The S&P 500 neared record highs on February 14th despite a busy week of US tariff hikes, inflation updates, a slump in retail data, and mixed reports from company earnings reports...
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February 14 - Hedge Funds, Industries, News, Tech
Baron Funds, an investment management company, released its “Baron Asset Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
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February 14 - Hedge Fund Investor Letters, News
Tech stocks have done much better than expected in the past two years, and if the economy continues to grow and AI hype continues, it is likely that the next two years could also...
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February 13 - News
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer discussed China's retaliatory actions against President Trump's tariffs.
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February 13 - News
Jim Cramer, the host of Mad Money, recently pointed out a significant gap in the American education system, emphasizing that financial literacy is rarely taught in schools, from...
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February 12 - Hedge Funds, News
We came across a bullish thesis on Palantir Technologies Inc. (PLTR) on Substack by Kontra Investments. In this article, we will summarize the bulls’ thesis on PLTR.
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February 11 - News, Stock Analysis
In a surprising turn of events, a consortium led by Elon Musk said on Monday that it has offered $97.4 billion to buy the nonprofit that controls OpenAI.
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February 11 - Hedge Funds, Industries, News, Tech
Barry Bannister, Stifel's chief equity strategist, said in a latest program on CNBC that the macroeconomic factors are finally catching up to the AI-led bull market.
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February 10 - Hedge Funds, News
Software stocks had a troubling end to the last year and some even continued to fall during January. After a solid year, profit-taking would have been acceptable.
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February 10 - News, Stock Analysis
Cathie Wood is one of Wall Street's most contentious figures.
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February 6 - Hedge Funds, News
Jim Cramer, the host of Mad Money, took a moment on Wednesday to reflect on the latest market developments as earnings season progresses, sharing his thoughts on how investors...
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February 6 - Hedge Funds, News
The artificial intelligence story continues to grow more compelling with each passing day.
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February 6 - Hedge Funds, Industries, News, Tech
DeepSeek may have astounded the tech world following its emergence, but not everyone seems to be a fan.
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February 6 - Hedge Funds, Industries, News, Tech
In a fresh appearance on CNBC's Squawk on the Street, Jim Cramer started the show by sharing his thoughts on President Trump's tariffs against Canada and Mexico.
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February 5 - News
In the artificial intelligence world, the spotlight will be shifting to France next week as the world awaits the US and China to find common ground over the safe development of...
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February 5 - Hedge Funds, Industries, News, Tech
Palantir Technologies Inc. (NASDAQ:PLTR) Q4 2024 Earnings Call Transcript February 3, 2025Palantir Technologies Inc. beats earnings expectations.
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February 5 - News, Transcripts
The European Commission has recently issued guidelines intended to standardize rules across the AI industry in Europe.
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February 4 - Hedge Funds, Industries, News, Tech
The tech world may be steering in a new direction with the emergence of DeepSeek and the cheaper and more efficient models it promises.
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February 4 - Hedge Funds, Industries, News, Tech
The United States’ lead in artificial intelligence technology has become questionable after the release of DeepSeek’s AI models.
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February 4 - Hedge Funds, Industries, News, Tech
According to a report from Technavio, the global artificial intelligence (AI) market size is estimated to grow by USD 237.4 billion from 2024-2028.
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February 3 - Hedge Funds, Industries, News, Tech
Jim Cramer in a latest program on CNBC talked about the importance of investing in companies with good management teams.
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February 1 - Hedge Funds, News
In the latest episode of CNBC's Squawk on the Street, Jim Cramer couldn't stop talking about the DeepSeek selloff, the AI models themselves, and how stocks are behaving after ...
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February 1 - News
Data for the gross domestic product (GDP) in the fourth quarter of 2024 came out at 2.3%, slightly under economist expectations of 2.6%.
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January 31 - Hedge Funds, News
The US is struggling to keep its technology within its borders, a goal that the US government and most of the country are determined to achieve to maintain dominance, particularly...
