Q
QuantAbundanceAbundância, quantificada.

Notícias

Apenas manchetes de alto sinal - eventos macro, resultados, M&A, regulatório. Listicles e clickbait de analistas filtrados por padrão. Atualizado a cada hora.

30,630 signal articles · 35 in last 24h · 155,690 total before filter · latest 1h ago
35last 24h
849last 7d
142● bullish (7d)
89● bearish (7d)
214publishers
AllMacro196Earnings106M&A123Regulatory20Product21Analyst19
✕ clear all filterssentiment: neutralSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Credo Technology (CRDO) Just Cleared a Key PCIe 6.0 Milestone. What Comes Next?
Insider Monkey4d agoneutral
Credo Technology (CRDO) Just Cleared a Key PCIe 6.0 Milestone. What Comes Next?

Credo Technology Group Holding Ltd (NASDAQ:CRDO) has its Toucan Gen6x16 PCI Express (PCIe) retimer now officially added to the PCI-SIG Integrators List. The listing took place after retimer’s testing completion at the PCI-SIG Compliance Workshop, where it achieved formal PCI-SIG 6.x compliance at 64.0 GT/s. The development validates Toucan’s compliance and interoperability credentials in the […]

Ciena (CIEN) Following Record Q3 Results And 2029 Targets Looks Back In Valuation Focus
Simply Wall St.4d agoneutral
Ciena (CIEN) Following Record Q3 Results And 2029 Targets Looks Back In Valuation Focus

Why Ciena Stock Is Back In Focus After Its Special Call Ciena (CIEN) moved back onto investor watchlists after a recent special call highlighted record third quarter fiscal 2026 results, new financial targets for 2029, and a planned overhaul of its reporting structure. Ciena’s special call came against a backdrop of sharp price swings. The share price has rallied 4.92% in the past day and 14.49% over the past week, even after a decline of 7.54% over 30 days and a 20.42% drop over 90 days...

Mobileye (MBLY) Stock Looks Overvalued Following Fresh Autonomous Mobility Funding News
Simply Wall St.4d agoneutral
Mobileye (MBLY) Stock Looks Overvalued Following Fresh Autonomous Mobility Funding News

Mobileye Global has seen its share price come under heavy pressure, and that drop puts fresh focus on a simple question for investors who still follow the story: Is the current valuation of the stock supported by the sales the business is generating today and is expected to produce over time? The share price has fallen 80.1% over the past 3 years, which puts a lot of weight on whether the revenue base can underpin the remaining equity value. Mobileye's recent investment in Beep, Inc. to...

Marvell Technology (MRVL) Debuts Industry First 2nm Optical Interconnects
Simply Wall St.4d agoneutral
Marvell Technology (MRVL) Debuts Industry First 2nm Optical Interconnects

Marvell Technology (NasdaqGS:MRVL) revealed industry-first 2nm optical interconnect solutions for AI data centers at ECOC 2026 on 21 September 2026. The new 2nm products target higher bandwidth for AI clusters, aiming to support growing data movement inside hyperscale facilities. Marvell highlighted power efficiency features and integrated security for AI networking workloads in its latest optical interconnect portfolio. There is more to Marvell's new 2nm optical interconnect launch than...

Mosaic (MOS) Rebounds As Fertilizer Supply Story Revives The Question Of Value
Simply Wall St.4d agoneutral
Mosaic (MOS) Rebounds As Fertilizer Supply Story Revives The Question Of Value

Mosaic (MOS) is back in focus after its shares closed at US$24.07, leaving the fertilizer producer down over the past year but higher across the past 3 months. The short-term picture has improved for Mosaic, with a 13.3% 90-day share price return contrasting with weaker year-to-date and 1-year total shareholder returns that are still down more sharply. Recent gains suggest sentiment has firmed a little after a tougher multi-year stretch. Explore additional fertilizer and materials stocks...

