AI networking has moved from a support role to one of the central investment themes in the artificial intelligence buildout.
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June 13 - Hedge Funds, News, Tech
The volatility in global markets is yet again in the spotlight, with stocks pulling back from all-time highs.
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June 12 - Hedge Funds, News
Operator: Good day, and thank you for standing by. Welcome to Semtech Corporation's First Quarter Fiscal 2027 Earnings Conference Call.
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May 27 - News, Transcripts
Artisan Partners, an investment management company, released its first-quarter 2026 investor letter for the “Artisan Mid Cap Fund”. A copy of the letter is available to download...
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May 11 - Hedge Fund Investor Letters, News
The Semiconductor Industry Association (SIA) announced that global semiconductor sales came in at $82.5 billion during January 2026, reflecting a rise of 3.7% relative to the ...
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March 19 - Hedge Funds, News
Semtech Corporation (NASDAQ:SMTC) Q4 2026 Earnings Call Transcript March 16, 2026Semtech Corporation beats earnings expectations.
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March 17 - News, Transcripts
We came across a bullish thesis on Semtech Corporation on X.com by @TheValueist.
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December 18 - News, Stock Analysis
Semtech Corporation (NASDAQ:SMTC) Q3 2026 Earnings Call Transcript November 24, 2025Semtech Corporation beats earnings expectations.
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November 25 - News, Transcripts
Fred Alger Management, an investment management company, released its “Alger Weatherbie Specialized Growth Fund” third-quarter 2025 investor letter.
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October 29 - Hedge Fund Investor Letters, News
President Donald Trump announced on September 4 that his administration will apply tariffs to imports from companies that are not moving their manufacturing to the United States...
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September 30 - Hedge Funds, News
Semtech Corp. (NASDAQ:SMTC) is one of the worst-performing data center stocks in 2025.
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September 30 - News
At the beginning of 2025, Goldman Sachs highlighted high-density data centers as critical to winning the global race to develop generative artificial intelligence.
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September 29 - Hedge Funds, News, Tech
We came across a bullish thesis on Semtech Corporation on TechIt_alt’s Substack. In this article, we will summarize the bulls’ thesis on SMTC.
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September 5 - News, Stock Analysis
Semtech Corporation (NASDAQ:SMTC) Q2 2026 Earnings Call Transcript August 25, 2025Semtech Corporation beats earnings expectations.
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August 26 - News, Transcripts
Semtech Corp. (NASDAQ:SMTC) is one of the most oversold semiconductor stocks so far in 2025.
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July 25 - News, Tech
The World Semiconductor Trade Statistics (WSTS) organization released its Spring 2025 forecast in early June.
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July 24 - Hedge Funds, News, Tech
Semtech Corporation (NASDAQ:SMTC) is one of the 11 Best Tech Stocks to Buy On the Dip.
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June 20 - News
On June 17, Dan Ives, Wedbush Securities' global head of technology research, and Todd Rosenbluth, VettaFi's director of research, joined CNBC to discuss tech investing amid geopolitical...
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June 18 - Hedge Funds, News
Fred Alger Management, an investment management company, released its “Alger Weatherbie Specialized Growth Fund” first quarter 2025 investor letter.
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June 18 - Hedge Fund Investor Letters, News
Operator: Good day, and thank you for standing by. Welcome to Semtech Corporation's First Quarter Fiscal Year 2026 Earnings Conference Call.
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June 3 - News, Transcripts
On Wednesday, May 28, Stifel analysts raised the price target on Semtech Corporation (NASDAQ:SMTC) from $42 to $45 and maintained a “Buy” rating.
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May 30 - News
Philippe Laffont, the billionaire chief of Coatue Management, recently made an appearance on the All-In Podcast, a business and technology podcast hosted by four venture capitalists...
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May 29 - News
Stifel analyst Tore Svanberg recently lowered the price target on Semtech Corporation (NASDAQ:SMTC) to $35 from $54 and kept a Buy rating on the shares.
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May 20 - News
China has sensed a window of opportunity in its race to usurp US dominance in AI innovation.
