Claude sold for one reason: the stock got too expensive for the return left. Its twelve-month base case landed at $122.
Keep Reading →
August 13 - News, Stock Analysis
During Mad Money’s episode aired on August 3, host Jim Cramer spotlighted Workday, Inc.
Keep Reading →
August 11 - News
ServiceNow (NYSE:NOW) has quietly built one of the fastest-growing cybersecurity businesses in the industry, and on August 4, it made that ambition explicit.
Keep Reading →
August 9 - Hedge Funds, News
On August 4, Tenable Holdings (NASDAQ:TENB) announced that it now covers every major AI platform and developer tool through its Tenable One platform, adding Google Gemini to a...
Keep Reading →
August 8 - Hedge Funds, News
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q2 2026 investor letter for the "Focused Equity Strategy." A copy of the...
Keep Reading →
August 5 - Hedge Fund Investor Letters, News
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
Keep Reading →
July 30 - Hedge Fund Investor Letters, News
Night View Capital, an investment management firm, released its second-quarter 2026 investor letter.
Keep Reading →
July 28 - Hedge Fund Investor Letters, News
The Claude Portfolio X account runs a simulated portfolio managed by AI.
Keep Reading →
July 23 - News
ServiceNow Inc (NYSE:NOW) is down roughly 28% this year because investors are panicking about AI destroying SaaS.
Keep Reading →
July 20 - News
Lakehouse Capital, a Sydney-based investment manager, published its “Lakehouse Global Growth Fund” investor letter for April 2026. A copy of the letter can be downloaded ...
Keep Reading →
July 9 - Hedge Fund Investor Letters, News
The S&P North American Technology Software Index has fallen around 10% over the past 6 months, mainly due to rising concerns that advances in AI could disrupt the software ...
Keep Reading →
July 6 - Hedge Funds, News
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” Q1 2026 investor letter.
Keep Reading →
July 6 - Hedge Fund Investor Letters, News
Brown Advisory, an investment management company, released its “Brown Large-Cap Growth Strategy” for the first-quarter 2026 investor letter. A copy of the letter is available...
Keep Reading →
July 3 - Hedge Fund Investor Letters, News
In this article, we will look at the stocks Jim Cramer commented on as he advised investors on how to take advantage of Wednesday’s market rotation.
Keep Reading →
July 3 - Hedge Funds, News
In a blog post on June 18, market intelligence and advisory company IDC highlighted that enterprise buyers now expect their software vendors to supply agents and serve as the ...
Keep Reading →
July 2 - Hedge Funds, News, Tech
SpaceX finally went public and Wall Street couldn't stop talking about it. Elon Musk was behind it. Space exploration was the pitch. Everyone expected another huge rally.
Keep Reading →
July 1 - News
Emerald Wealth Partners, an independent asset and wealth management firm based in Zurich, released its Q1 2026 investor letter for the “Growth Equity Strategy.” A copy of...
Keep Reading →
July 1 - Hedge Fund Investor Letters, News
ServiceNow, Inc. (NYSE:NOW) is one of the best trending AI stocks to watch in 2026. ServiceNow, Inc.
Keep Reading →
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...
Keep Reading →
June 26 - Hedge Funds, News
Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” first-quarter 2026 investor letter. A copy of the letter can be downloaded...
Keep Reading →
June 24 - Hedge Fund Investor Letters, News
A peace pact agreed upon by the United States and Iran on June 18 helped ease concerns about inflation that had been weighing on markets.
Keep Reading →
June 24 - Hedge Funds, News
On June 11, Emily Roland, Manulife John Hancock Investment Management, Co-Chief Investment Strategist, joined 'Squawk Box' on CNBC to describe the current market environment ...
Keep Reading →
June 22 - Hedge Funds, News
ServiceNow, Inc. (NYSE:NOW) is one of the best AI software stocks to buy according to hedge funds. ServiceNow, Inc.
Keep Reading →
June 22 - News
He was of the view that this is a very different Fed, and the risk right now that is happening in markets and some of the commentary, according to him, is that people are applying...
Keep Reading →
June 20 - Hedge Funds, News
Expect US stocks to get an additional boost on a rotation into cyclical, economically sensitive industries that have lagged amid the US-Iran war.
