Trade policies and tariffs have dominated the stock market since the beginning of April, resulting in volatility and uncertainty.
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April 17 - Hedge Funds, Industries, News
Investors usually do not waste any time reminding everyone of the dot-com bubble whenever the market takes a turn for the worse.
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April 17 - News, Stock Analysis
Almost 50 House Democrats have signed a message to stop the unauthorized use of AI tools in the government.
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April 17 - Hedge Funds, Industries, News, Tech
Reacting to Nvidia's (NVDA) recently announced writedown, Dan Niles, the founder and Portfolio Manager of Niles Investment Management, questioned why the company apparently ...
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April 17 - Market Movers, News
David Alan Tepper, born on September 11, 1957, is an American billionaire hedge fund manager, businessman, and sports team owner.
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April 17 - Hedge Funds, News
Fred Alger Management, an investment management company, released its “Alger Spectra Fund” first quarter 2025 investor letter. A copy of the letter can be downloaded here.
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April 16 - Hedge Fund Investor Letters, News
On April 4, Wedbush analyst Dan Ives appeared on CNBC to discuss the potential impact of current tariffs and compared the situation to an economic armageddon.
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April 16 - Hedge Funds, News
On April 15, Monica Guerra, Morgan Stanley Wealth Management Head of US Policy, joined 'Closing Bell Overtime' on CNBC to discuss how investors should avoid knee-jerk reactions...
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April 16 - Hedge Funds, News
According to Adam Thierer, a senior fellow at the center-right think tank R Street Institute, Trump’s tariffs could prove to be a massive gift for China, even helping it catch...
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April 15 - Hedge Funds, Industries, News, Tech
The US stock market is showing volatility after President Donald Trump's recent announcement of sweeping 10% tariffs on all US trading partners and higher tariffs on countries...
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April 15 - Hedge Funds, News
American stocks moved up a bit on Monday, April 14 as investors focused on news about tech companies getting a break from President Trump's tariffs.
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April 15 - Hedge Funds, Industries, News
Investors continue to pour back into Big Tech stocks after the US government announced temporary tariff relief.
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April 15 - News, Stock Analysis
Investment management company Vulcan Value Partners recently released its first-quarter 2025 investor letter. A copy of the letter can be downloaded here.
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April 15 - Hedge Fund Investor Letters, News
The uncertain macroeconomic environment is diminishing investors’ readiness to pay high prices for stocks related to artificial intelligence.
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April 14 - Hedge Funds, Industries, News, Tech
He noted the chaotic nature of the current environment and remarked that "this tape has it all," and emphasized how unpredictable developments from the White House have added ...
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April 14 - Hedge Funds, News
Grand View Research reported that the global machine-learning market was valued at $36.73 billion in 2022. It's now expected to grow at a 34.8% CAGR from 2023 to 2030.
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April 14 - Hedge Funds, News, Tech
Investment banks JMP Securities and CFRA today issued bullish notes on Amazon (AMZN) and JPMorgan (JPM), respectively.
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April 14 - Market Movers, News
The long-term outlooks of Walmart (WMT) and Amazon.com (AMZN) are positive, partly because both names have "pricing power," Jason Brown, the founder of The Brown Report told...
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April 14 - Market Movers, News
The optimism around the United States economy over the past few months, largely due to the AI hype, has been dampened by recent measures undertaken by the Trump administration...
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April 12 - Hedge Funds, News
“We now have 145% tariff on Chinese goods. Now, a number that high frankly isn't really a tariff. It's more of an embargo. Almost nobody's gonna pay that much of a markup.
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April 12 - Hedge Funds, News
In the latest development in the feud between OpenAI and Elon Musk, the ChatGPT maker has countersued billionaire Musk, citing a pattern of harassment.
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April 12 - Hedge Funds, Industries, News, Tech
L1 Capital, an investment management firm, released its “L1 Capital International Fund” (unhedged) first quarter 2025 investor letter.
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April 11 - Hedge Fund Investor Letters, News
On April 7, Dan Ives of Wedbush Securities joined CNBC's 'Squawk on the Street' to discuss how the current tariff environment could impact tech supply chains.
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April 10 - Hedge Funds, News
On April 1, Chris Verrone, chief market strategist at Strategas Research Partners, appeared on CNBC’s ‘Closing Bell’ to talk about his outlook on the tech sector.
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April 10 - Hedge Funds, News, Tech
Russell Investments believes that 3 features are defining the market outlook for 2025.
