NVIDIA Corporation (NASDAQ:NVDA) and Broadcom Inc.
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August 13 - Hedge Funds, News
MediaTek raised its target on July 31 to capture 15% to 20% of an estimated $80 billion custom AI-chip market in 2027. Its first AI accelerator for a major U.S.
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August 4 - News
Qualcomm Incorporated (NASDAQ:QCOM) is entering a new phase of growth as two major catalysts—the expansion of its Samsung partnership and its push into AI infrastructure— ...
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July 28 - News
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
Growth in AI, cloud computing, semiconductors, and enterprise software has widened the gap between companies that can deploy complex infrastructure at scale and those that merely...
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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
In this article, we will discuss: 10 Best Stocks to Buy in 2026 According to Billionaire D.E. Shaw.
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July 10 - Hedge Funds, News
In this article, we will discuss: Jim Cramer Insisted Recent AI Chip Selloff Wasn't A Bottom & Discussed These 17 Stocks.
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July 9 - 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
Whale Rock Capital Management marked two decades of operations on May 1, 2026, a moment that the fund celebrated in a LinkedIn post and noted is “a rare milestone in an industry...
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July 8 - Hedge Funds, News
SpaceX may be taking up more of the growth-stock conversation, but the NASDAQ-100 remains one of the main public-market baskets for investors looking at large-cap innovation.
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July 8 - 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
In this article, we will take a look at some of the best artificial intelligence stocks that are currently offering attractive upside.
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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.
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July 4 - Hedge Funds, News, Tech
In this article, we will discuss: Jim Cramer's Biggest Winners to Buy: Top 20 AI & Other Stocks He Got Right in 2026.
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July 4 - 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
On June 22, CNBC reported that the co-head of global investment strategy at JPMorgan Private Bank, Stephen Parker, on “Squawk Box,” commented that this year's stock market...
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June 30 - Hedge Funds, News
On June 26, Ed Yardeni, president of Yardeni Research, appeared on CNBC's 'Squawk Box' to discuss the latest market trends.
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June 30 - 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
Daniel Seth Loeb is a billionaire investor who heads Third Point, a hedge fund based in New York.
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June 28 - Hedge Funds, News
Broadcom Inc. (NASDAQ:AVGO) is one of the best trending AI stocks to watch in 2026.
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June 27 - News
On June 24, Cantor Fitzgerald semiconductor analyst CJ Muse remarked on CNBC's Squawk on the Street that limited memory supply could support earnings growth until 2028, claiming...
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June 27 - Hedge Funds, News
First-quarter earnings results provided a strong backdrop for US equities.
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June 26 - Hedge Funds, News
On June 23, Andrew Slimmon, Morgan Stanley Investment Management senior portfolio manager, appeared on CNBC's 'Squawk Box' to talk about the latest market trends, ongoing tech...
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June 26 - Hedge Funds, News
On June 24, Dan Skelly, Morgan Stanley Wealth Management, joined 'Closing Bell Overtime' on CNBC to talk about the day's market action.
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June 26 - Hedge Funds, News
On June 23, Gary Cohn, IBM Vice Chairman & Former Trump NEC Director, appeared on CNBC's 'Squawk Box' to discuss the latest market trends and the state of the AI boom.
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June 25 - Hedge Funds, News
"The industry seems to have placed all its eggs in the AI basket.
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June 24 - Hedge Funds, News, Tech
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
On June 16, Dan Niles, Niles Investment Management Founder, joined 'The Exchange' on CNBC to discuss Niles' thoughts on the recent rise in AI infrastructure, chip, and memory ...
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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
AI networking has moved from a support role to one of the central investment themes in the artificial intelligence buildout.
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June 13 - Hedge Funds, News, Tech
In a report dated May 6, 2026, Reuters said that, more than two-thirds through the first-quarter reporting season at that time, S&P 500 companies were on track for their strongest...
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June 13 - Hedge Funds, News
Technology stocks are flashing bearish signals as a rotation from all-time highs gathers pace.
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June 12 - Hedge Funds, News
In this article, we will look at the stocks Jim Cramer commented on, as he explained that tech stocks cannot be trusted to lead anymore.
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June 11 - Hedge Funds, News
In this article, we will discuss: Jim Cramer Didn't Hold Back On SpaceX's IPO & Discussed These 12 Stocks.
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June 11 - News
In this article, we will discuss: 13 Best Stocks to Invest In According to Billionaire Ken Griffin.
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June 9 - News
Broadcom Inc. (NASDAQ:AVGO) is one of the best NASDAQ stocks to buy and hold for 3 years. Broadcom Inc. (NASDAQ:AVGO) received a rating update from Benchmark on June 4.
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June 9 - 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
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...
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June 8 - Hedge Funds, News, Tech
He stated that AI companies are building huge real estate infrastructures that are not fully funded today, and that is why not only will SpaceX need to raise more money beyond...
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June 7 - Hedge Funds, News
The US government and the Trump administration are reportedly in talks with certain AI companies- most notably OpenAI- related to a possible government stake.
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June 7 - Hedge Funds, Industries, News, Tech
In this article, we will look at the stocks Jim Cramer highlighted on Mad Money as he noted that the market has an appetite for stocks.
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June 6 - Hedge Funds, News
The billionaire investor Chase Coleman founded Tiger Global Management, a research-based investment firm in New York, in 2001.
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June 6 - Hedge Funds, News
On June 2, Goldman Sachs Research's Jim Covello, during a conversation on Goldman Sachs Exchanges, highlighted his interest in hyperscalers amid the AI growth cycle.
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June 4 - 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
Broadcom Inc. (NASDAQ:AVGO) ranks among the best most active stocks to buy according to hedge funds. On May 27, Broadcom Inc.
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June 3 - News
Wall Street bulls believe the rise in US stocks has more room to run, dismissing fears that massive gains in AI-related stocks signal market extremes.
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June 2 - Hedge Funds, News