The most important conference in the tech world is in full swing, yet investors are skeptical about what’s ahead.
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March 19 - Hedge Funds, Industries, News, Tech
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” fourth quarter 2024 investor letter.
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March 18 - Hedge Fund Investor Letters, News
We came across a bullish thesis on Broadcom Inc. (AVGO) on Substack by Daan Rijnberk. In this article, we will summarize the bulls’ thesis on AVGO. Broadcom Inc.
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March 17 - News, Stock Analysis
Investors are on tenterhooks amid the latest selloff as they keep up with President Donald Trump’s volatile tariff policies and assess the slowing enthusiasm in the AI trade...
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March 16 - Hedge Funds, News
The volatile tariff policies of the new US administration and a slowdown in AI-related enthusiasm took a toll on the market over the past few weeks.
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March 16 - Hedge Funds, News
Adage Capital Management, based in Boston, is a major investment firm specializing in managing the broader market's assets, with a strong focus on Endowments and Foundations.
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March 13 - Hedge Funds, News
Ken Fisher is an American billionaire investment analyst and founder of Fisher Investments, a renowned money management firm in the financial world with over 170,000 clients globally...
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March 13 - Hedge Funds, News
Data centers have become the foundation of the digital economy, facilitating the storage, processing, and distribution of vast amounts of data that drive industries worldwide.
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March 13 - Hedge Funds, Industries, News, Tech
On February 28, UBS’ Alli McCartney joined CNBC's 'Power Lunch' to analyze the market's reaction to the tariff announcements.
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March 13 - Hedge Funds, News
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer continued to discuss President Trump and his tariffs.
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March 12 - News
Jim Cramer kicked off his latest episode of Mad Money by highlighting the wild swings in the market, the ongoing trade war with Canada, and the growing concerns about tariffs ...
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March 12 - Hedge Funds, News
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer advised users to turn their focus to Europe when it came to buying stocks.
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March 12 - News
According to a new L.E.K.
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March 12 - Hedge Funds, Industries, News, Tech
Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” fourth quarter 2024 investor letter.
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March 12 - Hedge Fund Investor Letters, News
The rapid growth of artificial intelligence (AI) continues to reshape industries around the world, and experts are closely monitoring its trajectory.
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March 11 - Hedge Funds, Industries, News, Tech
Chris Grisanti, MAI Capital Management chief market strategist, said in a latest program on CNBC that the market is going through a shift towards value stocks from growth stocks...
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March 11 - Hedge Funds, News
Columbia Threadneedle Investments, an investment management company released its “Columbia Threadneedle Global Technology Growth Strategy” fourth quarter 2024 investor letter...
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March 11 - Hedge Fund Investor Letters, News
Determined to lead the AI frontier, China is deploying every resource at its disposal and mobilizing every tool in its arsenal.
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March 10 - Hedge Funds, Industries, News, Tech
On March 6th, CoreWeave, an Nvidia-backed cloud-computing startup, denied claims in a Financial Times report that Microsoft had pulled the plug in some of the agreements it had...
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March 10 - 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
The Trump administration is considering a ban against Chinese AI chatbot DeepSeek from U.S. government devices amid national-security concerns.
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March 10 - Hedge Funds, Industries, News, Tech
Jim Cramer, host of Mad Money, provided important guidance to investors last Friday, emphasizing the difficult market conditions ahead.
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March 9 - Hedge Funds, News
Operator: Welcome to the Broadcom Inc. First Quarter Fiscal Year 2025 Financial Results Conference Call.
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March 8 - News, Transcripts
Major AI stocks are struggling to gain traction as investors rethink their strategies amid concerns of a slowdown in spending.
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March 7 - Hedge Funds, News
On Thursday, Jim Cramer, the host of Mad Money, shared his thoughts on the current state of the stock market, explaining that until things become more balanced, we are likely ...
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March 7 - Hedge Funds, News
Attention is slowly shifting from US chip stocks to what analysts consider as the next big AI play: software.
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March 7 - Hedge Funds, Industries, News, Tech
Broadcom (AVGO) is advancing 5.5% after the chip maker delivered stronger-than-expected fiscal first-quarter results.
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March 7 - Market Movers, News
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” fourth quarter 2024 investor letter.
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March 6 - Hedge Fund Investor Letters, News
The market has been reversing its gains earlier in the year, so much so that the S&P 500 is now down 1.5% year-to-date.
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March 5 - Market Movers, News
CNBC has recently confirmed that artificial intelligence firm Anthropic has closed its latest Series E funding round at a $61.5 billion post-money valuation.
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March 4 - 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
Bell Asset Management, an investment management company, released its Q4 2024 “Bell Global Equities Fund” investor letter. A copy of the letter can be downloaded here.
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February 28 - 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
The Magic Formula, as defined by Joel Greenblatt in his book The Little Book that Beats the Market, entails evaluating companies based on two metrics: earnings yield (EBIT/enterprise...
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February 26 - Hedge Funds, News
Jim Cramer in a recent program on CNBC discussed the massive tech sell-off on the back of a new AI LLM model from Chinese startup DeepSeek.
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February 26 - Hedge Funds, News
Millennium Management is a globally recognized investment firm specializing in multi-strategy hedge fund offerings.
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February 25 - Hedge Funds, News
Doug Clinton, Deepwater Asset Management co-founder, said in a latest program on CNBC that the AI trade is still intact but the market is going through a period of "doubt" and...
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February 25 - Hedge Funds, News
The sustained high inflation over the past two years has resulted in increased borrowing costs, posing difficulties for both businesses and consumers.
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February 25 - Dividend Stocks, Hedge Funds, News
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
On Friday, Jim Cramer, the host of Mad Money, discussed the recent struggles in the market and how the downturn in momentum stocks has significantly affected aggressive growth...
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February 24 - Hedge Funds, 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
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
Zweig-DiMenna Associates Inc. is a U.S.-based hedge fund with a legacy spanning four decades. Established in 1984 by Joseph A.
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February 24 - Hedge Funds, News
Sustainable Insight Capital Management (SICM) focuses on institutional investments, offering both long-only and long-short strategies in public equities.
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February 22 - Hedge Funds, News
Futures markets have switched from expecting a June rate decrease and potentially another before the end of the year, to no cuts until the autumn, with a low possibility of a ...
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February 22 - ETF Trading, Hedge Funds, 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
Every year, a significant number of Baby Boomers retire, and millennials are increasingly interested in planning their own retirement, considering the majority of people rely ...
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February 21 - ETF Trading, Hedge Funds, News, Retirement
Ken Fisher is a prominent American billionaire investment analyst, author, and the founder of Fisher Asset Management, one of the biggest and most successful hedge funds in the...
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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
The semiconductor industry has always been a battleground for technological development, though lately, it has turned into a full-scale battle.
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February 18 - News, Stock Analysis