On July 12, Mike Dickson, head of research at Horizon, appeared on a Schwab Network interview to discuss his mid-year review and outlook for AI and small-cap companies.
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July 14 - Hedge Funds, News
On June 3, Bloomberg reported that billionaire investor Ray Dalio believes the artificial intelligence market is a bubble that will eventually burst as investors seek to turn ...
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July 13 - Hedge Funds, News
On July 9, CNBC reported that OpenAI CEO Sam Altman said the company's new GPT-5.6 Sol model achieves 54% higher token efficiency on agentic coding jobs than previous models while...
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July 12 - Hedge Funds, News
RBC Wealth Management noted that the consensus 2026 earnings growth forecast for the S&P 500 saw an increase from 13.6% at the start of the year to 23.3% by the end of June.
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July 10 - Hedge Funds, News
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.
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July 9 - Hedge Funds, News, Tech
Digital infrastructure has become the nervous system of the modern economy, and defending it may be one of the most durable investments of the decade.
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July 7 - Hedge Funds, News
On June 30, Reuters reported that US stocks will face many tests in the second half of 2026, even though the S&P 500 has increased more than 8% and the Nasdaq has gained 11% this...
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July 7 - Hedge Funds, News
Founded by Glen Kacher in 2010, Light Street Capital is a technology-focused hedge fund.
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July 7 - Hedge Funds, News
Advanced Micro Devices, Inc. (NASDAQ:AMD) is one of the best long-term growth stocks to invest in now. Wells Fargo lifted the price target on Advanced Micro Devices, Inc.
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July 6 - News
During the first week of June, BlackRock shared a report highlighting how AI and expanding resource constraints are redefining investment opportunities.
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July 4 - Hedge Funds, News, Tech
On July 1, Doug Clinton of Intelligent Alpha appeared on CNBC to talk about why tech may be primed for a correction.
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July 4 - Hedge Funds, News
In this article, we will look at the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday’s market rotation.
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July 3 - Hedge Funds, News
Earnings estimate revisions have become a more important screen for investors as the market moves deeper into 2026 with profit expectations still rising.
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July 2 - Hedge Funds, News
In this article, we will look at the stocks on Jim Cramer’s Mad Money radar as he taught investors how to profit from the upcoming wave of takeovers.
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July 2 - Hedge Funds, News
On June 25, Vivek Arya, Senior Semiconductor Analyst at Bank of America Securities, appeared on a CNBC Television interview to discuss the state of the chip sector.
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June 28 - Hedge Funds, News
First-quarter earnings results provided a strong backdrop for US equities.
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June 26 - Hedge Funds, News
The stock market, and particularly technology stocks, have been quite tumultuous as of late. The flagship NASDAQ-100 index is down by 2.6% over the past month.
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June 25 - News
As per Julius Baer, a wealth management firm, equities are supported by strong earnings and structural growth drivers, including the AI investment cycle.
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June 24 - Hedge Funds, News
High-bandwidth memory has become one of the more important bottlenecks in the AI semiconductor supply chain, as larger accelerators require faster, denser, and more power-efficient...
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June 22 - Hedge Funds, News
The next tech winner may already be trading in plain sight, but investors chasing the quantum computing boom face a critical question: are they buying the future of computing ...
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June 20 - Hedge Funds, News
In May, Forbes reported that retail investors are continuing to put money into the market even as geopolitical tensions increase and market volatility edges higher.
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June 17 - Dividend Stocks, Hedge Funds, News
In this article, we will look at Jim Cramer’s stock calls on Mad Money, as he highlighted worthy space players and reviewed several of this year’s IPOs.
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June 17 - Hedge Funds, News
Strong earnings growth has underscored the need to focus on growth stocks amid an equity market battered by monetary policy uncertainties, surging inflation, and unending geopolitical...
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June 17 - Hedge Funds, News
Debt-free American stocks are getting more attention as investors look for companies that can operate without relying heavily on borrowing, particularly in a market where interest...
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June 16 - Hedge Funds, News
Growth stocks have outperformed value stocks by an average of 7.8% over the past year.
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June 15 - Hedge Funds, News
On June 11, Emily Roland, the Co-Chief Investment Strategist at Manulife John Hancock Investment Management, joined 'Squawk Box' on CNBC to discuss where investors can find opportunity...