Keep Reading →
June 19 - Hedge Funds, News
On June 12, McKinsey & Company noted that, despite many organizations adopting AI coding tools, only a few are able to capture the full value of these technologies because they...
Keep Reading →
June 17 - Hedge Funds, News, Tech
Columbia Threadneedle Investments, an investment management company, released its first-quarter 2026 investor letter for the “Columbia Global Technology Growth Fund”. A copy...
Keep Reading →
June 16 - Hedge Fund Investor Letters, News
Growth stocks have outperformed value stocks by an average of 7.8% over the past year.
Keep Reading →
June 15 - Hedge Funds, News
The Nasdaq Composite shed 4% on Friday, June 5, its worst single-session loss since April 2025’s tariff turmoil.
Keep Reading →
June 15 - Hedge Funds, News
Is NOW a good stock to buy? We came across a bullish thesis on ServiceNow, Inc. on Growth Curve Investing’s Substack.
Keep Reading →
June 13 - News, Stock Analysis
In this article, we will look at the stocks Jim Cramer discussed during Mad Money, as he highlighted a difficult backdrop for stocks.
Keep Reading →
June 10 - 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...
Keep Reading →
May 31 - Hedge Funds, News
Investor disappointment was visible on April 23, when IBM and ServiceNow plunged despite both beating first-quarter revenue and profit estimates.
Keep Reading →
May 30 - Hedge Funds, News
ServiceNow extended its winning streak to a third straight session on Friday, climbing 14.38 percent to close at $124.37 apiece, as investors continued to load up portfolios ahead...
Keep Reading →
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...
Keep Reading →
May 29 - Market Movers, News
In this article, we will look at the stocks Jim Cramer discussed in this changing market.
Keep Reading →
May 29 - Hedge Funds, News
According to a study by Alejandro Lopez-Lira and Yuehua Tang from the University of Florida, ChatGPT and other large language models can extract meaningful trading signals from...
Keep Reading →
May 28 - Hedge Funds, News
In this article, we will discuss: Jim Cramer Took A Side On Biggest AI Debate & Discussed These 13 Stocks.
Keep Reading →
May 22 - News
The 2026 tech trade has not punished every corner of the sector equally.
Keep Reading →
May 20 - Hedge Funds, News
TCW Funds, an investment management firm, published its first-quarter 2026 investor letter for the 'TCW Concentrated Large Cap Growth Fund.' A copy of the letter is available ...
Keep Reading →
May 20 - Hedge Fund Investor Letters, News
In this article, we will look at the stocks Jim Cramer discussed while explaining how investors can navigate the current market rotation.
Keep Reading →
May 20 - Hedge Funds, News
ServiceNow, Inc. (NYSE:NOW) is among the 10 Stocks That Will Make You Rich Over the Next Decade.
Keep Reading →
May 19 - News
The stocks bucked a mixed performance in the broader market, with the Dow Jones the sole gainer, up 0.32 percent during the day.
Keep Reading →
May 18 - Market Movers, News
The S&P 500 index shed 1.24% on Friday to close at 7,408.50. Shares were already under pressure due to a rise in U.S.
Keep Reading →
May 18 - Hedge Funds, News
On May 13, Sarat Sethi, DCLA Managing Partner, joined 'The Exchange' on CNBC to discuss a notable shift in market sentiment and the emerging opportunities in the software sector...
Keep Reading →
May 16 - Hedge Funds, News
On April 20, 2026, Morgan Stanley argued that as agentic AI grows, demand for hardware expands beyond GPUs and data center chips.
Keep Reading →
May 13 - Hedge Funds, News
On May 11, Ed Yardeni, Yardeni Research President, appeared on CNBC's 'Squawk Box' to discuss his increasingly bullish outlook for the stock market.
Keep Reading →
May 13 - Hedge Funds, News
Wedbush’s Dan Ives told CNBC’s Squawk Box on Monday that the Nasdaq will rise to 30,000 points in the next year.
Keep Reading →
May 11 - Hedge Funds, Industries, News, Tech
Technology stocks have long been the driving force behind some of the market’s wealth-creation stories.
Keep Reading →
May 11 - Hedge Funds, News
Artificial intelligence is moving deeper into enterprise workflows, but the compliance layer is still trying to catch up.
Keep Reading →
May 9 - Hedge Funds, News