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 EU's highest court ruled that Alphabet may have abused its market strength and violated antitrust laws by declining to let another firm place an app on Android Auto.
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February 25 - Market Movers, News
Dividend stocks offer investors a reliable stream of income, no matter how the market is doing.
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February 25 - Dividend Stocks, Hedge Funds, News
The London Company, an investment management company, released “The London Company Large Cap Strategy” fourth quarter 2024 investor letter.
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February 25 - Hedge Fund Investor Letters, News
The Fortune 500 list includes companies that generate the highest revenue in the United States.
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February 24 - Hedge Funds, News
Jim Cramer opened Monday’s Mad Money episode with the observation that CEOs gathered at the NFL’s Super Bowl game weren't just there for football.
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February 20 - Hedge Funds, News
Ken Fisher is a prominent American billionaire investment analyst, author, and the founder of Fisher Asset Management, one of the biggest and most successful hedge funds in the...
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February 20 - Hedge Funds, News
Investors are continuing to assess the impact of new LLMs in the AI industry. X.
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February 19 - Hedge Funds, News
LinkedIn co-founder Reid Hoffman said in a latest program on CNBC that the DeepSeek breakthrough was not “news” for him and many tech insiders as he believed sooner or later...
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February 19 - Hedge Funds, News
JPMorgan Asset Management's Kerry Craig said in a latest program on CNBC that investors are looking beyond the top AI companies amid valuation and spending concerns following ...
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February 18 - News
Bretton Capital Management, an investment management company, released “Bretton Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
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February 18 - Hedge Fund Investor Letters, News
Released on Friday, February 7, the January jobs report showed resilience in the labor market with higher-than-expected wage growth.
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February 11 - Hedge Funds, News
Barry Bannister, Stifel's chief equity strategist, said in a latest program on CNBC that the macroeconomic factors are finally catching up to the AI-led bull market.
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February 10 - Hedge Funds, News
In an era where financial literacy is increasingly recognized as a crucial life skill, teaching children about stock market investing can provide them with a significant advantage...
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February 7 - Hedge Funds, News
The rise of artificial intelligence in finance has led many investors to question whether AI-powered tools like ChatGPT can effectively pick stocks.
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February 7 - Hedge Funds, News
Operator: Welcome, everyone. Thank you for standing by for the Alphabet Fourth Quarter and Fiscal Year 2024 Earnings Conference Call.
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February 6 - News, Transcripts
Alphabet (GOOG,GOOGL) stock is tumbling 7% this morning.
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February 5 - Market Movers, News
Merion Road Capital Management, an investment advisor, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
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February 3 - Hedge Fund Investor Letters, News
Artificial intelligence (AI) has fueled a major rally in the technology sector, driving up key market indices.
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January 30 - Hedge Funds, News
Tsai Capital, an investment management company, released its fourth quarter investor letter. A copy of the letter can be downloaded here.
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January 30 - Hedge Fund Investor Letters, News
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...
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January 29 - Hedge Funds, News
Markets were in turmoil after Chinese startup DeepSeek introduced a low-cost AI model over the weekend.
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January 27 - News
Investors have become increasingly concerned about the rising capital expenditures on artificial intelligence, with many wondering whether the expectations embedded in financial...
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January 27 - Hedge Funds, News
President Donald Trump's $500 billion investment plan to build AI infrastructure, Stargate, is making waves as analysts believe the project provides a new growth catalyst for ...
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January 25 - Hedge Funds, News
Based on a report by MarketsandMarkets, the global cloud industry in 2025 is projected to grow by 15.1% to $1,256.8 billion.
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January 25 - Hedge Funds, Industries, News
All everyone could talk about in the technical AI landscape these days is DeepSeek-R1, a Chinese open-source LLM that analysts believe can give major American AI companies a run...
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January 25 - Hedge Funds, News
2024 was a stellar year for the US markets, driven by a strong performance in the technology sector.
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January 24 - Hedge Funds, News
Montaka Global Investments, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
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January 23 - Hedge Fund Investor Letters, 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 management company Vulcan Value Partners recently released its 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
Alphyn Capital Management, an investment management firm, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
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January 13 - Hedge Fund Investor Letters, News
Anastasia Amoroso, iCapital chief investment officer, said in a latest program on CNBC that 2025 will be the year of AI software, data centers and power.
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January 11 - Hedge Funds, News
We came across a bullish thesis on Alphabet Inc. (NASDAQ:GOOG) on Business Model Mastery’s Substack by The Antifragile Investor.
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January 8 - News, Stock Analysis
Drew Pettit, U.S. equity strategist at Citi Research, said in a latest program on CNBC that he believes the AI growth story is still intact moving ahead in 2025.
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January 6 - Hedge Funds, News
META released its latest model of Llama Large Language Model (LLM) and it has forced both Google and Amazon to rethink their LLM strategy.
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January 3 - News, Stock Analysis
Dan Niles, Niles Investment Management founder, recently said in a program on CNBC that a slowdown in spending could be a “big problem” for major AI players in 2025.
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December 31 - Hedge Funds, News
To select stocks with long-term growth potential, investors should focus on fundamental analysis, evaluating financial health through earnings history, revenue growth, and profit...
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December 30 - Hedge Funds, News
As trading in 2024 heads towards a close, major stock market indexes have had a good run despite mixed performance across sectors.
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December 29 - News
OpenAI faced two outages in December, causing hours-long disruption to its Sora and ChatGPT platforms.
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December 28 - News, Stock Analysis
Marco Argenti, Chief Information Officer at Goldman Sachs, recently said that in 2025, the world will witness the full potential of AI that has been in development.
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December 27 - Hedge Funds, News
Investors are looking for new growth horizons in the AI industry to gauge whether the current market rally can continue for the years to come.
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December 26 - News
Defiance ETFs CEO and CIO Sylvia Jablonski said in a recent program on Bloomberg that there are trillions of dollars of cash waiting on the sidelines ready to be invested in AI...
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December 26 - Hedge Funds, News
Google is reportedly working on enhancing its search engine with the launch of what is being called an ‘AI mode’.
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December 23 - News, Stock Analysis
“It's become not really an index; it's become a single bet. So it it's a very risky thing to invest in.
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December 23 - Hedge Funds, Industries, News, Tech
The AI-powered humanoid robotics firm, Apptronik, has just announced a partnership with Google DeepMind that will combine the company’s expertise in robotics with the AI capabilities...
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December 20 - News, Stock Analysis
Henry Ajder, Latent Space Advisory founder, said in a latest program on CNBC that lack of fresh data remains a key challenge for the performance of AI systems after a period of...
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December 18 - News
Jim Cramer in a latest program talked about the latest market volatility and said using too many AI algorithms, data points and correlations could be useful for short-term traders...
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December 18 - Hedge Funds, News
RiverPark Advisors, an investment advisory firm and sponsor of the RiverPark family of mutual funds, released its “RiverPark Large Growth Fund” third quarter 2024 investor...
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December 18 - Hedge Fund Investor Letters, News
Google’s new Innovative AI project, Whisk, is aimed at enhancing creative work as it introduces image prompts instead of traditional text-based ones.
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December 17 - News, Stock Analysis
OpenAI entered the search engine world in October when it announced SearchGPT, an AI platform that would respond to prompts using existing resources on the internet.
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December 17 - News, Stock Analysis