President Donald Trump’s new reciprocal tariff announcement is hammering stock markets around the world as countries face a new reality and trade dynamics.
Keep Reading →
April 3 - Hedge Funds, News
Speaking yesterday, INTC CEO Lip-Bu Tan said that turning around the chipmaker "won't be easy" and "won't happen overnight." He added that the firm will face difficulties for ...
Keep Reading →
April 1 - Market Movers, News
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer commented that President Trump might be lenient towards major American companies when it came to tariffs.
Keep Reading →
March 31 - News
According to a Fortune Business Insights report, the global data center market, valued at $242.72 billion in 2024, is expected to grow to $585 billion by 2032, at a compound annual...
Keep Reading →
March 27 - Hedge Funds, News
On Monday, Jim Cramer, host of Mad Money, shared his thoughts on how the government's approach to tariffs could play a crucial role in sustaining the stock market rally.
Keep Reading →
March 25 - Hedge Funds, News
During the most recent episode of Mad Money, Jim Cramer described the current stock market as a “short sellers paradise,” offering an ideal moment for those betting against...
Keep Reading →
March 25 - 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...
Keep Reading →
March 22 - Hedge Funds, Industries, News, Tech
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer commented on a Bloomberg piece about Secretary Bessent acting like a hedge fund manager and disagreements within...
Keep Reading →
March 19 - News
As businesses invest heavily in artificial intelligence, many leaders remain skeptical about its impact on enterprise productivity.
Keep Reading →
March 18 - Hedge Funds, News
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer commented on President Trump's latest set of tariffs.
Keep Reading →
March 17 - News
Piper Sandler’s Chief Market Technician Craig Johnson said in a latest program on CNBC that despite the recent market volatility and “negative” headlines, he sees buying...
Keep Reading →
March 16 - Hedge Funds, News
Jim Cramer, the host of Mad Money, expressed frustration on Thursday over the negative outlook he believes the White House is projecting about the economy.
Keep Reading →
March 14 - 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.
Keep Reading →
March 13 - Hedge Funds, Industries, News, Tech
In this article, we will take a look at 13 stocks that Jim Cramer discussed 12 months ago during his show on March 20, 2024, and examine whether he was right or wrong about those...
Keep Reading →
March 13 - Hedge Funds, News
According to a new L.E.K.
Keep Reading →
March 12 - 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.
Keep Reading →
March 10 - Hedge Funds, News
AI is transforming industries at a very fast pace, with businesses integrating AI agents to improve efficiency and customer interactions.
Keep Reading →
March 6 - Hedge Funds, News
On Wednesday, Jim Cramer, the host of Mad Money, shared his thoughts on the volatile trading day, pointing out that President Donald Trump's actions are reshaping how investors...
Keep Reading →
March 6 - Hedge Funds, News
"The CHIPS Act is a horrible, horrible thing. We give hundreds of billions of dollars and it doesn't mean a thing.
Keep Reading →
March 5 - Market Movers, News
The AI stocks selloff that started following the launch of DeepSeek is still impacting the US markets.
Keep Reading →
March 5 - Hedge Funds, News
According to a February research report by Precedence Research, the global AI market is projected to grow from $757.58 billion in 2025 to approximately $3.68 trillion by 2034, ...
Keep Reading →
March 3 - Hedge Funds, News
Nvidia and Broadcom, which both sell large numbers of AI chips, are testing Intel's ability to produce complex semiconductors, Reuters reported.
Keep Reading →
March 3 - Market Movers, News
In a recent discussion at CNBC's 'Squawk on the Street', NYU professor and AI expert, Gary Marcus shared his perspective on the limitations of current AI models, the hurdles in...
Keep Reading →
February 27 - Hedge Funds, News
Gene Munster from Deepwater Asset Management said in a latest program on CNBC that the AI hardware trade is still intact and the analyst believes DeepSeek is a net positive for...
Keep Reading →
February 26 - Hedge Funds, News
Jim Cramer in a latest program on CNBC talked about the ongoing “rebellion” against the data center and the impact of tariffs on the broader market.
Keep Reading →
February 26 - 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...
