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

30,452 signal articles · 144 in last 24h · 154,112 total before filter · latest 17m ago

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147● bullish (7d)

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Quartz10d agobearish

AI stocks fall after Amodei, Altman, and Musk back AI slowdown

Nvidia, Intel, ASML, SK Hynix, and SoftBank were among the hardest-hit names as investors weighed the implications of a deliberate cap on AI progress

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AFP49d agobearish

Siemens shares plunge on disappointing guidance raise

German industrial giant Siemens on Thursday raised its profit outlook for the second time this year after a quarter boosted by AI spending, but its shares plunged after the forecast fell short of investors' hopes.But Siemens shares dropped six percent in early Frankfurt trading, with analysts pointing to expectations of higher full-year profits, as well as fears that new AI tools will disrupt Siemens's own software business.

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Barrons.com56d agobearish

Fears of an AI Spending Crash Aren’t Showing Up in Earnings, Far From It

Earnings from Schneider Electric and several other companies beyond Microsoft can give nervous investors some comfort about the direction of the AI trade.

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