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
The global technology sector is on track for strong earnings growth in 2025, driven by advancements in artificial intelligence (AI), cloud computing, and semiconductors.
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February 19 - Hedge Funds, Industries, News, Tech
The semiconductor industry has been delivering record-breaking numbers in the past two years.
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February 6 - 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
Despite DeepSeek and Qwen 2.5 disrupting the global tech sector, investors welcomed the impressive Q4 AI revenues from leading US tech firms like International Business Machines...
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January 31 - Hedge Funds, Industries, News, Tech
Operator: Good afternoon. My name is Todd, and I will be your conference operator today.
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January 31 - News, Transcripts
President Donald Trump has recently announced a private sector investment to build more AI data centers, marking yet another effort by the US government to stay ahead in the race...
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January 24 - Hedge Funds, Industries, News, Tech
With only a few days in, President Donald Trump's administration has been making significant strides in advancing artificial intelligence technology.
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January 22 - Hedge Funds, Industries, News, Tech
Semiconductors have led industrial advancements and aided key applications such as personal computing, data centers, and cloud computing.
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January 21 - Hedge Funds, Industries, News
Stock splits don't change how much a company is worth, but they make each share cheaper and easier for people to buy, considering it's a forward split.
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January 20 - Hedge Funds, News
We came across a bullish thesis on KLA Corporation (KLAC) on Substack by Quality Equities. In this article, we will summarize the bulls’ thesis on KLAC.
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January 20 - News, Stock Analysis
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
The stock market as a whole hasn't had a great start to the year, but there have been some outliers.
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January 15 - News
Vltava Fund, an investment management company, recently released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
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January 8 - Hedge Fund Investor Letters, News
Semiconductors are the modern-day equivalent of oil when it comes to the general well-being of the global economy.
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December 16 - News
Data center investments by hyperscalers to leap ahead in the artificial intelligence (AI) race are a hot topic on Wall Street.
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November 5 - Hedge Funds, Industries, News, Tech
Operator: Good afternoon everyone. My name is Bo, and I will be your conference operator today.
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November 1 - News, Transcripts
On October 31, CNBC’s Steve Kovach joined ‘Money Movers’ to discuss big tech’s AI spending.
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October 31 - Hedge Funds, Industries, News, Tech
Semiconductor stocks are among the most dynamic ones that you'll find on Wall Street. Since the start of the coronavirus pandemic in 2020, chip stocks have seen it all.
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October 29 - Market Movers, News
As the earnings season unfolds, investors are eager to see how artificial intelligence (AI) investments among S&P 500 companies are yielding results.
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October 12 - Hedge Funds, Industries, News, Tech
Malcolm Ethridge, Capital Area Planning Group managing partner, joined CNBC to talk about where the market could go and his sentiment regarding the AI and overall tech sector.
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October 12 - Hedge Funds, News
The AI industry is constantly evolving and investors are keeping a close eye on investments, advancements in AI capabilities, and new partnerships to keep pace with the continued...
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October 10 - Hedge Funds, Industries, News, Tech
US technology stocks have surged dramatically this year, largely driven by the growing excitement surrounding generative artificial intelligence (AI).
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October 6 - Hedge Funds, Industries, News, Tech
Artificial intelligence (AI) data centers are one of the hottest topics on Wall Street as companies across the industrial spectrum compete in a race to deploy AI technologies ...
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October 4 - Hedge Funds, Industries, News, Tech
Companies are investing heavily in AI infrastructure to meet the growing demands of machine learning, data processing, and AI-driven applications.
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September 29 - Hedge Funds, Industries, News, Tech
In a recent episode of Mad Money, Jim Cramer traveled to Dreamforce, to understand the true capabilities of artificial intelligence (AI) and to separate fact from hype.
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September 18 - Hedge Funds, News
This September saw a sluggish start for most US stocks, and large-cap technology stocks were no exception to this trend.
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September 10 - Hedge Funds, Industries, News, Tech
Parnassus Investments, an investment management company, released the “Parnassus Mid Cap Fund” second quarter 2024 investor letter.
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September 7 - Hedge Fund Investor Letters, News
Artificial intelligence has led to a much-needed market rally in the technology industry over the past year.
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August 13 - Hedge Funds, News
Operator: Good afternoon. Good afternoon. My name is David and I'll be your conference operator today.
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July 25 - News, Transcripts
Aristotle Atlantic Partners, LLC, an investment advisor, released its “Large Cap Growth Strategy” second quarter 2024 investor letter.
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July 22 - Hedge Fund Investor Letters, News
In this article, we discuss the 23 most profitable stocks of the last 12 months.
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May 4 - Hedge Funds, News
In this piece, we will take a look at the ten best performing growth stocks in January 2024.
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March 8 - Hedge Funds, Market Movers, News
In this article, we discuss the 5 best semiconductor stocks to invest in.
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February 24 - Hedge Funds, News
KLA Corporation beats earnings expectations. Reported EPS is $6.16, expectations were $5.88.
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January 27 - News, Transcripts
In this piece, we will take a look at the 13 best performing S&P500 stocks over the past five years.
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November 15 - Market Movers, News
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October 26 - News, Transcripts
In this article, we will talk about the 20 biggest augmented reality and virtual reality companies in the world.
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August 21 - Industries, Lists, News
Operator: Good afternoon. My name is Chelsea, and I will be your conference operator today.
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July 28 - News, Transcripts
Operator: Good afternoon. My name is Chelsea, and I will be your conference operator today.
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May 4 - News, Transcripts
In this article, we will take a look at the 5 best semiconductor equipment stocks to buy now.
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April 26 - Hedge Funds, News
Aristotle Atlantic Partners, LLC, an investment advisor, released its “Focus Growth Strategy” fourth quarter 2022 investor letter.
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April 6 - Hedge Fund Investor Letters, News
Augmented reality is set to revolutionize the ways we interact with our surroundings.
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March 19 - Hedge Funds, News
The semiconductor industry is the backbone of the technology sector.
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March 16 - Business, Lists, News
Operator: Good afternoon. My name is Chelsea, and I will be your conference operator today.
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January 27 - News, Transcripts
In this piece, we will take a look at the 16 largest semiconductor companies by market capitalization.
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December 5 - Lists, News
In this article, we discuss the top 10 semiconductor stock picks of Goldman Sachs.
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November 9 - Hedge Funds, News
In this article, we discuss 10 stocks to buy according to Kevin McCarthy’s Breakline Capital.
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September 5 - Hedge Funds, News
In this article, we discuss 10 semiconductor stocks that pay dividends.
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August 24 - Dividend Stocks, Hedge Funds, News
In this article, we discuss 10 important dividend increases to watch in August.
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August 15 - Hedge Funds, News