With tariffs, trade wars, and real wars upending the global economy, the path of equity markets is still uncertain as we enter H2 2025, according to Capital Group, the leading...
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June 13 - Hedge Funds, News
Janus Henderson Investors, an investment management company, released its “Janus Henderson Forty Fund” first quarter 2025 investor letter.
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June 13 - Hedge Fund Investor Letters, News
On Tuesday, June 10, White House AI czar David Sacks said that the chance of American AI chips falling into the wrong hands isn’t as grave as it seems.
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June 12 - Hedge Funds, Industries, News, Tech
Brown Capital Management, an investment management company, released its “The Brown Capital Management Small Company Fund” first quarter 2025 investor letter.
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June 10 - Hedge Fund Investor Letters, News
Sands Capital, an investment management company, released its “Sands Capital Select Growth Strategy” Q1 2025 investor letter. A copy of the letter can be downloaded here.
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June 2 - Hedge Fund Investor Letters, News
We came across a bullish thesis on Datadog, Inc. (DDOG) on @bigbullcap on X (Twitter). In this article, we will summarize the bulls’ thesis on DDOG. Datadog, Inc.
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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
BMO Capital recently lowered the price target on Datadog, Inc. (NASDAQ:DDOG) to $130 from $152 and kept an Outperform rating on the shares.
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May 29 - News
Datadog, Inc. (NASDAQ:DDOG) unveiled on May 21 the first releases from its newly established Datadog AI Research division.
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May 23 - News
According to a state media report, China's President Xi Jinping has pledged "self-reliance and self-strengthening" to develop artificial intelligence in China.
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May 8 - Hedge Funds, Industries, News, Tech
Investors in the artificial intelligence trade have been frantic ever since the tariff frenzy started.
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May 7 - Hedge Funds, Industries, News, Tech
After DDOG delivered strong growth in Q4, the trend probably continued last quarter, according to Rosenblatt.
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May 7 - Market Movers, News
Operator: Good day, and thank you for standing by. Welcome to the Q1 2025 Datadog Earnings Conference Call. At this time, all participants are in listen-only mode.
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May 7 - News, Transcripts
Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
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May 6 - Hedge Fund Investor Letters, News
Equity markets achieved an unprecedented winning streak over the past two years at the back of an artificial intelligence-driven run.
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May 3 - Hedge Funds, News
On April 29, Dan Ives of Wedbush Securities joined 'Power Lunch' on CNBC to discuss his outlook for the tech sector and expressed that tariffs aren't stopping the AI revolution...
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April 30 - Hedge Funds, News
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Mid Cap Growth Fund” first quarter 2025 investor letter.
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April 25 - Hedge Fund Investor Letters, 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
We came across a bearish thesis on Datadog, Inc. (NASDAQ:DDOG) on ValueInvestorsClub by differentiatedfractal31415.
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April 15 - News, Stock Analysis
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
As per Barclays, the US administration announced numerous executive orders with reforms associated with world trade, immigration, and global geopolitics, resulting in elevated...
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April 8 - Hedge Funds, News
The big data companies focus on collecting, storing, and analyzing huge amounts of data that businesses use to make smarter decisions.
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April 8 - Hedge Funds, News, Tech
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
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
Generative artificial intelligence is the technology that promises to revolutionize the financial services sector in ways not seen in years.
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March 21 - Hedge Funds, Industries, News, Tech
Joel Ramin founded 12 West Capital Management in August 2011, establishing it as a New York-based hedge fund specializing in global investments across equities, equity-related...
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March 21 - Hedge Funds, News
Predictive analytics, sometimes called big data analytics, is an integral part of today's corporate arsenal.
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March 20 - Hedge Funds, Industries, News
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” fourth quarter 2024 investor letter.
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March 20 - Hedge Fund Investor Letters, News
Software-as-a-Service (SaaS) is a steadily growing segment of cloud computing that allows users to access software applications over the internet without the need for local installation...
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March 18 - Hedge Funds, Industries, News, Tech
With the Trump administration implementing the tariff agenda, global markets continue to feel the impact, with sell-offs taking place as investors are on their toes due to the...
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March 17 - 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
After jolting global markets in late January, China looks set to spark another whirlwind with the launch of an artificial intelligence model that could rival the capabilities ...
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March 11 - Hedge Funds, Industries, News, Tech
As per Forrester Research, Inc., despite persistent inflation, the US real GDP is expected to increase 2.7% in 2025 and the US tech spending is projected to see growth of 6.1...
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March 2 - Hedge Funds, Industries, News
The cybersecurity industry is experiencing unprecedented growth, fueled by increasing cyber threats, the expansion of cloud computing, and the adoption of artificial intelligence...
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February 26 - Hedge Funds, News
Heightened competition in the development of powerful artificial intelligence models is more than welcome.
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February 20 - Hedge Funds, Industries, News, Tech
Europe is back and means business in the artificial intelligence race.
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February 17 - Hedge Funds, Industries, News, Tech
Operator: Good day, and thank you for standing by. Welcome to the Q4 2024 Datadog Earnings Conference Call.
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February 14 - News, Transcripts
The Internet of Things, machine learning, and artificial intelligence are the key catalysts driving trends in the semiconductor market.
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February 13 - Hedge Funds, Industries, News, Tech
A very adaptable tool, generative artificial intelligence has been used in various fields.
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January 31 - Hedge Funds, Industries, News, Tech
Stifel expects DDOG's challenges to hinder its revenue growth and profit margins this year.
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January 29 - Market Movers, News
Investors have become increasingly concerned about the rising capital expenditures on artificial intelligence, with many wondering whether the expectations embedded in financial...
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January 27 - Hedge Funds, News
Mobile devices are now running more sophisticated and complicated software applications, which supports improving demand for SaaS solutions that can be accessed only with the ...
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January 25 - Hedge Funds, Industries, News
As leaders of some of the biggest companies, economists and world leaders congregated at the 2025 Davos Promenade in Switzerland, artificial intelligence is one topic that featured...
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January 24 - Hedge Funds, Industries, News, Tech
The US equity market is the most expensive it has ever been.
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January 23 - Hedge Funds, Industries, News, Tech
Datadog Inc (DDOG) is sinking 4% this morning after Morgan Stanley downgraded the shares to Equal Weight from Overweight.
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January 16 - Market Movers, News
Artificial intelligence was the main force that drove the US stock market to record highs last year.
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January 13 - Hedge Funds, Industries, News, Tech
Cloud computing enables companies to store their infrastructures remotely using the Internet, ultimately reducing costs and creating value.
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January 11 - Hedge Funds, Industries, News
As 2024 comes to a close, the software-as-a-service or SaaS industry has been shaken up quite a bit.
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December 31 - News