JB Global Capital, an investment firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Keep Reading →
August 11 - Hedge Fund Investor Letters, News
Alibaba (NYSE:BABA) unveiled its largest and most capable AI model to date on August 3, and the market noticed immediately, sending its Hong Kong-listed shares up about 7% the...
Keep Reading →
August 6 - Hedge Funds, News
DeepSeek gave Alibaba Group Holding Limited (NYSE:BABA) and Alphabet Inc. (NASDAQ:GOOGL) a revealing price comparison on August 3.
Keep Reading →
August 4 - News
Moonshot AI’s July 17 release of Kimi K3 has confronted Washington with an awkward fact: a Chinese open-weight model can approach leading American systems in coding and agentic...
Keep Reading →
July 22 - News
Alibaba (NYSE:BABA) has strengthened its position as one of China's most compelling artificial intelligence investment opportunities.
Keep Reading →
July 21 - News
Every year, hundreds of stocks receive analyst “Strong Buy” ratings, but only a select few combine those endorsements with something even more compelling: more than 40% projected...
Keep Reading →
July 12 - Hedge Funds, News
On July 6, Tom Lee, Fundstrat Managing Partner, joined ‘Squawk Box’ to discuss the latest market trends.
Keep Reading →
July 8 - Hedge Funds, News
Oversold stocks are getting more attention as investors look for names where selling pressure may have gone further than the fundamentals justify.
Keep Reading →
July 4 - Hedge Funds, News
On June 26, Ed Yardeni, president of Yardeni Research, appeared on CNBC's 'Squawk Box' to discuss the latest market trends.
Keep Reading →
June 30 - Hedge Funds, News
On June 26, Ed Yardeni, Yardeni Research President, appeared on CNBC's 'Squawk on the Street' to discuss his outlook on market earnings and the current state of the AI sector.
Keep Reading →
June 29 - Hedge Funds, News
According to JP Morgan’s mid-year outlook 2026 report, there remains an indication that the AI investment cycle would continue through the remainder of 2026.
Keep Reading →
June 26 - Hedge Funds, News
On June 22, Stephen Parker, JPMorgan Private Bank co-head of global investment strategy, appeared on a CNBC Television interview to discuss the latest market trends and his...
Keep Reading →
June 24 - Hedge Funds, News
In this article, we will discuss: David Tepper Stock Portfolio: 10 Long-Term Stock Picks.
Keep Reading →
June 23 - Hedge Funds, News
On June 16, Reuters reported that Wells Fargo lifted the S&P 500 index target for year-end 2026 to 7,950 on the heels of healthier corporate earnings, reducing macroeconomic risks...
Keep Reading →
June 20 - Hedge Funds, News
Technology stocks are flashing bearish signals as a correction from all-time highs gathers pace.
Keep Reading →
June 19 - Hedge Funds, News
Growth stocks have outperformed value stocks by an average of 7.8% over the past year.
Keep Reading →
June 15 - Hedge Funds, News
Is BABA a good stock to buy? We came across a bullish thesis on Alibaba Group Holding Limited on Value & Momentum Portfolio’s Substack.
Keep Reading →
June 11 - News, Stock Analysis
Alibaba Group Holding Limited (NYSE:BABA) ranks among the best most active stocks to buy according to hedge funds.
Keep Reading →
June 3 - News
Wall Street bulls believe the rise in US stocks has more room to run, dismissing fears that massive gains in AI-related stocks signal market extremes.
Keep Reading →
June 2 - Hedge Funds, News
On May 15, Alex Guiliano, CIO of Resonate Wealth Partners, joined BNN Bloomberg to suggest that valuations internationally look like an opportunity for investors to take advantage...
Keep Reading →
May 22 - Hedge Funds, News
On May 13, Sébastien Page of T.
Keep Reading →
May 22 - Hedge Funds, News
On May 19, CNBC reported that the AI rally continued during the latest earnings season.
Keep Reading →
May 20 - Hedge Funds, Industries, News
David Tepper ranks among the richest hedge fund managers in the world.
Keep Reading →
May 20 - News
Michael Burry is an iconic investor and hedge fund manager, best known for his historic, multibillion-dollar bet against the United States housing market before the 2008 collapse...
Keep Reading →
May 19 - Hedge Funds, News
Fiscal year 2025, aided by an AI-powered stock market surge, proved to be a phenomenal year for hedge fund managers.
