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
Hardman Johnston Global Advisors, an investment management company, released its “Hardman Johnston Global Equity” third quarter 2024, investor letter.
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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.
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December 16 - News
The United States government recently announced fresh curbs targeting the chip industry in China.
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December 5 - Hedge Funds, Industries, News, Tech
Polen Capital, an investment management company, released its “Polen International Growth Strategy” third-quarter 2024 investor letter.
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December 5 - Hedge Fund Investor Letters, News
US-China chip wars have been dominating headlines in the AI universe for the past few weeks.
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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.
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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...
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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.
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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...
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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.
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November 24 - 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
Artificial intelligence has been making headlines even at political summits.
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November 19 - Hedge Funds, News
Artificial intelligence has established deep roots within human society in a very short space of time.
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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.
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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.
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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.
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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.
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November 18 - 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
OpenAI, the AI startup of ChatGPT fame, recently urged the United States government and allies to come together to develop the AI infrastructure needed to compete with China.
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November 14 - Hedge Funds, News
AI initiatives by businesses across the world are attracting the attention of investors.
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November 14 - 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
Baron Funds, an investment management firm, released its “Baron Global Advantage Fund” third quarter 2024 investor letter. A copy of the letter can be downloaded here.
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November 8 - Hedge Fund Investor Letters, News
Data center investments by hyperscalers to leap ahead in the artificial intelligence (AI) race are a hot topic on Wall Street.
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November 5 - Hedge Funds, Industries, News, Tech
In a move that was largely expected, the European Central Bank (ECB) announced on October 17, to cut interest rates by a quarter point, bringing the deposit rate down to 3.25%.
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November 4 - Hedge Funds, News
Investment advisory firm Ithaka Group released the “Ithaka US Growth Strategy” third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
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October 31 - Hedge Fund Investor Letters, News
As the Magnificent Seven continues to release earnings for the fiscal third quarter of 2024, investors are keen to see if the group can maintain their market leading position ...
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October 30 - Hedge Funds, News
As per Ameriprise Financial, the broader stock market continued to climb in Q3 2024, despite surprises that occurred on the way.
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October 30 - Hedge Funds, News
With the third quarter earnings season with us, the semiconductor industry continues to be filled with surprises.
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October 29 - Market Movers, 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.
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October 29 - Market Movers, News
There's been a notable sense of fear among investors despite the market's current strong performance.
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October 28 - Hedge Funds, News
We came across a bullish thesis on ASML Holding N.V. (ASML) on Capitalist Letters’s Substack by Oguz Erkan. In this article, we will summarize the bulls’ thesis on ASML.
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October 22 - News, Stock Analysis