Given that AI has dominated stock market headlines for more than a year now, it's no surprise that Jim Cramer of CNBC's Mad Money and Squawk on the Street has also devoted quite...
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January 27 - News
President Trump announced a major investment initiative to advance artificial intelligence in the U.S., involving a joint venture called Stargate with OpenAI, SoftBank, Oracle...
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January 24 - Hedge Funds, News
In his latest appearance on CNBC's Squawk on the Street, Jim Cramer had a lot to say about a lot of stocks.
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January 23 - News
On January 8, Rashaun Williams, Atlanta Falcons limited partner and venture capitalist, joined "Closing Bell" on CNBC to discuss his investment strategy and his outlook on the...
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January 23 - Hedge Funds, News, Tech
AI is rapidly advancing, with significant strides being made toward achieving more powerful and capable systems.
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January 21 - Hedge Funds, News
According to Synergy Research Group, data center M&A activity set a new record in 2024, with deals totaling $57 billion, compared to the previous high of $52 billion in 2022.
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January 20 - Hedge Funds, News
In a fresh appearance on CNBC's Squawk on the Street, Jim Cramer started the show by commenting on the latest Consumer Price Index (CPI) data release.
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January 18 - News
If you skim the trends in the past two years, it should be clear that it's worthwhile to look into mega-cap stocks that have gained a lot already.
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January 13 - News
As per a CNBC report, in 2025, significant changes are expected in global AI regulation, especially in the U.S., the EU, and the UK.
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January 10 - Hedge Funds, Industries, News, Tech
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
As 2024 comes to a close, the semiconductor industry has seen its fair share of fireworks.
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December 30 - News
US public markets continue to brace themselves for a 2025 resurgence, which should be led by interest rate cuts, pent-up investor demand, and a growing backlog of IPO expectations...
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December 28 - Hedge Funds, News
Loomis Sayles, an investment management company, released its “International Growth Fund” third quarter 2024 investor letter. A copy of the letter can be downloaded here.
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December 27 - Hedge Fund Investor Letters, News
For Jim Cramer, tech stocks and the Federal Reserve's interest rate cuts are a major talking point.
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December 27 - News
We came across a bullish thesis on Arm Holdings plc (ARM) on Substack by Stock Analysis Compilation. In this article, we will summarize the bulls’ thesis on ARM.
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December 21 - News, Stock Analysis
ARM Holdings and Qualcomm have a tough relationship.
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December 16 - News, Stock Analysis
Jim Cramer, host of Mad Money, provided insights on Friday about this week's Federal Reserve meeting, key earnings reports, and the retail sales numbers due to be released.
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December 16 - Hedge Funds, 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
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
After a prolonged slump, the technology IPO is experiencing a revival in 2024, particularly among companies leveraging artificial intelligence.
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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
Data centers are at the heart of the AI disruption sweeping markets across the world.
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November 22 - Hedge Funds, News
Artificial intelligence businesses have taken Wall Street by storm in the past few months.
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November 20 - Hedge Funds, News
xAI, the AI startup owned by Elon Musk, is raising more than $6 billion at a $50 billion valuation, per a report by news platform CNBC.
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November 16 - Hedge Funds, News
AI trends are sweeping markets globally.
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November 16 - Hedge Funds, News
The European Union recently released the initial draft for the general-purpose AI code of practice under the AI Act, its comprehensive framework aimed at regulating artificial...
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November 15 - Hedge Funds, News
AI data centers and the power needed to keep them running are some of the hottest topics in the technology space.
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November 15 - Hedge Funds, News
Artificial intelligence has penetrated every aspect of our lives.
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November 12 - Hedge Funds, Industries, News, Tech
There is a lot of debate around potential AI policy changes as Donald Trump prepares to take charge as US president.
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November 12 - Hedge Funds, News
The release of ChatGPT by OpenAI, now the most valuable private firm in the world, back in November 2022 had widespread implications for the technology industry.
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November 11 - Hedge Funds, Industries, News, Tech
A lot has been made of the recent efforts by the United States government to tighten chip exports to China.
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November 11 - Hedge Funds, Industries, News, Tech
As demand for AI-powered applications grows, major tech firms are investing in alternative energy solutions to support data center requirements.
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November 9 - Hedge Funds, Industries, News, Tech
The OBR (Office for Budget Responsibility) anticipates economic output in Britain to expand by 1.8% in 2026 and by 1.5% in 2027.
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November 9 - Hedge Funds, News
The extent to which AI tech may disrupt life as we know it in the coming years is still shrouded in mystery.
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November 8 - Hedge Funds, News
Arm Holdings plc American Depositary Shares (NASDAQ:ARM) Q2 2025 Earnings Call Transcript November 6, 2024Arm Holdings plc American Depositary Shares misses on earnings expectations...
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November 8 - News, Transcripts
There has been a lot of buzz around AI startups in the past few years, with funding rounds fetching hundreds of millions of dollars and valuations climbing to record highs.
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November 7 - Hedge Funds, Industries, News, Tech
Investors are eagerly waiting for the election results in the United States as they seek to adjust their money making strategies in light of the latest developments.
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November 6 - Hedge Funds, Industries, News, Tech
Jim Cramer, host of Mad Money, recently weighed in on the factors that will shape market movements this week, pointing to the Federal Reserve's upcoming meeting and a slew of ...
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November 5 - Hedge Funds, News
On October 31, CNBC’s Steve Kovach joined ‘Money Movers’ to discuss big tech’s AI spending.
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October 31 - Hedge Funds, Industries, News, Tech
According to a new report by Bloomberg Intelligence (BI), the generative AI market is set for rapid growth, projected to reach $1.3 trillion within the next decade.
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October 30 - Hedge Funds, Industries, News, Tech
“If the bond market doesn’t start behaving and calming down, and long-term interest rates don’t stop going up, we are gonna start losing the groups that led us higher for...
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October 30 - Hedge Funds, News
Semiconductor stocks are among the most dynamic ones that you'll find on Wall Street. Since the start of the coronavirus pandemic in 2020, chip stocks have seen it all.
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October 29 - Market Movers, News
In a recent Tech Check program, CNBC’s Deirdre Bosa reports on how OpenAI’s head of Global Affairs is laying out his vision of what the government can do to keep American ...
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October 27 - Hedge Funds, Industries, News, Tech
2024 has been a big year for AI breakthroughs, and the momentum shows no signs of slowing down anytime soon.
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October 25 - Hedge Funds, Industries, News, Tech
Talking about the latest market situation during a program on CNBC, Julian Emanuel, Evercore ISI senior managing director, said that despite the ups and downs that have happened...
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October 22 - Hedge Funds, News
Joining CNBC’s Squawk Box to discuss the latest market trends, Mary Ann Bartels of Sanctuary Wealth remains bullish on 2024, expecting the S&P 500 to hit 6,000 by year-end.
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October 17 - Hedge Funds, Industries, News, Tech
While consumer technology stocks had soared in the aftermath of the coronavirus pandemic, back then, their share price gains were due to.
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October 12 - News
Two years after the public debut of ChatGPT, the generative AI landscape has evolved rapidly, igniting substantial investments in artificial intelligence and lifting valuations...
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October 11 - Hedge Funds, Industries, News, Tech
Convergence of significant macroeconomic events anywhere around the globe usually ends up triggering market volatility.
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October 9 - Hedge Funds, News
US technology stocks have surged dramatically this year, largely driven by the growing excitement surrounding generative artificial intelligence (AI).
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October 6 - Hedge Funds, Industries, News, Tech