exclusive global rights to develop and commercialize the CD228V candidate across multiple human disease areas. Pfizer retains economic participation through financial milestones, royalties and ongoing involvement in the CD228V development program. This new Pfizer Medicus CD228V antibody-drug conjugate partnership...

F5 (FFIV) Adds AI Guardrails And Bot Defenses As Enterprise AI Risks Grow
Simply Wall St.18d agoneutral
F5 (FFIV) Adds AI Guardrails And Bot Defenses As Enterprise AI Risks Grow

F5 (NasdaqGS:FFIV) announced new AI-driven cybersecurity upgrades to its Distributed Cloud Bot Defense and enterprise security platform. The firm introduced persistent device intelligence and agentic AI detection aimed at curbing automated fraud and abuse across client applications. F5 launched Workforce AI Security to provide oversight of workforce AI usage, and integrated with MuleSoft's Agent Fabric for AI Guardrails. These Workforce AI Security and agentic AI bot protections are only...

Oracle (ORCL) Introduced Java 27 With Post Quantum Cryptography
Simply Wall St.18d agoneutral
Oracle (ORCL) Introduced Java 27 With Post Quantum Cryptography

Oracle (NYSE:ORCL) introduced Java 27 with advanced post-quantum cryptography and ecosystem updates on 15 September 2026. The Java 27 release includes Project Valhalla features and Helidon 27 support aimed at raising performance and developer productivity. Quorum Health selected Oracle Health’s AI-driven platform as its standard for clinical and operational systems across its hospital network. Java 27’s post-quantum security and the Quorum Health rollout matter, but investors should also...

AeroVironment (AVAV) Teams Up To Digitize Production And Test Data
Simply Wall St.18d agoneutral
AeroVironment (AVAV) Teams Up To Digitize Production And Test Data

AeroVironment (NasdaqGS: AVAV) announced a new collaboration with software provider Nominal to overhaul production and test data management. The partnership focuses on digitizing real-time manufacturing and test data across AeroVironment's autonomous and counter-UAS hardware programs. Nominal's integrated platform is expected to support AeroVironment as it scales output of mission-critical systems for domestic and international customers. This move to integrate Nominal's real-time data...

Teradyne Looks Expensive Until You Price The AI Chips It Has Not Tested Yet
Trefis18d agoneutral
Teradyne Looks Expensive Until You Price The AI Chips It Has Not Tested Yet

Teradyne (TER) makes the equipment that tests semiconductors, and AI data centers have remade a business that last peaked on smartphones in 2021. The stock has returned about 185% over the past year. Even after falling about 32% from its 52-week high, it trades at about 41.8 times trailing adjusted earnings, the least useful number on the screen.

Review & Preview: Walk the Walk
Barrons.com18d agoneutral
Review & Preview: Walk the Walk

Markets are bracing for the Federal Reserve’s interest rate decision tomorrow, and it seems investors want to hear that central bankers will act decisively to bring down inflation. The Nasdaq Composite ended the day down 0.8%. In addition to a down day in markets, the 10-year U.S. Treasury yield briefly flirted with 5% again today before settling at 4.995%—the highest level since July 2007.

Navigating the Market: Inflation, Yields, & the Fed
Zacks18d agoneutral
Navigating the Market: Inflation, Yields, & the Fed

Over the past few weeks, the market has been extremely choppy, frustrating, and has lacked liquidity. The good news is that Wednesday's FOMC meeting should bring volatility back in a big way and finally give the market some direction.

What Could Dell Technologies (DELL) Europa AI Push Mean For Enterprise Infrastructure?
Simply Wall St.18d agoneutral
What Could Dell Technologies (DELL) Europa AI Push Mean For Enterprise Infrastructure?

Dell Technologies (NYSE:DELL) and Axelera AI announced a collaboration on the new Europa AI Processing Unit architecture for data centers. The partnership targets enterprise AI infrastructure workloads, with Europa designed for more demanding inference and training use cases. The Europa platform is positioned to support European digital autonomy goals by offering regionally aligned AI compute options. The Dell and Axelera AI Europa architecture collaboration is an important new data point to...

DLocal (DLO) Stock Still Looks Cheap As Shares Fell 75% In 5 Years
Simply Wall St.18d agoneutral
DLocal (DLO) Stock Still Looks Cheap As Shares Fell 75% In 5 Years

DLocal has seen its share price move around over the years, and that history now puts a spotlight on a simple issue for investors. The question is whether the current US$14.45 price tag is supported by the returns the business earns on the capital it puts to work. The stock has fallen 75.4% over 5 years, which puts more weight on whether the underlying return on capital story justifies staying invested at all. The new partnership with Oscilar to upgrade anti money laundering monitoring and...

Sandisk (SNDK) Refinances Credit Line As Valuation Debate Sharpens
Simply Wall St.18d agoneutral
Sandisk (SNDK) Refinances Credit Line As Valuation Debate Sharpens

Sandisk (SNDK) has just reshaped its balance sheet by signing a fresh amendment to its loan agreement that refinances its revolving credit facility and locks in up to US$1.5b in flexible borrowing capacity. Recent trading tells a story of cooling momentum. Sandisk’s share price has retreated over the past week and quarter, with the 7 day share price return down 11.9% and the 90 day share price return down 21.9%. This comes even though the 1 year total shareholder return is very large after a...

Is AppLovin's Lead Over Its Peers Already In The Price?
Trefis18d agoneutral
Is AppLovin's Lead Over Its Peers Already In The Price?

AppLovin (APP) grows revenue faster than any peer and earns the group's highest operating margin. It also carries the highest earnings multiple, and the premium is thin: 25.5 times earnings, against 24.9 for Meta Platforms (META), which grows at less than half AppLovin's pace. What holds the multiple up is a belief about where the growth comes from.

Is Okta (OKTA) Fully Valued As Investors Eye Its September 23 Keynote?
Simply Wall St.18d agoneutral
Is Okta (OKTA) Fully Valued As Investors Eye Its September 23 Keynote?

Okta event puts identity security in focus Okta (OKTA) is back in the spotlight after the company scheduled a September 23, 2026 Opening Keynote and Investor Summit webcast, inviting investors to scrutinize its identity security business and long term positioning. Okta’s recent investor event news comes on top of a sharp run. The share price is at US$190.45 after a 29.18% 1 month share price return and a 127.70% year to date share price return, while the 1 year total shareholder return of...

Walmart Conference: E-Commerce, AI and Fast Delivery Fuel Market Share Push
MarketBeat18d agoneutral
Walmart Conference: E-Commerce, AI and Fast Delivery Fuel Market Share Push

Walmart (NASDAQ:WMT) said it is maintaining a focus on price investments, faster fulfillment and expanding digital services as it seeks to build market share, while managing continued inflation and regulatory pressure in pharmacy. During a discussion with Goldman Sachs analyst Kate McShane, a Walma