Q
QuantAbundanceAbundance, Quantified.

News

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

30,601 signal articles · 138 in last 24h · 155,347 total before filter · latest 59m ago
138last 24h
852last 7d
146● bullish (7d)
90● bearish (7d)
214publishers
AllMacro192Earnings102M&A125Regulatory20Product22Analyst19
✕ clear all filtersticker: MSFTSentiment:bullishneutralbearishshow all (incl. clickbait)
IREN Q3 Earnings Call Highlights
MarketBeat140d agoneutral
IREN Q3 Earnings Call Highlights

IREN (NASDAQ:IREN) used its fiscal third-quarter earnings call to highlight a rapid expansion in AI data center capacity, a new long-term customer agreement with NVIDIA, and continued progress in shifting its business mix away from Bitcoin mining and toward AI Cloud services. Strategic focus: conve

New Nvidia deal pumps crypto stock
TheStreet141d agoneutral
New Nvidia deal pumps crypto stock

IREN Limited (NASDAQ: IREN) shares jumped 27% to $72.28 during after-hours trading on May 7, The move came after the company closed the prior session down 6.77% at $56.85. At press time, the stock had pulled back slightly to $69.45, still up 21.55%. The catalyst was a new strategic ...

Is Microsoft a good long-term investment in 2026?
TheStreet141d agoneutral
Is Microsoft a good long-term investment in 2026?

Since its earliest beginnings, Microsoft (MSFT) has positioned itself at the center of technological transformation, and innovations like MS-DOS, Microsoft Office, subscription software models, and Azure cloud infrastructure have created significant wealth for investors. According to Fortune, if ...

Bloomberg141d agoneutral
Top Trump Aide Says Administration Won’t Pick Winners in AI Race

(Bloomberg) -- White House Chief of Staff Susie Wiles said the US government would refrain from choosing winners and losers in artificial intelligence, the latest signal from a top aide to President Donald Trump as his administration prepares new AI policy directives.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysDOJ Plans Intervention in Trump Supreme Court Carroll AppealUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agent

ARM Q4 Earnings Call Highlights
MarketBeat142d agoneutral
ARM Q4 Earnings Call Highlights

Arm (NASDAQ:ARM) reported record results for the fourth quarter of fiscal 2026 and the full fiscal year, pointing to accelerating momentum in cloud AI and growing customer interest in its recently launched Arm AGI CPU product family. Record quarter and full-year results CEO Rene Haas said Arm “deli

Record Earnings Expected in 2026 Q1
Zacks142d agoneutral
Record Earnings Expected in 2026 Q1

Impressively, the aggregate earnings total for Q1 is on track to be a new all-time quarterly record at $690.4 billion, surpassing the record set in the preceding quarter at $655.5 billion.

Forrester Research Q1 Earnings Call Highlights
MarketBeat142d agoneutral
Forrester Research Q1 Earnings Call Highlights

Forrester Research (NASDAQ:FORR) reported first-quarter 2026 results that showed improving retention trends and strong free cash flow, even as revenue declined year over year and contract value (CV) remained down. Management also highlighted growing adoption of Forrester AI and continued progress on

Bloomberg142d agobullish
Meta-Backed Scale AI Wins $500 Million Defense Department Deal

(Bloomberg) -- The Pentagon awarded a $500 million contract to Meta Platforms Inc.-backed Scale AI to help sift through data and assist in decision-making, the latest step in the US military’s effort to rely more on artificial intelligence.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agents to Field Financial Services TasksDOJ Plans Intervention in Trump Supreme Court Carroll

Prediction: Trump’s Iran Deal Will Spark a Stock Market Rally Into Midterms
24/7 Wall St.142d agobullish
Prediction: Trump’s Iran Deal Will Spark a Stock Market Rally Into Midterms

Gas prices were rising fast enough to turn a geopolitical standoff into an economic problem for everyday Americans. Over the past two weeks, investors watched oil prices climb, inflation fears reawaken, and concerns grow that a broader Middle East conflict could push the economy off course just months before the midterm elections. But early Wednesday ... Prediction: Trump’s Iran Deal Will Spark a Stock Market Rally Into Midterms

Microsoft may shelve 2030 clean energy target as AI lifts power use, Bloomberg News reports
Reuters142d agoneutral
Microsoft may shelve 2030 clean energy target as AI lifts power use, Bloomberg News reports

Microsoft is considering delaying or abandoning its 2030 goal of matching its entire hourly ‌electricity use with renewable energy purchases, Bloomberg News ‌reported on Wednesday, citing people familiar with the matter. The expensive and ​energy-intensive push for data centers is reshaping the feasibility of Microsoft's climate commitments that were made before the AI era and rank among the industry's most ambitious targets, the ‌report said. The discussions were ⁠ongoing and no final decision has been made, Bloomberg News added.

