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...
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March 22 - Hedge Funds, Industries, News, Tech
The future of artificial intelligence promises transformative advancements across various sectors as revolutionary technology augments human capabilities and drives innovation...
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March 22 - Hedge Funds, Industries, News, Tech
On Thursday, Jim Cramer, the host of Mad Money, pointed out that the ongoing fears surrounding President Donald Trump's aggressive tariff policies continued to impact the market...
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March 14 - Hedge Funds, News
Columbia Threadneedle Investments, an investment management company released its “Columbia Seligman Global Technology Fund” fourth quarter 2024 investor letter.
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March 13 - Hedge Fund Investor Letters, News
The global semiconductor industry reported a collective revenue of $626 billion in 2024, an 18.1% increase YoY, as per Gartner.
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March 10 - Hedge Funds, News
The uncertainty related to the tariff announcements continues to influence Wall Street.
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March 9 - Hedge Funds, News
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer discussed the impact of Elon Musk's DOGE cost-cutting efforts on the US government and how action against smaller...
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February 28 - 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
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
Lam Research (LRCX) is advancing 4% after investment bank Cantor Fitzgerald issued a bullish note on the shares.
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February 18 - Market Movers, News
A consortium of investors led by Elon Musk recently offered $97.4 billion to buy the non-profit that controls OpenAI. Musk’s lawyer, Marc Toberoff, confirmed the news.
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February 12 - Hedge Funds, Industries, News, Tech
We came across a bullish thesis on Lam Research Corporation (LRCX) on Substack by Long-Term Pick. In this article, we will summarize the bulls’ thesis on LRCX.
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February 11 - News, Stock Analysis
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
Big Tech comprises some of the largest and most influential companies in the world, recognized for their sheer size, extensive customer base, and financial strength.
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February 4 - Hedge Funds, Industries, News, Tech
Jim Cramer in a latest program on CNBC talked about the importance of investing in companies with good management teams.
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February 1 - 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
Semiconductor stocks were once again at the forefront of media and investor attention this week during the stock market selloff triggered by investor apprehensions about lower...
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January 31 - News
As AI continues to reshape industries, investors are closely watching how companies allocate capital during concerns over high valuations.
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January 31 - Hedge Funds, News
Lam Research Corporation (NASDAQ:LRCX) Q2 2025 Earnings Call Transcript January 29, 2025Lam Research Corporation beats earnings expectations.
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January 31 - News, Transcripts
DeepSeek is making significant strides in the artificial intelligence landscape.
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January 30 - Hedge Funds, Industries, News, Tech
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
Artificial intelligence is rapidly evolving and is shaping industries and global competition.
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January 30 - Hedge Funds, Industries, News, Tech
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
Jim Cramer, host of Mad Money, recently shared his perspective on a few oil service stocks and the impact of President Donald Trump’s pro-drilling agenda.
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January 27 - Hedge Funds, News
Global market intelligence firm IDC, in its most recent report, projected a 15% growth for the global semiconductor market in 2025, driven by the relentless rise in demand for...
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January 23 - Hedge Funds, Industries, News
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
Technology is advancing unprecedentedly, and physical AI seems to be the next leap forward.
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January 20 - Hedge Funds, Industries, News, Tech
We came across a bullish thesis on Lam Research Corporation (LRCX) on Long-Term Pick’s Substack by Dan. In this article, we will summarize the bulls’ thesis on LRCX.
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January 15 - News, Stock Analysis
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
As 2024 comes to a close, the semiconductor industry has seen its fair share of fireworks.
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December 30 - News
Famously known as the “godfather of artificial intelligence”, British-Canadian computer scientist Professor Geoffrey Hinton has recently warned that the pace of technological...
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December 29 - Hedge Funds, Industries, News, Tech
For Jim Cramer, tech stocks and the Federal Reserve's interest rate cuts are a major talking point.
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December 27 - News
According to a Department of Energy-backed study, U.S. data center power demand could nearly triple in the next three years.
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December 26 - Hedge Funds, Industries, News, Tech
The technology industry has driven the stock market at a time when interest rates were at two-decade-high levels.
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December 16 - 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
Like all of us, Jim Cramer is always wondering what's next for the stock market.
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December 16 - Market Movers, News
Ray Dalio, a seasoned global macro investor with over 50 years of experience, founded Bridgewater Associates from his two-bedroom apartment in New York City and led the firm for...
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November 29 - Hedge Funds, News
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
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
“If the bond market doesn’t start behaving and calming down, and long-term interest rates don’t stop going up, we are gonna start losing the groups that led us higher for...
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October 30 - Hedge Funds, News
Jim Cramer, the host of Mad Money, urged investors to refrain from making any investments in high-value stocks, particularly in the Big Tech sector, ahead of upcoming earnings...
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October 30 - Hedge Funds, News
The initial wave of artificial intelligence investing has shaken up the stock market.
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October 29 - Market Movers, News
With the third quarter earnings season with us, the semiconductor industry continues to be filled with surprises.
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October 29 - Market Movers, News
Lam Research Corporation (NASDAQ:LRCX) Q1 2025 Earnings Call Transcript October 23, 2024Lam Research Corporation beats earnings expectations.
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October 24 - News, Transcripts
As Wall Street dives into the heart of earnings season, Jim Cramer has provided insights into market trends and earnings reports to watch in the upcoming week.
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October 22 - Hedge Funds, 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
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
We came across a bullish thesis on Lam Research Corporation (LRCX) on Long-Term Pick’s Substack by Dan. In this article, we will summarize the bulls’ thesis on LRCX.
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October 2 - News, Stock Analysis