In his recent appearance on CNBC's Squawk on the Street, Jim Cramer commented on President Trump's tariffs against Mexico and Canada and his proposal of tax cuts.
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March 10 - News
As AI data centers expand, the need for reliable and scalable power sources is becoming a significant focus.
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March 5 - Hedge Funds, News
When seeking investment opportunities, individual investors often look to hedge funds for guidance.
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March 4 - Hedge Funds, News
Deloitte expects that the broader semiconductor industry saw a remarkable growth in 2024, with sales touching $627 billion, outpacing the previous forecasts.
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March 4 - Hedge Funds, Industries, News
KKR Global Head of Digital Infrastructure Waldemar Szlezak recently joined 'Bloomberg Surveillance' to discuss AI’s increasing energy demands and he sees AI as a lasting technological...
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March 3 - Hedge Funds, News
Chip maker Taiwan Semiconductor (TSM) is falling 3% after it was reported that the company intends to increase its investment in the U.S.
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March 3 - Market Movers, News
As per Forrester Research, Inc., despite persistent inflation, the US real GDP is expected to increase 2.7% in 2025 and the US tech spending is projected to see growth of 6.1...
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March 2 - Hedge Funds, Industries, News
Lone Pine Capital, established in 1997 by Stephen Mandel, is a leading hedge fund and investment advisory firm based in Greenwich, Connecticut.
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March 2 - Hedge Funds, News
DWS, an expert in active, passive, and alternative asset management, believes that expectations around the usage of Artificial Intelligence (AI) across industries acted as one...
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February 26 - Hedge Funds, Industries, News
Doug Clinton, Deepwater Asset Management co-founder, said in a latest program on CNBC that the AI trade is still intact but the market is going through a period of "doubt" and...
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February 25 - Hedge Funds, News
DeepSeek AI revelations were the biggest concern for investors when the month started. Many had started questioning if investing so much in AI infrastructure was worth it.
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February 25 - News, Stock Analysis
Baron Funds, an investment management company, released its “Baron Emerging Markets Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
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February 25 - Hedge Fund Investor Letters, News
As per Deloitte, amidst uncertainties and economic turbulence, the broader technology industry can see growth in 2025, courtesy of elevated IT spending, AI investments, and a ...
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February 24 - Hedge Funds, Industries, News
Exactly 5 years ago, the world struggled to deal with a black swan event: the COVID-19 pandemic.
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February 24 - News, Stock Analysis
Every year, a significant number of Baby Boomers retire, and millennials are increasingly interested in planning their own retirement, considering the majority of people rely ...
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February 21 - ETF Trading, Hedge Funds, News, Retirement
Ken Fisher is a prominent American billionaire investment analyst, author, and the founder of Fisher Asset Management, one of the biggest and most successful hedge funds in the...
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February 20 - Hedge Funds, News
The United States has long been a magnet for global businesses seeking to tap into its robust economy and dynamic financial markets.
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February 20 - Hedge Funds, News
The global technology sector is on track for strong earnings growth in 2025, driven by advancements in artificial intelligence (AI), cloud computing, and semiconductors.
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February 19 - Hedge Funds, Industries, News, Tech
LinkedIn co-founder Reid Hoffman said in a latest program on CNBC that the DeepSeek breakthrough was not “news” for him and many tech insiders as he believed sooner or later...
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February 19 - Hedge Funds, News
As AI is transforming industries by automating tasks, optimizing processes, and creating new opportunities for innovation, it is also giving rise to discussions around its safety...
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February 19 - Hedge Funds, News
Profitability remains one of the most sought-after traits in the technology sector, yet it is also one of the most complex.
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February 17 - Hedge Funds, Industries, News, Tech
After a notable growth of 25% for the broader market in 2024, the S&P 500 index gained a little under 4% in the first month of 2025.
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February 13 - Hedge Funds, News
Dividend stocks have been grabbing investors' attention for a while now.
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February 11 - Dividend Stocks, Hedge Funds, News
In a CNBC interview, Clement Delangue, CEO of Hugging Face, discussed some important developments in the AI industry and focused on OpenAI, DeepSeek, and the role of open-source...