Nvidia Is Facing More Competition and It’s Spooking Investors
Bloomberg142d agobearish
Nvidia Is Facing More Competition and It’s Spooking Investors

(Bloomberg) -- This earnings season has delivered plenty of good news for the artificial intelligence trade, but instead of bidding up Nvidia Corp. shares, investors have been dumping them.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysUS Says Offensive Phase of Iran War Over as Ship Hit in StraitAnthropic Unveils AI Agents to Field Financial Services TasksTrump Pauses Plan to Guide Ships While Seeking Iran DealWhite House Weighs AI Working Group, Model Testi

Schneider Electric to launch Southeast Asia training hub in Malaysia
Reuters142d agoneutral
Schneider Electric to launch Southeast Asia training hub in Malaysia

French energy technology firm Schneider Electric plans to open a Southeast Asian training centre in ‌Malaysia this year, a senior executive said on Wednesday, as ‌a boom in artificial intelligence infrastructure drives up power demand in the region. Southeast Asia's ​data centre capacity is expected to grow threefold by 2030, according to analysts, with Malaysia emerging as a major hotspot, attracting investments from tech giants such as Microsoft, Amazon and Alphabet's Google in recent years.

David Sacks Says AI Could Drive 75% Of US GDP Growth As Morgan Stanley Sees Big Tech AI Capex Surging Past $800 Billion In 2026
Benzinga143d agoneutral
David Sacks Says AI Could Drive 75% Of US GDP Growth As Morgan Stanley Sees Big Tech AI Capex Surging Past $800 Billion In 2026

On Sunday, former White House AI and crypto czar David Sacks said artificial intelligence is rapidly becoming one of the most powerful drivers of the U.S. economy as Morgan Stanley raised its forecast for hyperscaler AI infrastructure spending. Morgan Stanley Projects Massive AI Capex Boom From Big Tech Morgan Stanley now expects Amazon.com Inc., Alphabet Inc., Meta Platforms Inc., Microsoft Corp. and Oracle Corp. to collectively spend about $805 billion in capital expenditures in 2026, up from

eToro CEO talks Coinbase layoffs & AI's labor force impact
Yahoo Finance Video143d agobearishVIDEO
eToro CEO talks Coinbase layoffs & AI's labor force impact

Leaders in finance, technology, and politics are gathered at the Milken Institute Global Conference this week to discuss the most pressing social and economic challenges. eToro (ETOR) co-founder and CEO Yoni Assia sits down with Yahoo Finance Executive Editor Brian Sozzi to discuss the impact of artificial intelligence (AI) on the labor force.

eToro CEO talks Coinbase layoffs & AI's labor force impact
Yahoo Finance Video143d agobearishVIDEO
eToro CEO talks Coinbase layoffs & AI's labor force impact

Leaders in finance, technology, and politics are gathered at the Milken Institute Global Conference this week to discuss the most pressing social and economic challenges. eToro (ETOR) co-founder and CEO Yoni Assia sits down with Yahoo Finance Executive Editor Brian Sozzi to discuss the impact of artificial intelligence (AI) on the labor force.

Veteran fund manager picks best Mag 7 stock for 2026
TheStreet143d agoneutral
Veteran fund manager picks best Mag 7 stock for 2026

Last week’s tech earnings put investors’ attention back on AI spending and whether it’s actually paying off. One megacap stands out, surging nearly 10% over the past five trading days, the best five-day performance among the Magnificent 7 stocks. That’s Alphabet. The stock is up 22% year to date as ...

Meta’s Cheap Stock Is an Investor Trap
The Wall Street Journal143d agoneutral
Meta’s Cheap Stock Is an Investor Trap

Meta’s stock has languished recently as concern grows over its spending on AI, leaving it unusually cheap. At around 18 times forward earnings, its valuation also represents a discount to other big tech companies. The premium for Google-parent Alphabet’s shares against Meta’s is the highest it has been since 2022.

Bloomberg143d agoneutral
Alphabet Kicks Off Six-Part Euro Debt Offering

(Bloomberg) -- Google parent company Alphabet Inc. has kicked off the sale of a six-part debt sale in euros, according to a person familiar with the matter who asked not to be identified.Most Read from BloombergUS Has Opened a Passage Through Hormuz, Central Command SaysChina’s Unprecedented Defiance of US Sanctions Triggers ShowdownUS and Iran Trade Fire in Gulf, Jolting Four-Week-Old TruceFormer NYC Mayor Giuliani in Critical Condition, Trump SaysBeijing Tells China Firms to Ignore US Sanction