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.

30,500 signal articles · 145 in last 24h · 154,437 total before filter · latest 19m ago
145last 24h
859last 7d
146● bullish (7d)
92● bearish (7d)
214publishers
AllMacro201Earnings105M&A125Regulatory20Product21Analyst19
✕ clear all filtersticker: NVDAsentiment: bullishSentiment:bullishneutralbearishshow all (incl. clickbait)
AI boom sparks rally, frenzy and fear
Reuters106d agobullish
AI boom sparks rally, frenzy and fear

An AI boom has driven stock markets to record highs, big tech firms are piling hundreds of billions of dollars into new tech, while consumers, workers and businesses are grappling with existential questions unleashed by ‌the likes of ChatGPT and Claude. Some analysts say Artificial Intelligence will boost productivity and make businesses more profitable. Meanwhile the market frenzy over Elon Musk's SpaceX has reached fever pitch ahead of its IPO expected on Thursday afternoon.

May CPI Surges to 4.2%, but the Fed May Not Be Ready to Raise Rates
24/7 Wall St.106d agobullish
May CPI Surges to 4.2%, but the Fed May Not Be Ready to Raise Rates

Inflation is back in the headlines, and at first glance, the latest numbers appear to deliver a clear message: higher prices mean higher interest rates. Markets have spent the last several years obsessing over every inflation report because the Federal Reserve’s next move depends heavily on whether price pressures are accelerating or easing. According to ... May CPI Surges to 4.2%, but the Fed May Not Be Ready to Raise Rates

Stock futures slide, volatility spikes in response to May CPI
Yahoo Finance Video106d agobullishVIDEO
Stock futures slide, volatility spikes in response to May CPI

US stock futures (ES=F, NQ=F, YM=F) tick lower in Wednesday's pre-market trading after consumer prices rose 0.5% month over month and 4.2% year over year in May, according to the latest Consumer Price Index (CPI) survey. Yahoo Finance Markets and Data Editor Jared Blikre takes a closer look at the market reaction to the inflation data, especially in the bond market (^TYX, ^TNX, ^FVX) and various commidites. Additionally, core CPI — which excludes food and energy costs — rose 0.3% monthly and 2.9% yearly. All numbers met economists' estimates.

Prominent Tech Investor: ‘When We Were Buying Nvidia in 2023, We Were Paying 4 Times Earnings’
24/7 Wall St.107d agobullish
Prominent Tech Investor: ‘When We Were Buying Nvidia in 2023, We Were Paying 4 Times Earnings’

Alex Sacerdote, founder of Whale Rock Capital, dropped a line on a recent Invest Like the Best episode that stopped listeners cold: “When we were buying Nvidia in 2023, we were paying 4 times earnings. When we bought Tesla in 2019 for the car S-curve, we were paying 5 times earnings. When we were owning ... Prominent Tech Investor: ‘When We Were Buying Nvidia in 2023, We Were Paying 4 Times Earnings’

Reuters109d agobullish
Marvell shares jump after chipmaker wins spot in S&P 500

Marvell Technology shares climbed more than 7% in premarket trading on Monday after the chipmaker was set to join the ‌benchmark S&P 500 at the end of June, in the latest ‌boost to a stock that has surged recently. Its shares have gained about 59% since May 27 after ​the company forecast its custom-chip business would surpass $10 billion in revenue in fiscal 2029 and Nvidia CEO Jensen Huang called Marvell the next "trillion-dollar company." The stock dropped 16.7% in regular trading on Friday amid a broader selloff that wiped out $1.3 trillion in ‌market value for the chip ⁠sector.

1 Cash-Rich Industrial Titan Under $40 to Buy Hand Over Fist to Capitalize on the New Trump Tariff Supercycle
24/7 Wall St.109d agobullish
1 Cash-Rich Industrial Titan Under $40 to Buy Hand Over Fist to Capitalize on the New Trump Tariff Supercycle

President Trump’s second-term trade agenda has hardened into a structural policy regime, with U.S. steel imports sitting at their lowest levels since the global financial crisis. That backdrop has turned the under-$40 corner of the industrial market into one of the most asymmetric setups in the market, where a single multi-quarter pricing cycle can re-rate ... 1 Cash-Rich Industrial Titan Under $40 to Buy Hand Over Fist to Capitalize on the New Trump Tariff Supercycle