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April 10 - Hedge Funds, News
Under the umbrella of Fisher Asset Management, Billionaire Ken Fisher has maintained a positive stance on technology stocks, particularly those within the “Magnificent Seven...
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April 10 - Hedge Funds, News
The trade war between two of the world’s biggest economies, China and the US, is deepening even further.
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April 10 - Hedge Funds, Industries, News, Tech
Piper expects Amazon Web Services (AWS), the company's cloud-infrastructure unit, to increase its revenue by 17% in 2025.
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April 10 - Market Movers, News
Dan Ives, a prominent tech analyst at Wedbush Securities, lowered his price target on Microsoft (MSFT) to $475 from $550 recently, citing his belief that spending on data centers...
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April 10 - Market Movers, News
In his latest appearance on CNBC’s Squawk on the Street, Jim Cramer dissected the market’s recent rally and reminded his viewers to not mistake short-term optimism for resolution...
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April 9 - Hedge Funds, News
On Monday, April 7th, Jim Cramer opened the Mad Money episode with a message of calm in the midst of chaos.
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April 9 - Hedge Funds, News
In particular, Ives has noted how “near-term pain” may extend longer due to the time required for manufacturing sites in the US to be built and the transition the workforce...
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April 9 - Hedge Funds, Industries, News, Tech
About 50% of the customers of AMZN's cloud unit could reduce the amounts that they spend on its offerings over the next few quarters as they contemplate the impact of tariffs, ...
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April 9 - Market Movers, News
Lakehouse Capital, a Sydney-based investment manager, released its “Lakehouse Global Growth Fund” February 2025 investor letter.
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April 9 - Hedge Fund Investor Letters, News
In his appearance on CNBC’s Squawk on the Street on Monday, Jim Cramer discussed the reasons behind the recent market turmoil.
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April 8 - Hedge Funds, News
None of the internet stocks covered by JPMorgan will be immune from negative macro trends this year, according to the bank.
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April 8 - Market Movers, News
Describing both AMZN and UBER as among his "core positions," Brown stated that both firms "will be standing at the end of the trade war." He believes that "buying Amazon after...
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April 8 - Market Movers, News
Crowley also believes that "opportunities are developing" for investors to buy top-notch companies.
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April 8 - Market Movers, News
Steve Cohen, a prominent figure in the world of hedge funds, is the founder of Point72 Asset Management.
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April 8 - Hedge Funds, News
The big data companies focus on collecting, storing, and analyzing huge amounts of data that businesses use to make smarter decisions.
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April 8 - Hedge Funds, News, Tech
President Donald Trump's new tariff regimes have been introduced under the International Emergency Economic Powers Act.
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April 8 - Hedge Funds, Industries, News, Tech
As per Fitch Ratings, the US tariffs are now at levels that continue to transform the global economic outlook, meaningfully increasing the US recession risks as well as constraining...
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April 7 - Hedge Funds, News
In his appearance on CNBC's Squawk on the Street on Thursday, Jim Cramer commented on small-cap stocks, Mexican stocks, homebuilder stocks, and sectors that the money moving out...
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April 7 - Market Movers, News
The stock market's technicals suggest that good buying opportunities are now available or will arise soon, Jay Woods, Chief Global Strategist of Freedom Capital Markets, told ...
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April 7 - Market Movers, News
The newly announced tariffs by U.S. President Donald Trump could have serious consequences for many stocks.
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April 7 - Hedge Funds, Industries, News, Tech
Think Investments is an investment firm based in San Francisco, with additional offices in Singapore and India.
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April 4 - Hedge Funds, News
According to a study presented at a European Central Bank conference, companies that manage to survive the upheaval caused by the adoption of artificial intelligence will eventually...
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April 4 - Hedge Funds, Industries, News, Tech
On Tuesday, April 1st, the host of Mad Money opened the show by focusing on President Trump’s tariffs and the economic risks ahead of ‘Liberation Day’.
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April 4 - Hedge Funds, News
Harding Loevner, an asset management company, released its “Global Developed Markets Equity Strategy” fourth-quarter 2024 investor letter.
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April 4 - Hedge Fund Investor Letters, News
Noting that TikTok Shop had generated $9 billion of gross merchandise volume (GMV) in the U.S. in 2024, Citi highlighted the potential synergies between TikTok and AMZN.
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April 3 - Market Movers, News