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
Earlier this month, a US federal appeals court made a decision that required ByteDance, TikTok’s parent company, to divest itself or face a ban in the US.
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December 16 - News, Stock Analysis
We came across a bullish thesis on Alphabet Inc. (GOOG) on Value Investing Subreddit Page by LocoJorge7. In this article, we will summarize the bulls’ thesis on GOOG.
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December 15 - News, Stock Analysis
According to a report by Mordor Intelligence, the global augmented reality (AR) market has a market size of $42.48 billion as of 2024.
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December 11 - Hedge Funds, Industries, News, Tech
EMJ Capital founder and President Eric Jackson discussed the potential for Alphabet (GOOG)'s new quantum computing chip, Willow, being a potential Bitcoin and Nvidia killer on...
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December 11 - News
Investors have had high expectations from quantum computing firms for many years, but the technology has consistently failed to deliver on the promise.
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December 10 - Hedge Funds, News
Paul Hickey, Bespoke Investment Group co-founder, said while talking to CNBC in a latest program that despite the market gains still concentrated in a few names, he’s bullish...
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December 10 - Hedge Funds, News
Alphabet's dominance is being challenged as legal authorities continue to force the company towards a Chrome divestiture, but is this all there is to Google's further growth? ...
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December 9 - News, Stock Analysis
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
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
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” third-quarter 2024 investor letter.
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December 3 - Hedge Fund Investor Letters, News
Mar Vista Investment Partners, LLC, an investment management company, released the “Strategic Growth Strategy” third quarter 2024 investor letter.
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December 3 - Hedge Fund Investor Letters, News
Appalaches Capital, an investment management firm, released its third-quarter 2024, investor letter. A copy of the letter can be downloaded here.
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December 2 - Hedge Fund Investor Letters, News
Jared Cohen, Goldman Sachs president of global affairs, co-head of the Goldman Sachs Global Institute, said while talking to CNBC in a latest program that amid rising data center...
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November 30 - Hedge Funds, News
The debate around AI systems hitting a “data wall” or plateau is heating up in the tech industry with many arguing that the performance of AI models is not showing signs of...
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November 30 - News
The World Trade Organization (WTO) recently released a report that examines how artificial intelligence may shape the future of international trade.
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November 30 - 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
xAI founder Elon Musk has raised billions in funding for his AI startup in the past few months.
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November 30 - Hedge Funds, Industries, News, Tech
OpenAI of ChatGPT fame has emerged as the poster child of the AI revolution.
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November 30 - Hedge Funds, Industries, News, Tech
The chip wars between the United States and China are in full swing.
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November 29 - Hedge Funds, Industries, News, Tech
Latest reports from finance news publication The Wall Street Journal reveal that xAI, the AI startup founded by billionaire Elon Musk, is on track to surpass $100 million in annual...
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November 29 - Hedge Funds, Industries, News, Tech
Latest reports indicate that billionaire Masayoshi Son, the founder of Japanese multinational tech firm Softbank, is set to meet Indian Prime Minister Narendra Modi.
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November 27 - Hedge Funds, Industries, News, Tech
Uber, the ride-hailing company that has yet to catch onto the AI boom, is reportedly expanding its fleet of gig workers for a new project aimed at AI annotation and data labeling...
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November 27 - Hedge Funds, Industries, News, Tech
Even as the United States pursues a tougher trade policy towards China, the latest indication being the tightening of export restrictions on advanced AI chips, companies from ...
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November 27 - Hedge Funds, Industries, News, Tech
Columbia Threadneedle Investments, an investment management company released its “Columbia Seligman Global Technology Fund” third quarter 2024 investor letter.
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November 27 - Hedge Fund Investor Letters, News
Perplexity, the California-based AI startup that is challenging the dominance of Google in the Internet Search market, is considering the development of a $50 device that brings...
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November 26 - Hedge Funds, News