Spyglass Capital Management LLC, an investment management firm, released its second-quarter investor letter for “Spyglass Growth Strategy”.
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July 31 - Hedge Fund Investor Letters, News
Deep Sail Capital Partners, an investment management company, released its first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
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July 22 - Hedge Fund Investor Letters, News
Fred Alger Management, an investment management company, released its “Alger Small Cap Focus Fund” second-quarter 2026 investor letter.
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July 21 - Hedge Fund Investor Letters, News
Polen Capital, an investment management company, released its second-quarter 2026 investor letter for “Polen 5Perspectives Small Growth Strategy”.
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July 16 - Hedge Fund Investor Letters, News
The strongest AI-linked stock returns of the past three years have often followed the physical buildout of computing capacity rather than the broad software narrative alone.
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July 11 - Hedge Funds, News
During the first week of June, BlackRock shared a report highlighting how AI and expanding resource constraints are redefining investment opportunities.
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July 4 - Hedge Funds, News, Tech
Earnings estimate revisions have become a more important screen for investors as the market moves deeper into 2026 with profit expectations still rising.
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July 2 - Hedge Funds, News
Credo Technology Group Holding Ltd (NASDAQ:CRDO) is one of the top trending US stocks to buy now.
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June 27 - News
On June 18, Tom Lee, Fundstrat's Managing Partner and Head of Research, appeared on CNBC's ‘Closing Bell’ to discuss where stocks are headed from Thursday’s levels.
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June 25 - Hedge Funds, News
Carillon Tower Advisers, an investment management company, released its first-quarter 2026 investor letter for the “Carillon Eagle Small Cap Growth Fund”. A copy of the letter...
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June 24 - Hedge Fund Investor Letters, News
Brown Capital Management, an investment management company, released its first quarter 2026 investor letter for “The Brown Capital Management Small Company Fund”.
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June 24 - Hedge Fund Investor Letters, News
Semiconductor and AI stocks pulled Wall Street lower on Tuesday, with the NASDAQ and the S&P 500 slipping to their lowest levels in more than a week.
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June 24 - Hedge Funds, Industries, News, Tech
AI data centers are putting unusual pressure on the optical networking supply chain, not because fiber is new, but because large AI clusters need far more bandwidth between accelerators...
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June 23 - Hedge Funds, News
Ten stocks kicked off the trading week with strong gains, bucking a lackluster performance on the broader market, thanks to a flurry of positive industry news that spilled over...
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June 22 - News
AI infrastructure has become one of the clearest revenue-growth engines in the technology market, driven by the buildout of compute, storage, memory, networking, power, cooling...
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June 18 - Hedge Funds, News
In this article, we will look at Jim Cramer’s stock calls on Mad Money, as he highlighted worthy space players and reviewed several of this year’s IPOs.
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June 17 - Hedge Funds, News
On May 28, Mary Ann Bartels, Sanctuary Wealth Chief Investment Strategist, appeared on CNBC's 'Squawk Box' to discuss how long the current secular bull market could last, the ...
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June 17 - Hedge Funds, News
Credo Technology Group Holding Ltd (NASDAQ:CRDO) is among the 10 Stocks ChatGPT Predicts Could Make You Wealthy in 3 Years.
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June 16 - News
An increasing number of investors have turned to artificial intelligence for stock picking over the last few years, despite some industry experts questioning the reliability of...
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June 15 - Hedge Funds, News
Is CRDO a good stock to buy? We came across a bullish thesis on Credo Technology Group Holding Ltd on Investomine’s Substack.
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June 11 - News, Stock Analysis
On May 28, Brad Gerstner, Founder & CEO of Altimeter Capital, joined CNBC's Halftime Report to talk about tech and how to navigate the flood of mega IPOs releasing this year.
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June 10 - Hedge Funds, News
High-Bandwidth Memory (HBM) has emerged as the primary supply constraint in AI. In the early phase of the AI infrastructure development, GPUs were the primary constraint.
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June 10 - Hedge Funds, News
On June 2, CNN released a report highlighting that the AI infrastructure buildout is reshaping Wall Street, and 2026 is expected to be a prominent year with major IPOs and ...
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June 9 - Hedge Funds, News
Using AI for assistance in the stock-picking process is becoming a near no-brainer on Wall Street.
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May 31 - Hedge Funds, News
Billionaire investor Steve Cohen is renowned for his sharp trading instincts and for actively managing billions in institutional capital.
