DeepSeek may have astounded the tech world following its emergence, but not everyone seems to be a fan.
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February 6 - Hedge Funds, Industries, News, Tech
Advanced Micro Devices, Inc. (NASDAQ:AMD) Q4 2024 Earnings Call Transcript February 4, 2025Advanced Micro Devices, Inc. beats earnings expectations.
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February 6 - News, Transcripts
In the artificial intelligence world, the spotlight will be shifting to France next week as the world awaits the US and China to find common ground over the safe development of...
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February 5 - Hedge Funds, Industries, News, Tech
The European Commission has recently issued guidelines intended to standardize rules across the AI industry in Europe.
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February 4 - Hedge Funds, Industries, News, Tech
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
Jim Cramer, the host of Mad Money, discussed the upcoming market and corporate activity to look forward to this week, which will be dominated by earnings reports from various ...
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February 3 - Hedge Funds, News
2024 was a memorable year for the broad market index, which posted a gain of 23.31%, building on the 24.2% return in 2023.
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February 1 - Hedge Funds, News
AI investors are desperately trying to find clues on the real impact of DeepSeek on chip demand in the future and gauge how the breakthrough in China would impact US companies...
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February 1 - Hedge Funds, News
Jim Cramer, the host of Mad Money, recently discussed the impact of President Donald Trump’s first few weeks in office on the financial markets.
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February 1 - Hedge Funds, News
Semiconductor stocks were once again at the forefront of media and investor attention this week during the stock market selloff triggered by investor apprehensions about lower...
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January 31 - News
The DeepSeek selloff which occurred earlier this week gave Jim Cramer plenty to talk about.
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January 31 - News
In his latest appearance on CNBC's Squawk on the Street, Jim Cramer commented on whether the low AI development costs demonstrated by China's DeepSeek AI models would upend investor...
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January 31 - News
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 his appearance on CNBC's Squawk on the Street aired before the day of the Federal Reserve's latest interest rate environment, Jim Cramer shared how Federal Reserve Chairman...
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January 30 - News
The world of AI is shifting fast, and DeepSeek is at the center of the latest shake-up.
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January 30 - Hedge Funds, Industries, News, Tech
In the rapidly shifting landscape of artificial intelligence, the recent market developments have raised important questions about the future of the tech sector.
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January 30 - Hedge Funds, Industries, News, Tech
We came across a bullish thesis on Advanced Micro Devices, Inc. (AMD) on Substack by Antonio Linares. In this article, we will summarize the bulls’ thesis on AMD.
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January 29 - News, Stock Analysis
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
In a fresh appearance on CNBC's Squawk on the Street, Jim Cramer cautioned viewers to not be caught up by the energy that's gripped the US stock market since President Donald ...
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January 29 - News
AI is evolving rapidly with recent breakthroughs making it more accessible and efficient than ever.
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January 28 - Hedge Funds, News
DeepSeek has gained attention for creating a high-performing model, R1, at a fraction of the typical cost.
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January 28 - Hedge Funds, News
Artificial Intelligence (AI) was a buzzword around Wall Street for most of 2024. AI has shown immense promise but comes with significant risks.
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January 28 - Hedge Funds, News
DeepSeek, a Chinese AI startup, claims to have developed a GPT-4-level model at a fraction of the usual cost, spending just around $6 million.
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January 27 - News
Chip maker AMD (AMD) is falling 6.5% today after a Chinese startup, DeepSeek, reportedly developed top-notch AI models using outdated semiconductors.
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January 27 - Market Movers, News
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
Given that AI has dominated stock market headlines for more than a year now, it's no surprise that Jim Cramer of CNBC's Mad Money and Squawk on the Street has also devoted quite...
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January 27 - News
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