The strongest AI-linked stock returns of the past three years have often followed the physical buildout of computing capacity rather than the broad software narrative alone.
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July 11 - Hedge Funds, News
In a report in June, CBRE revealed that data center inventory across North America's four largest data center markets—Northern Virginia, Atlanta, Dallas-Ft.
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July 9 - Hedge Funds, News, Tech
AI pick-and-shovel stocks are getting more attention as investors look beyond model builders and toward the companies supplying the hardware, power, and physical capacity needed...
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July 4 - Hedge Funds, News
In this article, we will discuss: Jim Cramer's Biggest Winners to Buy: Top 20 AI & Other Stocks He Got Right in 2026.
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July 4 - News
On June 29, Reuters reported that automakers and energy-storage providers are increasing sodium-ion battery output as AI-powered data center demand increases the requirement for...
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June 30 - Hedge Funds, News
S&P 500 index has soared nearly 8% year-to-date as of June 26. Goldman Sachs projects the S&P 500 index to set new records in 2026 as earnings continue to expand rapidly.
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June 30 - Hedge Funds, News
Cliff is the Founder, Managing Principal, and Chief Investment Officer at AQR Capital Management. He is an active researcher and has written extensively on financial topics.
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June 21 - Dividend Stocks, Hedge Funds, News
In this article, we will look at the stocks on which Jim Cramer commented, as he emphasized that SpaceX investors are betting on Elon Musk rather than the company’s earnings...
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June 18 - Hedge Funds, News
Data center cooling has become one of the more urgent infrastructure themes inside the AI buildout.
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June 16 - Hedge Funds, News
The neo cloud boom has emerged as the most attractive second-order theme of the AI infrastructure spending.
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June 13 - Hedge Funds, News
AI networking has moved from a support role to one of the central investment themes in the artificial intelligence buildout.
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June 13 - Hedge Funds, News, Tech
The volatility in global markets is yet again in the spotlight, with stocks pulling back from all-time highs.
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June 12 - Hedge Funds, News
Trillions of dollars are flowing into data centers to keep up with growing demand amid the artificial intelligence boom.
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June 9 - Hedge Funds, News
A recent Financial Times report said retail investors have become a major factor behind the recent stress in the private credit market.
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May 27 - Hedge Funds, News
Future stocks are some of Wall Street’s most exciting investments because they offer exposure to businesses expected to compound earnings far faster than the broader market.
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May 26 - Hedge Funds, News
High-growth stocks are getting more attention as investors look beyond the first wave of AI winners and try to identify companies that can still compound earnings over a longer...
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May 25 - Hedge Funds, News
Data center stocks are getting more attention as the AI buildout keeps spreading beyond chips into the physical systems needed to run them.
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May 25 - Hedge Funds, News
On May 16, Laura Wellon, Managing Director at UBS Wealth, joined BNN Bloomberg to provide an outlook on the markets.
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May 22 - Hedge Funds, News
Global infrastructure spending is entering a long investment cycle as governments and companies upgrade the physical systems needed for electrification, AI, transport, industrial...
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May 20 - Hedge Funds, 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
In this article, we will look at the stocks Jim Cramer looked at as he explained the need for a tame bond market for the stock market to go higher.
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May 19 - Hedge Funds, 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
With the rapid growth of generative artificial intelligence (AI), capital flows in the market are showing notable shifts, targeting infrastructure, chipmakers, and cloud computing...
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May 15 - Hedge Funds, News
On May 7, Paul Tudor Jones, Tudor Investment Corporation Founder & CIO, and Robin Hood Foundation Founder & Board Member, joined CNBC's 'Squawk Box' to discuss his recent decision...
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May 13 - Hedge Funds, News
In this article, we will look at the stocks on Jim Cramer’s radar as he highlighted the importance of lower interest rates in sustaining the broader market rally.
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May 13 - Hedge Funds, News
The rise of agentic AI has further increased the demand for GPUs, so much so that companies have decided to set up data centers for the sole purpose of renting out the compute...