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May 27 - Hedge Funds, News
Credo Technology Group Holding Ltd (NASDAQ:CRDO) is one of the best semiconductor stocks with the highest upside potential right now. Rothschild & Co Redburn initiated coverage...
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May 20 - News
Credo Technology snapped a five-day losing streak on Tuesday, surging 8.14 percent to close at $168.99 apiece, as investors resorted to bargain-hunting while repositioning portfolios...
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May 19 - News
Ten stocks stood firmer on Tuesday, as investors took heart from strong optimism for their industries, a flurry of company-specific developments, and repositioning ahead of business...
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May 19 - Market Movers, News
On May 11, Eric Van Nostrand, Lazard Asset Management CIO, appeared on CNBC’s ‘Money Movers’ to talk about his inflation outlook, the health of the economy and markets, ...
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May 18 - Hedge Funds, News
Is CRDO a good stock to buy? We came across a bullish thesis on Credo Technology Group Holding Ltd on Nikhs’s Substack.
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May 3 - News, Stock Analysis
In recent years, the data center industry has evolved from physical data storage facilities to a full-blown ecosystem in which other industries now play an important role.
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April 27 - Hedge Funds, News, Tech
On April 16, Fundstrat’s Tom Lee joined 'Closing Bell' on CNBC to discuss that the stock market is currently in a stronger position than it was earlier in the year when it reached...
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April 25 - Hedge Funds, News
When it comes to semiconductor stocks, billionaires and hedge fund managers aren’t just participating, they’re restructuring portfolios around them.
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April 19 - Hedge Funds, News
Credo Technology rallied for a 4th consecutive day on Wednesday, up 5.9 percent to close at $168.35 apiece, as investors took heart from Mizuho’s price target upgrade and bullish...
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April 15 - Market Movers, News
The ongoing data center boom, driven by rapid advances in artificial intelligence, continues to gain momentum.
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April 15 - Hedge Funds, News
Ten stocks kicked off the trading week with double-digit gains, with five notably reaching fresh record highs, thanks to a broader market optimism and positive corporate developments...
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April 13 - Market Movers, News
Over 90% of analysts continue to rate Credo Technology Group Holding Ltd (NASDAQ:CRDO) as a “Buy,” as of April 1, 2026, while the consensus price target of $200 implies upside...
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April 8 - News
For instance, Meta has increased its commitment to $10 billion (up from $1.5 billion earlier) for its AI data center in El Paso, Texas.
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April 7 - Hedge Funds, News
On March 24, Interactive Brokers' chief strategist Steve Sosnick joined CNBC's 'The Exchange' to discuss where investors were most excited.
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April 2 - Hedge Funds, News
Steve Cohen, the billionaire chief of Point72 Asset Management, has had a long and storied career on Wall Street.
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April 2 - Hedge Funds, News
Is CRDO a good stock to buy? We came across a bullish thesis on Credo Technology Group Holding Ltd on r/stocks by AloneStaff5051.
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March 20 - News, Stock Analysis
On March 3, Bank of America Securities decreased the firm’s price target on Credo Technology Group Holding Ltd (NASDAQ:CRDO) to $160 from $200.
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March 16 - News
On January 27, Morgan Stanley outlined its outlook on AI heading into 2026, and one thing stood out clearly.
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March 15 - Hedge Funds, News, Tech
On February 26, JPMorgan analyst Joseph Cardoso stated that the recent selloff in Credo Technology Group Holding Ltd (NASDAQ:CRDO) appears excessive, maintaining an Overweight...
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March 6 - News
Credo Technology rallied for a second day on Thursday, jumping 11.90 percent to finish at $114.74 apiece, thanks to a strong earnings performance in the third quarter of the year...
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March 5 - News
Credo Technology Group Holding Ltd (NASDAQ:CRDO) is one of the Best Up and Coming AI Stocks to Buy.
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March 4 - News
Daniel O'Neil: Good afternoon, everyone. Thank you for joining our earnings call for the third quarter of fiscal 2026.
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March 4 - News, Transcripts
On February 26, Seana Smith, Senior Investment Strategist at Global X ETFs, appeared on a CNBC Television interview to discuss the impact of tech earnings on AI fears.
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March 4 - Hedge Funds, News
Investing in stocks with high upside potential is ultimately about capturing asymmetric reward by allocating capital to opportunities where the prospective gains meaningfully ...
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March 3 - Hedge Funds, News
On February 27, Stifel lowered its price target on Credo Technology Group Holding Ltd (NASDAQ:CRDO) to $200 from $225 while maintaining a Buy rating.
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March 1 - News