Dan Niles, Niles Investment Management founder, recently said in a program on CNBC that a slowdown in spending could be a “big problem” for major AI players in 2025.
Keep Reading →
December 31 - Hedge Funds, 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...
Keep Reading →
December 30 - Hedge Funds, News
As trading in 2024 heads towards a close, major stock market indexes have had a good run despite mixed performance across sectors.
Keep Reading →
December 29 - News
David Tepper’s Appaloosa Management is a multi-billion dollar hedge fund that was co-founded by billionaire Carolina Panthers owner Tepper in 1993.
Keep Reading →
December 27 - Hedge Funds, News
Bloomberg Intelligence projects that the generative AI market will grow at a compound annual growth rate (CAGR) of 42%, reaching $1.3 trillion by 2032, up from $40 billion in ...
Keep Reading →
December 27 - Hedge Funds, Industries, News, Tech
Marco Argenti, Chief Information Officer at Goldman Sachs, recently said that in 2025, the world will witness the full potential of AI that has been in development.
Keep Reading →
December 27 - Hedge Funds, News
Montaka Global Investments, an investment management company, released its third quarter 2024 investor letter. A copy of the letter can be downloaded here.
Keep Reading →
December 26 - Hedge Fund Investor Letters, News
Equity market pricing is never perfect due to supply and demand imbalances, emotional reactions, and errors.
Keep Reading →
December 26 - Hedge Funds, News
Investors are looking for new growth horizons in the AI industry to gauge whether the current market rally can continue for the years to come.
Keep Reading →
December 26 - News
CJ Muse, Cantor Fitzgerald analyst, explained in a latest program on CNBC that the AI investment cycle is different from the ones we have seen in the past.
Keep Reading →
December 26 - Hedge Funds, 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...
Keep Reading →
December 26 - Hedge Funds, News
“Tiger cub” Chase Coleman continues to shape the investment landscape with his strategic portfolio decisions.
Keep Reading →
December 25 - 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.
Keep Reading →
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.
Keep Reading →
December 23 - Hedge Funds, Industries, News, Tech
On December 12, Tom Lee, Fundstrat Global Advisors managing partner and head of research, joined CNBC's 'Closing Bell' to discuss his playbook for 2025.
Keep Reading →
December 22 - Hedge Funds, News
A Bloomberg report from December 13, AI Wants More Data. More Chips. More Real Estate. More Power. More Water.
Keep Reading →
December 19 - Hedge Funds, Industries, News, Tech
Henry Ajder, Latent Space Advisory founder, said in a latest program on CNBC that lack of fresh data remains a key challenge for the performance of AI systems after a period of...
Keep Reading →
December 18 - News
Jim Cramer in a latest program talked about the latest market volatility and said using too many AI algorithms, data points and correlations could be useful for short-term traders...
Keep Reading →
December 18 - Hedge Funds, News
Even as the venture capital efforts of Tiger Global Management come under increased scrutiny on the back of reportedly disappointing post-pandemic performance, the 13F portfolio...
Keep Reading →
December 18 - Hedge Funds, News
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 ...
Keep Reading →
December 18 - Hedge Funds, News
Qualivian Investment Partners, an investment partnership focused on long-only public equities, released its Q3 2024 investor letter. A copy of the same can be downloaded here.
Keep Reading →
December 17 - Hedge Fund Investor Letters, News
Like all of us, Jim Cramer is always wondering what's next for the stock market.
Keep Reading →
December 16 - Market Movers, News
Blue Whale Growth, the investment fund supported by billionaire Peter Hargreaves, has reduced its holdings in major US tech firms, mentioning concerns over their substantial AI...
Keep Reading →
December 16 - Hedge Funds, Industries, News, Tech
D1 Capital Partners might be one of the youngest hedge funds but it is one with a solid track record in a highly competitive landscape.
Keep Reading →
December 16 - Hedge Funds, News
On December 12, President-elect Donald Trump rang the opening bell at the New York Stock Exchange, an event rich with symbolism for his pro-business economic agenda and his commitment...
Keep Reading →
December 15 - Hedge Funds, News
As artificial intelligence continues to evolve, a new generation of AI systems is emerging.
Keep Reading →
December 14 - Hedge Funds, Industries, News, Tech
David Tepper is one investor who stands out in squeezing and generating optimum returns from distressed debt and undervalued equities.
