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
On June 25, Ryan Detrick, Carson Group Chief Market Strategist, appeared on CNBC's 'Squawk Box' to discuss the latest market trends.
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June 26 - Hedge Funds, News
MongoDB, Inc. (NASDAQ:MDB) is one of the best big tech stocks to buy according to Wall Street analysts. BofA lifted the price target on MongoDB, Inc.
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June 22 - News
On June 18, Meera Pandit, JPMorgan global market strategist, appeared on CNBC’s ‘Squawk on the Street’ to talk about how the market should process the latest news and the...
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June 21 - Hedge Funds, News
Tech stocks have driven the market to the point where the S&P 500 technology sector now accounts for more than 39% of the index's total market capitalization, its highest share...
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June 18 - Hedge Funds, News
MongoDB extended its winning streak to a third consecutive day on Monday, jumping 20.36 percent to finish at $403.88 apiece, as investors took heart from an investment firm’...
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June 2 - News
Ten stocks kicked off the first trading day of June, delivering double-digit gains, thanks to a flurry of positive corporate developments and analyst ratings that bolstered investor...
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June 1 - Market Movers, News
Investor disappointment was visible on April 23, when IBM and ServiceNow plunged despite both beating first-quarter revenue and profit estimates.
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May 30 - Hedge Funds, News
A recent Financial Times report said retail investors have become a major factor behind the recent stress in the private credit market.
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May 27 - Hedge Funds, News
On April 30, all three top cloud providers, AWS, Microsoft Azure, and Google Cloud, surpassed analyst estimates, with Azure posting 40% growth and Google Cloud delivering its ...
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May 19 - Hedge Funds, News
On May 7, Paul Tudor Jones, Tudor Investment Corporation Founder & CIO, and Robin Hood Foundation Founder & Board Member, joined CNBC's 'Squawk Box' to discuss his recent decision...
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May 13 - Hedge Funds, News
Artisan Partners, an investment management company, released its first-quarter 2026 investor letter for the “Artisan Mid Cap Fund”. A copy of the letter is available to download...
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May 11 - Hedge Fund Investor Letters, News
Is MDB a good stock to buy? We came across a bullish thesis on MongoDB, Inc. on Compounding Your Wealth’s Substack by Sergey.
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May 2 - News, Stock Analysis
On April 18, Andrew Slimmon, Managing Director & Senior Portfolio Manager at Morgan Stanley Investment Management, appeared on BNN Bloomberg to discuss the markets. Slimmon observed...
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April 25 - Hedge Funds, News
Fred Alger Management, an investment management company, released its “Alger Mid Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here...
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April 20 - Hedge Fund Investor Letters, News
The market environment has become more complicated following the recent energy shock tied to the Iran conflict, with inflation concerns resurfacing just as expectations for rate...
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March 26 - Hedge Funds, News
In a recent tweet, CNBC's Jim Cramer commented on a Morgan Stanley note about cybersecurity company CrowdStrike.
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March 17 - News
MongoDB Inc. (NASDAQ:MDB) is one of the best AI stocks to invest in according to billionaires.
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March 15 - News
On March 3, Bill Brennan, the CEO of Credo Technology, appeared on CNBC to discuss the current state of the AI industry and his company’s role within the global infrastructure...
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March 14 - Hedge Funds, News
Following the company’s earnings release, analysts at Scotiabank think that much of the overexcitement about the stock has settled, creating an attractive buying opportunity...
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March 13 - News
A couple of weeks ago, Jack Dorsey, CEO of Block, the old Square, did the unthinkable, saying he would cut his workforce almost in half from 10,000 people to just 6,000.
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March 12 - Hedge Funds, News
The broader software industry, long known for premium valuations, has recently been under investor scrutiny amid growing concerns that rapid advances in artificial intelligence...
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March 12 - Hedge Funds, News
Operator: Good day, and thank you for standing by. Welcome to MongoDB's Fourth Quarter Fiscal Year 2026 Earnings Conference Call [Operator Instructions].
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March 4 - News, Transcripts
Carillon Tower Advisers, an investment management company, released its fourth-quarter 2025 investor letter for the “Carillon Eagle Mid Cap Growth Fund”. A copy of the letter...