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January 30 - Hedge Funds, Industries, News, Tech
Artificial intelligence (AI) has fueled a major rally in the technology sector, driving up key market indices.
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January 30 - Hedge Funds, News
In his recent appearance on CNBC's Squawk on the Street, Jim Cramer continued to discuss the fallout from DeepSeek's AI models purportedly reducing the costs of training and developing...
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January 30 - News
We came across a bullish thesis on Palantir Technologies Inc. (PLTR) on Substack by Antonio Linares. In this article, we will summarize the bulls’ thesis on PLTR.
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January 29 - News, Stock Analysis
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...
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January 29 - Hedge Funds, News
Tech stocks in the US saw a decline amid DeepSeek AI concerns shortly after the market rose post Trump's $500 billion AI investment announcement in project Stargate.
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January 28 - Hedge Funds, News
Investors have become increasingly concerned about the rising capital expenditures on artificial intelligence, with many wondering whether the expectations embedded in financial...
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January 27 - Hedge Funds, News
In a fresh appearance on CNBC's Squawk on the Street, Jim Cramer started out by commenting on European stock markets.
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January 27 - News
President Donald Trump's $500 billion investment plan to build AI infrastructure, Stargate, is making waves as analysts believe the project provides a new growth catalyst for ...
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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...
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January 25 - Hedge Funds, News
President Donald Trump has only recently announced the Stargate initiative, claiming it to be "the largest AI infrastructure project by far in history".
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January 23 - Hedge Funds, Industries, News, Tech
Ivan Tsarynny, Feroot Security CEO, joined CNBC’s ‘The Exchange’ to discuss his Congressional testimony about TikTok.
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January 20 - Hedge Funds, Industries, News, Tech
Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” fourth quarter 2024 investor letter.
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January 17 - Hedge Fund Investor Letters, News
Investment advisory firm Ithaka Group released the “Ithaka US Growth Strategy” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
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January 17 - Hedge Fund Investor Letters, News
Headwaters Capital Management, an investment management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
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January 17 - Hedge Fund Investor Letters, News
As President Joe Biden nears the end of his term, he is issuing a series of executive orders.
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January 16 - Hedge Funds, Industries, News, Tech
In a recent episode of CNBC's Squawk On The Street, Jim Cramer started out by commenting on quantum computing stocks.
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January 14 - News
After the Consumer Electronics Show (CES) in Las Vegas, Jim Cramer had a lot to talk about NVIDIA and other stocks.
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January 12 - News
Palantir (PLTR) stock is sliding for a fourth consecutive trading session, with the shares giving back about 4%, after yet another research firm poured cold water on the company...
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January 10 - Market Movers, News
In his appearance on Squawk on the Street the day CES took place in Las Vegas, Jim Cramer commented on the stock market division that persisted throughout 2024 and is present ...
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January 10 - News
ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” fourth quarter 2024 investor letter.
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January 10 - Hedge Fund Investor Letters, News
AI has been dominating the news, market, and basically almost everything we come across for the last two years, since the launch of ChatGPT.
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January 9 - Hedge Funds, News
Jim Cramer, the host of Mad Money, recently shared his perspective on the stock market, especially reflecting on the events of 2024.
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January 8 - Hedge Funds, News
The analyst is upbeat about the outlook of the company's growth in the coming years and its ability to increase its margins during that period.
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January 8 - Market Movers, News
Shares in MARA Holdings dropped by 7.20 percent or $1.48 on Tuesday to close at $19.07 apiece as investors resorted to profit-taking following Monday’s gains and news that it...
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January 7 - Market Movers, News
Palantir Technologies (PLTR) stock is retreating for a second straight day today, with the shares sinking 6% this afternoon.
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January 7 - Market Movers, News
Singh noted that the company had become "a top partner" when it comes to fast AI projects, and he also credited Palntir with "strong execution and momentum." But the analyst believes...
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January 6 - Market Movers, News