Zeiss, the German optics maker whose mirrors are critical to ASML Holding N.V.
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August 12 - Hedge Funds, News
On July 21, the Financial Times reported that China's Ministry of Commerce is considering implementing export controls that would bar Taiwan Semiconductor Manufacturing Company...
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July 27 - News
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) plans to raise chipmaking prices by up to 10% starting in 2027, according to Nikkei Asia, citing multiple people ...
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July 23 - Hedge Funds, News
The parabolic AI trade has sent many chip stocks to the moon, as investors have bet that hyperscalers such as Google, Microsoft, Amazon, and Meta will continue to aggressively...
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July 20 - Hedge Funds, News, Stock Analysis
On June 3, Bloomberg reported that billionaire investor Ray Dalio believes the artificial intelligence market is a bubble that will eventually burst as investors seek to turn ...
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July 13 - Hedge Funds, News
Founded by Glen Kacher in 2010, Light Street Capital is a technology-focused hedge fund.
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July 7 - Hedge Funds, News
On June 25, Bloomberg, while quoting the report from research firm Exponential View, noted that the revenue from AI has touched a tipping point.
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July 3 - Hedge Funds, News
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best trending AI stocks to watch in 2026.
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June 27 - News
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the safe stocks for beginners to buy in 2026.
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June 27 - News
On June 24, Cantor Fitzgerald semiconductor analyst CJ Muse remarked on CNBC's Squawk on the Street that limited memory supply could support earnings growth until 2028, claiming...
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June 27 - Hedge Funds, News
On June 24, Tom Lee, Head of Research at Fundstrat Global Advisors, appeared on CNBC to talk about how the semiconductor selloff is a buying opportunity, earnings growth is supporting...
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June 26 - Hedge Funds, News
On June 23, Andrew Slimmon, Morgan Stanley Investment Management senior portfolio manager, appeared on CNBC's 'Squawk Box' to talk about the latest market trends, ongoing tech...
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June 26 - Hedge Funds, News
On June 24, Dan Skelly, Morgan Stanley Wealth Management, joined 'Closing Bell Overtime' on CNBC to talk about the day's market action.
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June 26 - Hedge Funds, News
The stock market, and particularly technology stocks, have been quite tumultuous as of late. The flagship NASDAQ-100 index is down by 2.6% over the past month.
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June 25 - News
NVIDIA began the year with an unexpected move: it announced its next-generation AI computer architecture months before schedule.
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June 24 - Hedge Funds, News
High-bandwidth memory has become one of the more important bottlenecks in the AI semiconductor supply chain, as larger accelerators require faster, denser, and more power-efficient...
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June 22 - Hedge Funds, News
On May 24, CNBC reported that AI developers are now increasingly turning to photonics to fix data transfer bottlenecks between chips and systems, noting the technology uses light...
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June 17 - Hedge Funds, News
Strong earnings growth has underscored the need to focus on growth stocks amid an equity market battered by monetary policy uncertainties, surging inflation, and unending geopolitical...
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June 17 - Hedge Funds, News
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is among the 10 Stocks ChatGPT Predicts Could Make You Wealthy in 3 Years.
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June 16 - News
Growth stocks have outperformed value stocks by an average of 7.8% over the past year.
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June 15 - Hedge Funds, News
An increasing number of investors have turned to artificial intelligence for stock picking over the last few years, despite some industry experts questioning the reliability of...
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June 15 - Hedge Funds, News
In a report dated May 6, 2026, Reuters said that, more than two-thirds through the first-quarter reporting season at that time, S&P 500 companies were on track for their strongest...
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June 13 - Hedge Funds, News
Compounder stocks are getting more attention as investors look for companies that can keep expanding earnings without relying only on valuation gains.
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June 11 - Hedge Funds, News
In this article, we will discuss: 13 Best Stocks to Invest In According to Billionaire Ken Griffin.
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June 9 - News
The billionaire investor Chase Coleman founded Tiger Global Management, a research-based investment firm in New York, in 2001.
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June 6 - Hedge Funds, News
In this article, we will discuss: Billionaire Ken Fisher’s Latest Portfolio: 10 Best Stocks to Buy.
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June 5 - News
On June 2, Goldman Sachs Research's Jim Covello, during a conversation on Goldman Sachs Exchanges, highlighted his interest in hyperscalers amid the AI growth cycle.
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June 4 - Hedge Funds, News
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) ranks among the best most active stocks to buy according to hedge funds.
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June 3 - News
Wall Street bulls believe the rise in US stocks has more room to run, dismissing fears that massive gains in AI-related stocks signal market extremes.
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June 2 - Hedge Funds, News
On May 25, Reuters reported that technology stocks were among the top picks for hedge funds last week.
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May 31 - Hedge Funds, News
Semiconductor stocks are in the midst of a historic rally, powered by the artificial intelligence-driven supercycle and a strong cyclical recovery in smartphones and PCs.
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May 31 - Hedge Funds, News
The US economy is navigating a complex and difficult environment defined by decelerating growth, persistent inflationary shocks, and a shifting consumer landscape.
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May 30 - 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
US stock markets have been on a tear, extending last year’s rally and powering to record highs.
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May 27 - Hedge Funds, News
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is one of the best semiconductor stocks with the highest upside potential right now.
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May 20 - News
In this article, we will look at the stocks Jim Cramer discussed while explaining how investors can navigate the current market rotation.
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May 20 - Hedge Funds, News
Steve Cohen ranks among the richest hedge fund managers in the world.
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May 20 - News
Next-generation data centers are becoming one of the clearest physical bottlenecks behind the AI buildout. The shift is no longer just about adding more cloud capacity.
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May 19 - Hedge Funds, News
Fiscal year 2025, aided by an AI-powered stock market surge, proved to be a phenomenal year for hedge fund managers.
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May 18 - Hedge Funds, News
On May 11, Eric Van Nostrand, Lazard Asset Management CIO, appeared on CNBC’s ‘Money Movers’ to talk about his inflation outlook, the health of the economy and markets, ...
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May 18 - Hedge Funds, News
On May 12, Edward Yardeni, president of Yardeni Research, appeared on a Bloomberg Television interview to discuss his new targets for the S&P 500.
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May 17 - Hedge Funds, News
On May 12, BNN Bloomberg reported that increased US inflation, as a result of war involving Iran, continues to add uncertainty related to the outlook for rates, oil markets, and...
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May 16 - Hedge Funds, News
US equity markets have powered to record highs amid renewed investor interest in AI trades, despite oil prices hitting $100 a barrel.
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May 12 - Hedge Funds, News
The AI boom is increasingly becoming an infrastructure story rather than just a software story.
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May 12 - Hedge Funds, News
In this article, we will look at the stocks that Jim Cramer highlighted as he discussed Big Tech’s AI spending.
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May 8 - Hedge Funds, News
Smart, sharp, and savvy are some of the adjectives that perfectly describe George Soros, one of the most successful investors of all time.
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May 5 - Hedge Funds, News
Stanley Druckenmiller and Jim Cramer are two of the closely followed voices in financial markets.
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May 1 - Hedge Funds, News
Harvard Management Company was formed in 1974, with the purpose of managing Harvard University’s endowment and related financial assets.
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April 29 - Hedge Funds, News
In this article, we will look at stocks Jim Cramer covered on Mad Money as he discussed the wave of IPOs being the market’s possible biggest threat.
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April 28 - Hedge Funds, News
BlackRock, in its Q2 2026 outlook, stated that plans for significant capital investment by tech hyperscalers continues to rise, and that such plans are not impacted by the conflict...
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April 28 - Hedge Funds, News