About 50% of the customers of AMZN's cloud unit could reduce the amounts that they spend on its offerings over the next few quarters as they contemplate the impact of tariffs, ...
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April 9 - Market Movers, News
Lakehouse Capital, a Sydney-based investment manager, released its “Lakehouse Global Growth Fund” February 2025 investor letter.
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April 9 - Hedge Fund Investor Letters, News
In his appearance on CNBC’s Squawk on the Street on Monday, Jim Cramer discussed the reasons behind the recent market turmoil.
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April 8 - Hedge Funds, News
None of the internet stocks covered by JPMorgan will be immune from negative macro trends this year, according to the bank.
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April 8 - Market Movers, News
Describing both AMZN and UBER as among his "core positions," Brown stated that both firms "will be standing at the end of the trade war." He believes that "buying Amazon after...
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April 8 - Market Movers, News
Crowley also believes that "opportunities are developing" for investors to buy top-notch companies.
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April 8 - Market Movers, News
Steve Cohen, a prominent figure in the world of hedge funds, is the founder of Point72 Asset Management.
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April 8 - Hedge Funds, News
The big data companies focus on collecting, storing, and analyzing huge amounts of data that businesses use to make smarter decisions.
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April 8 - Hedge Funds, News, Tech
President Donald Trump's new tariff regimes have been introduced under the International Emergency Economic Powers Act.
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April 8 - Hedge Funds, Industries, News, Tech
As per Fitch Ratings, the US tariffs are now at levels that continue to transform the global economic outlook, meaningfully increasing the US recession risks as well as constraining...
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April 7 - Hedge Funds, News
In his appearance on CNBC's Squawk on the Street on Thursday, Jim Cramer commented on small-cap stocks, Mexican stocks, homebuilder stocks, and sectors that the money moving out...
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April 7 - Market Movers, News
The stock market's technicals suggest that good buying opportunities are now available or will arise soon, Jay Woods, Chief Global Strategist of Freedom Capital Markets, told ...
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April 7 - Market Movers, News
The newly announced tariffs by U.S. President Donald Trump could have serious consequences for many stocks.
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April 7 - Hedge Funds, Industries, News, Tech
Think Investments is an investment firm based in San Francisco, with additional offices in Singapore and India.
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April 4 - Hedge Funds, News
According to a study presented at a European Central Bank conference, companies that manage to survive the upheaval caused by the adoption of artificial intelligence will eventually...
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April 4 - Hedge Funds, Industries, News, Tech
On Tuesday, April 1st, the host of Mad Money opened the show by focusing on President Trump’s tariffs and the economic risks ahead of ‘Liberation Day’.
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April 4 - Hedge Funds, News
Harding Loevner, an asset management company, released its “Global Developed Markets Equity Strategy” fourth-quarter 2024 investor letter.
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April 4 - Hedge Fund Investor Letters, News
Noting that TikTok Shop had generated $9 billion of gross merchandise volume (GMV) in the U.S. in 2024, Citi highlighted the potential synergies between TikTok and AMZN.
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April 3 - Market Movers, News
President Donald Trump’s new reciprocal tariff announcement is hammering stock markets around the world as countries face a new reality and trade dynamics.
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April 3 - Hedge Funds, News
Aswath Damodaran from NYU Stern School of Business said in a recent program on CNBC that AI “buzzwords” are not boosting the market anymore as investors grow more concerned...
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April 2 - Hedge Funds, News
Two guests on Schwab Network had very different views of Amazon (AMZN) stock today.
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April 2 - Market Movers, News
After Amazon (AMZN) stock pulled back sharply in recent months, the shares "are starting to look appealing," and they are providing investors with a good "buying opportunity", ...
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April 2 - Market Movers, News
While we acknowledge the potential of META as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing...
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April 1 - Market Movers, News
While Amazon (AMZN) would likely be hurt in the short term by a deceleration of U.S.
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April 1 - Market Movers, News
Malcolm Ethridge, the Managing Partner of Capital Area Planning Group, recently purchased more AMZN stock and MSFT stock.
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March 31 - Market Movers, News
In the coming week, the resilience of the US stock market will be challenged as President Trump’s tariff plans and employment report reveal the actual condition of the economy...
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March 31 - Hedge Funds, News
The market will eventually start rallying again, Joe Tigay, the Principal of Equity Armor Investments recently told The Schwab Network.
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March 31 - Market Movers, News
The current economic conditions with elevated interest rates have made debt-free stocks increasingly valuable to investors.
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March 31 - Hedge Funds, News
The year 2025 began with the surprise announcement of DeepSeek AI, launched in China, which shook the markets.
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March 29 - Hedge Funds, News
Elon Musk and OpenAI have jointly proposed to fast-track their trial over OpenAI’s transition to a for-profit company in December.
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March 28 - Hedge Funds, Industries, News, Tech
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
China is aggressively working to close the AI competitiveness gap with the United States.
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March 27 - Hedge Funds, Industries, News, Tech
Quantum computing is the next AI and IonQ (IONQ) is the next Nvidia (NVDA), Sylvia Jablonski, the Chief Executive Officer and Chief Investment Officer of Defiance ETFs told CNBC...
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March 27 - Market Movers, News
Amazon's (AMZN) new AI-driven shopping assistant could be "the next big thing" for the tech giant, Cory Johnson, Epistrophy Capital Research's Chief Market Strategist, told Schwab...
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March 27 - Market Movers, News
The network's host noted that the strategy attempts to exploit AMZN's elevated volatility levels, along with the fact that it recently broke above its simple moving average of...
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March 27 - Market Movers, News
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer discussed the outcomes of President Trump's tariffs and whether Trump is hostile to the markets.
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March 27 - News
Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...
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March 27 - Hedge Fund Investor Letters, 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 Tuesday, Jim Cramer, host of Mad Money, defended the growing wave of artificial intelligence investment, drawing a distinct line between this boom and previous capital expenditure...
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March 26 - Hedge Funds, News
On Monday, Jim Cramer, host of Mad Money, took a closer look at the current status of the Magnificent Seven stocks, offering insight into both their market positioning and how...
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March 26 - Hedge Funds, News
Meta Platforms Inc.
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March 26 - Market Movers, News
We came across a bullish thesis on Amazon.com, Inc. (AMZN) on Substack by Quality Equities. In this article, we will summarize the bulls’ thesis on AMZN. Amazon.com, Inc.
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March 26 - News, Stock Analysis
It hasn’t been long since DeepSeek released its efficient yet low-cost models, causing a frenzy in the tech world.
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March 25 - Hedge Funds, Industries, News, Tech
“Of course, the one thing we don't have in this environment is any sense of certainty and when the fundamentals are uncertain, I like to fall back on the technicals and that...
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March 25 - Hedge Funds, News
With the AI arms race getting more intense than ever, it seems that some people are increasingly realizing that cooperation, rather than competition, is key.
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March 24 - Hedge Funds, Industries, News, Tech
Cliff Asness is one of Wall Street's most respected hedge fund managers.
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March 24 - Hedge Funds, News
Balyasny Asset Management (BAM) is a leading investment management firm headquartered in Chicago, with additional offices in Canada, London, and Asia.
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March 24 - Hedge Funds, News
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer shared why he believes that President Trump's tariffs are generating negativity in the media and markets.
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March 24 - News
The technology sector delivered a strong performance in 2024, driven by chip companies, which played a pivotal role in supporting artificial intelligence (AI) infrastructure.
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March 22 - Hedge Funds, News
Founded by Philippe Laffont, Coatue Management is a lifecycle investment platform that is focused on turning big ideas into world-shaping technology companies.
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March 22 - Hedge Funds, News