The newly announced tariffs by U.S. President Donald Trump could have serious consequences for many stocks.
Keep Reading →
April 7 - Hedge Funds, Industries, News, Tech
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer asked the question that's on everyone's mind now that President Trump has lifted the veil off of his promised...
Keep Reading →
April 4 - 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...
Keep Reading →
April 4 - Hedge Funds, Industries, News, Tech
Harding Loevner, an asset management company, released its “Global Developed Markets Equity Strategy” fourth-quarter 2024 investor letter.
Keep Reading →
April 4 - Hedge Fund Investor Letters, News
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...
Keep Reading →
April 3 - Hedge Funds, News
Nvidia will remain the leader in AI chips and continue to face "limited competition," while TSM will still be the only company that can produce advanced chips, Bryson said.
Keep Reading →
April 3 - Market Movers, News
"Nvidia is so widely held that it bears the brunt of whatever happens in the market," the veteran trader said.
Keep Reading →
April 3 - Market Movers, News
Countries are beginning to react to President Donald Trump’s new reciprocal tariffs and analysts believe things might not go according to the White House’s expectations, with...
Keep Reading →
April 3 - Hedge Funds, News
President Donald Trump’s new reciprocal tariff announcement is hammering stock markets around the world as countries face a new reality and trade dynamics.
Keep Reading →
April 3 - Hedge Funds, News
Jim Cramer in a latest program on CNBC said that President Donald Trump’s new tariffs were much worse than expected.
Keep Reading →
April 3 - Hedge Funds, 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...
Keep Reading →
April 2 - Hedge Funds, News
NVDA "hasn't been acting well since (its) earnings," explained Jackson, adding that he is not impressed by the name's charts.
Keep Reading →
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...
Keep Reading →
April 1 - Market Movers, News
"Nvidia will sell everything it can get out the door this year," predicted Stacey Rasgon, a renowned chip analyst with Bernstein, during a recent interview on CNBC.
Keep Reading →
April 1 - Market Movers, News
Speaking yesterday, INTC CEO Lip-Bu Tan said that turning around the chipmaker "won't be easy" and "won't happen overnight." He added that the firm will face difficulties for ...
Keep Reading →
April 1 - Market Movers, News
Wedbush analyst Matt Bryson told CNBC yesterday that he's "definitely confident" that Nvidia (NVDA) will meet its guidance, while the company's "new chips are getting where they...
Keep Reading →
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...
Keep Reading →
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...
Keep Reading →
March 31 - Hedge Funds, News
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer commented that President Trump might be lenient towards major American companies when it came to tariffs.
Keep Reading →
March 31 - News
Jim Lebenthal called the company's fundamentals strong and suggested that its valuation was attractive, while Josh Brown indicated that the demand for the company's products could...
Keep Reading →
March 31 - Market Movers, News
The current economic conditions with elevated interest rates have made debt-free stocks increasingly valuable to investors.
Keep Reading →
March 31 - Hedge Funds, News
On March 27, CNBC reported that the stocks dipped on Wednesday, led by the technology sector.
Keep Reading →
March 29 - Hedge Funds, News
The year 2025 began with the surprise announcement of DeepSeek AI, launched in China, which shook the markets.
Keep Reading →
March 29 - Hedge Funds, News
The stock market has an ever-changing environment, leaving investors constantly looking for opportunities that promise substantial returns for their investments.
Keep Reading →
March 28 - Hedge Funds, Market Movers, News
Elon Musk and OpenAI have jointly proposed to fast-track their trial over OpenAI’s transition to a for-profit company in December.
Keep Reading →
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.
Keep Reading →
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...
Keep Reading →
March 27 - Hedge Funds, News
The gaming industry has experienced significant changes over the past few years.
Keep Reading →
March 27 - Hedge Funds, Industries, News
China is aggressively working to close the AI competitiveness gap with the United States.
Keep Reading →
March 27 - Hedge Funds, Industries, News, Tech
“It's time to praise the winners, the ones that don't need to wait until April 2nd to find out whether their business will be slammed by tariffs when President Trump announces...
Keep Reading →
March 27 - Hedge Funds, News
Quantum computing is the next AI and IonQ (IONQ) is the next Nvidia (NVDA), Sylvia Jablonski, the Chief Executive Officer and Chief Investment Officer of Defiance ETFs told CNBC...
Keep Reading →
March 27 - Market Movers, News
Nvidia's (NVDA) fundamentals are "rock solid," and the company's powerful business will ultimately propel its shares higher, Vivek Arya, Bank of America's Senior Semiconductor...
Keep Reading →
March 27 - Market Movers, News
"Investors are having a hard time wrapping their heads around Nvidia's future," and the Street is underestimating the tech giant's future profits, Hatem Dhiab, a Founding and ...
Keep Reading →
March 27 - Market Movers, News
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer discussed the outcomes of President Trump's tariffs and whether Trump is hostile to the markets.
Keep Reading →
March 27 - 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...
Keep Reading →
March 26 - Hedge Funds, News
The S&P 500 index started the week with a bang after staying under pressure for a few days.
Keep Reading →
March 26 - News, Stock Analysis
On Tuesday, Jim Cramer, host of Mad Money, defended the growing wave of artificial intelligence investment, drawing a distinct line between this boom and previous capital expenditure...
Keep Reading →
March 26 - Hedge Funds, News
Nvidia's market cap can surge from its current level of $2.8 trillion to $5 trillion, Ives stated.
Keep Reading →
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...
Keep Reading →
March 26 - Hedge Funds, News
Nvidia (NVDA) will "absolutely" be one of the winners of the stock market going forward, Stephen Dickens, the CEO and founder of HyperFRAME Research said on Schwab Network yesterday...
Keep Reading →
March 26 - Market Movers, News
Companies in general and the large cloud infrastructure providers in particular may spend less on Nvidia's (NVDA) chips going forward, Ali Mogharabi, Senior Equity Analyst for...
Keep Reading →
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.
Keep Reading →
March 25 - Hedge Funds, Industries, News, Tech
On Monday, Jim Cramer, the host of Mad Money, provided his analysis of the day's market activity, highlighting that stocks had rebounded due to growing investor optimism that ...
Keep Reading →
March 25 - Hedge Funds, News
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer mentioned that selling due to pre-market futures activity is not a wise move.
Keep Reading →
March 25 - News
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.
Keep Reading →
March 24 - Hedge Funds, Industries, News, Tech
The semiconductor index (SOX) has been on a tear over the last couple of years. The SOX surged by a whopping 66.95% in 2023, followed by a solid 23.79% in 2024.
Keep Reading →
March 24 - Hedge Funds, News, Tech
Cliff Asness is one of Wall Street's most respected hedge fund managers.
Keep Reading →
March 24 - Hedge Funds, News
Balyasny Asset Management (BAM) is a leading investment management firm headquartered in Chicago, with additional offices in Canada, London, and Asia.
Keep Reading →
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.
Keep Reading →
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.
Keep Reading →
March 24 - News