Q
QuantAbundanceAbundance, Quantified.

News

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

30,607 signal articles · 120 in last 24h · 155,469 total before filter · latest 16m ago
120last 24h
855last 7d
146● bullish (7d)
90● bearish (7d)
214publishers
AllMacro191Earnings105M&A126Regulatory20Product22Analyst19
✕ clear all filtersticker: AMDSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Dell’s AI-Focused Spending Spree and New Debt Financing Could Be A Game Changer For Dell Technologies (DELL)
Simply Wall St.95d agoneutral
Dell’s AI-Focused Spending Spree and New Debt Financing Could Be A Game Changer For Dell Technologies (DELL)

Dell Technologies recently completed several fixed-income offerings totaling about US$3.0 billion in senior unsecured notes maturing between 2031 and 2037, secured a new US$6.0 billion revolving credit facility, and affirmed a quarterly dividend of US$0.63 per share payable on July 31, 2026. At the same time, Dell is expanding its role in AI infrastructure by launching Vera Rubin–based PowerEdge servers, shipping rack-scale AI systems to partners like CoreWeave, and collaborating with AMD...

Forget Nvidia: Four Billionaires Who Rarely Agree on Anything Hold the Same Overlooked Chip Stock
24/7 Wall St.95d agoneutral
Forget Nvidia: Four Billionaires Who Rarely Agree on Anything Hold the Same Overlooked Chip Stock

Four billionaire portfolio managers who almost never end up on the same side of a trade quietly converged on Taiwan Semiconductor Manufacturing (NYSE:TSM). Chase Coleman’s Tiger Global added 49.38% to its Taiwan Semiconductor position. That lifted it to the fund’s fourth-largest holding at $1.04 billion. David Tepper boosted his stake alongside other chip names. Stanley ... Forget Nvidia: Four Billionaires Who Rarely Agree on Anything Hold the Same Overlooked Chip Stock

David Tepper Trimmed Nvidia and AMD, but Doubled Down on This AI Stock
24/7 Wall St.95d agoneutral
David Tepper Trimmed Nvidia and AMD, but Doubled Down on This AI Stock

David Tepper’s Appaloosa Management trimmed NVIDIA (NASDAQ:NVDA) by roughly 13% of shares and cut AMD (NASDAQ:AMD) by roughly 32% of shares while nearly doubling its Amazon position, adding about 2.14 million shares (an increase of roughly 98%) during the quarter ended March 31, 2026. The disclosure landed in the 13F filed May 15, 2026, and ... David Tepper Trimmed Nvidia and AMD, but Doubled Down on This AI Stock

AMD Lands a Massive AI Infrastructure Opportunity With Rackspace
Insider Monkey95d agoneutral
AMD Lands a Massive AI Infrastructure Opportunity With Rackspace

With a forward P/E of 40.39, Advanced Micro Devices, Inc. (NASDAQ:AMD) is among the 10 Most Overvalued Quantum Computing Stocks According to Short Sellers. On June 16, Advanced Micro Devices, Inc. (NASDAQ:AMD) and Rackspace Technology announced a definitive agreement for the phased deployment of an initial 30-megawatt footprint dedicated to AMD-powered computing infrastructure across Rackspace’s global data […]

AI Chips Update - AI Drives Next-Level Network Operations Innovation
Simply Wall St.95d agoneutral
AI Chips Update - AI Drives Next-Level Network Operations Innovation

Mavenir has introduced its Agentic Service Assurance Framework, designed to enhance network operations through scalable, closed-loop automation using artificial intelligence. This multi-agent framework, aligned with TM Forum specifications IG1251 and IG1453, aims to accelerate autonomous network operations across multi-vendor and multi-domain environments. By capturing and automating expert workflows from Network Operations Centers (NOC), the system seeks to replicate and expand human...