Appalaches Capital, an investment management firm, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
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June 4 - Hedge Fund Investor Letters, News
On Tuesday, analyst Carlos Trevino from Grupo Santander downgraded ASML Holding (NASDAQ:ASML) from an Outperform to an Underperform rating, with a EUR 850 price target.
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June 3 - News
We came across a bullish thesis on ASML Holding N.V. (ASML) on Monopolistic Investor’s Substack. In this article, we will summarize the bulls’ thesis on ASML.
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May 30 - News, Stock Analysis
Philippe Laffont, the billionaire chief of Coatue Management, recently made an appearance on the All-In Podcast, a business and technology podcast hosted by four venture capitalists...
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May 29 - News
We recently published a list of Jim Cramer Recently Commented On These 12 Stocks. In this article, we are going to take a look at where ASML Holding N.V.
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May 18 - News
“My view, you can be as cynical and corrosive as you want about the vast majority of things in the world in life.
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May 16 - Hedge Funds, News
Keeping track of politicians’ stock investments is a good way of determining which stocks may receive favorable policy treatment from the government down the road.
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May 14 - Insider Trading, News
On May 12, Jeff Kilburg of KKM Financial and Dan Ives of Wedbush Securities appeared together on CNBC to discuss AI, cybersecurity, and mega-cap tech, especially as tech stocks...
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May 13 - Hedge Funds, News, Tech
We came across a bullish thesis on ASML Holding N.V. (ASML) on Substack by FluentInQuality. In this article, we will summarize the bulls’ thesis on ASML. ASML Holding N.V.
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May 13 - News, Stock Analysis
The stock market has been facing volatility since the tariffs were announced.
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May 7 - Hedge Funds, News
We came across a bullish thesis on ASML Holding N.V. (ASML) on Substack by Best Anchor Stocks. In this article, we will summarize the bulls’ thesis on ASML.
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May 7 - News, Stock Analysis
Mario Gabelli needs no introduction, having risen to become one of the most successful money managers on Wall Street, backed by a research-driven equity investment style.
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May 6 - Hedge Funds, News
The S&P 500 has returned 12.29% over the past 12 months as of May 2, 2025.
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May 6 - Hedge Funds, News
Morgan Stanley believes the bull market might not be finished, and the S&P 500 might close the year with single-digit gains.
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May 3 - Hedge Funds, News
AI (Artificial Intelligence) isn’t just a buzzword anymore—it’s becoming a part of our everyday lives, from the apps we use to how businesses operate.
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April 25 - Hedge Funds, News, Tech
Marjorie Taylor Greene is one of the most active members of the Trump administration on the US stock market.
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April 23 - Insider Trading, News
In his latest appearance on CNBC’s Squawk on the Street, Jim Cramer highlighted the often-overlooked role of currency fluctuations and explained why a weaker U.S.
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April 18 - Hedge Funds, News
Operator: Good day, and thank you for standing by. Welcome to the ASML 2025 First Quarter Financial Results Conference Call on April 16, 2025.
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April 18 - News, Transcripts
Semiconductor manufacturers are at the forefront of the technological battle, especially in the context of China’s rapid tech developments.
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April 17 - News, Stock Analysis
On April 15, Monica Guerra, Morgan Stanley Wealth Management Head of US Policy, joined 'Closing Bell Overtime' on CNBC to discuss how investors should avoid knee-jerk reactions...
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April 16 - Hedge Funds, News
We came across a bullish thesis on ASML Holding N.V. (ASML) on Substack by Oguz Erkan. In this article, we will summarize the bulls’ thesis on ASML. ASML Holding N.V.
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April 15 - News, Stock Analysis
He noted the chaotic nature of the current environment and remarked that "this tape has it all," and emphasized how unpredictable developments from the White House have added ...
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April 14 - Hedge Funds, News
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
As per Straits Research, the US semiconductor manufacturing equipment market size was pegged at US$13.2 billion in 2024.
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April 12 - Hedge Funds, News
Generation Investment Management, an investment management firm, released its “Global Equity Strategy” fourth quarter 2024 investor letter.
