Identifying undervalued stocks in an uncertain market environment is both a challenge and an opportunity for investors.
Keep Reading →
March 17 - Hedge Funds, News
Jim Cramer, host of Mad Money, offered some important insights to his viewers on Friday, advising them to closely monitor the upcoming Federal Reserve meeting and the earnings...
Keep Reading →
March 17 - Hedge Funds, News
Jim Cramer in a recent program on CNBC expressed his frustration over the recent market selloff following tariff uncertainties.
Keep Reading →
March 15 - Hedge Funds, News
Earlier on March 13, Michael Cuggino, President and Portfolio Manager of the Permanent Portfolio Family of Funds, appeared on CNBC's 'The Exchange' and began discussing his fund...
Keep Reading →
March 14 - Hedge Funds, News
The NASDAQ Index closed more than 10% below its December high of 20,174 on March 6, 2025.
Keep Reading →
March 13 - Hedge Funds, News
Data centers have become the foundation of the digital economy, facilitating the storage, processing, and distribution of vast amounts of data that drive industries worldwide.
Keep Reading →
March 13 - Hedge Funds, Industries, News, Tech
Jim Cramer kicked off his latest episode of Mad Money by highlighting the wild swings in the market, the ongoing trade war with Canada, and the growing concerns about tariffs ...
Keep Reading →
March 12 - Hedge Funds, News
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer advised users to turn their focus to Europe when it came to buying stocks.
Keep Reading →
March 12 - News
The global semiconductor industry reported a collective revenue of $626 billion in 2024, an 18.1% increase YoY, as per Gartner.
Keep Reading →
March 10 - Hedge Funds, News
On a down day for major market averages, Paul Hickey, co-founder of Bespoke Investment Group, and Phil Camporeale, portfolio manager at JP Morgan Asset Management, discussed the...
Keep Reading →
March 6 - Hedge Funds, News, Tech
AI is transforming industries at a very fast pace, with businesses integrating AI agents to improve efficiency and customer interactions.
Keep Reading →
March 6 - Hedge Funds, News
It seems that technology stocks have had a tough start to 2025.
Keep Reading →
March 5 - Hedge Funds, Industries, News, Tech
Deloitte expects that the broader semiconductor industry saw a remarkable growth in 2024, with sales touching $627 billion, outpacing the previous forecasts.
Keep Reading →
March 4 - Hedge Funds, Industries, News
In a recent discussion at CNBC's 'Squawk on the Street', NYU professor and AI expert, Gary Marcus shared his perspective on the limitations of current AI models, the hurdles in...
Keep Reading →
February 27 - Hedge Funds, News
DWS, an expert in active, passive, and alternative asset management, believes that expectations around the usage of Artificial Intelligence (AI) across industries acted as one...
Keep Reading →
February 26 - Hedge Funds, Industries, News
DeepSeek AI revelations were the biggest concern for investors when the month started. Many had started questioning if investing so much in AI infrastructure was worth it.
Keep Reading →
February 25 - News, Stock Analysis
The geopolitical landscape has drastically changed since the beginning of the decade, with the COVID-19 pandemic followed by worldwide spikes in inflation leading to completely...
Keep Reading →
February 25 - Hedge Funds, News
The rapid expansion of digital technologies and data-intensive applications, including artificial intelligence (AI), cloud computing, and enterprise digital transformation, is...
Keep Reading →
February 24 - Hedge Funds, Industries, News, Tech
Earnings growth plays a vital role in global markets and equity investments, directly influencing stock prices and overall market performance.
Keep Reading →
February 24 - Hedge Funds, Industries, News, Tech
While stocks initially fell based on worries regarding Trump tariffs on America’s major trading partners, major indexes recovered from their initial losses as the President ...
Keep Reading →
February 24 - Hedge Funds, News
The performance of the semiconductor industry is commonly measured by the Philadelphia Semiconductor Index (SOX), a capitalization-weighted index comprising 30 of the largest ...
Keep Reading →
February 22 - Hedge Funds, Industries, News, Tech
A disruptive breakthrough by a Chinese tech startup in January 2025 has shaken the artificial intelligence (AI) market to its core, triggering a sharp sell-off among tech stocks...
Keep Reading →
February 22 - Hedge Funds, News
There have been murmurs of a data center and cloud computing slowdown for the past two years, but none of that has materialized and the data center industry has instead accelerated...
Keep Reading →
February 19 - News
The global technology sector is on track for strong earnings growth in 2025, driven by advancements in artificial intelligence (AI), cloud computing, and semiconductors.
Keep Reading →
February 19 - Hedge Funds, Industries, News, Tech
As AI is transforming industries by automating tasks, optimizing processes, and creating new opportunities for innovation, it is also giving rise to discussions around its safety...
