American stocks moved up a bit on Monday, April 14 as investors focused on news about tech companies getting a break from President Trump's tariffs.
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April 15 - Hedge Funds, Industries, News
The uncertain macroeconomic environment is diminishing investors’ readiness to pay high prices for stocks related to artificial intelligence.
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April 14 - Hedge Funds, Industries, News, Tech
Grand View Research reported that the global machine-learning market was valued at $36.73 billion in 2022. It's now expected to grow at a 34.8% CAGR from 2023 to 2030.
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April 14 - Hedge Funds, News, Tech
The optimism around the United States economy over the past few months, largely due to the AI hype, has been dampened by recent measures undertaken by the Trump administration...
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April 12 - Hedge Funds, News
In the latest development in the feud between OpenAI and Elon Musk, the ChatGPT maker has countersued billionaire Musk, citing a pattern of harassment.
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April 12 - Hedge Funds, Industries, News, Tech
Ken Griffin is one billionaire investor wary of the negative impact of US President Donald Trump’s combative approach to trade policy.
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April 11 - Hedge Funds, News
On April 7, Dan Ives of Wedbush Securities joined CNBC's 'Squawk on the Street' to discuss how the current tariff environment could impact tech supply chains.
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April 10 - Hedge Funds, News
Under the umbrella of Fisher Asset Management, Billionaire Ken Fisher has maintained a positive stance on technology stocks, particularly those within the “Magnificent Seven...
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April 10 - Hedge Funds, News
Estimates for the revenue that AMD will obtain from its GPU chips for data centers have dropped in the first half of this year, the investment bank noted.
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April 9 - Market Movers, News
KeyBanc recently cut its rating on AMD (AMD) to Sector Weight from Overweight, Schwab Network reported today.
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April 8 - Market Movers, News
Investors often retreat into safer assets during volatility when the global markets move towards a chaotic storm.
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April 6 - Hedge Funds, News
Artificial Intelligence (AI) is no longer a concept of the future but a real economic force influencing markets.
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April 4 - Hedge Funds, News
Artisan Partners, an investment management company, released its “Artisan Global Opportunities Fund” fourth quarter 2024 investor letter.
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April 3 - Hedge Fund Investor Letters, News
The stock market has an ever-changing environment, leaving investors constantly looking for opportunities that promise substantial returns for their investments.
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March 28 - Hedge Funds, Market Movers, News
Buy "everything" related to China has been David Tepper's investment theme despite the uncertainties about the economy amid a trade spat with the US.
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March 28 - Hedge Funds, News
The gaming industry has experienced significant changes over the past few years.
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March 27 - Hedge Funds, Industries, News
According to a Fortune Business Insights report, the global data center market, valued at $242.72 billion in 2024, is expected to grow to $585 billion by 2032, at a compound annual...
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March 27 - Hedge Funds, News
“Who am I to tell you anything, much less anything that counts? Or that there are only three questions that count and I know what they are? Why should you bother reading any...
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March 26 - Hedge Funds, News
On Monday, Jim Cramer, host of Mad Money, shared his thoughts on how the government's approach to tariffs could play a crucial role in sustaining the stock market rally.
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March 25 - Hedge Funds, News
The semiconductor index (SOX) has been on a tear over the last couple of years. The SOX surged by a whopping 66.95% in 2023, followed by a solid 23.79% in 2024.
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March 24 - Hedge Funds, News, Tech
The global semiconductor market is poised for substantial growth, with research firm MarketsandMarkets estimating its value to reach $628 billion in 2024 and expand to $707 billion...
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March 22 - Hedge Funds, Industries, News, Tech
Since founding ARK Investment Management in 2014, Cathie Wood has earned her place next to legends like Warren Buffet, Ken Fisher, and others.
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March 20 - Hedge Funds, News
Ray Dalio, with over 50 years of experience, is arguably one of the most influential investors on Wall Street.
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March 20 - Hedge Funds, News
Sell-side analysts identify undervalued stocks by conducting thorough fundamental analysis and examining financial metrics like revenue, earnings, debt levels, and growth potential...
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March 20 - Hedge Funds, News
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” fourth quarter 2024 investor letter.
