Last month, President Xi Jinping held a rare meeting with some of the biggest names in China's technology sector, urging them to "show their talent" and believe in the power of...
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March 3 - Hedge Funds, Industries, News, Tech
AppLovin (APP) stock is rising after investment bank Benchmark defended the company from negative reports against it by two short-sellers.
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March 3 - 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
With the world making significant strides in artificial intelligence, some countries are concerned about the key figures leading these efforts.
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March 3 - Hedge Funds, Industries, News, Tech
The research preview of the latest GPT-4.5 model from ChatGPT creator OpenAI has been released.
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February 28 - Hedge Funds, Industries, News, Tech
AI-darling Nvidia reported its earnings yesterday, and it’s safe to say that the numbers have been objectively great.
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February 27 - Hedge Funds, Industries, News, Tech
ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Strategy” fourth quarter 2024 investor letter.
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February 27 - Hedge Fund Investor Letters, News
As AI continues to redefine the workforce, companies such as DeepSeek are at the forefront of this revolution.
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February 26 - Hedge Funds, Industries, News, Tech
AppLovin (APP) is sinking 11% but well off its lows of the day after two short sellers released negative reports about the firm.
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February 26 - Market Movers, News
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer recalled the stock market crash due to the coronavirus.
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February 24 - News
A disruptive breakthrough by a Chinese tech startup in January 2025 has shaken the artificial intelligence (AI) market to its core, triggering a sharp sell-off among tech stocks...
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February 22 - Hedge Funds, News
The interest in Chinese AI startup DeepSeek remains strong, and the company itself is actively fueling its momentum.
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February 21 - Hedge Funds, Industries, News, Tech
Jim Cramer opened Monday’s Mad Money episode with the observation that CEOs gathered at the NFL’s Super Bowl game weren't just there for football.
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February 20 - Hedge Funds, News
In the fourth quarter of 2024, the US Gross Domestic Product (GDP) expanded at an annual rate of 2.3%, slightly below market expectations of 2.7% and a deceleration from the 3...
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February 20 - Hedge Funds, News
President Xi Jinping recently held a rare meeting at Beijing’s Great Hall of the People with some of the biggest names in China's technology sector.
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February 20 - Hedge Funds, Industries, News, Tech
Goldman Sachs raised its target price for Chinese stocks today.
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February 17 - Hedge Funds, Industries, News, Tech
Even amidst the DeepSeek frenzy, artificial intelligence remains the most prevalent theme in the market today.
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February 17 - Hedge Funds, Industries, News, Tech
Software stocks have been spearheading the stock market’s rally over the past two years and there seems to be no slowing down for the broader software industry.
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February 17 - News
Baron Funds, an investment management company, released its “Baron Asset Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
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February 14 - Hedge Fund Investor Letters, News
In an update on the bid by an Elon Musk-led consortium to buy the non-profit that controls OpenAI, Musk’s lawyers have reportedly stated in a court filing that they will withdraw...
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February 13 - Hedge Funds, Industries, News, Tech
AppLovin Corporation (NASDAQ:APP) Q4 2024 Earnings Call Transcript February 12, 2025AppLovin Corporation beats earnings expectations.
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February 13 - News, Transcripts
Is it time to sell the Mag-7 stocks? According to U.S.
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February 11 - Hedge Funds, Industries, News, Tech
OpenAI has previously been dependent on Nvidia for its chip supply, but it looks like it may not be for long.
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February 10 - Hedge Funds, Industries, News, Tech
According to a report from Technavio, the global artificial intelligence (AI) market size is estimated to grow by USD 237.4 billion from 2024-2028.
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February 3 - Hedge Funds, Industries, News, Tech
Jim Cramer in a latest program on CNBC talked about the importance of investing in companies with good management teams.
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February 1 - Hedge Funds, News
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Mid Cap Growth Fund” fourth quarter 2024 investor letter. A copy of the letter can...
