The wave of artificial intelligence investments is heating up.
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February 21 - Hedge Funds, Industries, News, Tech
Applied Materials, Inc. (NASDAQ:AMAT) Q1 2025 Earnings Call Transcript February 13, 2025Applied Materials, Inc. beats earnings expectations.
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February 15 - News, Transcripts
The manufacturing sector stands as a cornerstone of the U.S.
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February 11 - 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
Big Tech comprises some of the largest and most influential companies in the world, recognized for their sheer size, extensive customer base, and financial strength.
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February 4 - Hedge Funds, Industries, News, Tech
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 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
On December 12, Tom Lee, Fundstrat Global Advisors managing partner and head of research, appeared on CNBC to talk about his 2025 playbook.
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January 28 - Hedge Funds, News
We believe data centers are currently experiencing a remarkable growth phase as the demand for digital services, cloud computing, and broader GenAI applications increases significantly...
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January 28 - Hedge Funds, Industries, News, Tech
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
Jim Cramer, the host of Mad Money, recently broke down the market's performance on Tuesday, discussing how President Donald Trump’s early days in office might be influencing...
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January 24 - Hedge Funds, News
Global market intelligence firm IDC, in its most recent report, projected a 15% growth for the global semiconductor market in 2025, driven by the relentless rise in demand for...
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January 23 - Hedge Funds, Industries, 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
Energy and EV stocks continue to be in focus as Donald Trump signs a bunch of executive orders that will have far-reaching impacts on many industries.
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January 21 - News, Stock Analysis
According to Synergy Research Group, data center M&A activity set a new record in 2024, with deals totaling $57 billion, compared to the previous high of $52 billion in 2022.
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January 20 - Hedge Funds, News
In the third quarter of 2024, investment titan Blackrock released a commentary on the market outlook for artificial intelligence heading into the closing months of the year, stressing...
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January 18 - Hedge Funds, Industries, News, Tech
In an updated forecast, The World Semiconductor Trade Statistics (WSTS) revised its 2024 projections upward, expecting a strong 19.0% YoY growth in the broader semiconductor market...
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January 18 - Hedge Funds, Industries, News
The NASDAQ, heavily comprised of technology stocks, has been on a consistent upward trajectory for some years.
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January 16 - Dividend Stocks, Hedge Funds, News
Vltava Fund, an investment management company, recently released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
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January 8 - Hedge Fund Investor Letters, News
We came across a bullish thesis on Applied Materials, Inc. (NASDAQ:AMAT) on Substack by Stock Picker's Corner.
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January 6 - News, Stock Analysis
Impax Asset Management, an investment management company, released its “Impax Global Environmental Markets Fund” third quarter 2024 investor letter.
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January 2 - Hedge Fund Investor Letters, News
To select stocks with long-term growth potential, investors should focus on fundamental analysis, evaluating financial health through earnings history, revenue growth, and profit...
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December 30 - Hedge Funds, News
Nanotechnology, a groundbreaking concept introduced by Nobel Prize-winning physicist Richard Feynman in 1959 during a speech at Caltech, focuses on working with materials at an...
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December 30 - Hedge Funds, Industries, News
Delaware Funds by Macquarie, an investment management company, released its “Delaware Ivy Core Equity Fund” Q3 2024 investor letter.
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December 27 - Hedge Fund Investor Letters, News
The technology industry has driven the stock market at a time when interest rates were at two-decade-high levels.
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December 16 - News
Semiconductors are the modern-day equivalent of oil when it comes to the general well-being of the global economy.
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December 16 - News
We came across a bullish thesis on Applied Materials, Inc. (AMAT) on Long-Term Pick Substack by Dan. In this article, we will summarize the bulls’ thesis on AMAT.
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December 4 - News, Stock Analysis
Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” third quarter 2024 investor letter.
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November 26 - Hedge Fund Investor Letters, News
Columbia Threadneedle Investments, an investment management company released its “Columbia Threadneedle Global Technology Growth Strategy” third quarter 2024 investor letter...
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November 26 - Hedge Fund Investor Letters, News
In recent news reported by Reuters, a U.S.
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November 20 - Hedge Funds, Industries, News, Tech
With Donald Trump having won the elections, it seems Elon Musk is going to be a powerful force in the administration. After all, X CEO has played an outsized role in his comeback...
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November 19 - Hedge Funds, Industries, News, Tech
U.S. President Joe Biden met with China's President Xi Jinping at the APEC Summit in Lima, Peru, on November 16.
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November 18 - Hedge Funds, Industries, News, Tech
According to Anthropic CEO Dario Amodei, artificial intelligence models capable of performing at human levels may emerge as early as 2026.
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November 18 - Hedge Funds, Industries, News, Tech
Operator: Welcome to the Applied Materials Fourth Quarter Fiscal 2024 Earnings Conference Call. During the prepared remarks, all participants will be in a listen-only mode.
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November 15 - News, Transcripts
Jim Cramer, the host of Mad Money, recently shared his outlook for Wall Street, focusing on earnings reports.
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November 13 - Hedge Funds, News
Aristotle Atlantic Partners, LLC, an investment advisor, released its “Core Equity Strategy” third quarter 2024 investor letter.
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November 8 - Hedge Fund Investor Letters, News
Data center investments by hyperscalers to leap ahead in the artificial intelligence (AI) race are a hot topic on Wall Street.
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November 5 - Hedge Funds, Industries, News, Tech
As per Ameriprise Financial, the broader stock market continued to climb in Q3 2024, despite surprises that occurred on the way.
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October 30 - Hedge Funds, News
The initial wave of artificial intelligence investing has shaken up the stock market.
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October 29 - Market Movers, News
With the third quarter earnings season with us, the semiconductor industry continues to be filled with surprises.
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October 29 - Market Movers, News
Semiconductor stocks are among the most dynamic ones that you'll find on Wall Street. Since the start of the coronavirus pandemic in 2020, chip stocks have seen it all.
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October 29 - Market Movers, News
As the earnings season unfolds, investors are eager to see how artificial intelligence (AI) investments among S&P 500 companies are yielding results.
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October 12 - Hedge Funds, Industries, News, Tech
In the second half of 2024, the financial markets are navigating a complex landscape marked by volatility and cautious optimism.
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October 10 - Hedge Funds, News
The AI industry is constantly evolving and investors are keeping a close eye on investments, advancements in AI capabilities, and new partnerships to keep pace with the continued...
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October 10 - Hedge Funds, Industries, News, Tech
US technology stocks have surged dramatically this year, largely driven by the growing excitement surrounding generative artificial intelligence (AI).
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October 6 - Hedge Funds, Industries, News, Tech
The stock market has seen a notable 20% increase year-to-date, but as it approaches the seasonally volatile months leading up to Election Day, potential volatility is expected...
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October 5 - Hedge Funds, News
Artificial intelligence (AI) data centers are one of the hottest topics on Wall Street as companies across the industrial spectrum compete in a race to deploy AI technologies ...
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October 4 - Hedge Funds, Industries, News, Tech
Artificial intelligence (AI) startups have taken the finance world by storm in the past few months.
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October 4 - Hedge Funds, Industries, News, Tech
Global management consulting firm Bain & Company recently released a report on the artificial intelligence industry, highlighting that AI was driving an unprecedented wave of ...
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September 30 - Hedge Funds, Industries, News, Tech