In his recent appearance on CNBC's Squawk on the Street, Jim Cramer commented on the supply chain disruption that firms were facing and planning for in the wake of President Trump...
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April 30 - News
On April 25, Kari Firestone, Aureus Asset Management executive chairman and co-founder, joined CNBC's 'Squawk Box' to discuss the latest market trends and express how this is ...
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April 29 - Hedge Funds, News
On Thursday, Jim Cramer, host of Mad Money, discussed the recent rally in the market, which followed several days of significant losses.
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April 29 - Hedge Funds, News
With economic policy and trade tensions fueling volatility, investors are moving through one of the most unpredictable markets in recent times.
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April 28 - Hedge Funds, Market Movers, News
Aswath Damodaran from NYU Stern School of Business said in a latest interview with CNBC that while investors are “celebrating” positive results of a few major tech companies...
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April 25 - Hedge Funds, News
What does the future hold for the US economy and equities amid punitive tariffs, immigration crackdown and federal spending cuts? That’s the million-dollar question as the chairman...
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April 25 - Hedge Funds, News
On April 23, Stephen Parker, JPMorgan Private Bank co-head of global investment strategy, joined 'Squawk Box' on CNBC to express that investors should have a normal level of risk...
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April 25 - Hedge Funds, News
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer discussed potential actions by the Federal Reserve in response to President Trump's tariffs.
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April 23 - News
Latest reports from the IMF reveal that economic gains from artificial intelligence are likely to outweigh the costs of rising carbon emissions from the data centers needed to...
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April 23 - Hedge Funds, Industries, News, Tech
Momentum and technology stocks have dominated the markets over the past decade.
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April 22 - Hedge Funds, News
Gratitude is no longer important in the tech world.
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April 21 - Hedge Funds, Industries, News, Tech
Taiwan Semi (TSM) delivered "great earnings," while its "outlook (is) pretty good," Defiance ETFs CEO Sylvia Jablonski said recently on Schwab Network.
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April 21 - Market Movers, News
Dan Niles, Niles Investment Management founder, in a latest program on CNBC reiterated his concerns about a slowdown in AI spending and said that major technology companies were...
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April 21 - Hedge Funds, News
The World Economic Forum’s Global Retail Investor Outlook 2024 highlighted a sustained transition towards younger retail investors.
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April 19 - Hedge Funds, News
According to investment firm Morgan Stanley, electricity demand is going to prove to be resilient regardless of any recession that may come into play from Trump’s tariff policies...
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April 19 - Hedge Funds, Industries, News, Tech
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) Q1 2025 Earnings Call Transcript April 17, 2025Taiwan Semiconductor Manufacturing Company Limited beats earnings ...
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April 18 - News, Transcripts
In the latest efforts to stop China from getting ahead in the AI race, the Trump administration is considering penalties that would block China's DeepSeek from buying U.S.
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April 17 - Hedge Funds, Industries, News, Tech
Semiconductor manufacturers are at the forefront of the technological battle, especially in the context of China’s rapid tech developments.
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April 17 - News, Stock Analysis
Almost 50 House Democrats have signed a message to stop the unauthorized use of AI tools in the government.
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April 17 - Hedge Funds, Industries, News, Tech
Calling the guidance issued recently by giant chip manufacturer Taiwan Semi (TSM) "pretty strong," Schwab Senior Equities Contributor and Senior Trading Strategist Alex Coffey...
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April 17 - Market Movers, News
Middle Coast Investing, an investment advisor firm, released its first-quarter investor letter. A copy of the letter can be downloaded here.
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April 16 - Hedge Fund Investor Letters, News
On April 15, Monica Guerra, Morgan Stanley Wealth Management Head of US Policy, joined 'Closing Bell Overtime' on CNBC to discuss how investors should avoid knee-jerk reactions...
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April 16 - Hedge Funds, News
According to Adam Thierer, a senior fellow at the center-right think tank R Street Institute, Trump’s tariffs could prove to be a massive gift for China, even helping it catch...
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April 15 - Hedge Funds, Industries, News, Tech
Market uncertainty aside, the AI race is tighter than ever.