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April 7 - Hedge Funds, Industries, News, Tech
AI continues to advance at an unprecedented rate and can now even determine how a person is feeling. A Spanish startup, Neurologyca, claimed that its Kopernica AI system can...
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April 7 - Hedge Funds, Industries, News, Tech
Semtech Corporation (NASDAQ:SMTC) Q4 2025 Earnings Call Transcript March 13, 2025Semtech Corporation beats earnings expectations.
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March 15 - News, Transcripts
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.
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March 13 - Hedge Funds, Industries, News, Tech
Artificial Intelligence (AI) is known to increase productivity, decrease human error, and expedite the development of human resources.
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March 13 - Hedge Funds, Industries, News, Tech
Wall Street has gotten increasingly bearish on semiconductor stocks over the past few months as concerns about the profitability and sustainability of AI have gained traction.
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March 4 - Market Movers, News
Fred Alger Management, an investment management company, released its “Alger Weatherbie Specialized Growth Fund” fourth quarter 2024 investor letter.
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February 27 - Hedge Fund Investor Letters, 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...
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February 26 - Hedge Funds, Industries, News
In an AI-driven world, data centers have become more critical than ever. While many people have heard of data centers, few fully understand what they entail.
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February 25 - Hedge Funds, Industries, News, Tech
The battle for supremacy on artificial intelligence development and innovation is heating up.
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February 11 - 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
Elon Musk recently sparked skepticism in the AI community by claiming that companies funding the Stargate initiative lack the funds to do so.
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January 30 - Hedge Funds, Industries, News, Tech
The technology sector continues to be driven by rapid innovation and the adoption of cutting-edge technologies.
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January 29 - Hedge Funds, Industries, News, Tech
As per the recent earnings update by FactSet dated 24th January 2025, the Q4 2024 earnings season for the S&P 500 has seen a strong start.
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January 29 - Hedge Funds, News
AI is rapidly advancing, with significant strides being made toward achieving more powerful and capable systems.
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January 21 - Hedge Funds, News
Swiss bank UBS began coverage of SMTC with an $85 price target, versus the stock's current price of about $75, and a Buy rating today.
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January 17 - Market Movers, News
Heartland Advisors, an investment management company, released its “Heartland Value Plus Fund” fourth quarter 2024 investor letter.
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January 14 - Hedge Fund Investor Letters, News
The chip wars between the United States and China are in full swing.
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November 29 - Hedge Funds, Industries, News, Tech
Latest reports indicate that billionaire Masayoshi Son, the founder of Japanese multinational tech firm Softbank, is set to meet Indian Prime Minister Narendra Modi.
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November 27 - Hedge Funds, Industries, News, Tech
Uber, the ride-hailing company that has yet to catch onto the AI boom, is reportedly expanding its fleet of gig workers for a new project aimed at AI annotation and data labeling...
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November 27 - Hedge Funds, Industries, News, Tech
Even as the United States pursues a tougher trade policy towards China, the latest indication being the tightening of export restrictions on advanced AI chips, companies from ...
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November 27 - Hedge Funds, Industries, News, Tech
Columbia Threadneedle Investments, an investment management company released its “Columbia Seligman Global Technology Fund” third quarter 2024 investor letter.
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November 27 - Hedge Fund Investor Letters, News
Semtech Corporation (NASDAQ:SMTC) Q3 2025 Earnings Call Transcript November 25, 2024Semtech Corporation beats earnings expectations.
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November 27 - News, Transcripts
Perplexity, the California-based AI startup that is challenging the dominance of Google in the Internet Search market, is considering the development of a $50 device that brings...
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November 26 - Hedge Funds, News
When BlackRock, the investment titan with more than $10 trillion in assets under management, invests in something, the finance world pays close attention.
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November 26 - Hedge Funds, News
AI companies in the United States, many of whom have extensive business relations in China, are waiting anxiously for President-elect Donald Trump to assume office and announce...
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November 26 - Hedge Funds, News
Jim Cramer, the host of Mad Money, recently shared his insights on several key topics.
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November 20 - Hedge Funds, News