President Donald Trump's $500 billion investment plan to build AI infrastructure, Stargate, is making waves as analysts believe the project provides a new growth catalyst for ...
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January 25 - Hedge Funds, News
Jim Cramer in a latest program on CNBC discussed the reasons behind the recent market declines after the ISM Services Index data.
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January 25 - Hedge Funds, News
The new regulatory environment has the technology sector eyeing prominent growth opportunities in 2025 and beyond.
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January 25 - Hedge Funds, News
Jim Cramer in a latest program on CNBC reminded viewers about the Trump playbook in the story market and said that he never believed the President would start a new trade war ...
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January 25 - Hedge Funds, News
Stocks have been performing well lately as they seem to have been influenced by the excitement around artificial intelligence (AI) as well as the new administration.
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January 25 - Hedge Funds, Industries, News
According to a CNBC report, China-based AI lab DeepSeek has sparked concern in Silicon Valley by releasing AI models that outperform leading U.S.
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January 25 - Hedge Funds, News
Even though the year 2024 was not kind to certain sectors within the US economy, the broader outlook for the stock market heading into the new year was more than rosy.
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January 24 - Hedge Funds, News
Artificial intelligence (AI) continues to accelerate rapidly, moving from emerging technologies to influencing how businesses carry out operations.
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January 23 - Hedge Funds, Industries, News
The overall stock market has been in an uptrend, as depicted by major indices trading near all-time highs.
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January 23 - Hedge Funds, News
In his appearance on CNBC's Squawk on the Street earlier this month, Jim Cramer commented on the Labor Department's December employment report.
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January 21 - News
AI is rapidly advancing, with significant strides being made toward achieving more powerful and capable systems.
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January 21 - Hedge Funds, 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
Chris Rokos is a highly regarded British hedge fund manager and the founder of Rokos Capital Management, one of the most successful global macro hedge funds in the world.
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January 21 - Hedge Funds, News
White Falcon Capital Management, an investment fund manager, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
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January 20 - Hedge Fund Investor Letters, 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
Kevin Mahn, President & CIO at Hennion & Walsh Asset Management, recently appeared on CNBC on January 6 to discuss the current market momentum and emphasize the need for investors...
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January 18 - Hedge Funds, 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
Investment advisory firm Ithaka Group released the “Ithaka US Growth Strategy” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
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January 17 - Hedge Fund Investor Letters, News
Citigroup has forecasted 2025 to be a positive and strong year for global stocks.
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January 17 - Hedge Funds, News
Consumer Electronics Show (CES) 2025 revolved around AI. If not, it’s all that exhibitors could show.
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January 16 - Hedge Funds, Industries, News
The earnings season is upon us and the investors are excited to see how the market sets the pace for the rest of 2025.
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January 15 - Hedge Funds, News
In a recent episode of CNBC's Squawk On The Street, Jim Cramer started out by commenting on quantum computing stocks.
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January 14 - News
Earlier this month, the president of Potomac Wealth Advisors, Mark Avallone, discussed the tech sector's investment potential.
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January 14 - Hedge Funds, News, Tech
AI continues to be a transformative force, which is driving advancements across industries through improved infrastructure, data analytics, and automation.
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January 14 - Hedge Funds, News
As 2025 began, King Lip, chief strategist and partner at BakerAvenue Wealth Management expressed his bullish outlook for tech stocks in 2025 during a CNBC interview.
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January 12 - Hedge Funds, News, Tech
The latest data from the job market in the United States came out on Friday and that has made the future of rate cuts even more uncertain.
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January 11 - Hedge Funds, News
Anastasia Amoroso, iCapital chief investment officer, said in a latest program on CNBC that 2025 will be the year of AI software, data centers and power.
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January 11 - Hedge Funds, News
Qualcomm CEO Cristiano Amon told Yahoo Finance that his company was seeking to begin marketing top-notch PC graphics chips.
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January 10 - Market Movers, News
In his latest memo named “On Bubble Watch,” Howard Marks, co-founder and co-chairman of Oaktree Capital, highlighted several warning signs in the stock market, including high...
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January 10 - Hedge Funds, Industries, News, Tech
As per a CNBC report, in 2025, significant changes are expected in global AI regulation, especially in the U.S., the EU, and the UK.
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January 10 - Hedge Funds, Industries, News, Tech
On January 1, King Lip, BakerAvenue Wealth Management's chief strategist and partner, joined CNBC's 'Closing Bell' to discuss market outlooks as we enter 2025.
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January 9 - Hedge Funds, Industries, News, Tech
HSBC, a UK-based bank, downgraded AMD to Reduce from Buy. AMD's share of the AI chip market will be lower than HSBC estimated previously, the bank explained.
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January 8 - Market Movers, News
In a recent blog post, OpenAI CEO Sam Altman said that as OpenAI continues to advance it has moved beyond research to product development, with a focus on AGI's future and safety...
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January 8 - Hedge Funds, Industries, News, Tech
We came across a bullish thesis on Advanced Micro Devices, Inc. (NASDAQ:AMD) on Substack by Oguz Erkan. In this article, we will summarize the bulls’ thesis on AMD.
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January 6 - News, Stock Analysis
Drew Pettit, U.S. equity strategist at Citi Research, said in a latest program on CNBC that he believes the AI growth story is still intact moving ahead in 2025.
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January 6 - Hedge Funds, News
Rogue Funds, an investment management company, released its third quarter 2024 investor letter. A copy of the letter can be downloaded here.
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January 3 - Hedge Fund Investor Letters, News
A December 30 report by CNBC discussed the rapid adoption of generative AI by businesses, its potential to significantly impact global GDP, and the varying perspectives of leaders...
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December 30 - Hedge Funds, Industries, News, Tech
As 2024 comes to a close, the semiconductor industry has seen its fair share of fireworks.
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December 30 - News
As trading in 2024 heads towards a close, major stock market indexes have had a good run despite mixed performance across sectors.
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December 29 - News
Defiance ETFs CEO and CIO Sylvia Jablonski said in a recent program on Bloomberg that there are trillions of dollars of cash waiting on the sidelines ready to be invested in AI...
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December 26 - Hedge Funds, News
At CNBC’s 'Money Movers', Jack Hidary, CEO of Sandbox AQ, emphasized the shift towards B2B-focused AI, positioning it as the next major evolution in artificial intelligence.
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December 24 - Hedge Funds, News
“It's become not really an index; it's become a single bet. So it it's a very risky thing to invest in.
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December 23 - Hedge Funds, Industries, News, Tech
Jim Cramer, host of Mad Money, recently addressed how investors can sometimes lose sight of the broader market perspective.
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December 20 - Hedge Funds, News
As AI continues to evolve, its influence on business will be undeniable, reshaping industries with smarter, more efficient solutions.
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December 20 - Hedge Funds, Industries, News, Tech
A Bloomberg report from December 13, AI Wants More Data. More Chips. More Real Estate. More Power. More Water.
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December 19 - Hedge Funds, Industries, News, Tech
Is a December rally in store for stocks in 2024? Some investors are expecting a surge in stocks from the 24th of December to the 3rd of January, 2025, also referred to as the ...
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December 18 - Hedge Funds, 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
Like all of us, Jim Cramer is always wondering what's next for the stock market.
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December 16 - Market Movers, News