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
Mizuho analyst Brett Linzey recently raised the price target on Vertiv Holdings Co (NYSE:VRT) to $125 from $115 and kept an Outperform rating on the shares.
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May 29 - News
We recently published a list of 10 AI Stocks on Analyst’s Radar Today.
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May 28 - News
The United States may be imposing restrictions on China to curb its dominance in artificial intelligence, but China is determined to press forward regardless.
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May 27 - Hedge Funds, Industries, News, Tech
Baron Funds, an investment management company, released its “Baron Small Cap Fund” first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
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May 27 - Hedge Fund Investor Letters, News
We recently published a list of Jim Cramer Talked About These 13 Stocks.
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May 26 - News
“If you want to know what makes a successful retailer, all you have to do is read the conference calls. Everything's on display, no secret sauces.
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May 26 - Hedge Funds, News
We recently published a list of 15 AI Stocks Surging on News and Analyst Ratings.
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May 20 - News
We came across a bullish thesis on Vertiv Holdings Co (VRT) on Substack by OppCost. In this article, we will summarize the bulls’ thesis on VRT.
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May 20 - News, Stock Analysis
According to an analysis by global management consulting firm McKinsey & Company, data centers are projected to require $6.7 trillion in capital expenditures worldwide by 2030...
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May 20 - Hedge Funds, Industries, News, Tech
Things get interesting when the same stock ends up with a high short interest. Where some investors back the company to become successful, others bet on its downfall.
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May 13 - News, Stock Analysis
The global electrical equipment market size was pegged at US$1,513.22 billion in 2024, and the market is expected to grow from US$1,660.20 billion in 2025 to US$3,326.86 billion...
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May 6 - Hedge Funds, News
David Grain, Founder & CEO of Grain Management, joined CNBC on May 1 to discuss the AI-driven demand for data centers and tariff uncertainty.
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May 4 - 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
In his recent appearance on CNBC's Squawk on the Street, Jim Cramer discussed the impact of markets extending their rally after President Trump's remarks suggested that his administration...
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April 30 - News
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer commented that he believed that Elon Musk's Department of Government Efficiency, or DOGE, would target wasteful...
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April 28 - News
“When you see a grizzly bear in Yellowstone National Park, you call a park ranger because these bears are dangerous… but the grizzlies turn into teddy bears when the rangers...
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April 25 - Hedge Funds, News
Navellier & Associates is an independent money management firm founded in 1987 by renowned stock analyst Louis Navellier.
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April 24 - Hedge Funds, News
Operator: Good morning. My name is Nadia, and I'll be your conference operator today.
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April 24 - News, Transcripts
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
We came across a bullish thesis on Vertiv Holdings Co (VRT) on Substack by Charly AI. In this article, we will summarize the bulls’ thesis on VRT.
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April 9 - News, Stock Analysis
On Wednesday, Jim Cramer, the host of Mad Money, shared his concerns about President Donald Trump's approach to trade and its implications for investors.
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April 3 - Hedge Funds, News
Hardman Johnston Global Advisors, an investment management company, released its “Hardman Johnston Global Equity” fourth quarter 2024, investor letter.
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March 21 - Hedge Fund Investor Letters, News
On March 19th, the stock market bounced back after the US Federal Reserve kept interest rates unchanged at 4.25% to 4.5%.
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March 20 - Hedge Funds, Industries, News, Tech
With the Trump administration implementing the tariff agenda, global markets continue to feel the impact, with sell-offs taking place as investors are on their toes due to the...
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March 17 - Hedge Funds, News
Data center stocks were flying high at the start of the year, but Wall Street turned sour on them quickly. They were among the biggest losers of the recent selloff.
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March 17 - Market Movers, News
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer commented on President Trump's latest set of tariffs.
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March 17 - News
Artificial intelligence is reshaping the job market in ways not seen or heard before.
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March 14 - Hedge Funds, Industries, News, Tech
Data centers have become the foundation of the digital economy, facilitating the storage, processing, and distribution of vast amounts of data that drive industries worldwide.
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March 13 - Hedge Funds, Industries, News, Tech
On March 8, Bob Elliott, Co-Founder, CEO, and CIO of Unlimited, and Kara Murphy, CIO of Kestra Investment Management, joined 'Closing Bell Overtime' on CNBC to talk about the ...
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March 10 - Hedge Funds, News
Growth stocks are shares of companies which are expected to grow their revenue and earnings at a faster rate than the market average.
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March 7 - Hedge Funds, News
The big and large-cap stocks have spearheaded the rally in the past two years, but Wall Street’s expectations have gotten ahead of many of their fundamentals.
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March 6 - Market Movers, News
Jim Cramer, host of Mad Money, recently shared his thoughts on the prevailing negative sentiment surrounding data centers and discussed the broader economic implications of Trump...
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February 26 - Hedge Funds, News
Jim Cramer, the host of Mad Money, highlighted the growing significance of data centers as a major theme in the technology sector during Tuesday’s episode.
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February 26 - Hedge Funds, News
Jim Cramer in a recent program on CNBC discussed the massive tech sell-off on the back of a new AI LLM model from Chinese startup DeepSeek.
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February 26 - Hedge Funds, News
In an AI-driven world, data centers have become more critical than ever. While many people have heard of data centers, few fully understand what they entail.
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February 25 - Hedge Funds, Industries, News, Tech
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
Zweig-DiMenna Associates Inc. is a U.S.-based hedge fund with a legacy spanning four decades. Established in 1984 by Joseph A.
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February 24 - Hedge Funds, News
Companies experiencing above-average earnings growth, which is often fueled by innovations and market expansions, are known as growth stocks.
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February 24 - Hedge Funds, News
A disruptive breakthrough by a Chinese tech startup in January 2025 has shaken the artificial intelligence (AI) market to its core, triggering a sharp sell-off among tech stocks...
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February 22 - Hedge Funds, News
In the fast-paced world of investing, momentum is a force that can propel portfolios to new heights—or leave them vulnerable to abrupt reversals.
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February 14 - Hedge Funds, News
Operator: Good morning. My name is Nadia, and I will be your conference operator today.
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February 13 - News, Transcripts
Vertiv Holdings (VRT) is sinking 6.5% after the company provided lower-than-expected earnings per share guidance for the current quarter.
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February 12 - Market Movers, News
The US AI industry is witnessing a wave of new developments led by Elon Musk’s $97 billion bid to takeover OpenAI, the same company he co-founded with Sam Altman.
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February 12 - Hedge Funds, Industries, News, Tech
The rapid expansion of AI has started an unexpected growth in energy demand, which raises concerns about power availability, grid capacity, and sustainability.
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February 11 - Hedge Funds, News
Jim Cramer, the host of Mad Money, recently examined the latest market trends, highlighting some important themes where stocks have faced challenges, especially those reliant ...
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February 6 - Hedge Funds, News
On Monday, Jim Cramer, host of Mad Money, offered his thoughts on the market’s response to President Trump’s tariffs news.
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February 5 - Hedge Funds, News
"Deep Research" is the name of the AI tool OpenAI launched yesterday.
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February 3 - Hedge Funds, Industries, News, Tech
In the latest news in AI, SoftBank Group CEO Masayoshi Son said that he has agreed with OpenAI CEO Sam Altman to set up a joint venture in Japan.
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February 3 - Hedge Funds, Industries, News, Tech
Baron Funds, an investment management company, released its “Baron Small Cap Fund” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
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January 31 - Hedge Fund Investor Letters, News