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June 15 - Hedge Funds, News
Taking the stage at the 2026 Sohn New York Conference, the Founder and CEO of Glenview Capital Management wasted little time setting the stage.
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June 14 - Dividend Stocks, Hedge Funds, News
On June 9, Tom Lee appeared on a CNBC Television interview to discuss the health of the bull rally after a sharp pullback in most AI memory companies on Friday, June 5.
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June 9 - Hedge Funds, News
In a recent episode of the Market Insights podcast, Fisher Investments Founder, Executive Chairman, and Co-Chief Investment Officer Ken Fisher addressed a new set of listener ...
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June 8 - Dividend Stocks, Hedge Funds, News
On May 27, Reuters reported that the S&P 500 index is expected to close 2026 marginally higher compared to the current record levels.
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June 5 - Hedge Funds, News
On June 1, 2026, SoftBank CEO Masayoshi Son told CNBC that the AI revolution is roughly 50 times bigger than the dot-com boom, calling it "the biggest revolution of technology...
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June 3 - Hedge Funds, News
Semiconductor stocks are in the midst of a historic rally, powered by the artificial intelligence-driven supercycle and a strong cyclical recovery in smartphones and PCs.
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May 31 - Hedge Funds, News
Leopold Aschenbrenner is a 24-year-old Gen-Z investment savant and former OpenAI researcher.
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May 29 - Hedge Funds, News
Future stocks are some of Wall Street’s most exciting investments because they offer exposure to businesses expected to compound earnings far faster than the broader market.
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May 26 - Hedge Funds, News
On April 28, McKinsey Quantum Technology Monitor 2026 report stated that quantum computing has reached a commercial tipping point, with over 300 companies adopting the technology...
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May 24 - Hedge Funds, News
Trading volume often represents far more than the stock’s share price.
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May 22 - Hedge Funds, News
On May 16, Laura Wellon, Managing Director at UBS Wealth, joined BNN Bloomberg to provide an outlook on the markets.
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May 22 - Hedge Funds, News
The Franklin Templeton report said long-term investing has usually rewarded patient investors. Markets go through rough periods, as recessions and bear markets happen.
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May 19 - Hedge Funds, News
Next-generation data centers are becoming one of the clearest physical bottlenecks behind the AI buildout. The shift is no longer just about adding more cloud capacity.
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May 19 - Hedge Funds, News
Fast-growing S&P 500 stocks are getting more attention as investors look for companies where revenue and earnings are still expanding faster than the broader market.
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May 17 - Hedge Funds, News
On May 12, Edward Yardeni, president of Yardeni Research, appeared on a Bloomberg Television interview to discuss his new targets for the S&P 500.
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May 17 - Hedge Funds, News
On May 12, BNN Bloomberg reported that increased US inflation, as a result of war involving Iran, continues to add uncertainty related to the outlook for rates, oil markets, and...
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May 16 - Hedge Funds, News
With the rapid growth of generative artificial intelligence (AI), capital flows in the market are showing notable shifts, targeting infrastructure, chipmakers, and cloud computing...
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May 15 - Hedge Funds, News
The S&P 500, which is a leading benchmark of the US stock market performance, has surged by around 8.7% since the beginning of the year and is currently hovering at its all-time...
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May 14 - Hedge Funds, News
US equity markets have powered to record highs amid renewed investor interest in AI trades, despite oil prices hitting $100 a barrel.
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May 12 - Hedge Funds, News
The AI boom is increasingly becoming an infrastructure story rather than just a software story.
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May 12 - Hedge Funds, News
American semiconductor stocks remain at the center of the AI trade, but the story is no longer just about one chipmaker or one product cycle.
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May 10 - Hedge Funds, News
On May 8, Diane Swonk, KPMG chief economist, appeared on CNBC’s ‘The Exchange’ to talk about the economy, the Federal Reserve, and more.
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May 10 - Hedge Funds, News
In this article, we will look at the stocks that Jim Cramer highlighted as he discussed Big Tech’s AI spending.
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May 8 - Hedge Funds, News
On May 4, Tom Lee, Fundstrat CIO & Head of Research, appeared on CNBC's 'Squawk Box' to discuss the latest market trends amidst ongoing geopolitical conflict.
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May 8 - Hedge Funds, News