Oracle (NYSE:ORCL) just gave its cloud story a new frontier.
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August 12 - Hedge Funds, News
On July 30, Oracle (NYSE:ORCL) and Alphabet Inc.'s (NASDAQ:GOOGL) Google Cloud expanded their partnership to bring Google's Gemini models into Oracle's core applications, including...
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August 4 - Hedge Funds, News
Matt Maley, chief market strategist at Miller Tabak, recently said in a program on CNBC that the AI infrastructure race started with five or six major players.
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August 4 - News
Janus Henderson Investors, an investment management company, released its “Forty Fund” Q2 2025 investor letter. A copy of the letter can be downloaded here.
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August 3 - Hedge Fund Investor Letters, News
Federal cloud and AI contracts are on the rise. This comes as agencies race to modernize legacy systems and improve citizen services.
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August 3 - News
According to Goldman Sachs projections, U.S. data center power demand could more than double from 31 gigawatts in 2025 to 66 gigawatts by 2027.
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July 29 - News
Night View Capital, an investment management firm, released its second-quarter 2026 investor letter.
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July 28 - Hedge Fund Investor Letters, News
Oracle Corporation (NYSE:ORCL)'s shares are among the most troubled in the market when it comes to AI investing.
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July 25 - News
The AI boom is forcing some of technology’s biggest cash machines to behave more like utilities.
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July 22 - News, Stock Analysis, Tech
On July 12, Mike Dickson, head of research at Horizon, appeared on a Schwab Network interview to discuss his mid-year review and outlook for AI and small-cap companies.
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July 14 - Hedge Funds, News
In this article, we will discuss: Jim Cramer Insisted Recent AI Chip Selloff Wasn't A Bottom & Discussed These 17 Stocks.
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July 9 - News
Speaking on a Schwab Network show last week, presenter Alex Coffee mentioned an interesting fact.
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July 9 - Hedge Funds, News
In this article, we will look at Jim Cramer’s stock calls on Mad Money, as he highlighted the AI opportunities in neoclouds.
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July 8 - Hedge Funds, News
For some time now, the AI trade has dominated headlines, and retail investors have focused on niche themes like memory, photonics, and now robotics.
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July 8 - Hedge Funds, News
Technology stocks remain under pressure amid a major global sell-off, driven by stretched valuations and concerns over massive debt-funded AI infrastructure spending.
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July 7 - Hedge Funds, 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 ...
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July 6 - Hedge Funds, 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
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.
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July 3 - Hedge Funds, News
Earnings estimate revisions have become a more important screen for investors as the market moves deeper into 2026 with profit expectations still rising.
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July 2 - Hedge Funds, 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...
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July 2 - Hedge Fund Investor Letters, News
On June 30, Diana Avigdor, Portfolio Manager & Head of Trading at Barometer Capital Management, appeared on BNN Bloomberg to discuss market performance as Q2 and H1 2026 conclude...
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July 1 - Hedge Funds, News
The software industry has become one of the most powerful growth engines in the global economy.
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July 1 - Hedge Funds, News
On June 26, Ed Yardeni, president of Yardeni Research, appeared on CNBC's 'Squawk Box' to discuss the latest market trends.
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June 30 - Hedge Funds, News
On June 19, Jonathan Lo, Portfolio Manager at Ninepoint Partners, appeared on BNN Bloomberg.
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June 29 - 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.
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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.
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June 26 - Hedge Funds, News
On June 23, Gary Cohn, IBM Vice Chairman & Former Trump NEC Director, appeared on CNBC's 'Squawk Box' to discuss the latest market trends and the state of the AI boom.
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June 25 - Hedge Funds, News
Dividend stocks have also trailed the broader market this year. However, the gap has been relatively narrow.
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June 24 - Dividend Stocks, Hedge Funds, News
On June 16, Dan Niles, Founder of Niles Investment Management, appeared on a CNBC Television interview to discuss the AI trade.
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June 20 - Hedge Funds, News
In this article, we will look at the stocks on Jim Cramer’s radar on Mad Money, as he advised investors to care about where a stock is going, not where it has been.
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June 19 - 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
Janus Henderson Investors, an investment management company, released its “Forty Fund” first-quarter 2026 investor letter. A copy of the letter can be downloaded here.
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June 17 - Hedge Fund Investor Letters, News
Columbia Threadneedle Investments, an investment management company, released its first-quarter 2026 investor letter for the “Columbia Global Technology Growth Fund”. A copy...
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June 16 - Hedge Fund Investor Letters, News
In this article, we will discuss: Jim Cramer Called SpaceX A Meme Stock & Discussed These 7 Stocks.
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June 16 - News
As of the writing of this piece, the S&P 500 index has surged by 8.35% since the beginning of 2026.
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June 15 - Hedge Funds, News
Growth is often the primary objective of an investment strategy.
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June 14 - Dividend Stocks, Hedge Funds, News
Dividend stocks have long been an overlooked corner of the market. In recent years, they have struggled to keep pace with the broader market.
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June 13 - Dividend Stocks, Hedge Funds, News
Is ORCL a good stock to buy? We came across a bullish thesis on Oracle Corporation on Beyond The Hype - Looking Past Management & Wall Street Hype’s Substack by Beyond The...
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June 13 - News, Stock Analysis
The neo cloud boom has emerged as the most attractive second-order theme of the AI infrastructure spending.
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June 13 - Hedge Funds, News
Strong Buy-rated stocks are getting more attention as investors look for names where Wall Street optimism is backed by earnings momentum, quality, and company-specific catalysts...
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June 11 - Hedge Funds, News
In this article, we will look at the stocks Jim Cramer discussed on Mad Money, along with the recent sell-off in the market.
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June 9 - Hedge Funds, News
In a recent episode of the Market Insights podcast, Fisher Investments Founder, Executive Chairman, and Co-Chief Investment Officer Ken Fisher addressed a new set of listener ...
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June 8 - Dividend Stocks, 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 June 1, CNBC reported that investors seeking stability during periods of market volatility should consider maintaining a diversified portfolio of dividend-paying stocks, according...
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June 3 - Dividend Stocks, 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
Impax Asset Management, an investment management firm based in London, specializing in sustainable investing, released its first-quarter 2026 investor letter for its “Impax ...
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May 29 - Hedge Fund Investor Letters, News
On April 30, all three top cloud providers, AWS, Microsoft Azure, and Google Cloud, surpassed analyst estimates, with Azure posting 40% growth and Google Cloud delivering its ...
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May 19 - Hedge Funds, News
Strong corporate earnings and optimism that artificial intelligence will continue to support economic growth are driving US equity markets to record highs.
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May 19 - Hedge Funds, News
In today’s market, many investors are no longer focusing solely on returns over a few quarters.
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May 15 - 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.
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May 13 - Hedge Funds, News