Calling IT security giant CrowdStrike Holdings, Inc.
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May 10 - Market Movers, News
Mizuho remains upbeat on the company's leadership team after it announced that it would lay off about 5% of its workforce.
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May 7 - Market Movers, News
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer discussed the impacts that tariffs have had on businesses.
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May 7 - News
“Alright, look, lately, we can't go a day without hearing some widespread misperceptions about stock ownership. I gotta tell you, I think it's infuriating.
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May 1 - Hedge Funds, News
While the Trump administration's shifting tariff policy, which includes the announcement of steep tariffs followed by a 90-day pause on many import taxes, has prompted some economists...
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April 30 - Hedge Funds, Industries, News
The tariff wars and a potential slowdown in AI spending threw water on investors’ AI trade plans and outlook.
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April 28 - Hedge Funds, News
Markets saw some glimmer of hope as President Donald Trump indicated that he does not plan to fire Federal Reserve Chair Jerome Powell and showed openness to engage in talks with...
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April 27 - Hedge Funds, News
Aristotle Atlantic Partners, LLC, an investment advisor, released its “Large Cap Growth Strategy” first quarter 2025 investor letter.
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April 24 - Hedge Fund Investor Letters, News
On Monday, April 14th, Jim Cramer opened the Mad Money episode with a striking observation on the dramatic change in market sentiment and what is going on in the markets right...
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April 17 - Hedge Funds, News
“You gotta make a list and decide what you can live with and what's simply too dicey to buy.
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April 16 - Hedge Funds, News
The stock market has been on a rollercoaster ride for the past few weeks as the sentiment has quickly shifted from post-election bullishness to being priced in for a slow-down...
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April 14 - Hedge Funds, News
In 2024, the global enterprise market size was estimated at $263.79 billion, according to Grand View Research.
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April 4 - Hedge Funds, Industries, News
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” fourth-quarter 2024 investor letter.
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April 4 - Hedge Fund Investor Letters, News
Investment bank Stephens initiated coverage of IT security powerhouse CrowdStrike (CRWD) with a $450 price target and an Overweight rating, Schwab Network reported yesterday.
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April 2 - Market Movers, News
Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q4 2024 investor letter.
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April 2 - Hedge Fund Investor Letters, News
CrowdStrike (CRWD) will benefit from the increased need for cybersecurity in the AI era, while Alphabet (GOOG,GOOGL) is getting a lift from its success in AI and its strong ad...
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April 1 - Market Movers, News
Cybersecurity firm CrowdStrike (CRWD) has multiple, strong, positive catalysts, and it will be difficult for competitors to keep up with the company, Nathaniel Bradley, the CEO...
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March 31 - Market Movers, News
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer discussed Vice President JD Vance's remarks during a leaked national security chat which saw top Trump administration...
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March 31 - News
Elon Musk and OpenAI have jointly proposed to fast-track their trial over OpenAI’s transition to a for-profit company in December.
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March 28 - Hedge Funds, Industries, News, Tech
It hasn’t been long since DeepSeek released its efficient yet low-cost models, causing a frenzy in the tech world.
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March 25 - Hedge Funds, Industries, News, Tech
With the AI arms race getting more intense than ever, it seems that some people are increasingly realizing that cooperation, rather than competition, is key.
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March 24 - Hedge Funds, Industries, News, Tech
High-valuation stocks are typically characterized by metrics such as high price-to-earnings (P/E) ratios, price-to-sales ratios, and enterprise value to EBITDA (EV/EBITDA) multiples...
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March 24 - Hedge Funds, Industries, News
We came across a bearish thesis on CrowdStrike Holdings, Inc. (CRWD) on Substack by Magnus Ofstad. In this article, we will summarize the bears’ thesis on CRWD.
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March 24 - News, Stock Analysis
China’s artificial intelligence sector is evolving into a fiercely contested arena.
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March 24 - Hedge Funds, Industries, News, Tech
Nvidia’s annual software developer conference, GTC, is in full swing.
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March 20 - Hedge Funds, Industries, News, Tech
A new open-source model from Mistral AI is shaking things up in the tech world.
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March 20 - Hedge Funds, Industries, News, Tech
Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” fourth quarter 2024 investor letter.
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March 20 - Hedge Fund Investor Letters, News
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
Demis Hassabis believes that artificial general intelligence (AGI), a type of artificial intelligence which is as smart as or smarter than humans, will start to emerge in the ...
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March 18 - Hedge Funds, Industries, News, Tech
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
After two years of 25%+ gains, some investors worry that stocks are overvalued.
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March 15 - Hedge Funds, News
In this article, we will take a look at 16 stocks that Jim Cramer discussed 12 months ago during his show on March 18, 2024, and examine whether he was right or wrong about those...
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March 12 - Hedge Funds, 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
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
In his recent appearance on CNBC's Squawk on the Street, Jim Cramer commented on President Trump's tariffs against Mexico and Canada and his proposal of tax cuts.
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March 10 - News
The cybersecurity market is poised for significant growth over the coming years, driven by an increasingly complex threat landscape and rapid digital transformation across industries...
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March 9 - Hedge Funds, News
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
Elon Musk has been pressing hard to halt OpenAI’s transition into a for-profit entity. But the high-stakes legal battle isn’t seemingly working out in his favor.
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March 7 - Hedge Funds, Industries, News, Tech
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
According to Goldman Sachs, the AI-powered rally in Chinese equities could boost other markets as well.
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March 6 - Hedge Funds, Industries, News, Tech
China is making significant strides in integrating artificial intelligence in its economy.
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March 5 - Hedge Funds, Industries, News, Tech
Mark Mahaney, Senior Managing Director at Evercore ISI, discussed how AI is reshaping the tech industry with Bloomberg's Alix Steel and Paul Sweeney at the Bloomberg Invest conference...
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March 5 - Hedge Funds, Industries, News, Tech
IT security giant CrowdStrike (CRWD) is sinking 12% after the company reported stronger-than-expected fiscal fourth-quarter financial results but provided guidance that came in...
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March 5 - Market Movers, News
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) Q4 2025 Earnings Call Transcript March 4, 2025CrowdStrike Holdings, Inc. beats earnings expectations.
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March 5 - News, Transcripts
What is the biggest security risk in artificial intelligence? According to CPPCC member Zhou Hongyi, co-founder and chairman of internet security firm Qihoo 360, it is to fall...
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March 4 - Hedge Funds, Industries, News, Tech
In his latest appearance on CNBC's Squawk on the Street, Jim Cramer commented on how he's facing trouble using ChatGPT. In his.
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March 4 - 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
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
Jim Cramer, the host of Mad Money, on Thursday, shared his thoughts on the market's volatility following President Donald Trump's tariff announcements and provided insights into...
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February 28 - Hedge Funds, News
We came across a bullish thesis on CrowdStrike Holdings, Inc. (CRWD) on Substack by Bulls On Parade. In this article, we will summarize the bulls’ thesis on CRWD.
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February 28 - News, Stock Analysis