It hasn’t been long since DeepSeek released its efficient yet low-cost models, causing a frenzy in the tech world.
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March 25 - Hedge Funds, Industries, News, Tech
With the AI arms race getting more intense than ever, it seems that some people are increasingly realizing that cooperation, rather than competition, is key.
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March 24 - Hedge Funds, Industries, News, Tech
High-valuation stocks are typically characterized by metrics such as high price-to-earnings (P/E) ratios, price-to-sales ratios, and enterprise value to EBITDA (EV/EBITDA) multiples...
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March 24 - Hedge Funds, Industries, News
We came across a bearish thesis on CrowdStrike Holdings, Inc. (CRWD) on Substack by Magnus Ofstad. In this article, we will summarize the bears’ thesis on CRWD.
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March 24 - News, Stock Analysis
China’s artificial intelligence sector is evolving into a fiercely contested arena.
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March 24 - Hedge Funds, Industries, News, Tech
Nvidia’s annual software developer conference, GTC, is in full swing.
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March 20 - Hedge Funds, Industries, News, Tech
A new open-source model from Mistral AI is shaking things up in the tech world.
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March 20 - Hedge Funds, Industries, News, Tech
Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” fourth quarter 2024 investor letter.
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March 20 - Hedge Fund Investor Letters, 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
Demis Hassabis believes that artificial general intelligence (AGI), a type of artificial intelligence which is as smart as or smarter than humans, will start to emerge in the ...
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March 18 - Hedge Funds, Industries, News, Tech
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
After two years of 25%+ gains, some investors worry that stocks are overvalued.
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March 15 - Hedge Funds, News
In this article, we will take a look at 16 stocks that Jim Cramer discussed 12 months ago during his show on March 18, 2024, and examine whether he was right or wrong about those...
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March 12 - Hedge Funds, 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
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
In his recent appearance on CNBC's Squawk on the Street, Jim Cramer commented on President Trump's tariffs against Mexico and Canada and his proposal of tax cuts.
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March 10 - News
The cybersecurity market is poised for significant growth over the coming years, driven by an increasingly complex threat landscape and rapid digital transformation across industries...
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March 9 - Hedge Funds, News
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
Elon Musk has been pressing hard to halt OpenAI’s transition into a for-profit entity. But the high-stakes legal battle isn’t seemingly working out in his favor.
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March 7 - Hedge Funds, Industries, News, Tech
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
According to Goldman Sachs, the AI-powered rally in Chinese equities could boost other markets as well.
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March 6 - Hedge Funds, Industries, News, Tech
China is making significant strides in integrating artificial intelligence in its economy.
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March 5 - Hedge Funds, Industries, News, Tech
Mark Mahaney, Senior Managing Director at Evercore ISI, discussed how AI is reshaping the tech industry with Bloomberg's Alix Steel and Paul Sweeney at the Bloomberg Invest conference...
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March 5 - Hedge Funds, Industries, News, Tech
IT security giant CrowdStrike (CRWD) is sinking 12% after the company reported stronger-than-expected fiscal fourth-quarter financial results but provided guidance that came in...
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March 5 - Market Movers, News
CrowdStrike Holdings, Inc. (NASDAQ:CRWD) Q4 2025 Earnings Call Transcript March 4, 2025CrowdStrike Holdings, Inc. beats earnings expectations.
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March 5 - News, Transcripts
What is the biggest security risk in artificial intelligence? According to CPPCC member Zhou Hongyi, co-founder and chairman of internet security firm Qihoo 360, it is to fall...
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March 4 - Hedge Funds, Industries, News, Tech
In his latest appearance on CNBC's Squawk on the Street, Jim Cramer commented on how he's facing trouble using ChatGPT. In his.
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March 4 - News
The tech world was already spooked when it got to know AI models could be developed more cheaply and efficiently.
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March 3 - 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
Jim Cramer, the host of Mad Money, on Thursday, shared his thoughts on the market's volatility following President Donald Trump's tariff announcements and provided insights into...
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February 28 - Hedge Funds, News
We came across a bullish thesis on CrowdStrike Holdings, Inc. (CRWD) on Substack by Bulls On Parade. In this article, we will summarize the bulls’ thesis on CRWD.
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February 28 - News, Stock Analysis
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 cybersecurity industry is experiencing unprecedented growth, fueled by increasing cyber threats, the expansion of cloud computing, and the adoption of artificial intelligence...
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February 26 - Hedge Funds, News
The race to gain a competitive edge in the generative artificial intelligence industry fiercely continues, and Anthropic is the latest one making a move.
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February 24 - Hedge Funds, Industries, News, Tech
The interest in Chinese AI startup DeepSeek remains strong, and the company itself is actively fueling its momentum.
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February 21 - Hedge Funds, Industries, News, Tech
Users are adopting artificial intelligence tools at an unprecedented pace.
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February 20 - Hedge Funds, Industries, News, Tech
In the fourth quarter of 2024, the US Gross Domestic Product (GDP) expanded at an annual rate of 2.3%, slightly below market expectations of 2.7% and a deceleration from the 3...
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February 20 - Hedge Funds, News
No conservation about artificial intelligence today stands complete without the mention of DeepSeek.
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February 19 - Hedge Funds, Industries, News, Tech
Emily Rowland, co-chief investment strategist at John Hancock Investment Management, joined a discussion on CNBC's 'Squawk Box' on February 13 to share her insights on the markets...
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February 17 - Hedge Funds, News
Even amidst the DeepSeek frenzy, artificial intelligence remains the most prevalent theme in the market today.
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February 17 - Hedge Funds, Industries, News, Tech
In an update on the bid by an Elon Musk-led consortium to buy the non-profit that controls OpenAI, Musk’s lawyers have reportedly stated in a court filing that they will withdraw...
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February 13 - Hedge Funds, Industries, News, Tech
Tech stocks have done much better than expected in the past two years, and if the economy continues to grow and AI hype continues, it is likely that the next two years could also...
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February 13 - News
Is heavy regulation the right approach toward artificial intelligence? According to U.S. Vice President JD Vance, not quite.
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February 13 - Hedge Funds, Industries, News, Tech
Is it time to sell the Mag-7 stocks? According to U.S.
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February 11 - Hedge Funds, Industries, News, Tech
Jim Cramer, the host of Mad Money, recently discussed how major capital expenditure (CapEx) commitments from top tech companies have been received by the market, especially in...
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February 11 - Hedge Funds, News
Software stocks had a troubling end to the last year and some even continued to fall during January. After a solid year, profit-taking would have been acceptable.
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February 10 - News, Stock Analysis
Jim Cramer, the host of Mad Money, took a moment on Wednesday to reflect on the latest market developments as earnings season progresses, sharing his thoughts on how investors...
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February 6 - Hedge Funds, News
The artificial intelligence story continues to grow more compelling with each passing day.
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February 6 - Hedge Funds, Industries, News, Tech
The pace of artificial intelligence development and deployment is “pretty terrifying”. That’s the sentiment echoed by Steven Adler, a former safety researcher at OpenAI.
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February 5 - Hedge Funds, Industries, News, Tech
In the past few days, the reintroduction of tariffs by the US government has been a significant factor influencing market dynamics.
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February 4 - Hedge Funds, News