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.

30,582 signal articles · 142 in last 24h · 155,138 total before filter · latest 48m ago
142last 24h
847last 7d
147● bullish (7d)
90● bearish (7d)
214publishers
AllMacro188Earnings100M&A125Regulatory20Product22Analyst19
✕ clear all filtersticker: QQQSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
CRWV Vs. QQQ: Buy CoreWeave for Explosive AI Alpha or Hold QQQ for Insulated Macro Safety?
24/7 Wall St.79d agobullish
CRWV Vs. QQQ: Buy CoreWeave for Explosive AI Alpha or Hold QQQ for Insulated Macro Safety?

CoreWeave (NASDAQ:CRWV) and Invesco QQQ Trust (NASDAQ:QQQ) just gave investors two very different reads on the AI trade. CoreWeave posted its strongest bookings quarter ever, then watched shares slide on customer concentration fears. QQQ, the Nasdaq-100 basket, absorbed the same tech turbulence with barely a scratch. One is a levered GPU cloud pure-play. The other ... CRWV Vs. QQQ: Buy CoreWeave for Explosive AI Alpha or Hold QQQ for Insulated Macro Safety?

Broadcom Stock: The 1 Number That Could Tell You a Market Turn Is Coming
24/7 Wall St.79d agoneutral
Broadcom Stock: The 1 Number That Could Tell You a Market Turn Is Coming

On The AI Investor Podcast, one point kept resurfacing when the panel discussed index concentration risk: “Nvidia is 8.5% of the NASDAQ, but it’s expected to contribute 37% of next year’s profits for the entire index. Nvidia, Micron, Broadcom combined, they’re just a little under half of all the profit contributions to the NASDAQ index ... Broadcom Stock: The 1 Number That Could Tell You a Market Turn Is Coming

QDTE’s 48% Yield Is Shrinking Fast As Volatility Drops Below 17
24/7 Wall St.79d agobearish
QDTE’s 48% Yield Is Shrinking Fast As Volatility Drops Below 17

The Roundhill Innovation-100 0DTE Covered Call Strategy ETF (CBOE:QDTE) pays income every single week, and that cadence is the entire reason people own it. QDTE sells zero-days-to-expiration call options against synthetic NASDAQ-100 exposure, then routes the collected premiums back to shareholders as distributions that most recently ran $0.24 per share on July 1, 2026. With ... QDTE’s 48% Yield Is Shrinking Fast As Volatility Drops Below 17

The Nasdaq 100 Now Controls a Quarter of Every Growth ETF Dollar
24/7 Wall St.79d agoneutral
The Nasdaq 100 Now Controls a Quarter of Every Growth ETF Dollar

On a recent Animal Spirits podcast titled “Talk Your Book: How SpaceX Got Into the Nasdaq 100,” Invesco’s Paul Schroeder dropped a statistic that should stop any growth investor mid-scroll. The Nasdaq 100, which you probably know through Invesco QQQ Trust (NASDAQ:QQQ) and its cheaper sibling Invesco NASDAQ 100 ETF (NASDAQ:QQQM), now owns 27% of ... The Nasdaq 100 Now Controls a Quarter of Every Growth ETF Dollar

SpaceX Mania Just Made This the Busiest Month for the Nasdaq’s Biggest ETF in 6 Years
24/7 Wall St.79d agoneutral
SpaceX Mania Just Made This the Busiest Month for the Nasdaq’s Biggest ETF in 6 Years

Something strange has happened to the biggest ETF on the NASDAQ. Retail investors who a year ago could not have told you what a float-adjusted market cap was are suddenly emailing Invesco’s product team about index-inclusion methodology, because of SpaceX. Paul Schroeder, who covers Invesco QQQ Trust (NASDAQ:QQQ) and its cheaper sibling QQQM, told the ... SpaceX Mania Just Made This the Busiest Month for the Nasdaq’s Biggest ETF in 6 Years

This $1,200 Stock Could Be the Next Massive Stock Split Opportunity
24/7 Wall St.79d agoneutral
This $1,200 Stock Could Be the Next Massive Stock Split Opportunity

The Number $8.662 billion. That is what Mounjaro alone generated for Eli Lilly (NYSE:LLY) in the first quarter of 2026, a single product, a single quarter, up 125% year over year. The figure was disclosed in Lilly’s Q1 2026 earnings release on April 30, 2026, an actual reported figure. This key growth driver is what ... This $1,200 Stock Could Be the Next Massive Stock Split Opportunity

Why Micron Outweighs Meta 2-to-1 in the Nasdaq 100, Even Though Meta Is Way Bigger
24/7 Wall St.80d agoneutral
Why Micron Outweighs Meta 2-to-1 in the Nasdaq 100, Even Though Meta Is Way Bigger

On the June 27 episode of the Animal Spirits podcast, Michael Batnick and Paul Schroeder of Invesco spent a segment on something that should annoy anyone who thinks they understand the NASDAQ 100. As of that date, Micron (NASDAQ:MU) carried a 5.7% weighting in QQQ (NASDAQ:QQQ) while Meta (NASDAQ:META) sat at just 2.6%, even though Meta’s total market cap was ... Why Micron Outweighs Meta 2-to-1 in the Nasdaq 100, Even Though Meta Is Way Bigger