Alibaba Group Holding (BABA) Could Be 52% Undervalued After AI Chip And Cloud Push
Simply Wall St.4d agoneutral
Alibaba Group Holding (BABA) Could Be 52% Undervalued After AI Chip And Cloud Push

Alibaba’s AI chips and cloud ambitions meet regulatory heat Alibaba Group Holding (NYSE:BABA) is back in focus after a string of AI related headlines, from a Qwen powered U.S. government search tool to a new Zhenwu V900 accelerator and fresh Pentagon blacklist scrutiny. Investors watching Alibaba now have to weigh a powerful AI chip roadmap and a planned US$53b spend on data centers against questions about procurement practices, regulatory risk, and how much cash the cloud and commerce engine...

PDD Holdings (PDD) Stock Could Be A Bargain Following Its 38% Slide
Simply Wall St.4d agoneutral
PDD Holdings (PDD) Stock Could Be A Bargain Following Its 38% Slide

PDD Holdings has seen its share price fall sharply over the past year, which puts fresh focus on a basic question. Is the current valuation still supported by the earnings power of the business. The stock is down 38.3% over the past year, which raises the question of whether the market is reassessing what its profits are worth. The company’s model of matching cost-conscious shoppers with merchants relies heavily on keeping operating efficiency tight, which can shape how much of each extra...

How Does This F-35A Rollout Strengthen NATO Deterrence for Lockheed Martin (LMT)
Insider Monkey4d agoneutral
How Does This F-35A Rollout Strengthen NATO Deterrence for Lockheed Martin (LMT)

Germany’s first F-35A Lightning II marks a major milestone for Lockheed Martin Corp. (NYSE:LMT), as the company presented it to the German government at Lockheed’s F-35 production facility. For Lockheed Martin, this development highlights the continuing expansion of an F-35 franchise now selected by 20 nations. Expanding Global Footprint In line with Germany’s program of […]

Astronics (ATRO) Stock May Trade At A 31% Discount On Cash Flow
Simply Wall St.4d agoneutral
Astronics (ATRO) Stock May Trade At A 31% Discount On Cash Flow

Astronics has delivered a very strong multi year share price run, so the immediate question for anyone looking at the stock today is whether that market value is still grounded in the cash it can generate over time. Over the past 5 years the share price has climbed about 471.0%, which puts a lot of weight on whether the underlying cash flows can justify that kind of repricing. The business depends heavily on converting aerospace and defense orders into steady cash inflows, so the timing and...

MKS (MKSI) Could Be 38% Undervalued Following FTSE All World Index Addition
Simply Wall St.4d agoneutral
MKS (MKSI) Could Be 38% Undervalued Following FTSE All World Index Addition

MKS (MKSI) was added to the FTSE All-World Index (USD) on 19 September 2026, a move that can influence how large global index funds and ETFs treat the stock. MKS enters the index after a sharp run, with the share price up 52.6% year to date and supported by a 101.72% total shareholder return over the past 12 months. However, momentum has faded recently, with a 90 day share price return down 33.98%. Scan beyond MKS and see which other semiconductor players are catching index attention with the...

3 Cash-Producing Stocks We Approach with Caution
StockStory4d agoneutral
3 Cash-Producing Stocks We Approach with Caution

While strong cash flow is a key indicator of stability, it doesn’t always translate to superior returns. Some cash-heavy businesses struggle with inefficient spending, slowing demand, or weak competitive positioning.

Puma restructures European leadership
Retail Insight Network4d agoneutral
Puma restructures European leadership

Fokko de Rooij will report to Puma chief executive Arthur Hoeld, who has temporarily taken on COO responsibilities pending a permanent appointment to the role.

Sanofi Reviews Pipeline, Broadens Deal Hunt as It Rebuilds Research Engine
MarketBeat4d agoneutral
Sanofi Reviews Pipeline, Broadens Deal Hunt as It Rebuilds Research Engine

Sanofi (NASDAQ:SNY) is reviewing its late-stage pipeline, broadening its business-development lens and working to rebuild early research output under new leadership, Chief Scientific Officer and Global Head of Research Mike Quigley said at a Bank of America event. Quigley said Chief Executive Offic