Q
QuantAbundanceAbundance, Quantified.

News

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

30,617 signal articles · 83 in last 24h · 155,546 total before filter · latest 59m ago
83last 24h
846last 7d
142● bullish (7d)
91● bearish (7d)
214publishers
AllMacro193Earnings105M&A123Regulatory20Product21Analyst19
✕ clear all filterssentiment: bullishSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Should You Buy Uber Stock Because Its Operating Margin Keeps Climbing?
Trefis16d agobullish
Should You Buy Uber Stock Because Its Operating Margin Keeps Climbing?

Uber Technologies (UBER) trades at $73.13, down about 20% over the past twelve months, while the S&P 500 (SPY) returned roughly 19%, and the stock sits at about 72% of its 52-week high. The worry is real: a multiyear $10 billion autonomous-vehicle investment whose income-statement impact management has not yet sized. One number has moved the other way in each of the last three years, and it is the operating margin.

Could Bristol-Myers Squibb (BMY) Outperform Novartis (NVS) as CAR-T Safety Concerns Shake the Sector?
Insider Monkey16d agobullish
Could Bristol-Myers Squibb (BMY) Outperform Novartis (NVS) as CAR-T Safety Concerns Shake the Sector?

The pharmaceutical sector was hit with major pipeline news on September 1 when Novartis AG (NYSE:NVS) paused eight clinical trials of rap-cel, its experimental CAR-T cell therapy targeting autoimmune and neurological disorders. The suspension, effective August 24, followed three patient deaths caused by severe, life-threatening immune reactions (immune effector cell-associated hemophagocytic syndrome). Novartis is currently […]

Could Advanced Micro Devices (AMD)’s Partnership With Cisco Systems (CSCO) Unlock a Massive Middle East AI Opportunity?
Insider Monkey16d agobullish
Could Advanced Micro Devices (AMD)’s Partnership With Cisco Systems (CSCO) Unlock a Massive Middle East AI Opportunity?

On August 31, Advanced Micro Devices, Inc. (NASDAQ:AMD), Cisco Systems, Inc. (NASDAQ:CSCO), and Humain announced that their joint AI infrastructure buildout in Saudi Arabia is officially live. The deployment links AMD’s Instinct MI355X GPUs and EPYC CPUs directly with Cisco’s Silicon One-based 800G switches, giving Humain a foundation to offer GPU-as-a-service across the Middle East. […]

Could Hewlett Packard (HPE)’s Oracle Corporation (ORCL) Partnership Turn AI Networking into its Next Growth Engine?
Insider Monkey16d agobullish
Could Hewlett Packard (HPE)’s Oracle Corporation (ORCL) Partnership Turn AI Networking into its Next Growth Engine?

Hewlett Packard Enterprise Company (NYSE:HPE) announced an expanded collaboration with Oracle Corporation (NYSE:ORCL) on September 2 to scale Oracle’s global AI infrastructure using HPE Juniper Networking across Oracle Cloud Infrastructure (OCI) data centers. The partnership builds on over a decade of joint engineering, leveraging HPE’s routing and switching platforms to support OCI’s expanding gigawatt-scale GPU […]

AeroVironment Stock Jumps. There Is Still Growth for Drones.
Barrons.com16d agobullish
AeroVironment Stock Jumps. There Is Still Growth for Drones.

FEATURE Quarterly results from drone maker AeroVironment were a relief for investors. There is still growth for defense contractors selling drones and drone-related tech. AeroVironment announced fiscal first quarter 2027 earnings of 59 cents a share from sales of $480.

Investing.com16d agobullish
AeroVironment surges 4% on Q1 earnings beat

Investing.com -- AeroVironment Inc (NASDAQ:AVAV) reported first quarter results that exceeded analyst expectations, with adjusted earnings per share of $0.59, beating the consensus estimate of $0.30 by $0.29. Revenue reached a record $480.5 million, surpassing the analyst estimate of $459.89 million and representing a 6% increase from $454.7 million in the same quarter last year.

Ford rebuffs Transportation Secretary's criticisms of Chinese partnerships
Yahoo Finance Video16d agobullishVIDEO
Ford rebuffs Transportation Secretary's criticisms of Chinese partnerships

Ford (F) fires back at the Trump administration's criticisms of the US automaker using Chinese partners for technology in its battery plant project. Yahoo Finance Senior Autos Reporter Pras Subramanian explains US Transportation Secretary Sean Duffy's letter to Ford leadership, the car company's response, and its plans for a Michigan battery plant.

3 Reasons to Avoid OLED and 1 Stock to Buy Instead
StockStory16d agobullish
3 Reasons to Avoid OLED and 1 Stock to Buy Instead

Over the past six months, Universal Display’s stock price fell to $82.23. Shareholders have lost 16.6% of their capital, which is disappointing considering the S&P 500 has climbed by 13.6%. This might have investors contemplating their next move.

GE to Buy Consolidated Precision Products for $11.75B
Bloomberg16d agobullishVIDEO
GE to Buy Consolidated Precision Products for $11.75B

Bloomberg's Kiel Porter joins Scarlet Fu on "Bloomberg Deals." GE Aerospace agreed to buy castings manufacturer Consolidated Precision Products from Warburg Pincus and Berkshire Partners for $11.75 billion, a deal that will significantly expand the jet-engine manufacturer's capacity for the critical components.