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 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: Jim Cramer Discussed These 22 Stocks Including A Hidden Oil & Energy Play.
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July 12 - 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
Applied Materials, Inc. (NASDAQ:AMAT) is one of the best long-term growth stocks to invest in now. Susquehanna lifted the price target on Applied Materials, Inc.
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July 6 - News
Applied Materials, Inc. (NASDAQ:AMAT) is one of the best stocks on the rise to invest in. KeyBanc lifted the price target on Applied Materials, Inc.
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July 6 - News
On July 2, Jeff Buchbinder, Chief Equity Strategist at LPL Financial, joined BNN Bloomberg to discuss the current state of the market, particularly in the wake of an AI-powered...
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July 6 - Hedge Funds, News
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q1 2026 investor letter.
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July 6 - Hedge Fund Investor Letters, News
On July 2, Ed Yardeni of Yardeni Research appeared on CNBC to talk about the upcoming earnings season and how it is driving market momentum.
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July 4 - Hedge Funds, News
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
Vltava Fund, a value-focused investment management company, published its investor letter for the second quarter of 2026. A copy of the letter can be downloaded here.
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July 3 - Hedge Fund Investor Letters, News
On June 25, Bloomberg, while quoting the report from research firm Exponential View, noted that the revenue from AI has touched a tipping point.
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July 3 - 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
Applied Materials, Inc. (NASDAQ:AMAT) is one of the safe stocks for beginners to buy in 2026. Applied Materials, Inc.
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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
Reuters reported in April that Cohen is making changes to the firm's leadership by passing the title of president to Co-Chief Investment Officer Harry Schwefel.
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June 27 - Dividend Stocks, Hedge Funds, News
On June 24, Tom Lee, Head of Research at Fundstrat Global Advisors, appeared on CNBC to talk about how the semiconductor selloff is a buying opportunity, earnings growth is supporting...
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June 26 - Hedge Funds, News
Nine stocks clocked strong double-digit gains on Thursday, bucking a lackluster performance in the broader market, thanks to stellar earnings performance and acquisition news ...
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June 25 - News
Stocks trading at record highs can make investors nervous, since buying after a strong run risks arriving late.
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June 24 - Hedge Funds, News
Applied Materials, Inc. (NASDAQ:AMAT) is one of the best AI memory stocks to buy in 2026.
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June 22 - News
Ohsung Kwon, Wells Fargo's chief equity strategist, appeared on CNBC's ‘Squawk on the Street’ on June 18 to talk about how markets are digesting the macro landscape and how...
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June 20 - 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
The S&P 500, which is widely considered the premium benchmark for the broader American stock market, has surged by 9.52% since the beginning of 2026, broadly driven by the AI-...
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June 17 - Hedge Funds, News
Earnings growth has long remained one of the most powerful drivers of shareholder returns in the long term.
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June 17 - Hedge Funds, News
Renaissance Investment Management, an investment management company, released its Q1 2026 “Large Cap Growth Strategy.” A copy of the letter can be downloaded here.
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June 17 - Hedge Fund Investor Letters, News
Columbia Threadneedle Investments, an investment management company, released its first-quarter 2026 investor letter for the “Columbia Global Technology Growth Fund”. A copy...
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June 16 - Hedge Fund Investor Letters, 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
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
In this article, we will look at the stocks Jim Cramer highlighted during Mad Money, as he noted the rotation into defensive sectors.
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June 12 - Hedge Funds, News
Strong Buy-rated stocks are getting more attention as investors look for names where Wall Street optimism is backed by earnings momentum, quality, and company-specific catalysts...
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June 11 - Hedge Funds, News
Guinness Global Innovators, an investment management company, recently released its Q1 2026 quarterly investor update for its “Guinness Global Innovators Fund”.
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June 11 - Hedge Fund Investor Letters, News
On June 10, Tom Lee appeared on a CNBC Television interview to discuss the latest market moves.
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June 10 - Hedge Funds, News
High-Bandwidth Memory (HBM) has emerged as the primary supply constraint in AI. In the early phase of the AI infrastructure development, GPUs were the primary constraint.
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June 10 - 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
Is AMAT a good stock to buy? We came across a bullish thesis on Applied Materials, Inc. on Nikhs’s Substack.
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June 7 - News, Stock Analysis
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
According to a report from Merrill Lynch, many investors closely track the stock market’s day-to-day movements, focusing primarily on share price appreciation.
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May 30 - Dividend Stocks, Hedge Funds, News
In this article, we will look at the stocks on Jim Cramer’s radar on Mad Money, as he explained that many investors might be missing out on the market’s biggest winners.
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May 30 - Hedge Funds, News
In this article, we will discuss: Jim Cramer Warned About Market Manipulation & Discussed These 22 Stocks.
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May 30 - News
Impax Asset Management, an investment management firm based in London, specializing in sustainable investing, released its first-quarter 2026 investor letter for its “Impax ...
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May 29 - Hedge Fund Investor Letters, News
We recently compiled a list of the 10 Most Widely Held Stocks by Individuals in 2026. Applied Materials, Inc.
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May 28 - News
Despite continuous global unrest, strong corporate profits are boosting market confidence.
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May 26 - Hedge Funds, News
The semiconductor sector is on fire amid an artificial intelligence-driven market.
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May 25 - Hedge Funds, News
In volatile markets, investors may want to focus on companies with strong dividend growth as a way to add some downside protection to their portfolios, according to Trivariate...
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May 24 - Dividend Stocks, 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
Alpha Wealth Funds, LLC, an investment management company, released its Q1 2025 letter for the “Insiders Fund”. A copy of the letter can be downloaded here.
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May 22 - Hedge Fund Investor Letters, News
Applied Materials, Inc. (NASDAQ:AMAT) Q2 2026 Earnings Call Transcript May 14, 2026Applied Materials, Inc. beats earnings expectations.
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May 16 - News, Transcripts
On May 7, Paul Tudor Jones, Tudor Investment Corporation Founder & CIO, and Robin Hood Foundation Founder & Board Member, joined CNBC's 'Squawk Box' to discuss his recent decision...
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May 13 - Hedge Funds, News
In this article, we will look at Jim Cramer’s stock calls on Mad Money as he discussed how semiconductor and AI infrastructure stocks are driving the market higher.
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May 12 - Hedge Funds, News
The semiconductor equipment industry is entering 2026 with a stronger demand backdrop than the broader cyclical slump of 2022-2023 suggested.
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May 12 - Hedge Funds, News