The global semiconductor market is poised for substantial growth, with research firm MarketsandMarkets estimating its value to reach $628 billion in 2024 and expand to $707 billion...
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March 22 - Hedge Funds, Industries, News, Tech
In this article, we will take a look at 13 stocks that Jim Cramer discussed 12 months ago during his show on March 21, 2024, and examine whether he was right or wrong about those...
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March 17 - Hedge Funds, News
The uncertainty related to the tariff announcements continues to influence Wall Street.
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March 9 - Hedge Funds, News
In one of our recent articles, titled 11 Best Undervalued Stocks to Invest in Now, we talked about how the recent tariffs have caused a slowdown in the market and are likely to...
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March 6 - Hedge Funds, News
It seems that technology stocks have had a tough start to 2025.
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March 5 - Hedge Funds, Industries, News, Tech
We came across a bullish thesis on Applied Materials, Inc. (AMAT) on Substack by Long-Term Pick. In this article, we will summarize the bulls’ thesis on AMAT.
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March 3 - News, Stock Analysis
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
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
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