HSBC, a UK-based bank, downgraded AMD to Reduce from Buy. AMD's share of the AI chip market will be lower than HSBC estimated previously, the bank explained.
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January 8 - Market Movers, News
In a recent blog post, OpenAI CEO Sam Altman said that as OpenAI continues to advance it has moved beyond research to product development, with a focus on AGI's future and safety...
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January 8 - Hedge Funds, Industries, News, Tech
We came across a bullish thesis on Advanced Micro Devices, Inc. (NASDAQ:AMD) on Substack by Oguz Erkan. In this article, we will summarize the bulls’ thesis on AMD.
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January 6 - News, Stock Analysis
Drew Pettit, U.S. equity strategist at Citi Research, said in a latest program on CNBC that he believes the AI growth story is still intact moving ahead in 2025.
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January 6 - Hedge Funds, News
Rogue Funds, an investment management company, released its third quarter 2024 investor letter. A copy of the letter can be downloaded here.
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January 3 - Hedge Fund Investor Letters, News
A December 30 report by CNBC discussed the rapid adoption of generative AI by businesses, its potential to significantly impact global GDP, and the varying perspectives of leaders...
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December 30 - Hedge Funds, Industries, News, Tech
As 2024 comes to a close, the semiconductor industry has seen its fair share of fireworks.
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December 30 - News
As trading in 2024 heads towards a close, major stock market indexes have had a good run despite mixed performance across sectors.
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December 29 - News
Defiance ETFs CEO and CIO Sylvia Jablonski said in a recent program on Bloomberg that there are trillions of dollars of cash waiting on the sidelines ready to be invested in AI...
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December 26 - Hedge Funds, News
At CNBC’s 'Money Movers', Jack Hidary, CEO of Sandbox AQ, emphasized the shift towards B2B-focused AI, positioning it as the next major evolution in artificial intelligence.
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December 24 - Hedge Funds, News
“It's become not really an index; it's become a single bet. So it it's a very risky thing to invest in.
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December 23 - Hedge Funds, Industries, News, Tech
Jim Cramer, host of Mad Money, recently addressed how investors can sometimes lose sight of the broader market perspective.
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December 20 - Hedge Funds, News
As AI continues to evolve, its influence on business will be undeniable, reshaping industries with smarter, more efficient solutions.
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December 20 - Hedge Funds, Industries, News, Tech
A Bloomberg report from December 13, AI Wants More Data. More Chips. More Real Estate. More Power. More Water.
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December 19 - Hedge Funds, Industries, News, Tech
Is a December rally in store for stocks in 2024? Some investors are expecting a surge in stocks from the 24th of December to the 3rd of January, 2025, also referred to as the ...
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December 18 - Hedge Funds, News
The technology industry has driven the stock market at a time when interest rates were at two-decade-high levels.
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December 16 - News
Like all of us, Jim Cramer is always wondering what's next for the stock market.
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December 16 - Market Movers, News
As artificial intelligence continues to evolve, a new generation of AI systems is emerging.
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December 14 - Hedge Funds, Industries, News, Tech
David Tepper is one investor who stands out in squeezing and generating optimum returns from distressed debt and undervalued equities.
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December 14 - Hedge Funds, News
According to a report by Mordor Intelligence, the global augmented reality (AR) market has a market size of $42.48 billion as of 2024.
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December 11 - Hedge Funds, Industries, News, Tech
As artificial intelligence continues to reshape industries, experts are increasingly focusing on how its integration will impact investment strategies.
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December 11 - Hedge Funds, News
Advancements in AI have revolutionized many industries, from healthcare and education to finance and entertainment, offering unparalleled efficiency, precision, and the ability...
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December 9 - Hedge Funds, Industries, News, Tech
AI is increasingly shaping diverse industries, from healthcare and website design to cybersecurity.
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December 6 - Hedge Funds, Industries, News, Tech
The United States government recently announced fresh curbs targeting the chip industry in China.
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December 5 - Hedge Funds, Industries, News, Tech
Some investors are heavily scrutinizing Big Tech's AI spending. Despite these hefty expenditures, Big Tech has been enjoying solid revenues and earnings growth.
