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.

30,464 signal articles · 148 in last 24h · 154,187 total before filter · latest 1h ago
148last 24h
870last 7d
144● bullish (7d)
96● bearish (7d)
214publishers
AllMacro209Earnings107M&A125Regulatory21Product21Analyst18
✕ clear all filtersticker: GOOGLSentiment:bullishneutralbearish✓ showing all (incl. clickbait)
Is Snowflake Buying Its Growth With Its Margin?
Trefis1d agobullish
Is Snowflake Buying Its Growth With Its Margin?

Snowflake (SNOW) stock has gained about 50% since late December 2025, against 13% for the S&P 500. Microsoft, Amazon, and Alphabet all trailed the index over the same stretch. So this was not the cloud trade lifting everything at once. One number inside Snowflake moved, and management has already said what it costs to keep it moving.

What Microsoft's Trailing Multiple Leaves Out
Trefis1d agoneutral
What Microsoft's Trailing Multiple Leaves Out

Microsoft (MSFT) has returned about 33% over the past three months, though it is down 3.1% over the past twelve months. Near $500 a share, the stock carries a trailing price-to-earnings ratio of about 26.7 times adjusted earnings. Whether that multiple looks elevated or not, it is the wrong number to make the decision on, because the earnings analysts already expect are not in it.

OpenAI IPO Collapse?
24/7 Wall St.1d agoneutral
OpenAI IPO Collapse?

OpenAI needs a staggering sum to survive through 2030, rival Anthropic is already turning a profit, and Chinese AI is undercutting American models on price. A failed IPO could detonate valuations across the entire tech industry.

Nvidia Stock Falls. It Has a Google AI Chip Conundrum.
Barrons.com1d agobearish
Nvidia Stock Falls. It Has a Google AI Chip Conundrum.

A familiar problem is haunting Nvidia The chip maker’s stock has paused in its latest effort to break out to new highs and part of the problem is Google. Nvidia shares were down 0.4% at $228.06 in early trading Wednesday. The biggest threat is Alphabet’s Google and its Tensor Processing Units, designed in collaboration with Broadcom Although Nvidia and Google’s rivalry is generally an amicable one, investors keep a close eye on which chips the biggest players use.

What Is Really Driving Palantir's Growth?
Trefis1d agoneutral
What Is Really Driving Palantir's Growth?

Palantir Technologies (PLTR) is known for selling software to governments. Its fastest growth now comes from American companies. U.S. commercial revenue is what those American companies pay Palantir. That line reached $764 million in the latest quarter. It grew 149% from a year earlier. So what are American companies buying.

Verizon Commits $70 Million to Nationwide AI Training Initiative
InvestorsHub1d agoneutral
Verizon Commits $70 Million to Nationwide AI Training Initiative

Verizon (NYSE:VZ) said it is investing $70 million in a nationwide initiative aimed at providing artificial intelligence training to job seekers, small businesses and educators in the United States. The telecommunications company is working with non-profit organisations including Goodwill Industries and aims to provide AI training to hundreds of thousands of people.

How To Size QBTS Stock For The Next Market Shock?
Trefis1d agoneutral
How To Size QBTS Stock For The Next Market Shock?

D-Wave Quantum (QBTS) trades near $17.50, about 61% below the high it set inside the past year. Nothing in the market broke to do that. The S&P 500 returned close to 18% over the same twelve months. The stock has already fallen a shock-sized amount without a shock, which is what makes the next leg hard to size.

Meta’s Muse Hit No. 1. Google Suddenly Has an AI-Agent Distribution Problem
Insider Monkey1d agoneutral
Meta’s Muse Hit No. 1. Google Suddenly Has an AI-Agent Distribution Problem

Meta launched Muse just over two weeks ago. It is already forcing the AI-agent market to answer a much bigger question than whose model scores highest on a benchmark. Meta Platforms, Inc. (NASDAQ:META) pushed Muse to the top of the U.S. iPhone free-app charts following its launch. Reports this weekend put first-week downloads near 900,000. […]