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...
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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...
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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.
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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...
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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.
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February 25 - News, Stock Analysis
From a certain perspective, domestic equities are off to a strong start this year.
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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...
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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.
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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 ...
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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...
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February 21 - Hedge Funds, Industries, News, Tech
AI is transforming industries by enabling machines to learn, adapt, and make decisions based on data.
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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...
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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...
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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.
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February 18 - News, Stock Analysis
AI is quickly transforming industries and reshaping how businesses operate.
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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.
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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...
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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.
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February 7 - News
The semiconductor industry is on a trajectory of rapid growth, with global revenues expected to exceed $1 trillion by 2030.
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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.
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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 ...
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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%.
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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.
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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.
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January 31 - News, Transcripts
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
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
AI is evolving rapidly with recent breakthroughs making it more accessible and efficient than ever.
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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...
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January 28 - Hedge Funds, News
DeepSeek, a Chinese AI startup, claims to have developed a GPT-4-level model at a fraction of the usual cost, spending just around $6 million.
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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
Given that AI has dominated stock market headlines for more than a year now, it's no surprise that Jim Cramer of CNBC's Mad Money and Squawk on the Street has also devoted quite...
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January 27 - News
Jim Cramer, the host of Mad Money, recently broke down the market's performance on Tuesday, discussing how President Donald Trump’s early days in office might be influencing...
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January 24 - Hedge Funds, 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
Socially responsible companies are businesses that integrate social and environmental considerations into their core operations and decision-making processes.
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January 23 - Hedge Funds, News
Chris Caso, a senior analyst at Wolfe Research, discussed key trends in the semiconductor industry in an interview with CNBC. He highlighted TSMC’s strong performance.
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January 21 - Hedge Funds, News
More than two years have passed since the proliferation of the disruptive Artificial Intelligence (AI) megatrend, symbolically marked by the launch of OpenAI’s revolutionary...
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January 21 - Hedge Funds, News
Energy and EV stocks continue to be in focus as Donald Trump signs a bunch of executive orders that will have far-reaching impacts on many industries.
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January 21 - News, Stock Analysis
News website SemiAccurate today reported that "about two months ago" it "was read an email about a company trying to acquire (all of) Intel." The website indicated that this unnamed...
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January 17 - Market Movers, News
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
As per a CNBC report, in 2025, significant changes are expected in global AI regulation, especially in the U.S., the EU, and the UK.
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January 10 - Hedge Funds, Industries, News, Tech
Jim Cramer, the host of Mad Money, recently shared his perspective on the stock market, especially reflecting on the events of 2024.
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January 8 - Hedge Funds, News
In a recent blog post, OpenAI CEO Sam Altman said that as OpenAI continues to advance it has moved beyond research to product development, with a focus on AGI's future and safety...
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January 8 - Hedge Funds, Industries, News, Tech
When the third quarter of 2024 ended, Intel had lost a substantial 5.7% PC market share to its rival Advanced Micro Devices (AMD).
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January 7 - News, Stock Analysis
Jim Cramer in a latest program on CNBC commented on the bearish start of 2025 and said being a bear in the market is “easy” because when the stocks rise no one would remember...
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January 7 - Hedge Funds, News
Nanotechnology, a groundbreaking concept introduced by Nobel Prize-winning physicist Richard Feynman in 1959 during a speech at Caltech, focuses on working with materials at an...
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December 30 - Hedge Funds, Industries, News
As 2024 comes to a close, the semiconductor industry has seen its fair share of fireworks.
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December 30 - 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
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
As we look toward 2025, the AI investment landscape is evolving from a focus on general-purpose computing to custom-built solutions tailored to specific needs.
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December 25 - Hedge Funds, Industries, News, Tech