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 · 149 in last 24h · 154,187 total before filter · latest 1h ago
149last 24h
875last 7d
144● bullish (7d)
96● bearish (7d)
214publishers
AllMacro211Earnings109M&A125Regulatory21Product21Analyst18
✕ clear all filtersticker: SNDKSentiment:bullishneutralbearishshow all (incl. clickbait)
Sandisk, Western Digital Stocks Slump
The Wall Street Journal49d agobearish
Sandisk, Western Digital Stocks Slump

AI darlings Western Digital and Sandisk reported blockbuster results yesterday that showed that demand for data storage is alive and well. So why are earnings down in early trading? Sandisk's first-quarter guidance came in ever so slightly below analyst expectations.

Investing.com49d agobullish
Paycom jumps premarket after earnings;  Data storage companies fall

Investing.com - U.S. stock index futures hovered around the flatline on Thursday as investors awaited developments over a potential agreement to reopen the Strait of Hormuz, while renewed concerns over the sustainability of the artificial intelligence spending boom pressured technology shares.

Sandisk, Western Digital drag on chip stocks as lofty expectations eclipse strong earnings
Reuters49d agoneutral
Sandisk, Western Digital drag on chip stocks as lofty expectations eclipse strong earnings

Data storage companies tumbled in premarket trading on Thursday after quarterly results from Sandisk and Western Digital failed to sustain momentum in an ‌industry that has become one of Wall Street's hottest bets this year. Shares of Sandisk ‌lost 9.2% to trade at $1,226.04, while Western Digital shed 14.6% and was last changing hands at $443.3. After the closing bell ​on Wednesday, both Sandisk and Western Digital forecast quarterly revenue that beat estimates compiled by LSEG, but fell short of high market expectations.

Sandisk shares slide as cautious guidance overshadows strong AI-driven growth
InvestorsHub49d agoneutral
Sandisk shares slide as cautious guidance overshadows strong AI-driven growth

Sandisk (NASDAQ:SNDK) shares fell in premarket trading on Thursday after the flash memory manufacturer issued first-quarter guidance that failed to meet investors’ elevated expectations, despite another quarter of exceptional growth fuelled by artificial intelligence demand. The company forecast fiscal first-quarter 2027 revenue of between $10.

Sandisk Q4 Earnings Call Highlights
MarketBeat49d agoneutral
Sandisk Q4 Earnings Call Highlights

Sandisk (NASDAQ:SNDK) reported record fiscal fourth-quarter revenue, gross margin and earnings per share, with results exceeding the high end of its prior outlook as the company cited growing demand for NAND storage tied to AI inference workloads and data-center expansion. Fourth-quarter revenue to

Citadel’s Purchase of Situational’s Stocks at Discount Is Already Paying Off
The Wall Street Journal50d agoneutral
Citadel’s Purchase of Situational’s Stocks at Discount Is Already Paying Off

Citadel’s purchase of the bulk of the stock portfolio of the AI-focused hedge fund Situational Awareness helped propel its performance last month. Citadel’s flagship Wellington fund, a more diversified vehicle that includes wagers on and against shares alongside credit, commodity, macro and quant positions, gained about 6% in July, while Citadel’s tactical-trading fund gained about 11%, the person said. Citadel snapped up the AI stocks from Situational on July 30, at a discount of greater than 10%, as the San Francisco-based firm was scrambling to raise cash to meet margin calls following a brutal tech selloff, The Wall Street Journal previously reported.

Bloomberg50d agoneutral
Tech Melt-Up Drives $3.5 Trillion Nasdaq 100 Gain in Four Days

(Bloomberg) -- A dramatic turnaround in technology stocks has powered a $3.5 trillion increase in the Nasdaq 100’s market capitalization in just four days, driven by strong earnings that have emboldened investors about the AI outlook.Most Read from BloombergTrump Says Iran Talks Going Well as Hopes Rise for Hormuz DealTaco Bell Met With Michigan on Parasite Weeks Before RecallBeer Dynasty Families Sell €731 Million Stake in AB InBevChina’s AI Blitz Creates ‘Death Zone’ for Rival US Model MakersS