The American retirement system is feeling the strain, with challenges like shrinking fees, underfunded plans, and an aging population slowing down industry growth.
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March 27 - Dividend Stocks, Hedge Funds, News, Retirement
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer discussed the outcomes of President Trump's tariffs and whether Trump is hostile to the markets.
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March 27 - News
Renaissance Investment Management, an investment management company, released its Q4 2024 “Large Cap Growth Strategy” investor letter.
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March 27 - Hedge Fund Investor Letters, News
“Who am I to tell you anything, much less anything that counts? Or that there are only three questions that count and I know what they are? Why should you bother reading any...
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March 26 - Hedge Funds, News
The S&P 500 index started the week with a bang after staying under pressure for a few days.
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March 26 - News, Stock Analysis
According to a Reuters report posted on March 25, Chinese AI firms have made significant progress in closing the technology gap with the U.S., with some areas now only three months...
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March 26 - Hedge Funds, News
The semiconductor index (SOX) has been on a tear over the last couple of years. The SOX surged by a whopping 66.95% in 2023, followed by a solid 23.79% in 2024.
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March 24 - Hedge Funds, News, Tech
Cliff Asness is one of Wall Street's most respected hedge fund managers.
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March 24 - Hedge Funds, News
The technology sector delivered a strong performance in 2024, driven by chip companies, which played a pivotal role in supporting artificial intelligence (AI) infrastructure.
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March 22 - Hedge Funds, News
The global semiconductor market is poised for substantial growth, with research firm MarketsandMarkets estimating its value to reach $628 billion in 2024 and expand to $707 billion...
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March 22 - Hedge Funds, Industries, News, Tech
In this article, we will take a look at 23 stocks that Jim Cramer discussed 12 months ago during his show on March 25, 2024, and examine whether he was right or wrong about those...
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March 19 - Hedge Funds, News
The most important conference in the tech world is in full swing, yet investors are skeptical about what’s ahead.
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March 19 - Hedge Funds, Industries, News, Tech
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Growth & Income Fund” fourth quarter 2024 investor letter.
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March 18 - Hedge Fund Investor Letters, News
We came across a bullish thesis on Broadcom Inc. (AVGO) on Substack by Daan Rijnberk. In this article, we will summarize the bulls’ thesis on AVGO. Broadcom Inc.
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March 17 - News, Stock Analysis
Investors are on tenterhooks amid the latest selloff as they keep up with President Donald Trump’s volatile tariff policies and assess the slowing enthusiasm in the AI trade...
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March 16 - Hedge Funds, News
The volatile tariff policies of the new US administration and a slowdown in AI-related enthusiasm took a toll on the market over the past few weeks.
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March 16 - Hedge Funds, News
Adage Capital Management, based in Boston, is a major investment firm specializing in managing the broader market's assets, with a strong focus on Endowments and Foundations.
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March 13 - Hedge Funds, News
Ken Fisher is an American billionaire investment analyst and founder of Fisher Investments, a renowned money management firm in the financial world with over 170,000 clients globally...
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March 13 - Hedge Funds, News
Data centers have become the foundation of the digital economy, facilitating the storage, processing, and distribution of vast amounts of data that drive industries worldwide.
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March 13 - Hedge Funds, Industries, News, Tech
On February 28, UBS’ Alli McCartney joined CNBC's 'Power Lunch' to analyze the market's reaction to the tariff announcements.
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March 13 - Hedge Funds, News
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer continued to discuss President Trump and his tariffs.
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March 12 - News
Jim Cramer kicked off his latest episode of Mad Money by highlighting the wild swings in the market, the ongoing trade war with Canada, and the growing concerns about tariffs ...
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March 12 - Hedge Funds, News
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer advised users to turn their focus to Europe when it came to buying stocks.
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March 12 - News
According to a new L.E.K.
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March 12 - Hedge Funds, Industries, News, Tech
Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” fourth quarter 2024 investor letter.