Keep Reading →
February 19 - Hedge Funds, News
The semiconductor industry has always been a battleground for technological development, though lately, it has turned into a full-scale battle.
Keep Reading →
February 18 - News, Stock Analysis
JPMorgan Asset Management's Kerry Craig said in a latest program on CNBC that investors are looking beyond the top AI companies amid valuation and spending concerns following ...
Keep Reading →
February 18 - News
With the first quarter of 2025 well underway, Jim Cramer hasn't been short of comments on artificial intelligence.
Keep Reading →
February 17 - News
The stock market had a mixed start to 2025 as the Chinese Deepseek AI model has put the U.S. AI giants on the back foot.
Keep Reading →
February 17 - Hedge Funds, News
Even amidst the DeepSeek frenzy, artificial intelligence remains the most prevalent theme in the market today.
Keep Reading →
February 17 - Hedge Funds, Industries, News, Tech
Doug Clinton, the founder and CEO of Intelligent Alpha, joined a discussion on CNBC's 'Squawk Box' on February 12 regarding the state of the tech sector, AI tech race, how heavy...
Keep Reading →
February 14 - Hedge Funds, News, Tech
The global economy seems to be at a point where fiscal ambition intersects with market skepticism, says Oakglen Wealth.
Keep Reading →
February 8 - Hedge Funds, News
The semiconductor industry is on a trajectory of rapid growth, with global revenues expected to exceed $1 trillion by 2030.
Keep Reading →
February 6 - Hedge Funds, News
Big Tech comprises some of the largest and most influential companies in the world, recognized for their sheer size, extensive customer base, and financial strength.
Keep Reading →
February 4 - Hedge Funds, Industries, News, Tech
2024 was a memorable year for the broad market index, which posted a gain of 23.31%, building on the 24.2% return in 2023.
Keep Reading →
February 1 - Hedge Funds, News
Semiconductor stocks were once again at the forefront of media and investor attention this week during the stock market selloff triggered by investor apprehensions about lower...
Keep Reading →
January 31 - News
Artificial intelligence (AI) has fueled a major rally in the technology sector, driving up key market indices.
Keep Reading →
January 30 - Hedge Funds, News
In this article, we will take a look at 12 stocks that Jim Cramer discussed 6 months ago during his show on July 26, 2024, and examine whether he was right or wrong about those...
Keep Reading →
January 30 - Hedge Funds, News
In September 2024, Peter Oppenheimer, the chief of global equity strategy and the head of macro research for Goldman Sachs in Europe, opined that the rise of tech stocks due to...
Keep Reading →
January 29 - Hedge Funds, News
AI is evolving rapidly with recent breakthroughs making it more accessible and efficient than ever.
Keep Reading →
January 28 - Hedge Funds, News
We believe data centers are currently experiencing a remarkable growth phase as the demand for digital services, cloud computing, and broader GenAI applications increases significantly...
Keep Reading →
January 28 - Hedge Funds, Industries, News, Tech
Investors have become increasingly concerned about the rising capital expenditures on artificial intelligence, with many wondering whether the expectations embedded in financial...
Keep Reading →
January 27 - Hedge Funds, News
The new regulatory environment has the technology sector eyeing prominent growth opportunities in 2025 and beyond.
Keep Reading →
January 25 - Hedge Funds, News
All everyone could talk about in the technical AI landscape these days is DeepSeek-R1, a Chinese open-source LLM that analysts believe can give major American AI companies a run...
Keep Reading →
January 25 - Hedge Funds, News
Artificial intelligence (AI) continues to accelerate rapidly, moving from emerging technologies to influencing how businesses carry out operations.
Keep Reading →
January 23 - Hedge Funds, Industries, News
Global market intelligence firm IDC, in its most recent report, projected a 15% growth for the global semiconductor market in 2025, driven by the relentless rise in demand for...
Keep Reading →
January 23 - Hedge Funds, Industries, News
Prem Watsa is a Canadian billionaire, entrepreneur, and investor often referred to as the Canadian Warren Buffett for his value-based investment approach and long-term focus.
Keep Reading →
January 22 - Hedge Funds, News
More than two years have passed since the proliferation of the disruptive Artificial Intelligence (AI) megatrend, symbolically marked by the launch of OpenAI’s revolutionary...
Keep Reading →
January 21 - Hedge Funds, News
Energy and EV stocks continue to be in focus as Donald Trump signs a bunch of executive orders that will have far-reaching impacts on many industries.
Keep Reading →
January 21 - News, Stock Analysis
Katrina Dudley, global equity portfolio manager at Franklin Templeton Investments joined CNBC on December 31, 2024, to discuss which sectors are expected to continue with their...
Keep Reading →
January 21 - Hedge Funds, Industries, News