Keep Reading →
December 14 - Hedge Funds, News
Ever hit a dead end when looking for the next thing to watch on Prime Video? The algorithm can sometimes be irritating and not know which recommendations you may want to consider...
Keep Reading →
December 13 - News, Stock Analysis
According to a report by Mordor Intelligence, the global augmented reality (AR) market has a market size of $42.48 billion as of 2024.
Keep Reading →
December 11 - Hedge Funds, Industries, News, Tech
Cloudflare recently released its fifth annual Year in Review report which highlights trends in internet usage and security, with a focus on AI advancements.
Keep Reading →
December 11 - Hedge Funds, News
Investors have had high expectations from quantum computing firms for many years, but the technology has consistently failed to deliver on the promise.
Keep Reading →
December 10 - Hedge Funds, News
Paul Hickey, Bespoke Investment Group co-founder, said while talking to CNBC in a latest program that despite the market gains still concentrated in a few names, he’s bullish...
Keep Reading →
December 10 - Hedge Funds, News
The vision of fleets of driverless cars seamlessly transporting passengers has captivated consumers and driven billions in investment over recent years.
Keep Reading →
December 9 - Hedge Funds, Industries, News
AI is increasingly shaping diverse industries, from healthcare and website design to cybersecurity.
Keep Reading →
December 6 - Hedge Funds, Industries, News, Tech
In a recent conversation on December 3, Clare Pleydell-Bouverie from Liontrust Asset Management appeared on CNBC and shared insights on the current state of innovation, particularly...
Keep Reading →
December 6 - Hedge Funds, Industries, News, Tech
Stocks in the United States are rallying high, but some strategists are eyeing a few risks.
Keep Reading →
December 6 - Hedge Funds, News
The United States government recently announced fresh curbs targeting the chip industry in China.
Keep Reading →
December 5 - Hedge Funds, Industries, News, Tech
US-China chip wars have been dominating headlines in the AI universe for the past few weeks.
Keep Reading →
December 4 - Hedge Funds, Industries, News, Tech
Artificial intelligence has been the driving theme of the stock market over the past couple of years which have seen investors battle inflation and high interest rates.
Keep Reading →
December 4 - Hedge Funds, News
AI companies in Europe are competing with American counterparts for a larger slice of the AI cake in Asia and the Middle East.
Keep Reading →
December 4 - Hedge Funds, Industries, News, Tech
As 2024 heads to a close, investors are now focused on the state of the economy, its influence on the Federal Reserve's interest rate reduction cycle, and the potential offered...
Keep Reading →
November 30 - News
Amazon.com, Inc. (NASDAQ:AMZN) closed around $186 on October 31st, surging 10% this month.
Keep Reading →
November 30 - Market Movers, News
Jared Cohen, Goldman Sachs president of global affairs, co-head of the Goldman Sachs Global Institute, said while talking to CNBC in a latest program that amid rising data center...
Keep Reading →
November 30 - Hedge Funds, News
Some investors consider 2024 as a transition year, while others debate that this year was just the beginning of the level of volatility awaiting financial markets in 2025.
Keep Reading →
November 30 - Hedge Funds, News
Ken Fisher is the founder of Fisher Asset Management, a financial adviser that he started nearly five decades ago.
Keep Reading →
November 30 - Hedge Funds, News
The World Trade Organization (WTO) recently released a report that examines how artificial intelligence may shape the future of international trade.
Keep Reading →
November 30 - Hedge Funds, Industries, News, Tech
Latest reports, published by MIT News, suggest that researchers at the Massachusetts Institute of Technology have developed a more efficient algorithm, called Model-Based Transfer...
Keep Reading →
November 30 - Hedge Funds, Industries, News, Tech
xAI founder Elon Musk has raised billions in funding for his AI startup in the past few months.
Keep Reading →
November 30 - Hedge Funds, Industries, News, Tech
OpenAI of ChatGPT fame has emerged as the poster child of the AI revolution.
Keep Reading →
November 30 - Hedge Funds, Industries, News, Tech
Ray Dalio, a seasoned global macro investor with over 50 years of experience, founded Bridgewater Associates from his two-bedroom apartment in New York City and led the firm for...
Keep Reading →
November 29 - Hedge Funds, News