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February 11 - Hedge Funds, News
Released on Friday, February 7, the January jobs report showed resilience in the labor market with higher-than-expected wage growth.
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February 11 - Hedge Funds, News
We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Substack by Long-Term Pick.
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February 11 - News, Stock Analysis
The manufacturing sector stands as a cornerstone of the U.S.
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February 11 - Hedge Funds, News
In the first week of February, the market experienced little changes as investors analyzed earnings reports from big tech companies, a better-than-anticipated January jobs report...
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February 10 - Hedge Funds, Industries, News
Barry Bannister, Stifel's chief equity strategist, said in a latest program on CNBC that the macroeconomic factors are finally catching up to the AI-led bull market.
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February 10 - Hedge Funds, News
The semiconductor industry is on a trajectory of rapid growth, with global revenues expected to exceed $1 trillion by 2030.
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February 6 - Hedge Funds, News
Josh Wolfe, co-founder of Lux Capital, discussed the current AI space and the increasing importance of both capital and human talent in the field as he joined Caroline Hyde and...
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February 5 - Hedge Funds, News
In August, S&P Global Market Intelligence reported that US dividends are set to grow around 5.1% by the close of 2024.
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February 5 - Dividend Stocks, Hedge Funds, News
AI is experiencing a shift from massive, resource-intensive models to more efficient and accessible alternatives.
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February 4 - Hedge Funds, Industries, News, Tech
In his latest appearance on CNBC's Squawk on the Street, Jim Cramer continued to comment on the DeepSeek fallout.
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February 1 - News
Semiconductor stocks were once again at the forefront of media and investor attention this week during the stock market selloff triggered by investor apprehensions about lower...
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January 31 - News
Artificial intelligence (AI) has fueled a major rally in the technology sector, driving up key market indices.
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January 30 - Hedge Funds, News
In this article, we will take a look at 12 stocks that Jim Cramer discussed 6 months ago during his show on July 26, 2024, and examine whether he was right or wrong about those...
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January 30 - Hedge Funds, News
In September 2024, Peter Oppenheimer, the chief of global equity strategy and the head of macro research for Goldman Sachs in Europe, opined that the rise of tech stocks due to...
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January 29 - Hedge Funds, News
AI is evolving rapidly with recent breakthroughs making it more accessible and efficient than ever.
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January 28 - Hedge Funds, News
Markets were in turmoil after Chinese startup DeepSeek introduced a low-cost AI model over the weekend.
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January 27 - News
Chip maker Taiwan Semiconductor (TSM) is tumbling 12% today after a Chinese startup, DeepSeek, reportedly developed top-notch AI models using outdated semiconductors.
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January 27 - Market Movers, News
Investors have become increasingly concerned about the rising capital expenditures on artificial intelligence, with many wondering whether the expectations embedded in financial...
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January 27 - Hedge Funds, News
All everyone could talk about in the technical AI landscape these days is DeepSeek-R1, a Chinese open-source LLM that analysts believe can give major American AI companies a run...
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January 25 - Hedge Funds, News
Dan Loeb is an American billionaire, activist investor, and hedge fund manager best known as the founder and CEO of Third Point, a New York-based hedge fund.
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January 23 - Hedge Funds, News
Prem Watsa is a Canadian billionaire, entrepreneur, and investor often referred to as the Canadian Warren Buffett for his value-based investment approach and long-term focus.
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January 22 - Hedge Funds, News
AI is rapidly advancing, with significant strides being made toward achieving more powerful and capable systems.
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January 21 - Hedge Funds, News
More than two years have passed since the proliferation of the disruptive Artificial Intelligence (AI) megatrend, symbolically marked by the launch of OpenAI’s revolutionary...
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January 21 - Hedge Funds, News
Semiconductors have led industrial advancements and aided key applications such as personal computing, data centers, and cloud computing.
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January 21 - Hedge Funds, Industries, News
Steve Cohen is one of the most prominent and successful hedge fund managers in the world, known for his extraordinary trading acumen and ability to generate consistent returns...
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January 21 - Hedge Funds, News
We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Capitalist Letters’ Substack by Oguz Erkan.
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January 20 - News, Stock Analysis