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March 20 - Hedge Fund Investor Letters, News
Data center stocks were flying high at the start of the year, but Wall Street turned sour on them quickly. They were among the biggest losers of the recent selloff.
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March 17 - Market Movers, News
In this article, we will take a look at 13 stocks that Jim Cramer discussed 12 months ago during his show on March 21, 2024, and examine whether he was right or wrong about those...
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March 17 - Hedge Funds, News
Artificial intelligence models are often criticized for “hallucination”, but they are also being used deliberately to spread misinformation.
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March 16 - Hedge Funds, Industries, News, Tech
After two years of 25%+ gains, some investors worry that stocks are overvalued.
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March 15 - Hedge Funds, News
In finance, cognitive biases tend to affect investor decision-making, says Austin Barbosa, CFA, senior analyst in Client Portfolio Management at iA Global Asset Management.
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March 15 - Hedge Funds, News
Unlike other companies, OpenAI does not struggle with market demand; noted Oliver Jay, managing director of international strategy at OpenAI.
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March 14 - Hedge Funds, Industries, News, Tech
Data centers have become the foundation of the digital economy, facilitating the storage, processing, and distribution of vast amounts of data that drive industries worldwide.
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March 13 - Hedge Funds, Industries, News, Tech
On March 8, Ben Snider, Goldman Sachs senior equity strategist, joined CNBC to discuss the state of the economy today.
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March 13 - Hedge Funds, News
The Growth at a Reasonable Price (GARP) investment strategy focuses on identifying stocks with strong growth potential while ensuring they are not overvalued.
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March 10 - Hedge Funds, Industries, News
The global semiconductor industry reported a collective revenue of $626 billion in 2024, an 18.1% increase YoY, as per Gartner.
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March 10 - Hedge Funds, News
Crypto stocks have fallen significantly off their peaks as Bitcoin (BTC-USD) cools.
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March 10 - Market Movers, News
Virtual Reality (VR) creates a 3D artificial environment in the real world through VR technology gadgets such as headsets, gloves, glasses, and bodysuits.
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March 7 - Hedge Funds, Industries, News
Growth stocks are shares of companies which are expected to grow their revenue and earnings at a faster rate than the market average.
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March 7 - Hedge Funds, News
We came across a bullish thesis on Advanced Micro Devices, Inc. (AMD) on Substack by Oliver | MMMT Wealth. In this article, we will summarize the bulls’ thesis on AMD.
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March 6 - News, Stock Analysis
Saira Malik, Nuveen's Head of Equities and Fixed Income, recently joined CNBC's 'Closing Bell' on February 18 to discuss opportunities outside the tech sector and her outlook ...
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March 6 - Hedge Funds, News
China is making significant strides in integrating artificial intelligence in its economy.
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March 5 - Hedge Funds, Industries, News, Tech
The market has been reversing its gains earlier in the year, so much so that the S&P 500 is now down 1.5% year-to-date.
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March 5 - Market Movers, News
The tech world was already spooked when it got to know AI models could be developed more cheaply and efficiently.
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March 3 - Hedge Funds, Industries, News, Tech
As per Forrester Research, Inc., despite persistent inflation, the US real GDP is expected to increase 2.7% in 2025 and the US tech spending is projected to see growth of 6.1...
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March 2 - Hedge Funds, Industries, News
In an AI-driven world, data centers have become more critical than ever. While many people have heard of data centers, few fully understand what they entail.
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February 25 - Hedge Funds, Industries, News, Tech
Earnings growth plays a vital role in global markets and equity investments, directly influencing stock prices and overall market performance.
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February 24 - Hedge Funds, Industries, News, Tech
Ken Fisher is a prominent American billionaire investment analyst, author, and the founder of Fisher Asset Management, one of the biggest and most successful hedge funds in the...
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February 20 - Hedge Funds, News
No conservation about artificial intelligence today stands complete without the mention of DeepSeek.
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February 19 - Hedge Funds, Industries, News, Tech
The global technology sector is on track for strong earnings growth in 2025, driven by advancements in artificial intelligence (AI), cloud computing, and semiconductors.
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February 19 - Hedge Funds, Industries, News, Tech
Investors are continuing to assess the impact of new LLMs in the AI industry. X.
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February 19 - Hedge Funds, News