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 ...
Keep Reading →
February 24 - Hedge Funds, Industries, News
Exactly 5 years ago, the world struggled to deal with a black swan event: the COVID-19 pandemic.
Keep Reading →
February 24 - News, Stock Analysis
Baron Funds, an investment management company, released its “Baron Fifth Avenue Growth Fund” fourth quarter 2024 investor letter.
Keep Reading →
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.
Keep Reading →
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.
Keep Reading →
February 20 - Hedge Funds, News
Dividend stocks have been grabbing investors' attention for a while now.
Keep Reading →
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.
Keep Reading →
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.
Keep Reading →
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.
Keep Reading →
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.
Keep Reading →
January 31 - News
AI is rapidly evolving, with lower costs making it more accessible and shifting attention from infrastructure to real-world applications.
Keep Reading →
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.
Keep Reading →
January 31 - News, Transcripts
DeepSeek is making significant strides in the artificial intelligence landscape.
Keep Reading →
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...
Keep Reading →
January 30 - Hedge Funds, News
Artificial intelligence (AI) has fueled a major rally in the technology sector, driving up key market indices.
Keep Reading →
January 30 - Hedge Funds, News
The world of AI is shifting fast, and DeepSeek is at the center of the latest shake-up.
Keep Reading →
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...
Keep Reading →
January 29 - Hedge Funds, News
Netherlands-based ASML (ASML), which markets equipment used to make computer chips, is climbing 5% today.
Keep Reading →
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...
Keep Reading →
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.
Keep Reading →
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...
Keep Reading →
January 21 - Hedge Funds, News
Semiconductors have led industrial advancements and aided key applications such as personal computing, data centers, and cloud computing.
Keep Reading →
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.
Keep Reading →
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...
Keep Reading →
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.
Keep Reading →
January 17 - Hedge Fund Investor Letters, News
Consumer Electronics Show (CES) 2025 revolved around AI. If not, it’s all that exhibitors could show.
Keep Reading →
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.
Keep Reading →
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.
Keep Reading →
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.
Keep Reading →
January 6 - Stock Analysis
Impax Asset Management, an investment management company, released its “Impax Global Environmental Markets Fund” third quarter 2024 investor letter.
Keep Reading →
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...
Keep Reading →
December 30 - Hedge Funds, Industries, News
American Century Investments, an investment management company, released its “International Growth Fund” third quarter 2024 investor letter.
Keep Reading →
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.
Keep Reading →
December 23 - News, Stock Analysis
Hardman Johnston Global Advisors, an investment management company, released its “Hardman Johnston Global Equity” third quarter 2024, investor letter.
Keep Reading →
December 19 - Hedge Fund Investor Letters, News
Semiconductors are the modern-day equivalent of oil when it comes to the general well-being of the global economy.
Keep Reading →
December 16 - News
The United States government recently announced fresh curbs targeting the chip industry in China.
Keep Reading →
December 5 - Hedge Funds, Industries, News, Tech
Polen Capital, an investment management company, released its “Polen International Growth Strategy” third-quarter 2024 investor letter.
Keep Reading →
December 5 - Hedge Fund Investor Letters, News
US-China chip wars have been dominating headlines in the AI universe for the past few weeks.
Keep Reading →
December 4 - Hedge Funds, Industries, News, Tech
AI companies in Europe are competing with American counterparts for a larger slice of the AI cake in Asia and the Middle East.
Keep Reading →
December 4 - Hedge Funds, Industries, News, Tech
Latest reports, published by MIT News, suggest that researchers at the Massachusetts Institute of Technology have developed a more efficient algorithm, called Model-Based Transfer...
Keep Reading →
November 30 - Hedge Funds, Industries, News, Tech
An American Depositary Receipt (ADR) is a certificate issued by a U.S. bank, representing shares of a foreign company. ADRs enable U.S.
Keep Reading →
November 29 - Hedge Funds, News
Columbia Threadneedle Investments, an investment management company released its “Columbia Threadneedle Global Technology Growth Strategy” third quarter 2024 investor letter...
Keep Reading →
November 26 - Hedge Fund Investor Letters, News
After the U.S. Presidential elections, the global economies might face trade tariff tribulation as the Trump administration is expected to accelerate the trade war.
Keep Reading →
November 24 - Hedge Funds, News
Artificial intelligence businesses have taken Wall Street by storm in the past few months.
Keep Reading →
November 20 - Hedge Funds, News
Artificial intelligence has been making headlines even at political summits.
Keep Reading →
November 19 - Hedge Funds, News
Artificial intelligence has established deep roots within human society in a very short space of time.
Keep Reading →
November 19 - Hedge Funds, News
The advent of artificial intelligence has shaken up the Search business on the internet, a domain where Google has long reigned supreme.
Keep Reading →
November 19 - Hedge Funds, News
The new president of the United States is set to take office in January 2025, and investors are concerned about how the new policies will impact big tech.
Keep Reading →
November 18 - Hedge Funds, News
The leaders of the United States and China both participated in the recently held APEC Summit in Peru, with artificial intelligence dominating headlines again.
Keep Reading →
November 18 - Hedge Funds, News
AI technology has forced businesses worldwide to reconsider their money making models. This revolutionary change is now making its way into the government sector as well.
Keep Reading →
November 18 - Hedge Funds, News