On April 7, Dan Ives of Wedbush Securities joined CNBC's 'Squawk on the Street' to discuss how the current tariff environment could impact tech supply chains.
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April 10 - Hedge Funds, News
On April 1, Chris Verrone, chief market strategist at Strategas Research Partners, appeared on CNBC’s ‘Closing Bell’ to talk about his outlook on the tech sector.
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April 10 - Hedge Funds, News, Tech
Russell Investments believes that 3 features are defining the market outlook for 2025.
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April 10 - Hedge Funds, News
Under the umbrella of Fisher Asset Management, Billionaire Ken Fisher has maintained a positive stance on technology stocks, particularly those within the “Magnificent Seven...
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April 10 - Hedge Funds, News
The trade war between two of the world’s biggest economies, China and the US, is deepening even further.
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April 10 - Hedge Funds, Industries, News, Tech
In his latest appearance on CNBC’s Squawk on the Street, Jim Cramer dissected the market’s recent rally and reminded his viewers to not mistake short-term optimism for resolution...
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April 9 - Hedge Funds, News
On Monday, April 7th, Jim Cramer opened the Mad Money episode with a message of calm in the midst of chaos.
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April 9 - Hedge Funds, News
In particular, Ives has noted how “near-term pain” may extend longer due to the time required for manufacturing sites in the US to be built and the transition the workforce...
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April 9 - Hedge Funds, Industries, News, Tech
None of the internet stocks covered by JPMorgan will be immune from negative macro trends this year, according to the bank.
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April 8 - Market Movers, News
Meta (META), Alphabet (GOOG), and Salesforce (CRM) are potentially good buys in the current, volatile environment, Dryden Pence, the Chief Investment Officer and Co-Founder of...
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April 8 - Market Movers, News
President Donald Trump's new tariff regimes have been introduced under the International Emergency Economic Powers Act.
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April 8 - Hedge Funds, Industries, News, Tech
Prominent investor Stephanie Link noted on CNBC today that she had recently bought Meta (META) and Chipotle (CMG).
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April 7 - Market Movers, News
In his appearance on CNBC's Squawk on the Street on Thursday, Jim Cramer commented on small-cap stocks, Mexican stocks, homebuilder stocks, and sectors that the money moving out...
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April 7 - Market Movers, News
The newly announced tariffs by U.S. President Donald Trump could have serious consequences for many stocks.
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April 7 - Hedge Funds, Industries, News, Tech
While discussing META stock, Tsilis stated that there are "a lot of compelling valuations" among U.S. stocks at this point.
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April 7 - Market Movers, News
The US stock market has experienced a turbulent first quarter of 2025, marked by increased volatility and negative returns across the major indices.
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April 6 - Hedge Funds, News
According to a study presented at a European Central Bank conference, companies that manage to survive the upheaval caused by the adoption of artificial intelligence will eventually...
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April 4 - Hedge Funds, Industries, News, Tech
Innovative stocks are the companies that continuously invest in developing new products, services or even entire business models, enabling them to stay ahead of competition and...
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April 3 - Hedge Funds, News
Joelle Pineau, who was the head of Meta's AI Research department for eight years, is leaving the company, CNBC reporter Deirdre Bosa noted today.
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April 3 - Market Movers, News
Since Meta (META) has outperformed its large-cap peers in recent weeks, it's likely to underperform if the market, including the Nasdaq, sells off, Don Kaufman, a co-founder of...
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April 3 - Market Movers, News
Aswath Damodaran from NYU Stern School of Business said in a recent program on CNBC that AI “buzzwords” are not boosting the market anymore as investors grow more concerned...
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April 2 - Hedge Funds, News
Hightower Chief Investment Strategist Stephanie Link, a well-known investor, told CNBC recently that she had bought "a small amount" of META stock after selling the name for a...
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April 2 - Market Movers, News
While we acknowledge the potential of META as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing...
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April 1 - Market Movers, News
Calling the recent pullback of tech names in general and AI stocks in particular "a huge multiyear buying opportunity," Ivan Feinseth, Chief Investment Officer of Tigress Financial...
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March 31 - Market Movers, News
In the coming week, the resilience of the US stock market will be challenged as President Trump’s tariff plans and employment report reveal the actual condition of the economy...
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March 31 - Hedge Funds, News
The current economic conditions with elevated interest rates have made debt-free stocks increasingly valuable to investors.
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March 31 - Hedge Funds, News
SRS Investment Management is a New York-based investment firm founded in 2006 by Karthik Sarma.
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March 29 - Hedge Funds, News
The year 2025 began with the surprise announcement of DeepSeek AI, launched in China, which shook the markets.
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March 29 - Hedge Funds, 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
Buy "everything" related to China has been David Tepper's investment theme despite the uncertainties about the economy amid a trade spat with the US.
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March 28 - Hedge Funds, News
Jericho Capital Asset Management, founded in 2009 by Josh Resnick, is a New York-based hedge fund manager specializing in long/short equity strategies across developed and emerging...
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March 27 - Hedge Funds, News
Investors can make "a lot of money" by buying Meta (META) stock on weakness at this point, Bob Lang, President of Explosive Options, an options trading service, told Schwab Network...
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March 27 - Market Movers, News
Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...
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March 27 - Hedge Fund Investor Letters, News
“Who am I to tell you anything, much less anything that counts? Or that there are only three questions that count and I know what they are? Why should you bother reading any...
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March 26 - Hedge Funds, News
The S&P 500 index started the week with a bang after staying under pressure for a few days.
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March 26 - News, Stock Analysis
Meta Platforms, Inc.
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March 26 - Market Movers, News
On Monday, Jim Cramer, host of Mad Money, took a closer look at the current status of the Magnificent Seven stocks, offering insight into both their market positioning and how...
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March 26 - Hedge Funds, News
Meta Platforms Inc.
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March 26 - Market Movers, News
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
Cliff Asness is one of Wall Street's most respected hedge fund managers.
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March 24 - Hedge Funds, News
We recently covered 10 Best Stocks to Buy Now For the Long Term, where we talked about the market outlook amidst the tariff situation and uncertainty.
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March 24 - Hedge Funds, News
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer shared why he believes that President Trump's tariffs are generating negativity in the media and markets.
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March 24 - News
The technology sector delivered a strong performance in 2024, driven by chip companies, which played a pivotal role in supporting artificial intelligence (AI) infrastructure.
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March 22 - Hedge Funds, News
Media companies are anticipating a stabilization in ad spending in 2025, along with potential growth for the platforms that offer live events and sports.
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March 22 - Hedge Funds, Industries, News
Founded by Philippe Laffont, Coatue Management is a lifecycle investment platform that is focused on turning big ideas into world-shaping technology companies.
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March 22 - Hedge Funds, News
Two Sigma Investments, LP, a New York City-based hedge fund, is known for its advanced use of artificial intelligence, machine learning, and distributed computing in financial...
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March 22 - Hedge Funds, News
Beijing is reportedly boosting domestic AI firms that have received overseas recognition.
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March 22 - Hedge Funds, Industries, News, Tech
Individual investors, often called retail investors, typically invest their personal capital directly into the stock market, driven primarily by personal research, news sentiment...
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March 21 - Hedge Funds, News
Together, the announcements and innovations that were revealed at the conference, particularly in areas such as health and autonomous vehicles, demonstrate Nvidia's commitment...
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March 21 - Hedge Funds, Industries, News, Tech