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.
Keep Reading →
December 21 - News, Stock Analysis
ARM Holdings and Qualcomm have a tough relationship.
Keep Reading →
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.
Keep Reading →
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...
Keep Reading →
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.
Keep Reading →
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.
Keep Reading →
November 25 - Hedge Funds, News
Large language models power AI chatbots and they are the hottest items on Wall Street these days.
Keep Reading →
November 25 - Hedge Funds, News
Data centers are at the heart of the AI disruption sweeping markets across the world.
Keep Reading →
November 22 - Hedge Funds, News
Artificial intelligence businesses have taken Wall Street by storm in the past few months.
Keep Reading →
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.
Keep Reading →
November 16 - Hedge Funds, News
AI trends are sweeping markets globally.
Keep Reading →
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...
Keep Reading →
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.
Keep Reading →
November 15 - Hedge Funds, News
Artificial intelligence has penetrated every aspect of our lives.
Keep Reading →
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.
Keep Reading →
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.
Keep Reading →
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.
Keep Reading →
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.
Keep Reading →
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.
Keep Reading →
November 9 - Hedge Funds, News
The extent to which AI tech may disrupt life as we know it in the coming years is still shrouded in mystery.
Keep Reading →
November 8 - Hedge Funds, News
Arm Holdings plc American Depositary Shares (NASDAQ:ARM) Q2 2025 Earnings Call Transcript November 6, 2024Arm Holdings plc American Depositary Shares misses on earnings expectations...
Keep Reading →
November 8 - News, Transcripts
There has been a lot of buzz around AI startups in the past few years, with funding rounds fetching hundreds of millions of dollars and valuations climbing to record highs.
Keep Reading →
November 7 - Hedge Funds, Industries, News, Tech
Investors are eagerly waiting for the election results in the United States as they seek to adjust their money making strategies in light of the latest developments.
Keep Reading →
November 6 - Hedge Funds, Industries, News, Tech
Jim Cramer, host of Mad Money, recently weighed in on the factors that will shape market movements this week, pointing to the Federal Reserve's upcoming meeting and a slew of ...
Keep Reading →
November 5 - Hedge Funds, News
On October 31, CNBC’s Steve Kovach joined ‘Money Movers’ to discuss big tech’s AI spending.
Keep Reading →
October 31 - Hedge Funds, Industries, News, Tech
According to a new report by Bloomberg Intelligence (BI), the generative AI market is set for rapid growth, projected to reach $1.3 trillion within the next decade.
Keep Reading →
October 30 - Hedge Funds, Industries, News, Tech
“If the bond market doesn’t start behaving and calming down, and long-term interest rates don’t stop going up, we are gonna start losing the groups that led us higher for...
Keep Reading →
October 30 - Hedge Funds, News
Semiconductor stocks are among the most dynamic ones that you'll find on Wall Street. Since the start of the coronavirus pandemic in 2020, chip stocks have seen it all.
Keep Reading →
October 29 - Market Movers, News
In a recent Tech Check program, CNBC’s Deirdre Bosa reports on how OpenAI’s head of Global Affairs is laying out his vision of what the government can do to keep American ...
Keep Reading →
October 27 - Hedge Funds, Industries, News, Tech
2024 has been a big year for AI breakthroughs, and the momentum shows no signs of slowing down anytime soon.
Keep Reading →
October 25 - Hedge Funds, Industries, News, Tech
Talking about the latest market situation during a program on CNBC, Julian Emanuel, Evercore ISI senior managing director, said that despite the ups and downs that have happened...
Keep Reading →
October 22 - Hedge Funds, News
Joining CNBC’s Squawk Box to discuss the latest market trends, Mary Ann Bartels of Sanctuary Wealth remains bullish on 2024, expecting the S&P 500 to hit 6,000 by year-end.
Keep Reading →
October 17 - Hedge Funds, Industries, News, Tech
While consumer technology stocks had soared in the aftermath of the coronavirus pandemic, back then, their share price gains were due to.
Keep Reading →
October 12 - News
Two years after the public debut of ChatGPT, the generative AI landscape has evolved rapidly, igniting substantial investments in artificial intelligence and lifting valuations...
Keep Reading →
October 11 - Hedge Funds, Industries, News, Tech
Convergence of significant macroeconomic events anywhere around the globe usually ends up triggering market volatility.
Keep Reading →
October 9 - Hedge Funds, News
US technology stocks have surged dramatically this year, largely driven by the growing excitement surrounding generative artificial intelligence (AI).
Keep Reading →
October 6 - Hedge Funds, Industries, News, Tech
Artificial intelligence (AI) startups have taken the finance world by storm in the past few months.
Keep Reading →
October 4 - Hedge Funds, Industries, News, Tech
Global management consulting firm Bain & Company recently released a report on the artificial intelligence industry, highlighting that AI was driving an unprecedented wave of ...
Keep Reading →
September 30 - Hedge Funds, Industries, News, Tech
Companies are investing heavily in AI infrastructure to meet the growing demands of machine learning, data processing, and AI-driven applications.
Keep Reading →
September 29 - Hedge Funds, Industries, News, Tech
According to a report by KPMG, the United Kingdom’s GDP growth will slow in the second half of 2024 but will pick up slightly to 1.2% in 2025.
Keep Reading →
September 27 - Hedge Funds, News
We recently published a list of 10 Buzzing AI Stocks on Latest News and Analyst Ratings. Since Arm Holdings PLC – ADR (NASDAQ:ARM) ranks 10th on the list, it deserves a deeper...
Keep Reading →
September 25 - Hedge Funds, News
The AI industry continues to demonstrate remarkable growth, underpinned by advancements in generative AI, machine learning, and data analytics.
Keep Reading →
September 24 - Hedge Funds, Industries, News, Tech
Investors are still digesting the Fed’s aggressive rate cut and charting the path forward.
Keep Reading →
September 24 - Hedge Funds, News
The artificial intelligence (AI) market continues to show tremendous growth, with significant advances across sectors.
Keep Reading →
September 22 - Hedge Funds, Industries, News, Tech
Analysts have long predicted interest rate cuts and the Fed just lowered rates by 0.5% on September 18th.
Keep Reading →
September 21 - Hedge Funds, Industries, News, Tech
Tech stocks have long gained the attention of investors, with tech giants helping the S&P 500 climb a staggering 400% from 2009 to 2022.
Keep Reading →
September 14 - Hedge Funds, Industries, News, Tech
We recently published a list of Jim Cramer Says Buy These 5 Industrial Stocks Before Rate Cuts — And 5 Other Stocks He’s Talking About. Since Arm Holdings PLC – ADR (NASDAQ...
Keep Reading →
September 11 - Hedge Funds, News
This September saw a sluggish start for most US stocks, and large-cap technology stocks were no exception to this trend.
Keep Reading →
September 10 - Hedge Funds, Industries, News, Tech
Jim Cramer said in a latest program on CNBC that the NASDAQ has become an “annoying source of funds” for other indexes as mutual funds pull out of tech and growth stocks that...
Keep Reading →
August 31 - Hedge Funds, News
We recently published a list of Hedge Funds are Buying and Selling These 10 AI Stocks. Since Arm Holdings PLC – ADR (NASDAQ:ARM) ranks 10th on the list, it deserves a deeper...
Keep Reading →
August 28 - Hedge Funds, News