Palo Alto Networks, Inc. (NASDAQ:PANW) and CrowdStrike Holdings, Inc. (NASDAQ:CRWD) are part of the cybersecurity sector, which Cramer has been a fan of.
Keep Reading →
July 31 - News, Tech
The AI boom is forcing some of technology’s biggest cash machines to behave more like utilities.
Keep Reading →
July 22 - News, Stock Analysis, Tech
Cadence Design Systems Inc (NASDAQ:CDNS) stock dropped by more than 10% on July 17. The trigger came from an unlikely place.
Keep Reading →
July 21 - News, Tech
Moonshot AI introduced Kimi K3 on July 17 as fresh "evidence" that Chinese developers could approach the AI frontier at lower advertised prices.
Keep Reading →
July 20 - News, Tech
In a report in June, CBRE revealed that data center inventory across North America's four largest data center markets—Northern Virginia, Atlanta, Dallas-Ft.
Keep Reading →
July 9 - Hedge Funds, News, Tech
In this article, we will take a look at some of the best small-cap software infrastructure stocks.
Keep Reading →
July 7 - Hedge Funds, News, Tech
In this article, we will take a look at some of the best artificial intelligence stocks that are currently offering attractive upside.
Keep Reading →
July 7 - Hedge Funds, News, Tech
During the first week of June, BlackRock shared a report highlighting how AI and expanding resource constraints are redefining investment opportunities.
Keep Reading →
July 4 - Hedge Funds, News, Tech
In a blog post on June 18, market intelligence and advisory company IDC highlighted that enterprise buyers now expect their software vendors to supply agents and serve as the ...
Keep Reading →
July 2 - Hedge Funds, News, Tech
A top equity strategist at Goldman Sachs believes AI investment will remain the top driver of S&P 500’s earnings growth in the second quarter.
Keep Reading →
June 29 - Hedge Funds, Industries, News, Tech
The economic circumstances we are experiencing currently are certainly complex.
Keep Reading →
June 29 - Hedge Funds, News, Tech
On June 20, Kate Rooney from CNBC reported that the rapid expansion of artificial intelligence is increasing spending across the technology sector, particularly in data centers...
Keep Reading →
June 27 - Hedge Funds, News, Tech
"The industry seems to have placed all its eggs in the AI basket.
Keep Reading →
June 24 - Hedge Funds, News, Tech
Semiconductor and AI stocks pulled Wall Street lower on Tuesday, with the NASDAQ and the S&P 500 slipping to their lowest levels in more than a week.
Keep Reading →
June 24 - Hedge Funds, Industries, News, Tech
On June 3, CNBC spoke with Softbank CEO Masayoshi Son and Barclays’ Head of Thematic FICC Research Zornitza Todorova.
Keep Reading →
June 24 - Hedge Funds, News, Tech
On June 12, McKinsey & Company noted that, despite many organizations adopting AI coding tools, only a few are able to capture the full value of these technologies because they...
Keep Reading →
June 17 - Hedge Funds, News, Tech
In this article, we will take a look at some of the best computer hardware stocks that are forecasted to deliver attractive returns over the coming 5 years.
Keep Reading →
June 15 - Hedge Funds, News, Tech
AI networking has moved from a support role to one of the central investment themes in the artificial intelligence buildout.
Keep Reading →
June 13 - Hedge Funds, News, Tech
In an interview with CNBC on June 2, Goldman Sachs CEO David Solomon affirmed that there is sufficient capital in the market to support initial public offerings by major AI firms...
Keep Reading →
June 8 - Hedge Funds, News, Tech
The US government and the Trump administration are reportedly in talks with certain AI companies- most notably OpenAI- related to a possible government stake.
Keep Reading →
June 7 - Hedge Funds, Industries, News, Tech
In this article, we will take a look at some of the best technology stocks that offer attractive upside to investors.
Keep Reading →
June 4 - Hedge Funds, News, Tech
On May 7, the International Monetary Fund (IMF) emphasized the growing risks to financial stability amid the potential of artificial intelligence (AI) to fuel cyberattacks.
Keep Reading →
May 26 - Hedge Funds, News, Tech
Last week, S&P Global reported that private equity investment in US data centers reached its highest level in five years in 2025, jumping to $45.70 billion.
Keep Reading →
May 18 - Hedge Funds, News, Tech
Wedbush’s Dan Ives told CNBC’s Squawk Box on Monday that the Nasdaq will rise to 30,000 points in the next year.
Keep Reading →
May 11 - Hedge Funds, Industries, News, Tech
On Monday, Anthropic announced a partnership with Blackstone, Hellman & Friedman, and Goldman Sachs to establish an AI services firm that will work with companies to rapidly integrate...
Keep Reading →
May 8 - Hedge Funds, News, Tech
In a report last week, the Atlantic Council noted that the rise of artificial intelligence (AI) and global demand for cloud computing is rapidly redrawing the geography of digital...