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March 4 - Hedge Fund Investor Letters, News
Artisan Partners, an investment management company, released its fourth-quarter 2025 investor letter for “Artisan Mid Cap Fund”. A copy of the letter can be downloaded here...
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February 24 - Hedge Fund Investor Letters, News
Speaking on CNBC, Dan Ives, Global Head of Technology Research at Wedbush Securities, and Wilma Burdis, Research Analyst at Raymond James, said that AI spending and resilient ...
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February 21 - Hedge Funds, Industries, News, Tech
On February 10, CNN reported that investors are becoming more careful about where they put their money in the AI space.
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February 16 - Hedge Funds, Industries, News, Tech
Reuters reported on Tuesday that OpenAI has been unsatisfied with some of Nvidia’s latest artificial intelligence chips, seeking alternatives since last year.
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February 3 - Hedge Funds, Industries, News, Tech
We came across a bullish thesis on MongoDB, Inc. on Nikhs’s Substack. In this article, we will summarize the bulls’ thesis on MDB.
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February 2 - News, Stock Analysis
On January 10, Yahoo Finance reported that concerns about “the death of software” because of AI may be greatly overstated.
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February 2 - Hedge Funds, Industries, News
On January 22, Dan Ives, Global Head of Technology Research at Wedbush Securities, appeared on a CNBC Television interview to discuss how the AI trade is accelerating.
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January 26 - Hedge Funds, News
According to Microsoft CEO Satya Nadella, the race to dominate artificial intelligence is no longer a game of algorithms.
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January 21 - Hedge Funds, Industries, News, Tech
MongoDB Inc. (NASDAQ:MDB) is among the best software infrastructure stocks to buy according to hedge funds.
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January 12 - News
An estimated $45 trillion opportunity may emerge in the software application layer as AI infrastructure spending moves up the stack, according to Byron Dieter, Partner at Bessemer...
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January 10 - Hedge Funds, News, Tech
MongoDB Inc. (NASDAQ:MDB) is one of the hot tech stocks to invest in.
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January 9 - News
On January 6, Dan Ives of Wedbush Securities appeared on CNBC's 'Closing Bell' team to discuss the state of the tech bull market and the keynote address by Nvidia CEO Jensen Huang...
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January 8 - Hedge Funds, News
MongoDB, Inc. (NASDAQ:MDB) ranks among the best big data stocks to invest in. On December 15, Raymond James began coverage of MongoDB, Inc.
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January 8 - News
Back in 2024, the rise of generative AI took the spotlight in the market, with the discussion shifting to agents in 2025.
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January 6 - Hedge Funds, News
MongoDB, Inc. (NASDAQ:MDB) is one of the High Growth Large Cap Stocks to Buy Right Now.
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December 31 - News
On December 30, Dan Greenhaus, Chief Strategist and Managing Director at Solus Alternative Asset Management, appeared on a CNBC Television interview to discuss the themes driving...
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December 30 - Hedge Funds, News
Chris Harvey, CIBC's equity and portfolio strategy head, recently appeared on CNBC television, highlighting that it anticipates the S&P 500 to reach 7,450.
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December 28 - Hedge Funds, News
MongoDB Inc. (NASDAQ:MDB) ranks among the best high growth stocks to buy now. Following MongoDB Inc.
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December 20 - News
While the stock market exceeded expectations again this year, a number of economists predict a 10-year period in which the US market earns near-zero returns or trails other markets...
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December 18 - Hedge Funds, News
“This is an executive order that orders aspects of your administration to take decisive action to ensure that AI can operate within a single national framework in this country...
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December 18 - Hedge Funds, Industries, News, Tech
MongoDB soared to a new record high on Tuesday, as investors took heart from its impressive earnings performance and upbeat outlook, alongside multiple investment firms’ bullish...
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December 3 - News
Operator: Good day, and thank you for standing by. Welcome to the MongoDB's Third Quarter Fiscal Year 2026 Earnings Conference Call.
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December 2 - News, Transcripts
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Mid Cap Growth Fund” third-quarter 2025 investor letter.
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November 25 - Hedge Fund Investor Letters, News
Cramer discussed that a number of major companies are struggling with limited supply, including Sandisk, Micron, and Boeing.
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October 27 - Hedge Funds, News