In the fourth quarter of 2024, the US Gross Domestic Product (GDP) expanded at an annual rate of 2.3%, slightly below market expectations of 2.7% and a deceleration from the 3...
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February 20 - Hedge Funds, News
President Xi Jinping recently held a rare meeting at Beijing’s Great Hall of the People with some of the biggest names in China's technology sector.
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February 20 - Hedge Funds, Industries, News, Tech
Goldman Sachs raised its target price for Chinese stocks today.
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February 17 - Hedge Funds, Industries, News, Tech
Even amidst the DeepSeek frenzy, artificial intelligence remains the most prevalent theme in the market today.
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February 17 - Hedge Funds, Industries, News, Tech
Software stocks have been spearheading the stock market’s rally over the past two years and there seems to be no slowing down for the broader software industry.
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February 17 - News
Baron Funds, an investment management company, released its “Baron Asset Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
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February 14 - Hedge Fund Investor Letters, News
In an update on the bid by an Elon Musk-led consortium to buy the non-profit that controls OpenAI, Musk’s lawyers have reportedly stated in a court filing that they will withdraw...
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February 13 - Hedge Funds, Industries, News, Tech
AppLovin Corporation (NASDAQ:APP) Q4 2024 Earnings Call Transcript February 12, 2025AppLovin Corporation beats earnings expectations.
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February 13 - News, Transcripts
Is it time to sell the Mag-7 stocks? According to U.S.
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February 11 - Hedge Funds, Industries, News, Tech
OpenAI has previously been dependent on Nvidia for its chip supply, but it looks like it may not be for long.
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February 10 - Hedge Funds, Industries, News, Tech
According to a report from Technavio, the global artificial intelligence (AI) market size is estimated to grow by USD 237.4 billion from 2024-2028.
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February 3 - Hedge Funds, Industries, News, Tech
Jim Cramer in a latest program on CNBC talked about the importance of investing in companies with good management teams.
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February 1 - Hedge Funds, News
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Mid Cap Growth Fund” fourth quarter 2024 investor letter. A copy of the letter can...
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January 29 - Hedge Fund Investor Letters, News
Jim Cramer, host of Mad Money, recently discussed a possible looming energy crisis in the U.S. that has taken many by surprise.
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January 25 - Hedge Funds, News
With only a few days in, President Donald Trump's administration has been making significant strides in advancing artificial intelligence technology.
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January 22 - Hedge Funds, Industries, News, Tech
With everyone competing towards supremacy in artificial intelligence, the latest country to intensify its efforts has been Britain.
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January 18 - Hedge Funds, Industries, News, Tech
Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” fourth quarter 2024 investor letter.
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January 17 - Hedge Fund Investor Letters, News
As President Joe Biden nears the end of his term, he is issuing a series of executive orders.
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January 16 - Hedge Funds, Industries, News, Tech
On Monday, the US government revealed that it would further restrict artificial intelligence chip and technology exports.
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January 14 - Hedge Funds, Industries, News, Tech
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
ClearBridge Investments, an investment management company, released its “ClearBridge Growth Strategy” fourth quarter 2024 investor letter.
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January 10 - Hedge Fund Investor Letters, News
AI has been dominating the news, market, and basically almost everything we come across for the last two years, since the launch of ChatGPT.
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January 9 - Hedge Funds, News
Artificial intelligence startups are playing a big role in US venture capital funding.
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January 9 - Hedge Funds, Industries, News, Tech
Jim Cramer, the host of Mad Money, recently shared his perspective on the stock market, especially reflecting on the events of 2024.
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January 8 - Hedge Funds, News
In 2024, companies poured money into Artificial Intelligence infrastructure in a bid to outpace each other in the AI race.
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January 6 - Stock Analysis
We came across a long thesis on Applovin Corp (NASDAQ:APP) on ValueInvestorsClub by yxd0950. In this article we will summarize the bulls’ thesis on APP.
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January 4 - News, Stock Analysis
Famously known as the “godfather of artificial intelligence”, British-Canadian computer scientist Professor Geoffrey Hinton has recently warned that the pace of technological...
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December 29 - Hedge Funds, Industries, News, Tech
Predictions of artificial intelligence reaching human-level intelligence have been made for over 50 years.
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December 20 - Hedge Funds, Industries, News, Tech
Alta Fox Capital, an investment management company, released its “Alta Fund Opportunities Fund” Q3 2024 investor letter. A copy of the letter can be downloaded here.
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December 18 - Hedge Fund Investor Letters, News
Jim Cramer, the host of Mad Money, recently discussed a number of companies that have surpassed $100 billion in market capitalization this year, noting how these companies seem...
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December 13 - Hedge Funds, News
Is artificial intelligence hitting a wall? Speaking at the New York Times annual DealBook summit at Jazz at Lincoln Center, Sundar Pichai analyzed how generative artificial intelligence...
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December 13 - Hedge Funds, Industries, News, Tech
For a large portion of investors who put money in the market, growth is the primary objective.
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December 10 - News
This year, artificial intelligence played a key role in two Nobel Prizes for scientific achievement.
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December 9 - Hedge Funds, Industries, News, Tech
It seems that major tech companies in Silicon Valley are forging relationships with the defense industry these days.
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December 7 - Hedge Funds, Industries, News, Tech
Artificial intelligence continues to achieve remarkable breakthroughs, yet its latest contribution might come as a surprise to many.
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November 28 - Hedge Funds, Industries, News, Tech
Power needs for artificial intelligence and cloud computing are expanding so rapidly that some data center campuses may use more electricity than entire cities, or even states...
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November 27 - Hedge Funds, Industries, News, Tech
OpenAI has been making headlines in the artificial intelligence realm ever since its existence, and it seems the company has something new to share almost every day.
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November 27 - Hedge Funds, Industries, News, Tech
As the “AI arms race” continues to evolve, countries are increasingly beginning to realize the efforts they need to expend to stay relevant.
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November 25 - Hedge Funds, Industries, News, Tech
Is artificial intelligence a tool for the rich countries and the wealthy? Even if it is, Chinese President Xi Jinping warns that it shouldn’t be.
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November 21 - Hedge Funds, Industries, News, Tech
SaltLight Capital, an investment management company, released its “SaltLight SNN Worldwide Flexible FR Fund” third quarter 2024 investor letter.
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November 21 - 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
Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” third quarter 2024 investor letter.
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November 20 - Hedge Fund Investor Letters, News
On Wednesday’s Mad Money episode, Jim Cramer took a deep dive into ten stocks, each worth over $1 billion, that have seen significant growth this year.
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November 15 - Hedge Funds, News
“The Information reports that the quality increase in OpenAI's upcoming advanced model, Orion, is smaller than the jump seen between the last two flagship models, GPT-3 and ...
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November 15 - Hedge Funds, News
Artificial Intelligence is driving an unprecedented expansion in the potential market size for hardware and software products.
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November 12 - Hedge Funds, Industries, News, Tech
The race to get ahead in artificial intelligence is getting fiercer than ever.
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November 11 - Hedge Funds, Industries, News, Tech
A month before the election that spelled Donald Trump's victory, the U.S.
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November 8 - Hedge Funds, News
AppLovin Corporation (NASDAQ:APP) Q3 2024 Earnings Call Transcript November 6, 2024AppLovin Corporation beats earnings expectations.
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November 8 - News, Transcripts
Positive sentiment is prevailing in the market after strong bank earnings and increasing hopes of a soft landing.
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October 20 - Hedge Funds, News
ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Strategy” third quarter 2024 investor letter.
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October 9 - Hedge Fund Investor Letters, News