In the latest efforts to stop China from getting ahead in the AI race, the Trump administration is considering penalties that would block China's DeepSeek from buying U.S.
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April 17 - Hedge Funds, Industries, News, Tech
"Tesla (TSLA) has been holding up quite well over the past couple of weeks," Schwab Network Correspondent George Tsilis said on the network recently.
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April 17 - Market Movers, News
Citing trade restrictions, a slowdown in corporate spending growth, and the weakness of the stock market, Steve Weiss, the Chief Investment Officer and Managing Partner of Short...
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April 17 - Market Movers, News
On Tuesday, Jim Cramer, host of Mad Money, criticized the market's reaction, or lack thereof, to the recent dip in long-term interest rates.
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April 17 - Hedge Funds, News
Alphabet generated $25 billion of free cash flow last quarter, and it's growing by double-digit percentage levels year-over-year while its profit margins are "great," Harden said...
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April 17 - Market Movers, News
Almost 50 House Democrats have signed a message to stop the unauthorized use of AI tools in the government.
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April 17 - Hedge Funds, Industries, News, Tech
Reacting to Nvidia's (NVDA) recently announced writedown, Dan Niles, the founder and Portfolio Manager of Niles Investment Management, questioned why the company apparently ...
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April 17 - Market Movers, News
After Nvidia (NVDA) disclosed that it would take a $5.5 billion charge related to new restrictions on its export of AI chips to China, Olivier Blanchard, the research director...
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April 17 - Market Movers, News
Fred Alger Management, an investment management company, released its “Alger Spectra Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
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April 17 - Hedge Fund Investor Letters, News
After Nvidia (NVDA) announced that it would take a $5.5 billion charge to its inventory, investment bank Stifel remains bullish on NVDA stock and kept a Buy rating on the shares...
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April 16 - Market Movers, News
Despite the stock market's current volatility, the longer-term outlook of technology is bright because large companies are going to invest in AI in order to reduce their costs...
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April 16 - Market Movers, News
Nvidia is changing hands for 20 times analysts' average forward estimates, Link noted.
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April 16 - Market Movers, News
On April 4, Wedbush analyst Dan Ives appeared on CNBC to discuss the potential impact of current tariffs and compared the situation to an economic armageddon.
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April 16 - Hedge Funds, News
On April 15, Monica Guerra, Morgan Stanley Wealth Management Head of US Policy, joined 'Closing Bell Overtime' on CNBC to discuss how investors should avoid knee-jerk reactions...
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April 16 - Hedge Funds, News
According to Adam Thierer, a senior fellow at the center-right think tank R Street Institute, Trump’s tariffs could prove to be a massive gift for China, even helping it catch...
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April 15 - Hedge Funds, Industries, News, Tech
In his latest appearance on CNBC’s Squawk on the Street, Jim Cramer reacted to the partial tariff exemptions announced by the White House, interpreting them not as a full retreat...
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April 15 - Hedge Funds, News
Market uncertainty aside, the AI race is tighter than ever.
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April 15 - Hedge Funds, Industries, News, Tech
The US stock market is showing volatility after President Donald Trump's recent announcement of sweeping 10% tariffs on all US trading partners and higher tariffs on countries...
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April 15 - Hedge Funds, News
American stocks moved up a bit on Monday, April 14 as investors focused on news about tech companies getting a break from President Trump's tariffs.
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April 15 - Hedge Funds, Industries, News
Nvidia's valuation is attractive, and the tech giant's recently announced decision to manufacture its upcoming chips at Taiwan Semi's (TSM) factories in Arizona "is real," since...
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April 15 - Market Movers, News
The uncertain macroeconomic environment is diminishing investors’ readiness to pay high prices for stocks related to artificial intelligence.
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April 14 - Hedge Funds, Industries, News, Tech
Grand View Research reported that the global machine-learning market was valued at $36.73 billion in 2022. It's now expected to grow at a 34.8% CAGR from 2023 to 2030.
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April 14 - Hedge Funds, News, Tech
In his latest appearance on CNBC’s Squawk on the Street, Jim Cramer suggested the recent tariffs might not simply be about economic leverage.
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April 14 - 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
Intentionally overdramatizing, Dory Wiley, the CEO of Commerce Street Holdings, told Schwab Network recently, that "You'd kill to buy Nvidia (NVDA)" for prices in the low-$90 ...
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April 14 - Market Movers, News
We came across a bullish thesis on NVIDIA Corporation (NVDA) on Substack by Compounding Your Wealth. In this article, we will summarize the bulls’ thesis on NVDA.
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April 14 - News, Stock Analysis
In his latest appearance on CNBC’s Squawk on the Street, Jim Cramer analyzed the extraordinary market turnaround following President Trump’s unexpected 90-day tariff reprieve...
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April 14 - Hedge Funds, News
The optimism around the United States economy over the past few months, largely due to the AI hype, has been dampened by recent measures undertaken by the Trump administration...
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April 12 - Hedge Funds, News
In the latest development in the feud between OpenAI and Elon Musk, the ChatGPT maker has countersued billionaire Musk, citing a pattern of harassment.
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April 12 - Hedge Funds, Industries, News, Tech
Ken Griffin is one billionaire investor wary of the negative impact of US President Donald Trump’s combative approach to trade policy.
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April 11 - Hedge Funds, News
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
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
TD Cowen notes that, over this quarter and the subsequent quarter, NVDA's financial results will primarily be driven by its new Blackwell chip.
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April 9 - Market Movers, News
Nvidia (NVDA) stock "is pretty underappreciated now," Tom Plumb, the president of Plumb Funds, told Schwab Network recently.
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April 9 - Market Movers, News
In his appearance on CNBC’s Squawk on the Street on Monday, Jim Cramer discussed the reasons behind the recent market turmoil.
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April 8 - Hedge Funds, News
KeyBanc recently cut its rating on AMD (AMD) to Sector Weight from Overweight, Schwab Network reported today.
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April 8 - Market Movers, News
Analysts are poised to cut their estimates on Nvidia (NVDA) soon, and the shares could "start to look interesting" after that occurs, well-known investor Dan Niles said on CNBC...
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April 8 - Market Movers, News
Steve Cohen, a prominent figure in the world of hedge funds, is the founder of Point72 Asset Management.
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April 8 - Hedge Funds, 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
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer shared what the Trump administration could do to stop the stock market bloodbath unleashed by tariffs.
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April 7 - News
Well-known investor Brad Gerstner recently told CNBC that he had bought Nvidia (NVDA) stock.
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April 7 - Market Movers, News
As per Fitch Ratings, the US tariffs are now at levels that continue to transform the global economic outlook, meaningfully increasing the US recession risks as well as constraining...
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April 7 - Hedge Funds, 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 stock market's technicals suggest that good buying opportunities are now available or will arise soon, Jay Woods, Chief Global Strategist of Freedom Capital Markets, told ...
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April 7 - Market Movers, News
Additionally, he estimated that it would take AAPL three years to move just 10% of its supply chain to America, while it would have to spend $20 billion to accomplish the latter...
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April 7 - Market Movers, News