Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q2 2026 investor letter.
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August 10 - Hedge Fund Investor Letters, News
Seagate Technology Holdings plc (NASDAQ:STX)'s shares have caught a lot of quarters, including Cramer, by surprise in today's AI-driven era of investing.
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August 7 - News
Janus Henderson Investors, an investment management company, released its second-quarter 2026 investor letter for the “Global Sustainable Equity Fund”. A copy of the letter...
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July 16 - Hedge Fund Investor Letters, News
The strongest AI-linked stock returns of the past three years have often followed the physical buildout of computing capacity rather than the broad software narrative alone.
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July 11 - Hedge Funds, News
On June 30, Reuters reported that US stocks will face many tests in the second half of 2026, even though the S&P 500 has increased more than 8% and the Nasdaq has gained 11% this...
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July 7 - Hedge Funds, News
Seagate Technology Holdings Plc (NASDAQ:STX) is one of the best long-term growth stocks to invest in now. Melius Research initiated coverage of Seagate Technology Holdings Plc...
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July 6 - News
During the first week of June, BlackRock shared a report highlighting how AI and expanding resource constraints are redefining investment opportunities.
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July 4 - Hedge Funds, News, Tech
On July 1, Doug Clinton of Intelligent Alpha appeared on CNBC to talk about why tech may be primed for a correction.
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July 4 - Hedge Funds, News
AI pick-and-shovel stocks are getting more attention as investors look beyond model builders and toward the companies supplying the hardware, power, and physical capacity needed...
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July 4 - Hedge Funds, News
Seagate Technology Holdings Plc (NASDAQ:STX) is one of the best trending AI stocks to watch in 2026.
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June 27 - News
On June 23, Andrew Slimmon, Morgan Stanley Investment Management senior portfolio manager, appeared on CNBC's 'Squawk Box' to talk about the latest market trends, ongoing tech...
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June 26 - Hedge Funds, News
On June 24, Dan Skelly, Morgan Stanley Wealth Management, joined 'Closing Bell Overtime' on CNBC to talk about the day's market action.
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June 26 - Hedge Funds, News
Seagate Technology Holdings Plc (NASDAQ:STX) is one of the best AI memory stocks to buy in 2026.
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June 22 - News
Ohsung Kwon, Wells Fargo's chief equity strategist, appeared on CNBC's ‘Squawk on the Street’ on June 18 to talk about how markets are digesting the macro landscape and how...
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June 20 - Hedge Funds, News
The S&P 500, which is widely considered the premium benchmark for the broader American stock market, has surged by 9.52% since the beginning of 2026, broadly driven by the AI-...
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June 17 - Hedge Funds, News
Earnings growth has long remained one of the most powerful drivers of shareholder returns in the long term.
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June 17 - Hedge Funds, News
On June 9, CNBC reported that global stock markets moved slightly higher as investors looked for signs of recovery from recent market volatility caused by a sharp sell-off in ...
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June 10 - Hedge Funds, News
Sands Capital Management, LLC released its Q1 2026 investor letter for its “Select Growth Strategy”. A copy of the letter is available to download here.
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June 10 - Hedge Fund Investor Letters, News
Seagate Technology Holdings Plc (NASDAQ:STX) is one of the best NASDAQ stocks to buy and hold for 3 years.
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June 9 - News
On June 9, Tom Lee appeared on a CNBC Television interview to discuss the health of the bull rally after a sharp pullback in most AI memory companies on Friday, June 5.
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June 9 - Hedge Funds, News
He stated that AI companies are building huge real estate infrastructures that are not fully funded today, and that is why not only will SpaceX need to raise more money beyond...
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June 7 - Hedge Funds, News
On May 29, Tom Lee of Fundstrat and Brian Belski of Humilis appeared on CNBC's 'Closing Bell' to talk about the trajectory of the market in the context of recent strong earnings...
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May 31 - Hedge Funds, News
Data center stocks are getting more attention as the AI buildout moves beyond the chip trade and into the wider infrastructure stack.
