Software stocks have been spearheading the stock market’s rally over the past two years and there seems to be no slowing down for the broader software industry.
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February 17 - News
Artificial intelligence that is smarter than humans could be more dangerous than helpful. That’s the sentiment echoed by some of the world’s most prominent AI scientists.
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February 7 - Hedge Funds, Industries, News, Tech
Operator: And welcome to Cerence's first quarter of fiscal year 2025 conference call.
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February 7 - News, Transcripts
Jim Cramer, the host of Mad Money, on Tuesday, took a close look at President Donald Trump’s recent actions and his effect on the stock market, urging investors to pay closer...
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February 5 - Hedge Funds, News
AI stocks were hit hard by DeepSeek’s announcement, but it seems to be that DeepSeek is only causing more optimism in the long run for many AI companies.
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January 31 - News
President Trump announced a major investment initiative to advance artificial intelligence in the U.S., involving a joint venture called Stargate with OpenAI, SoftBank, Oracle...
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January 24 - Hedge Funds, News
As the name suggests, smid-cap stocks have a valuation between $200 million and $20 billion. The definition is pretty flexible, but I'll be working with the broadest one.
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January 21 - News
It's clear that AI holds immense promise but it comes with significant risks.
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January 17 - Hedge Funds, Industries, News, Tech
As President Joe Biden nears the end of his term, he is issuing a series of executive orders.
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January 16 - Hedge Funds, Industries, News, Tech
After the Consumer Electronics Show (CES) in Las Vegas, Jim Cramer had a lot to talk about NVIDIA and other stocks.
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January 12 - News
In his appearance on Squawk on the Street the day CES took place in Las Vegas, Jim Cramer commented on the stock market division that persisted throughout 2024 and is present ...
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January 10 - News
Nvidia continues to be the biggest beneficiary of the rampant spending on AI infrastructure.
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January 8 - News, Stock Analysis
The company disclosed that it had agreed to widen its existing deal with Nvidia (NVDA).
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January 3 - Market Movers, News
Cerence Inc., an AI voice technology company that serves the automotive sector, just announced a partnership with Nvidia.
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January 3 - News, Stock Analysis
The tech market is poised for an explosive growth phase as the AI revolution accelerates.
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November 29 - Hedge Funds, Industries, News, Tech
Operator: Good day, and welcome to Cerence’s Fourth Quarter 2024 Earnings Call. At this time, all participants are in a listen-only mode.
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November 23 - News, Transcripts
The rise of artificial intelligence (AI) businesses has loomed large over finance markets in the past few months, pushing investor attention away from other topics.
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October 5 - Hedge Funds, Industries, News, Tech
The U.S. Federal Reserve conducting a 50 basis point interest rate cut was the catalyst that stocks needed to bounce back from a period of stagnation.
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September 24 - Hedge Funds, News
Meridian Funds, managed by ArrowMark Partners, released its “Meridian Contrarian Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
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September 12 - Hedge Fund Investor Letters, News
Operator: Good day and thank you for standing by. Welcome to the Cerence’s Third Quarter 2024 Earnings Call. At this time all participants are in a listen-only mode.
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August 9 - News, Transcripts
Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” second quarter 2024 investor letter.
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July 29 - Hedge Fund Investor Letters, News
Cerence Inc. misses on earnings expectations. Reported EPS is $-6.66226 EPS, expectations were $-0.23.
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May 10 - News, Transcripts
Cerence Inc. misses on earnings expectations. Reported EPS is $0.4844 EPS, expectations were $0.9.
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February 7 - News, Transcripts
Operator: Good day, and welcome to the Cerence’s Q4 2023 Earnings Call. At this time, all participants are in a listen-only mode.
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November 28 - News, Transcripts
Aristotle Capital Boston, LLC, an investment advisor, released its “Small Cap Equity Strategy” second quarter 2023 investor letter.
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August 24 - Hedge Fund Investor Letters, News
Operator: Good day, and thank you for standing by. Welcome to the Cerence Quarter Three 2023 Earnings Call. At this time, all participants are in a listen-only mode.
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August 10 - News, Transcripts
Operator: Good morning, and thank you for standing by. Welcome to the Cerence Second Quarter 2023 Earnings Call. At this time all participants are in a listen-only mode.
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May 10 - News, Transcripts
Operator: Good day and thank you for standing by. Welcome to the Cerence Q1 2023 Earnings Call. At this time all participants are in a listen-only mode.
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February 10 - News, Transcripts
Vulcan Value Partners, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
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May 19 - Hedge Fund Investor Letters, News
Headwaters Capital, an investment management firm, published its first-quarter 2022 investor letter – a copy of which can be downloaded here.
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May 3 - Hedge Fund Investor Letters, News
Vulcan Value Partners, an investment management firm, published its “Vulcan Value Partners Small Cap Fund” fourth quarter 2021 investor letter – a copy of which can be ...
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March 28 - Hedge Fund Investor Letters, News
Headwaters Capital, an investment management firm, published its third-quarter 2021 investor letter – a copy of which can be downloaded here.
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March 14 - Hedge Fund Investor Letters, News
In this article we take a look at the 10 stocks billionaire David Harding is currently buying.
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December 1 - Hedge Funds, News
In this article, we will take a look at the 10 stocks in the limelight after quarterly reports.
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November 23 - News
Insider Monkey has processed numerous 13F filings of hedge funds and successful value investors to create an extensive database of hedge fund holdings.
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October 25 - Hedge Funds, News
Vulcan Value Partners, an investment management firm, published its “Large Cap, Small Cap, Focus Composite, Focus Plus Composite, and All Cap Composite” second quarter 2021...
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August 9 - Hedge Fund Investor Letters, News
The 800+ hedge funds and famous money managers tracked by Insider Monkey have already compiled and submitted their 13F filings for the first quarter, which unveil their equity...
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July 22 - Hedge Funds, News
Bernzott Capital Advisors, an investment management firm, published its first quarter 2021 investor letter – a copy of which can be downloaded here.
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May 6 - Hedge Fund Investor Letters, News
Vulcan Value Partners, an investment management firm, published its “Large Cap, Small Cap, Focus Composite, Focus Plus Composite, and All Cap” fourth quarter 2020 investor...
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March 31 - Hedge Fund Investor Letters, News
Billionaire Louis Bacon made big portfolio adjustments in the fourth quarter of 2020 to accelerate the winning momentum into 2021.
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March 30 - Hedge Funds, News
Bernzott Capital Advisors, an investment management firm, published its fourth quarter 2020 investor letter – a copy of which can be downloaded here.
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March 24 - Hedge Fund Investor Letters, News
Alger, an investment management firm, published its ‘Alger Weatherbie Specialized Growth Fund’ fourth quarter 2020 investor letter – a copy of which can be downloaded here...
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March 16 - Hedge Fund Investor Letters, News
Hedge funds and large money managers usually invest with a focus on the long-term horizon and, therefore, short-lived dips or bumps on the charts usually don't make them change...
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December 12 - Hedge Funds, News
Vulcan Value Partners recently released its Q2 2020 Investor Letter, a copy of which you can download here.
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August 31 - Hedge Fund Investor Letters, News
At the end of February we announced the arrival of the first US recession since 2009 and we predicted that the market will decline by at least 20% in (see why hell is coming).
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July 5 - Hedge Funds, News
Bernzott Capital Advisors recently released its Q1 2020 Investor Letter, a copy of which you can download below.
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May 14 - Hedge Fund Investor Letters, News