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
We came across a bullish thesis on ASML Holding N.V. (ASML) on Substack by Oguz Erkan. In this article, we will summarize the bulls’ thesis on ASML. ASML Holding N.V.
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April 15 - News, Stock Analysis
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
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
As per Straits Research, the US semiconductor manufacturing equipment market size was pegged at US$13.2 billion in 2024.
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April 12 - Hedge Funds, News
Generation Investment Management, an investment management firm, released its “Global Equity Strategy” fourth quarter 2024 investor letter.
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April 4 - Hedge Fund Investor Letters, 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
Innovative stocks are the companies that continuously invest in developing new products, services or even entire business models, enabling them to stay ahead of competition and...
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April 3 - Hedge Funds, News
Jim Cramer, host of Mad Money, discussed on Monday how investor sentiment surrounding tech stocks has shifted over the past three months.
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April 3 - Hedge Funds, News
We came across a bullish thesis on ASML Holding N.V. (ASML) on Substack by Kontra Investments. In this article, we will summarize the bulls’ thesis on ASML.
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March 31 - News, Stock Analysis
Individual investors, often called retail investors, typically invest their personal capital directly into the stock market, driven primarily by personal research, news sentiment...
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March 21 - Hedge Funds, News
Leading AI developers are making artificial general intelligence (AGI) their primary goal, securing billions in funding to advance the technology, as per Bloomberg.
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March 18 - Hedge Funds, News
Stock splits change the number of outstanding shares of a company, but not the company's overall value. A forward split makes each share cheaper and easier to buy.
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March 17 - Hedge Funds, News
On March 12, European markets opened on a high note, surging after the European Union revealed its retaliatory tariffs on U.S. steel and aluminum imports. While U.S.
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March 15 - Hedge Funds, News
With the AI arms race heating up every passing day, more businesses and countries are eager to stake their claim in the rapidly evolving industry.
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March 13 - Hedge Funds, Industries, News, Tech
The global semiconductor industry reported a collective revenue of $626 billion in 2024, an 18.1% increase YoY, as per Gartner.
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March 10 - Hedge Funds, News
We came across a bullish thesis on ASML Holding N.V. (ASML) on Substack by The Wolf of Harcourt Street. In this article, we will summarize the bulls’ thesis on ASML.
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March 3 - News, Stock Analysis
As per Deloitte, amidst uncertainties and economic turbulence, the broader technology industry can see growth in 2025, courtesy of elevated IT spending, AI investments, and a ...
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February 24 - Hedge Funds, Industries, News
Exactly 5 years ago, the world struggled to deal with a black swan event: the COVID-19 pandemic.
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February 24 - News, Stock Analysis
Baron Funds, an investment management company, released its “Baron Fifth Avenue Growth Fund” fourth quarter 2024 investor letter.
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February 24 - Hedge Fund Investor Letters, News
Mar Vista Investment Partners, LLC, an investment management company, released the “Mar Vista Global Quality Strategy” fourth quarter 2024 investor letter.
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February 24 - Hedge Fund Investor Letters, News
The United States has long been a magnet for global businesses seeking to tap into its robust economy and dynamic financial markets.
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February 20 - Hedge Funds, News
Dividend stocks have been grabbing investors' attention for a while now.
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February 11 - Dividend Stocks, Hedge Funds, News
We came across a bullish thesis on ASML Holding N.V. (ASML) on Substack by Daan Rijnberk. In this article, we will summarize the bulls’ thesis on ASML. ASML Holding N.V.
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February 10 - News, Stock Analysis
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
Jim Cramer, the host of Mad Money, recently discussed the impact of President Donald Trump’s first few weeks in office on the financial markets.
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February 1 - Hedge Funds, News
In his latest appearance on CNBC's Squawk on the Street, Jim Cramer continued to share his thoughts on Monday's stock market fallout from China's DeepSeek AI models.
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January 31 - News
AI is rapidly evolving, with lower costs making it more accessible and shifting attention from infrastructure to real-world applications.
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January 31 - Hedge Funds, News
ASML Holding N.V. (NASDAQ:ASML) Q4 2024 Earnings Call Transcript January 29, 2025ASML Holding N.V. misses on earnings expectations.
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January 31 - News, Transcripts
DeepSeek is making significant strides in the artificial intelligence landscape.
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January 30 - Hedge Funds, Industries, News, Tech
In August last year, investment bank Morgan Stanley released an investor note highlighting that even though the chaos around prominent AI firms had somewhat subsided, an AI rumbling...
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January 30 - Hedge Funds, News
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
The world of AI is shifting fast, and DeepSeek is at the center of the latest shake-up.
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January 30 - Hedge Funds, Industries, News, Tech
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
Netherlands-based ASML (ASML), which markets equipment used to make computer chips, is climbing 5% today.
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January 29 - Market Movers, 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 an interview at CNBC’s ‘Squawk Box,’ Alexandr Wang, founder, and CEO of Scale AI, shared his insights on the ongoing AI competition between the U.S.
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January 24 - Hedge Funds, News
More than two years have passed since the proliferation of the disruptive Artificial Intelligence (AI) megatrend, symbolically marked by the launch of OpenAI’s revolutionary...
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January 21 - Hedge Funds, News
Semiconductors have led industrial advancements and aided key applications such as personal computing, data centers, and cloud computing.
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January 21 - Hedge Funds, Industries, News
Stock splits don't change how much a company is worth, but they make each share cheaper and easier for people to buy, considering it's a forward split.
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January 20 - Hedge Funds, News
In the third quarter of 2024, investment titan Blackrock released a commentary on the market outlook for artificial intelligence heading into the closing months of the year, stressing...
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January 18 - Hedge Funds, Industries, News, Tech
Investment advisory firm Ithaka Group released the “Ithaka US Growth Strategy” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
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January 17 - Hedge Fund Investor Letters, News
Consumer Electronics Show (CES) 2025 revolved around AI. If not, it’s all that exhibitors could show.
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January 16 - Hedge Funds, Industries, 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 2025 began, King Lip, chief strategist and partner at BakerAvenue Wealth Management expressed his bullish outlook for tech stocks in 2025 during a CNBC interview.
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January 12 - Hedge Funds, 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
Impax Asset Management, an investment management company, released its “Impax Global Environmental Markets Fund” third quarter 2024 investor letter.
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December 31 - Hedge Fund Investor Letters, News
Nanotechnology, a groundbreaking concept introduced by Nobel Prize-winning physicist Richard Feynman in 1959 during a speech at Caltech, focuses on working with materials at an...
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December 30 - Hedge Funds, Industries, News
American Century Investments, an investment management company, released its “International Growth Fund” third quarter 2024 investor letter.
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December 27 - Hedge Fund Investor Letters, News
We came across a bullish thesis on ASML Holding N.V. (NASDAQ:ASML) on Make Money, Make Time’s Substack by Oliver | MMMT Wealth.
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December 23 - News, Stock Analysis