Keep Reading →
February 25 - Hedge Funds, News
DeepSeek AI revelations were the biggest concern for investors when the month started. Many had started questioning if investing so much in AI infrastructure was worth it.
Keep Reading →
February 25 - News, Stock Analysis
From a certain perspective, domestic equities are off to a strong start this year.
Keep Reading →
February 25 - Hedge Funds, News
The rapid expansion of digital technologies and data-intensive applications, including artificial intelligence (AI), cloud computing, and enterprise digital transformation, is...
Keep Reading →
February 24 - Hedge Funds, Industries, News, Tech
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer recalled the stock market crash due to the coronavirus.
Keep Reading →
February 24 - News
The performance of the semiconductor industry is commonly measured by the Philadelphia Semiconductor Index (SOX), a capitalization-weighted index comprising 30 of the largest ...
Keep Reading →
February 22 - Hedge Funds, Industries, News, Tech
The semiconductor industry is a crucial pillar of global technological development, providing essential components for various industries, from consumer electronics to industrial...
Keep Reading →
February 21 - Hedge Funds, Industries, News, Tech
AI is transforming industries by enabling machines to learn, adapt, and make decisions based on data.
Keep Reading →
February 20 - Hedge Funds, News
There have been murmurs of a data center and cloud computing slowdown for the past two years, but none of that has materialized and the data center industry has instead accelerated...
Keep Reading →
February 19 - News
As AI is transforming industries by automating tasks, optimizing processes, and creating new opportunities for innovation, it is also giving rise to discussions around its safety...
Keep Reading →
February 19 - Hedge Funds, News
The semiconductor industry has always been a battleground for technological development, though lately, it has turned into a full-scale battle.
Keep Reading →
February 18 - News, Stock Analysis
AI is quickly transforming industries and reshaping how businesses operate.
Keep Reading →
February 13 - Hedge Funds, News
In his latest appearance on CNBC's Squawk on the Street, Jim Cramer discussed President Trump's tariffs on Mexico and their impact on the car industry.
Keep Reading →
February 11 - News
Jim Cramer, host of Mad Money, recently pointed out some unexpected trends in the stock market this year, spotlighting a group of companies that have largely flown under the radar...
Keep Reading →
February 7 - Hedge Funds, News
In his latest appearance on CNBC's Squawk on the Street, Jim Cramer spent nearly all of his show discussing stocks.
Keep Reading →
February 7 - News
The semiconductor industry is on a trajectory of rapid growth, with global revenues expected to exceed $1 trillion by 2030.
Keep Reading →
February 6 - Hedge Funds, News
AI continues to evolve quite fast and it is influencing different sectors with its potential to transform business operations and improve efficiencies.
Keep Reading →
February 3 - Hedge Funds, News
In the latest episode of CNBC's Squawk on the Street, Jim Cramer couldn't stop talking about the DeepSeek selloff, the AI models themselves, and how stocks are behaving after ...
Keep Reading →
February 1 - News
Data for the gross domestic product (GDP) in the fourth quarter of 2024 came out at 2.3%, slightly under economist expectations of 2.6%.
Keep Reading →
January 31 - Hedge Funds, News
AI is rapidly evolving, with lower costs making it more accessible and shifting attention from infrastructure to real-world applications.
Keep Reading →
January 31 - Hedge Funds, News
Operator: Thank you for standing by, and welcome to Intel Corporation's Fourth Quarter 2024 Earnings Conference Call. At this time, all participants are in listen-only mode.
Keep Reading →
January 31 - News, Transcripts
Artificial intelligence (AI) has fueled a major rally in the technology sector, driving up key market indices.
Keep Reading →
January 30 - Hedge Funds, 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...
Keep Reading →
January 29 - Hedge Funds, News
AI is evolving rapidly with recent breakthroughs making it more accessible and efficient than ever.
Keep Reading →
January 28 - Hedge Funds, News
Jim Cramer, the host of Mad Money, recently shared his thoughts on the upcoming earnings season, emphasizing that investors should tread carefully and avoid making any big moves...
Keep Reading →
January 28 - Hedge Funds, News