Soaring AI infrastructure demand is fueling a major backlog buildup, with billions of dollars of orders accumulating across AI servers, data-center equipment, networking and power...
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August 5 - News
Columbia Threadneedle Investments, an investment management company, released its “Columbia Seligman Global Technology Fund” second quarter 2026 investor letter.
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July 30 - Hedge Fund Investor Letters, News
Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Growth & Income Fund".
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July 27 - Hedge Fund Investor Letters, News
Since late March, US stocks have surged roughly 17%, with the S&P 500 notching fresh records almost daily.
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July 14 - Hedge Funds, News
On July 6, 2026, Reuters reported that Morgan Stanley flagged recent weakness in U.S.
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July 13 - Hedge Funds, News
On July 9, CNBC reported that OpenAI CEO Sam Altman said the company's new GPT-5.6 Sol model achieves 54% higher token efficiency on agentic coding jobs than previous models while...
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July 12 - Hedge Funds, News
Technology stocks emerged as the clear winner in the first half of the year, shrugging off heightened volatility driven by geopolitical tensions, monetary policy uncertainty, ...
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July 7 - 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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July 4 - Hedge Funds, News
Two Sigma is one of the largest quantitative hedge funds in the world, with more than $70 billion in assets under management.
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July 4 - Hedge Funds, News
On June 30, Reuters reported that rising stock market valuations, big swings in the value of trillion-dollar companies, and sharp market selloffs have raised concerns that parts...
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June 30 - Hedge Funds, News
The economic circumstances we are experiencing currently are certainly complex.
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June 29 - Hedge Funds, News, Tech
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
NVIDIA began the year with an unexpected move: it announced its next-generation AI computer architecture months before schedule.
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June 24 - Hedge Funds, News
Hewlett Packard Enterprise Company (NYSE:HPE) is one of the best big tech stocks to buy according to Wall Street analysts. Hewlett Packard Enterprise Company (NYSE:HPE) announced...
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June 24 - News
On June 18, Meera Pandit, JPMorgan global market strategist, appeared on CNBC’s ‘Squawk on the Street’ to talk about how the market should process the latest news and the...
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June 21 - Hedge Funds, News
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
The US government and the Trump administration are reportedly in talks with certain AI companies- most notably OpenAI- related to a possible government stake.
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June 7 - Hedge Funds, Industries, News, Tech
On May 27, Kathleen Entwistle, Managing Director & Private Wealth Advisor at Morgan Stanley Private Wealth Management, joined CNBC's 'Fast Money' to discuss buying opportunities...
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June 6 - Hedge Funds, News
May 2026 proved to be a good month for the American stock market, as the S&P 500 gained around 5.12% to top 7,500 points, and the NASDAQ Composite also gained roughly 7.8% ...
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June 5 - Hedge Funds, News
Hewlett-Packard extended its winning streak to a fourth consecutive day on Tuesday, soaring to a new all-time high as investors took heart from its second-quarter earnings blowout...
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June 2 - News
Ten stocks soared by double-digits on Tuesday, with seven notably notching new record highs, as investors took heart from a flurry of developments, including strong earnings and...
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June 2 - Market Movers, News
Billionaire Paul Singer is one of Wall Street's most notable activist investors, known for taking stakes in underperforming companies and pushing for turnarounds to unlock shareholder...
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May 31 - News
In this article, we will discuss: Jim Cramer Warned About Market Manipulation & Discussed These 22 Stocks.
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May 30 - 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
Hewlett-Packard finished the trading week soaring to a new all-time high, as investors repositioned portfolios ahead of the results of its earnings performance in the second quarter...
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May 30 - News
Ten stocks capped off the week with whopping double-digit gains, outperforming Wall Street’s three major indices, as investors took heart from a flurry of corporate earnings...
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May 29 - Market Movers, News
On May 12, Bloomberg reported that growing demand for artificial intelligence is causing substantial rises in infrastructure costs, with hyperscalers facing rising component pricing...