Keep Reading →
May 5 - Hedge Funds, News, Tech
On April 28, Reuters reported that Big Tech companies have invested hundreds of billions of dollars over three years to support the rapid growth of AI.
Keep Reading →
May 2 - Hedge Funds, Industries, News, Tech
On Monday, Bridgewater Associates emphasized the threat that legacy software companies are facing amid the rapid rise of artificial intelligence (AI), according to a report by...
Keep Reading →
April 30 - Hedge Funds, News, Tech
In this article, we will take a look at some of the best high-performance computing stocks that appear highly attractive.
Keep Reading →
April 27 - Hedge Funds, News, Tech
In recent years, the data center industry has evolved from physical data storage facilities to a full-blown ecosystem in which other industries now play an important role.
Keep Reading →
April 27 - Hedge Funds, News, Tech
In this article, we will look at some of the best names in the cybersecurity space that currently offer attractive upside for investors.
Keep Reading →
April 24 - Hedge Funds, News, Tech
Kamil Dimmich, Partner & Portfolio Manager at North of South Capital, recently spoke on CNBC and talked about the divergence in emerging markets’ performance amid geopolitical...
Keep Reading →
April 22 - Hedge Funds, Industries, News, Tech
On April 14, Jeff Kilburg, Founder and Chief Executive of KKM Financial, appeared on CNBC's Power Lunch to discuss the current dynamics shaping the technology sector.
Keep Reading →
April 20 - Hedge Funds, News, Tech
In the era of artificial intelligence (AI) adoption, data centers have shifted from being simple digital warehouses to becoming vital infrastructures of the modern economy.
Keep Reading →
April 18 - Hedge Funds, News, Tech
On March 6, The Morningstar Analysis, authored by Eric Compton and Dan Romanoff, highlighted the future direction for the software industry.
Keep Reading →
April 10 - Hedge Funds, News, Tech
On March 9, Morgan Stanley published a comprehensive research report examining how artificial intelligence has evolved from a technology theme into a macroeconomic variable influencing...
Keep Reading →
April 6 - Hedge Funds, News, Tech
On March 4, McKinsey & Company published a comprehensive analysis on how agentic AI can reshape real estate's operating model.
Keep Reading →
April 6 - Hedge Funds, News, Tech
As of March 26, 2026, the debate around artificial intelligence infrastructure has moved from whether there will be sufficient need to invest in the space to whether there will...
Keep Reading →
March 31 - Hedge Funds, News, Tech
Last month, Reuters reported that Wall Street is navigating disruption amid concerns about artificial intelligence.
Keep Reading →
March 26 - Hedge Funds, News, Tech
“Who wouldn’t want their own personal C-3PO or R2D2?” Elon Musk's reference to intelligent robots from Star Wars movies captures his often discussed, broader, futuristic...
Keep Reading →
March 26 - Hedge Funds, News, Tech
While Palantir Technologies (PLTR) trades near all-time highs at premium multiples, a new generation of enterprise AI platforms is scaling rapidly, and may offer investors a more...
Keep Reading →
March 20 - News, Stock Analysis, Tech
On March 17, Orlando Bravo, Founder and Managing Partner of private equity firm Thoma Bravo, spoke with CNBC about the impact of artificial intelligence on the software sector...
Keep Reading →
March 20 - Hedge Funds, News, Tech
On March 16, Reuters reported that Wall Street closed higher on Monday, supported by strong gains in AI-related stocks. Shares of Meta Platforms, Inc.
Keep Reading →
March 18 - Hedge Funds, News, Tech
Enterprise technology deals often stall at the final stage of negotiation.
Keep Reading →
March 17 - News, Tech
On January 27, Morgan Stanley outlined its outlook on AI heading into 2026, and one thing stood out clearly.
Keep Reading →
March 15 - Hedge Funds, News, Tech
The technology sector is being reshaped by demand for enterprise hardware, driven by the growth of AI computing and next-generation data centers.
Keep Reading →
March 12 - Hedge Funds, News, Tech
On February 10, Deloitte shared its outlook on the trends that will shape the hardware landscape in 2026, and the picture is an interesting one for investors.
Keep Reading →
March 11 - Hedge Funds, News, Tech
The need for the adoption of Artificial Intelligence (AI) is becoming increasingly pivotal for businesses to elevate their operations.
Keep Reading →
March 9 - Hedge Funds, News, Tech
Ten stocks capped off Friday’s trading boasting strong gains, defying a market bloodbath, as investors took path from a flurry of strong corporate earnings and upbeat outlooks...
Keep Reading →
March 6 - Market Movers, News, Tech
On February 25, NVIDIA Corporation (NASDAQ:NVDA) CEO Jensen Huang said the market has miscalculated the impact of AI on software companies.
Keep Reading →
March 4 - Hedge Funds, Industries, News, Tech