ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Growth Strategy” second quarter 2025 investor letter.
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July 4 - Hedge Fund Investor Letters, News
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks among the best FAANG stocks to buy according to hedge funds.
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July 2 - News
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 10 Buzzing AI Stocks on Wall Street Right Now. On July 1, Needham analyst Charles Shi raised the...
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July 2 - News
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is among the 13 Best Big Name Stocks to Buy Now.
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June 30 - News
Hardman Johnston Global Advisors, an investment management company, released its “Hardman Johnston Global Equity Strategy” first quarter 2025 investor letter.
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June 30 - Hedge Fund Investor Letters, News
The S&P index rose 0.80% on Thursday to close just shy of a new record, culminating a remarkable turnaround from the lows set in April, after overcoming a series of challenges...
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June 29 - Hedge Funds, News
FAANG stands for Facebook (now Meta Platforms), Apple, Amazon, Netflix, and Google, five of the most significant American tech companies.
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June 29 - Hedge Funds, News
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 13 Best Long Term Growth Stocks to Invest in Right Now.
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June 28 - News
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 10 AI Stocks Making Waves on Wall Street. On June 25, Goldman Sachs raised its price target for Taiwan...
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June 27 - News
On June 26, Kate Moore, Citi Wealth CIO, appeared on CNBC's 'The Exchange' to talk about where the dollar markets are headed, along with the state of small and large cap trade...
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June 26 - News
“We lay out path towards ~$1tn in global data center market by CY30, of which $800bn+ could be dedicated towards generative AI compute, networking, and storage infrastructure...
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June 26 - Hedge Funds, Industries, News, Tech
Diamond Hill Capital, an investment management company, released its “Long-Short Strategy” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
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June 25 - Hedge Fund Investor Letters, News
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 12 Best Stocks to Buy and Hold for the Long Term.
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June 24 - News
On June 2, State Street Global Advisors released its mid-year global market outlook for 2025.
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June 23 - Hedge Funds, News
Baron Funds, an investment management company, released its “Baron Fifth Avenue Growth Fund” first quarter 2025 investor letter.
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June 23 - Hedge Fund Investor Letters, News
Ariel Investments, an investment management company, released its “Ariel Global Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
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June 17 - Hedge Fund Investor Letters, News
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best stocks to buy for beginners now.
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June 17 - News
We recently published a list of Jim Cramer Wants US To Be “As Good As” Europe & Discusses These 12 Stocks.
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June 16 - News
On June 12, Dan Niles, Niles Investment Management founder and portfolio manager, joined CNBC's 'Squawk Box' to discuss the state of the economy and how he expects the market ...
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June 16 - Hedge Funds, News
In his latest appearance on CNBC's Squawk on the Street, Jim Cramer discussed the trade negotiations between the US and its trading partners including Europe and China.
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June 15 - News
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the 10 AI Stocks on Wall Street’s Radar.
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June 11 - News
In May, the US and the UAE struck a landmark deal, announcing plans to build one of the largest data centre hubs in Abu Dhabi with U.S. technology.
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June 11 - Hedge Funds, Industries, News, Tech
RGA Investment Advisors, an investment management company, released its first quarter 2025 investor letter. A copy of the letter can be downloaded here.
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June 3 - Hedge Fund Investor Letters, News
According to the CEO of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM), US tariffs are having a noticeable effect, but interest in artificial intelligence (AI) ...
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June 2 - News
According to a May 30 report from Bloomberg, Taiwan Semiconductor Manufacturing Company (NYSE:TSM) is evaluating the potential for establishing an advanced semiconductor manufacturing...
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June 2 - News, Tech
We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Stock Whisperer’s Substack.
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May 30 - News, Stock Analysis
Philippe Laffont, the billionaire chief of Coatue Management, recently made an appearance on the All-In Podcast, a business and technology podcast hosted by four venture capitalists...
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May 29 - News
Barclays analyst Simon Coles recently lowered the price target on Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) to $215 from $255 and kept an Overweight rating...
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May 29 - News
Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q1 2025 investor letter.
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May 28 - Hedge Fund Investor Letters, News
On Tuesday, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) announced its plans to establish a new chip design center in Munich, Germany.
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May 27 - News
Ark Invest funds are snapping up TSMC stock, indicating a strategic shift towards this non-Nvidia chip stock.
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May 22 - News
On May 20, Bloomberg reported that Nintendo (OTC:NTDOY) has partnered with Samsung Electronics to produce a key processor chip for its upcoming Switch 2 gaming console.
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May 21 - News
On May 20, Taiwanese chip designer, MediaTek announced plans to start the tape-out process for its 2-nanometer chip at Taiwan Semiconductor Manufacturing Company Limited (NYSE...
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May 21 - News
The U.S. stock market had one of the worst starts, at least the worst start to a presidency since 1928.
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May 14 - Hedge Funds, News
Asserting that Taiwan Semiconductor Manufacturing Company Limited (TSM) "is very much a beneficiary" of the AI Revolution, stock researcher Jessica Inskip told Schwab Network ...
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May 14 - Market Movers, News
On May 12, Jeff Kilburg of KKM Financial and Dan Ives of Wedbush Securities appeared together on CNBC to discuss AI, cybersecurity, and mega-cap tech, especially as tech stocks...
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May 13 - Hedge Funds, News, Tech
“I want to pull back the curtain and show you how a professional looks for stocks to buy and knows what to sell. There's no magic. There's no hidden talent.
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May 9 - Hedge Funds, News
Lei Zhang, the founder and CEO of Hillhouse Capital, is one of the most influential yet low-profile figures in the world of investing.
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May 9 - Hedge Funds, News
Louis Moore Bacon is the founder, Chairman, and principal investment manager of Moore Capital Management, a global investment management firm that provides services to institutional...
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May 6 - Hedge Funds, News
The past year has seen investors pour money into futuristic trends such as electric vehicles and AI.
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May 5 - Hedge Funds, News
The Trump administration may soon abandon the tiered approach to accessing advanced AI chips and replace it with a global licensing regime with government-to-government agreements...
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May 5 - Hedge Funds, Industries, News, Tech
The global economy in 2025 is expected to face modest growth amid ongoing challenges, with projections for US GDP at 2%, the Eurozone at 0.9%, and China at 4.2%.
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May 4 - Hedge Funds, News
Equity markets achieved an unprecedented winning streak over the past two years at the back of an artificial intelligence-driven run.
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May 3 - Hedge Funds, News
Technology stocks have faced heightened volatility in 2025, with market sentiment swinging sharply in response to President Donald Trump’s aggressive trade policies.
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May 2 - Hedge Funds, News
On April 29, Dan Ives of Wedbush Securities joined 'Power Lunch' on CNBC to discuss his outlook for the tech sector and expressed that tariffs aren't stopping the AI revolution...
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April 30 - Hedge Funds, News
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