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May 18 - Hedge Funds, News
On May 7, Anastasia Amoroso, Chief Investment Strategist at Partners Group Private Wealth, appeared on CNBC's 'Squawk on the Street' to explore various market strategies, balancing...
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May 16 - Hedge Funds, News
On May 7, Paul Tudor Jones, Tudor Investment Corporation Founder & CIO, and Robin Hood Foundation Founder & Board Member, joined CNBC's 'Squawk Box' to discuss his recent decision...
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May 13 - Hedge Funds, News
On May 5, Joe Lonsdale, 8VC Founding Partner & Palantir Co-Founder, appeared on CNBC's 'Squawk Box' to discuss reports that the US government is considering reviewing AI tech ...
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May 6 - Hedge Funds, News
According to a report by CMC Markets, research continues to show that stocks of innovative companies tend to outperform those of less innovative peers.
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April 30 - Dividend Stocks, Hedge Funds, News
Quantum computing has long been framed as a “future technology”—powerful, transformative, but always just out of reach. That narrative is starting to change.
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April 15 - Hedge Funds, News
Hewlett Packard Enterprise Company (NYSE:HPE) is one of the 10 Companies That Partnered With Nvidia in 2026.
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April 14 - News
The artificial intelligence boom is moving from being all about chips to all about ecosystems.
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April 13 - Hedge Funds, News
Ariel Investments, an investment management company, released its "Ariel Global Fund" fourth-quarter 2025 investor letter. A copy of the letter can be downloaded here.
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March 31 - Hedge Fund Investor Letters, News
On March 27, 2026, Reuters reported that as artificial intelligence expands, overburdened U.S.
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March 30 - Hedge Funds, News
Hewlett Packard Enterprise Company (NYSE:HPE) is one of the best undervalued stocks under $50 to invest in now.
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March 25 - News
Hewlett Packard Enterprise saw its share prices jump by 7.77 percent on Tuesday to close at $23.90 apiece, as investors gobbled up shares to qualify for its next quarterly dividend...
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March 24 - News
Ten stocks soared higher on Tuesday, with four companies soaring to new record highs despite a market bloodbath, as investors took heart from a flurry of positive corporate developments...
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March 24 - Market Movers, News
On March 20, Tom Lee, Fundstrat, appeared on CNBC's ‘Power Lunch’ to talk about his price target for the S&P and the potential of the market to rise higher.
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March 24 - Hedge Funds, News
In this article, we will discuss: Jim Cramer's Biggest Quantum Computing & Data Center Stock Hits.
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March 18 - News
On March 16, Reuters reported that Wall Street closed higher on Monday, supported by strong gains in AI-related stocks. Shares of Meta Platforms, Inc.
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March 18 - Hedge Funds, News, Tech
Analyst sentiment around Hewlett Packard Enterprise Company (NYSE:HPE) became more constructive following its latest quarterly results, as several firms raised their price targets...
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March 16 - News
The year 2026 has started off sharply. Investors are anxious as they face sharp rotations, geopolitical shocks, and rising uncertainty about growth and inflation.
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March 16 - Hedge Funds, News
Stemming from the growing demand for networking infrastructure and AI-optimized systems, Hewlett Packard Enterprise (NYSE:HPE) is attracting investor interest after reporting ...
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March 13 - News
Reuters reported on February 20, 2026, that as interest in megacap technology firms weakens and attention shifts to international alternatives, U.S.
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March 12 - Hedge Funds, News
On February 19, 2026, Wells Fargo analyst Aaron Rakers reiterated a Hold rating on Hewlett Packard Enterprise Company (NYSE:HPE) with a price target of $26.00.
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March 1 - News
Elliott Investment Management, founded in 1977 by Paul Singer, is one of the oldest fund managers in the industry.
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February 28 - Hedge Funds, News
On February 19, JPMorgan analyst Samik Chatterjee reduced the price target on Hewlett Packard Enterprise Company (NYSE:HPE) from $30 to $27, while maintaining an Overweight rating...
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February 25 - News
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