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January 29 - Hedge Fund Investor Letters, News
Jim Cramer, host of Mad Money, recently discussed a possible looming energy crisis in the U.S. that has taken many by surprise.
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January 25 - Hedge Funds, News
With only a few days in, President Donald Trump's administration has been making significant strides in advancing artificial intelligence technology.
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January 22 - Hedge Funds, Industries, News, Tech
With everyone competing towards supremacy in artificial intelligence, the latest country to intensify its efforts has been Britain.
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January 18 - Hedge Funds, Industries, News, Tech
Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” fourth quarter 2024 investor letter.
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January 17 - Hedge Fund Investor Letters, News
As President Joe Biden nears the end of his term, he is issuing a series of executive orders.
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January 16 - Hedge Funds, Industries, News, Tech
On Monday, the US government revealed that it would further restrict artificial intelligence chip and technology exports.
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January 14 - Hedge Funds, Industries, News, Tech
Anastasia Amoroso, iCapital chief investment officer, said in a latest program on CNBC that 2025 will be the year of AI software, data centers and power.
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January 11 - Hedge Funds, News
ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” fourth quarter 2024 investor letter.
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January 10 - Hedge Fund Investor Letters, News
AI has been dominating the news, market, and basically almost everything we come across for the last two years, since the launch of ChatGPT.
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January 9 - Hedge Funds, News
Artificial intelligence startups are playing a big role in US venture capital funding.
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January 9 - Hedge Funds, Industries, News, Tech
Jim Cramer, the host of Mad Money, recently shared his perspective on the stock market, especially reflecting on the events of 2024.
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January 8 - Hedge Funds, News
In 2024, companies poured money into Artificial Intelligence infrastructure in a bid to outpace each other in the AI race.
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January 6 - Stock Analysis
We came across a long thesis on Applovin Corp (NASDAQ:APP) on ValueInvestorsClub by yxd0950. In this article we will summarize the bulls’ thesis on APP.
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January 4 - News, Stock Analysis
Famously known as the “godfather of artificial intelligence”, British-Canadian computer scientist Professor Geoffrey Hinton has recently warned that the pace of technological...
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December 29 - Hedge Funds, Industries, News, Tech
Predictions of artificial intelligence reaching human-level intelligence have been made for over 50 years.
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December 20 - Hedge Funds, Industries, News, Tech
Alta Fox Capital, an investment management company, released its “Alta Fund Opportunities Fund” Q3 2024 investor letter. A copy of the letter can be downloaded here.
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December 18 - Hedge Fund Investor Letters, News
Jim Cramer, the host of Mad Money, recently discussed a number of companies that have surpassed $100 billion in market capitalization this year, noting how these companies seem...
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December 13 - Hedge Funds, News
Is artificial intelligence hitting a wall? Speaking at the New York Times annual DealBook summit at Jazz at Lincoln Center, Sundar Pichai analyzed how generative artificial intelligence...
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December 13 - Hedge Funds, Industries, News, Tech
For a large portion of investors who put money in the market, growth is the primary objective.
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December 10 - News
This year, artificial intelligence played a key role in two Nobel Prizes for scientific achievement.
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December 9 - Hedge Funds, Industries, News, Tech
It seems that major tech companies in Silicon Valley are forging relationships with the defense industry these days.
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December 7 - Hedge Funds, Industries, News, Tech
Artificial intelligence continues to achieve remarkable breakthroughs, yet its latest contribution might come as a surprise to many.
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November 28 - Hedge Funds, Industries, News, Tech
Power needs for artificial intelligence and cloud computing are expanding so rapidly that some data center campuses may use more electricity than entire cities, or even states...
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November 27 - Hedge Funds, Industries, News, Tech
OpenAI has been making headlines in the artificial intelligence realm ever since its existence, and it seems the company has something new to share almost every day.
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November 27 - Hedge Funds, Industries, News, Tech