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March 12 - Hedge Fund Investor Letters, News
The rapid growth of artificial intelligence (AI) continues to reshape industries around the world, and experts are closely monitoring its trajectory.
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March 11 - Hedge Funds, Industries, News, Tech
Chris Grisanti, MAI Capital Management chief market strategist, said in a latest program on CNBC that the market is going through a shift towards value stocks from growth stocks...
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March 11 - Hedge Funds, News
Columbia Threadneedle Investments, an investment management company released its “Columbia Threadneedle Global Technology Growth Strategy” fourth quarter 2024 investor letter...
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March 11 - Hedge Fund Investor Letters, News
Determined to lead the AI frontier, China is deploying every resource at its disposal and mobilizing every tool in its arsenal.
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March 10 - Hedge Funds, Industries, News, Tech
On March 6th, CoreWeave, an Nvidia-backed cloud-computing startup, denied claims in a Financial Times report that Microsoft had pulled the plug in some of the agreements it had...
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March 10 - 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
The Trump administration is considering a ban against Chinese AI chatbot DeepSeek from U.S. government devices amid national-security concerns.
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March 10 - Hedge Funds, Industries, News, Tech
Jim Cramer, host of Mad Money, provided important guidance to investors last Friday, emphasizing the difficult market conditions ahead.
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March 9 - Hedge Funds, News
Operator: Welcome to the Broadcom Inc. First Quarter Fiscal Year 2025 Financial Results Conference Call.
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March 8 - News, Transcripts
Major AI stocks are struggling to gain traction as investors rethink their strategies amid concerns of a slowdown in spending.
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March 7 - Hedge Funds, News
On Thursday, Jim Cramer, the host of Mad Money, shared his thoughts on the current state of the stock market, explaining that until things become more balanced, we are likely ...
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March 7 - Hedge Funds, News
Attention is slowly shifting from US chip stocks to what analysts consider as the next big AI play: software.
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March 7 - Hedge Funds, Industries, News, Tech
Broadcom (AVGO) is advancing 5.5% after the chip maker delivered stronger-than-expected fiscal first-quarter results.
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March 7 - Market Movers, News
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” fourth quarter 2024 investor letter.
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March 6 - Hedge Fund Investor Letters, News
The market has been reversing its gains earlier in the year, so much so that the S&P 500 is now down 1.5% year-to-date.
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March 5 - Market Movers, News
CNBC has recently confirmed that artificial intelligence firm Anthropic has closed its latest Series E funding round at a $61.5 billion post-money valuation.
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March 4 - Hedge Funds, Industries, News, Tech
The research preview of the latest GPT-4.5 model from ChatGPT creator OpenAI has been released.
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February 28 - Hedge Funds, Industries, News, Tech
Bell Asset Management, an investment management company, released its Q4 2024 “Bell Global Equities Fund” investor letter. A copy of the letter can be downloaded here.
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February 28 - Hedge Fund Investor Letters, News
As AI continues to redefine the workforce, companies such as DeepSeek are at the forefront of this revolution.
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February 26 - Hedge Funds, Industries, News, Tech
The Magic Formula, as defined by Joel Greenblatt in his book The Little Book that Beats the Market, entails evaluating companies based on two metrics: earnings yield (EBIT/enterprise...
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February 26 - Hedge Funds, News
Jim Cramer in a recent program on CNBC discussed the massive tech sell-off on the back of a new AI LLM model from Chinese startup DeepSeek.
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February 26 - Hedge Funds, News
Millennium Management is a globally recognized investment firm specializing in multi-strategy hedge fund offerings.
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February 25 - Hedge Funds, News
Doug Clinton, Deepwater Asset Management co-founder, said in a latest program on CNBC that the AI trade is still intact but the market is going through a period of "doubt" and...
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February 25 - Hedge Funds, News
The sustained high inflation over the past two years has resulted in increased borrowing costs, posing difficulties for both businesses and consumers.
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February 25 - Dividend Stocks, Hedge Funds, News
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