Keep Reading →
May 18 - Hedge Funds, News
Operator: Good day, ladies and gentlemen. Thank you for standing by. Welcome to Alibaba Group's March Quarter and Full Fiscal Year 2026 Results Conference Call.
Keep Reading →
May 14 - News, Transcripts
US equity markets have powered to record highs amid renewed investor interest in AI trades, despite oil prices hitting $100 a barrel.
Keep Reading →
May 12 - Hedge Funds, News
Michael Burry’s investments are always closely followed by investors.
Keep Reading →
May 12 - Hedge Funds, News
Alibaba Group Holding Limited (NYSE:BABA) is one of the best strong buy stocks to invest in according to billionaires. On April 29, BNP Paribas initiated coverage of Alibaba...
Keep Reading →
May 7 - News
On May 1, Fundstrat's Tom Lee appeared on CNBC’s 'Closing Bell' to talk about his view on equity markets, recent earnings growth, and more.
Keep Reading →
May 6 - Hedge Funds, News
Cloud computing continues to take center stage in the stock market as AI infrastructure spending grows, showing no signs of slowing.
Keep Reading →
May 5 - Hedge Funds, News
Is BABA a good stock to buy? We came across a bullish thesis on Alibaba Group Holding Limited on Coughlin Cap’s Substack by Brian Coughlin.
Keep Reading →
May 3 - News, Stock Analysis
Alibaba Group Holding Limited (NYSE:BABA) is one of the 10 Stocks That Will Skyrocket When Oil Prices Fall.
Keep Reading →
April 12 - News
Oil prices continue to rise amid global efforts for peace in the Middle East.
Keep Reading →
April 11 - Hedge Funds, News
It’s been a volatile start to the new year for US equities after two years of blockbuster gains.
Keep Reading →
March 23 - Hedge Funds, News
As per Fidelity, a theme that started in 2025 and holds is the broadening of economic growth and equity market leadership.
Keep Reading →
March 23 - Hedge Funds, News
Polen Capital, an investment management company, released its fourth-quarter investor letter for “Polen International Growth Strategy”.
Keep Reading →
March 18 - Hedge Fund Investor Letters, News
Alibaba Group Holding Limited (NYSE:BABA) is one of the best AI stocks with huge upside potential.
Keep Reading →
March 17 - News
Surprising economic data and intensifying conflict in the Middle East threaten to push the US equity market lower.
Keep Reading →
March 17 - Hedge Funds, News
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q4 2025 investor letter for the “Growth Equity Strategy.” A copy of ...
Keep Reading →
March 17 - Hedge Fund Investor Letters, News
On February 27, Mike Intrator, the Co-Founder and CEO of CoreWeave, joined 'Squawk on the Street' on CNBC to discuss the demand for AI infrastructure.
Keep Reading →
March 17 - Hedge Funds, News
Alibaba Group Holding Limited (NYSE:BABA) also received a rating update from Aletheia Capital on February 5, with the firm reaffirming a Buy rating on the stock.
Keep Reading →
March 8 - News
Alibaba Group Holding Limited (NYSE:BABA) is one of the stocks that should double in 3 years.
Keep Reading →
March 6 - News
On March 4, Jay Woods of Freedom Capital joined CNBC in the discussion to analyze the market's reaction to ongoing Middle Eastern conflicts.
Keep Reading →
March 6 - Hedge Funds, News
On February 27, Tom Lee, Fundstrat, appeared on CNBC’s ‘Closing Bell’ to talk about the market.
Keep Reading →
March 5 - Hedge Funds, News
We came across a bullish thesis on Alibaba Group Holding Limited on Compounding Your Wealth’s Substack by Sergey.
Keep Reading →
March 4 - News, Stock Analysis
Alibaba Group Holding Limited (NYSE:BABA) is one of the best emerging markets stocks to buy right now.
Keep Reading →
February 20 - News
Emerging-market stocks, which have climbed to record highs, show no signs of slowing.
Keep Reading →
February 20 - Hedge Funds, News
On February 10, CNN reported that investors are becoming more careful about where they put their money in the AI space.
Keep Reading →
February 16 - Hedge Funds, Industries, News, Tech
Sustainable Growth Advisers (SGA), an investment management company, released its fourth-quarter investor letter for its “Emerging Markets Growth Strategy.” A copy of the...
Keep Reading →
February 12 - Hedge Fund Investor Letters, News