As AI is transforming industries by automating tasks, optimizing processes, and creating new opportunities for innovation, it is also giving rise to discussions around its safety...
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February 19 - Hedge Funds, News
Nvidia has a reputation for identifying high-quality companies in their initial stages and betting on their success.
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February 18 - News, Stock Analysis
With the first quarter of 2025 well underway, Jim Cramer hasn't been short of comments on artificial intelligence.
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February 17 - News
UK-based Arm Holdings (ARM) is sinking 5% today after Nvidia (NVDA) reported cutting its stake in the British chip developer.
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February 14 - Market Movers, News
CNBC reported that the U.S.
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February 13 - Hedge Funds, News
DeepSeek has quickly gained attention in AI with its R1 model, which delivers high performance at a lower cost.
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February 7 - Hedge Funds, News
Jim Cramer's latest appearance on CNBC's Squawk on the Street saw him continue to comment on the semiconductor industry.
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February 7 - News
In his latest appearance on CNBC's Squawk on the Street, Jim Cramer spent nearly all of his show discussing stocks.
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February 7 - News
Sarah Guo, founder of Conviction, spoke on Bloomberg Technology about the evolving AI space and the impact of open-source models.
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February 6 - Hedge Funds, Industries, News, Tech
The evolving space of AI has been a major focus these days, as experts and executives are weighing in on how it is reshaping the tech sector.
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February 6 - Hedge Funds, News
The semiconductor industry is on a trajectory of rapid growth, with global revenues expected to exceed $1 trillion by 2030.
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February 6 - Hedge Funds, News
Operator: Good day, and thank you for standing by. Welcome to the Arm Third Quarter Fiscal Year 2025 Webcast and Conference Call.
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February 6 - News, Transcripts
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 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
AI is evolving rapidly with recent breakthroughs making it more accessible and efficient than ever.
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January 28 - Hedge Funds, 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
In a fresh appearance on CNBC's Squawk on the Street, Jim Cramer started out by commenting on European stock markets.
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January 27 - 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 Trump announced a major investment initiative to advance artificial intelligence in the U.S., involving a joint venture called Stargate with OpenAI, SoftBank, Oracle...
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January 24 - Hedge Funds, News
In his latest appearance on CNBC's Squawk on the Street, Jim Cramer had a lot to say about a lot of stocks.
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January 23 - News
On January 8, Rashaun Williams, Atlanta Falcons limited partner and venture capitalist, joined "Closing Bell" on CNBC to discuss his investment strategy and his outlook on the...
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January 23 - Hedge Funds, News, Tech
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
According to Synergy Research Group, data center M&A activity set a new record in 2024, with deals totaling $57 billion, compared to the previous high of $52 billion in 2022.
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January 20 - Hedge Funds, News
In a fresh appearance on CNBC's Squawk on the Street, Jim Cramer started the show by commenting on the latest Consumer Price Index (CPI) data release.
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January 18 - News
If you skim the trends in the past two years, it should be clear that it's worthwhile to look into mega-cap stocks that have gained a lot already.
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January 13 - News
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
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
As 2024 comes to a close, the semiconductor industry has seen its fair share of fireworks.
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December 30 - News
US public markets continue to brace themselves for a 2025 resurgence, which should be led by interest rate cuts, pent-up investor demand, and a growing backlog of IPO expectations...
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December 28 - Hedge Funds, News
Loomis Sayles, an investment management company, released its “International Growth Fund” third quarter 2024 investor letter. A copy of the letter can be downloaded here.
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December 27 - Hedge Fund Investor Letters, News
For Jim Cramer, tech stocks and the Federal Reserve's interest rate cuts are a major talking point.
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December 27 - News
We came across a bullish thesis on Arm Holdings plc (ARM) on Substack by Stock Analysis Compilation. In this article, we will summarize the bulls’ thesis on ARM.
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December 21 - News, Stock Analysis
ARM Holdings and Qualcomm have a tough relationship.
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December 16 - News, Stock Analysis
Jim Cramer, host of Mad Money, provided insights on Friday about this week's Federal Reserve meeting, key earnings reports, and the retail sales numbers due to be released.
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December 16 - Hedge Funds, 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
Some investors are heavily scrutinizing Big Tech's AI spending. Despite these hefty expenditures, Big Tech has been enjoying solid revenues and earnings growth.
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December 4 - Hedge Funds, Industries, News, Tech
After a prolonged slump, the technology IPO is experiencing a revival in 2024, particularly among companies leveraging artificial intelligence.
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November 25 - Hedge Funds, News
Large language models power AI chatbots and they are the hottest items on Wall Street these days.
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November 25 - Hedge Funds, News
Data centers are at the heart of the AI disruption sweeping markets across the world.
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November 22 - Hedge Funds, News
Artificial intelligence businesses have taken Wall Street by storm in the past few months.
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November 20 - Hedge Funds, News
xAI, the AI startup owned by Elon Musk, is raising more than $6 billion at a $50 billion valuation, per a report by news platform CNBC.
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November 16 - Hedge Funds, News
AI trends are sweeping markets globally.
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November 16 - Hedge Funds, News
The European Union recently released the initial draft for the general-purpose AI code of practice under the AI Act, its comprehensive framework aimed at regulating artificial...
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November 15 - Hedge Funds, News
AI data centers and the power needed to keep them running are some of the hottest topics in the technology space.
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November 15 - Hedge Funds, News
Artificial intelligence has penetrated every aspect of our lives.
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November 12 - Hedge Funds, Industries, News, Tech
There is a lot of debate around potential AI policy changes as Donald Trump prepares to take charge as US president.
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November 12 - Hedge Funds, News
The release of ChatGPT by OpenAI, now the most valuable private firm in the world, back in November 2022 had widespread implications for the technology industry.
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November 11 - Hedge Funds, Industries, News, Tech
A lot has been made of the recent efforts by the United States government to tighten chip exports to China.
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November 11 - Hedge Funds, Industries, News, Tech
As demand for AI-powered applications grows, major tech firms are investing in alternative energy solutions to support data center requirements.
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November 9 - Hedge Funds, Industries, News, Tech
The OBR (Office for Budget Responsibility) anticipates economic output in Britain to expand by 1.8% in 2026 and by 1.5% in 2027.
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November 9 - Hedge Funds, News