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December 4 - Hedge Funds, Industries, News, Tech
US-China chip wars have been dominating headlines in the AI universe for the past few weeks.
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December 4 - Hedge Funds, Industries, News, Tech
AI companies in Europe are competing with American counterparts for a larger slice of the AI cake in Asia and the Middle East.
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December 4 - Hedge Funds, Industries, News, Tech
The debate around AI systems hitting a “data wall” or plateau is heating up in the tech industry with many arguing that the performance of AI models is not showing signs of...
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November 30 - News
We came across a bullish thesis on Advanced Micro Devices, Inc. (AMD) on Substack by Antonio Linares. In this article, we will summarize the bulls’ thesis on AMD.
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November 30 - News, Stock Analysis
On October 30, Advanced Micro Devices, Inc.
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November 30 - Market Movers, News
Ken Fisher is the founder of Fisher Asset Management, a financial adviser that he started nearly five decades ago.
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November 30 - Hedge Funds, News
The World Trade Organization (WTO) recently released a report that examines how artificial intelligence may shape the future of international trade.
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November 30 - Hedge Funds, Industries, News, Tech
Latest reports, published by MIT News, suggest that researchers at the Massachusetts Institute of Technology have developed a more efficient algorithm, called Model-Based Transfer...
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November 30 - Hedge Funds, Industries, News, Tech
xAI founder Elon Musk has raised billions in funding for his AI startup in the past few months.
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November 30 - Hedge Funds, Industries, News, Tech
OpenAI of ChatGPT fame has emerged as the poster child of the AI revolution.
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November 30 - Hedge Funds, Industries, News, Tech
Ray Dalio, a seasoned global macro investor with over 50 years of experience, founded Bridgewater Associates from his two-bedroom apartment in New York City and led the firm for...
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November 29 - Hedge Funds, News
The chip wars between the United States and China are in full swing.
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November 29 - Hedge Funds, Industries, News, Tech
Latest reports from finance news publication The Wall Street Journal reveal that xAI, the AI startup founded by billionaire Elon Musk, is on track to surpass $100 million in annual...
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November 29 - Hedge Funds, Industries, News, Tech
Ed Yardeni, president of Yardeni Research, appeared on CNBC on November 27 to share insights on the market's anticipated performance in 2025.
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November 28 - Hedge Funds, News
Latest reports indicate that billionaire Masayoshi Son, the founder of Japanese multinational tech firm Softbank, is set to meet Indian Prime Minister Narendra Modi.
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November 27 - Hedge Funds, Industries, News, Tech
Uber, the ride-hailing company that has yet to catch onto the AI boom, is reportedly expanding its fleet of gig workers for a new project aimed at AI annotation and data labeling...
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November 27 - Hedge Funds, Industries, News, Tech
Even as the United States pursues a tougher trade policy towards China, the latest indication being the tightening of export restrictions on advanced AI chips, companies from ...
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November 27 - Hedge Funds, Industries, News, Tech
Perplexity, the California-based AI startup that is challenging the dominance of Google in the Internet Search market, is considering the development of a $50 device that brings...
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November 26 - Hedge Funds, News
When BlackRock, the investment titan with more than $10 trillion in assets under management, invests in something, the finance world pays close attention.
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November 26 - Hedge Funds, News
AI companies in the United States, many of whom have extensive business relations in China, are waiting anxiously for President-elect Donald Trump to assume office and announce...
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November 26 - Hedge Funds, News
A latest report into the adoption of AI in the United Kingdom has revealed that even though a lot of companies are using AI, only a few have integrated the new technology into...
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November 25 - Hedge Funds, News
Large language models power AI chatbots and they are the hottest items on Wall Street these days.
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November 25 - Hedge Funds, News
Technology giants in the United States have pledged tens of billions towards building AI data centers in the next few years.
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November 22 - Hedge Funds, News
Data centers are at the heart of the AI disruption sweeping markets across the world.
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November 22 - Hedge Funds, News
The AI revolution has disrupted the technology industry, propelling memory chip firms into the spotlight after decades spent in the shadows of semiconductors and software giants...
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November 22 - Hedge Funds, News