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May 13 - Hedge Funds, News
AI infrastructure is starting to look less like a pure data-center story and more like a grid-capacity story.
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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
"Hyperscale campuses, colocation facilities, and edge sites will be delivered at speed to meet the surging demand created by steady cloud growth, the rapid adoption of generative...
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May 11 - Hedge Funds, News
On May 9, RaeAnn Mitrione, market strategist and founding partner of Callan Family Office, appeared on a Schwab Network interview to discuss the AI trade.
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May 11 - Hedge Funds, News
The rise of finfluencers on platforms like Instagram and TikTok has reshaped how beginner investors access market information.
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May 6 - Hedge Funds, News
On April 23, Reuters reported that Nokia CEO Justin Hotard cautioned that Europe risks slipping behind the United States and China in AI data center investment because of infrastructural...
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April 29 - Hedge Funds, News
On April 22, Andrew Slimmon, Morgan Stanley Investment Management Senior Portfolio Manager, joined CNBC's 'Squawk Box' to discuss the latest market trends.
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April 28 - Hedge Funds, News
Data center cooling stocks are getting a closer look because AI infrastructure is turning heat management into a much bigger part of the investment story.
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April 28 - Hedge Funds, News
In this article, we will look at Jim Cramer’s stock calls as he suggested that many red-hot stocks can keep making investors money.
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April 23 - Hedge Funds, News
On April 18, Dan Ives of Wedbush Securities appeared on CNBC's 'Power Lunch' to discuss what Ives learned from a recent two-week trip to Asia, expressing that he has returned ...
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April 20 - Hedge Funds, News
On April 18, Dan Ives from Wedbush Securities appeared on a CNBC Television interview to discuss his takeaways from a recent trip to Asia to assess AI demand.
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April 20 - Hedge Funds, News
In the United States, AI infrastructure spending is surging: Nvidia’s CEO projects a $3–4 trillion opportunity in AI infrastructure by 2030, driven by escalating demand from...
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April 20 - Hedge Funds, News
In this article, we will look at stocks on Jim Cramer’s recent Mad Money game plan.
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April 19 - Hedge Funds, News
In the era of artificial intelligence (AI) adoption, data centers have shifted from being simple digital warehouses to becoming vital infrastructures of the modern economy.
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April 18 - Hedge Funds, News, Tech
On April 16, Tom Lee from Fundstrat appeared on a CNBC Television interview to discuss his view of the market.
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April 16 - Hedge Funds, News
AI pick-and-shovel stocks are the companies selling the hardware, power, and physical capacity needed to make AI work, rather than the companies competing to build the winning...
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April 14 - Hedge Funds, News
Vertiv Holdings Co. (NYSE:VRT) is one of the 10 Companies That Partnered With Nvidia in 2026.
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April 14 - News
The artificial intelligence boom is moving from being all about chips to all about ecosystems.
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April 13 - Hedge Funds, News
In this article, we will look at everything Jim Cramer highlighted about a market yearning for the status quo ante, along with his comments on stocks.
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April 2 - Hedge Funds, News
On March 30, Strategas Research Partners chairman & CEO Jason Trennert joined 'Squawk Box' on CNBC to discuss whether escalating geopolitical tensions could derail strong markets...
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April 2 - Hedge Funds, News
Vertiv Holdings Co (NYSE:VRT) is one of the most profitable NYSE stocks to invest in.
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March 31 - News
On March 26, Stephanie Link, Hightower chief investment strategist, appeared on CNBC's ‘Squawk Box’ to talk about the latest market trends, where investors can find opportunities...
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March 29 - Hedge Funds, News
On March 16, Benchmark general partner Bill Gurley said the AI wave is real, but warned that he expects a “reset” to come.
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March 20 - Hedge Funds, News
In this article, we will discuss: Jim Cramer's Biggest Quantum Computing & Data Center Stock Hits.
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March 18 - News