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April 15 - Hedge Funds, Industries, News, Tech
The US stock market is showing volatility after President Donald Trump's recent announcement of sweeping 10% tariffs on all US trading partners and higher tariffs on countries...
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April 15 - Hedge Funds, News
We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Substack by Oguz Erkan.
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April 15 - News, Stock Analysis
As we recently discussed in another article, growth stocks are massively overvalued and trading at significant premiums, which is why investment firms advise investors to concentrate...
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April 14 - Hedge Funds, News
He noted the chaotic nature of the current environment and remarked that "this tape has it all," and emphasized how unpredictable developments from the White House have added ...
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April 14 - Hedge Funds, News
British bank Barclays maintained its bullish stance on Chinese tech giant Alibaba (BABA) today, while CNBC commentator and professional investor Steve Weiss reported that he had...
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April 14 - Market Movers, News
The optimism around the United States economy over the past few months, largely due to the AI hype, has been dampened by recent measures undertaken by the Trump administration...
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April 12 - Hedge Funds, News
Ken Griffin is one billionaire investor wary of the negative impact of US President Donald Trump’s combative approach to trade policy.
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April 11 - Hedge Funds, News
On April 1, Chris Verrone, chief market strategist at Strategas Research Partners, appeared on CNBC’s ‘Closing Bell’ to talk about his outlook on the tech sector.
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April 10 - Hedge Funds, News, Tech
Such a joint venture would make sense for TSM, Tsilis stated.
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April 10 - Market Movers, News
Under the umbrella of Fisher Asset Management, Billionaire Ken Fisher has maintained a positive stance on technology stocks, particularly those within the “Magnificent Seven...
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April 10 - Hedge Funds, News
TSM's "uptrend was broken" during the market's recent selloff, as the stock "progressed into a falling wedge," Ducat said.
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April 10 - Market Movers, News
Steve Cohen, a prominent figure in the world of hedge funds, is the founder of Point72 Asset Management.
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April 8 - Hedge Funds, News
As per Barclays, the US administration announced numerous executive orders with reforms associated with world trade, immigration, and global geopolitics, resulting in elevated...
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April 8 - Hedge Funds, News
In his appearance on CNBC's Squawk on the Street on Thursday, Jim Cramer commented on small-cap stocks, Mexican stocks, homebuilder stocks, and sectors that the money moving out...
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April 7 - Market Movers, News
The US stock market has experienced a turbulent first quarter of 2025, marked by increased volatility and negative returns across the major indices.
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April 6 - Hedge Funds, News
Nvidia will remain the leader in AI chips and continue to face "limited competition," while TSM will still be the only company that can produce advanced chips, Bryson said.
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April 3 - Market Movers, News
Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q4 2024 investor letter.
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April 1 - Hedge Fund Investor Letters, News
We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Substack by Rihard Jarc.
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April 1 - News, Stock Analysis
The global economy demonstrated resilience in 2024, maintaining a steady annualized growth rate of 3.2% in the latter half of the year.
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March 30 - Hedge Funds, News
Coming off 2 years of healthy broader market performance (~26% total return in 2023, ~25% in 2024), the US Bank Wealth Management believes that the S&P 500 valuations kicked ...
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March 30 - Hedge Funds, News
On March 27, CNBC reported that the stocks dipped on Wednesday, led by the technology sector.
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March 29 - Hedge Funds, News
The year 2025 began with the surprise announcement of DeepSeek AI, launched in China, which shook the markets.
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March 29 - Hedge Funds, News
Buy "everything" related to China has been David Tepper's investment theme despite the uncertainties about the economy amid a trade spat with the US.
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March 28 - Hedge Funds, News
According to a Fortune Business Insights report, the global data center market, valued at $242.72 billion in 2024, is expected to grow to $585 billion by 2032, at a compound annual...
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March 27 - Hedge Funds, News
American Depositary Receipts (ADR) are US-listed securities that represent shares in foreign companies, allowing American investors to gain exposure to international equities ...
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March 27 - Hedge Funds, News
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer discussed the outcomes of President Trump's tariffs and whether Trump is hostile to the markets.
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March 27 - News