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May 30 - Hedge Funds, News
Leopold Aschenbrenner is a 24-year-old Gen-Z investment savant and former OpenAI researcher.
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May 29 - Hedge Funds, News
Future stocks are some of Wall Street’s most exciting investments because they offer exposure to businesses expected to compound earnings far faster than the broader market.
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May 26 - Hedge Funds, News
On May 16, Laura Wellon, Managing Director at UBS Wealth, joined BNN Bloomberg to provide an outlook on the markets.
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May 22 - Hedge Funds, News
In this article, we will look at the stocks Jim Cramer discussed while explaining how investors can navigate the current market rotation.
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May 20 - Hedge Funds, News
Fast-growing S&P 500 stocks are getting more attention as investors look for companies where revenue and earnings are still expanding faster than the broader market.
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May 17 - Hedge Funds, News
Technology stocks have powered major US benchmark indices to record highs after a rebound from losses fueled by the Iran war.
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May 11 - Hedge Funds, News
According to recent reports, technology markets have been extending a powerful rally recently, with the Nasdaq Index up around 5.5% since the start of May.
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May 10 - Hedge Funds, News
Seagate Technology Holdings Plc (NASDAQ:STX) is one of the top stock giants that were suddenly on fire in April.
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May 7 - News
In this article, we will discuss: Jim Cramer Said Sandisk Stock Performance is Befuddling & Discussed These 17 Stocks.
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May 7 - News
He called the earnings “phenomenal”, agreeing that we get these kinds of earnings when coming out of a recession and saying that we are going to have double-digit year-over...
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May 6 - Hedge Funds, News
In this article, we will look at the stocks Jim Cramer looked at during Mad Money’s episode.
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May 6 - Hedge Funds, News
In this article, we will discuss: Jim Cramer Commented On Big Market Confusion & Discussed These 20 Stocks.
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May 2 - News
In this article, we will look at the stocks Jim Cramer highlighted, as he discussed the massive AI infrastructure buildout.
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May 2 - Hedge Funds, News
In this article, we will look at Jim Cramer’s stock calls on Mad Money recently as he recapped mega-cap tech earnings.
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April 30 - Hedge Funds, News
In this article, we will discuss: Jim Cramer Made A Big Prediction About OpenAI & Discussed These 20 Stocks.
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April 30 - News
Seagate Technology Holdings plc (NASDAQ:STX) Q3 2026 Earnings Call Transcript April 28, 2026Seagate Technology Holdings plc beats earnings expectations.
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April 29 - News, Transcripts
On April 22, Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, joined CNBC's 'Squawk Box' to discuss the latest market trends.
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April 28 - Hedge Funds, News
The S&P 500 has surged by over 4% since the start of 2026.
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April 28 - Hedge Funds, News
Memory has emerged as one of the clearest winners from the artificial intelligence (AI) chip buildout.
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April 27 - Hedge Funds, News
Is STX a good stock to buy? We came across a bullish thesis on Seagate Technology Holdings plc on r/AIPortfolios by manojs.
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April 26 - News, Stock Analysis
On April 8, Reuters reported that Wall Street’s main indexes rose to nearly one-month highs after the US and Iran agreed to a two-week ceasefire.
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April 9 - Hedge Funds, News
TCW funds, an investment management company, released its “TCW Relative Value Mid Cap Fund” fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here...
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April 7 - Hedge Fund Investor Letters, News
On March 30, David Sekera, CFA, from Morningstar, released a research report highlighting the US stock market Q2 2026 outlook.
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April 5 - Hedge Funds, News
On March 3, Executive VP & CFO Gianluca Romano participated in the Morgan Stanley Technology, Media & Telecom Conference 2026.
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March 12 - News
On February 10, Deloitte shared its outlook on the trends that will shape the hardware landscape in 2026, and the picture is an interesting one for investors.
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March 11 - Hedge Funds, News, Tech
Seagate Technology Holdings plc (NASDAQ:STX) ranks among the best performing S&P 500 stocks in the last 10 years.
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March 3 - News
The S&P 500, the most widely used indicator of the US stock market, is difficult to beat.
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March 2 - Hedge Funds, News