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April 4 - Hedge Fund Investor Letters, 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
Innovative stocks are the companies that continuously invest in developing new products, services or even entire business models, enabling them to stay ahead of competition and...
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April 3 - Hedge Funds, News
Jim Cramer, host of Mad Money, discussed on Monday how investor sentiment surrounding tech stocks has shifted over the past three months.
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April 3 - Hedge Funds, News
We came across a bullish thesis on ASML Holding N.V. (ASML) on Substack by Kontra Investments. In this article, we will summarize the bulls’ thesis on ASML.
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March 31 - News, Stock Analysis
Individual investors, often called retail investors, typically invest their personal capital directly into the stock market, driven primarily by personal research, news sentiment...
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March 21 - Hedge Funds, News
Leading AI developers are making artificial general intelligence (AGI) their primary goal, securing billions in funding to advance the technology, as per Bloomberg.
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March 18 - Hedge Funds, News
Stock splits change the number of outstanding shares of a company, but not the company's overall value. A forward split makes each share cheaper and easier to buy.
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March 17 - Hedge Funds, News
On March 12, European markets opened on a high note, surging after the European Union revealed its retaliatory tariffs on U.S. steel and aluminum imports. While U.S.
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March 15 - Hedge Funds, News
With the AI arms race heating up every passing day, more businesses and countries are eager to stake their claim in the rapidly evolving industry.
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March 13 - Hedge Funds, Industries, News, Tech
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
We came across a bullish thesis on ASML Holding N.V. (ASML) on Substack by The Wolf of Harcourt Street. In this article, we will summarize the bulls’ thesis on ASML.
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March 3 - News, Stock Analysis
As per Deloitte, amidst uncertainties and economic turbulence, the broader technology industry can see growth in 2025, courtesy of elevated IT spending, AI investments, and a ...
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February 24 - Hedge Funds, Industries, News
Exactly 5 years ago, the world struggled to deal with a black swan event: the COVID-19 pandemic.
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February 24 - News, Stock Analysis
Baron Funds, an investment management company, released its “Baron Fifth Avenue Growth Fund” fourth quarter 2024 investor letter.
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February 24 - Hedge Fund Investor Letters, News
Mar Vista Investment Partners, LLC, an investment management company, released the “Mar Vista Global Quality Strategy” fourth quarter 2024 investor letter.
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February 24 - Hedge Fund Investor Letters, News
The United States has long been a magnet for global businesses seeking to tap into its robust economy and dynamic financial markets.
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February 20 - Hedge Funds, News
Dividend stocks have been grabbing investors' attention for a while now.
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February 11 - Dividend Stocks, Hedge Funds, News
We came across a bullish thesis on ASML Holding N.V. (ASML) on Substack by Daan Rijnberk. In this article, we will summarize the bulls’ thesis on ASML. ASML Holding N.V.
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February 10 - News, Stock Analysis
The semiconductor industry is on a trajectory of rapid growth, with global revenues expected to exceed $1 trillion by 2030.
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February 6 - Hedge Funds, News
Jim Cramer, the host of Mad Money, recently discussed the impact of President Donald Trump’s first few weeks in office on the financial markets.
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February 1 - Hedge Funds, News
In his latest appearance on CNBC's Squawk on the Street, Jim Cramer continued to share his thoughts on Monday's stock market fallout from China's DeepSeek AI models.
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January 31 - News
AI is rapidly evolving, with lower costs making it more accessible and shifting attention from infrastructure to real-world applications.
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January 31 - Hedge Funds, News
ASML Holding N.V. (NASDAQ:ASML) Q4 2024 Earnings Call Transcript January 29, 2025ASML Holding N.V. misses on earnings expectations.
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January 31 - News, Transcripts
DeepSeek is making significant strides in the artificial intelligence landscape.
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January 30 - Hedge Funds, Industries, News, Tech
In August last year, investment bank Morgan Stanley released an investor note highlighting that even though the chaos around prominent AI firms had somewhat subsided, an AI rumbling...
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January 30 - Hedge Funds, News