The recent pullback in US equities can be a sign of an aging bull market and a reaction to developments happening around trade policy, as per Jurrien Timmer, Director of Global...
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March 20 - Hedge Funds, News
In this article, we will take a look at 23 stocks that Jim Cramer discussed 12 months ago during his show on March 25, 2024, and examine whether he was right or wrong about those...
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March 19 - Hedge Funds, News
We came across a bullish thesis on MongoDB, Inc. (MDB) on Twitter by TechFundies. In this article, we will summarize the bulls’ thesis on MDB. MongoDB, Inc.
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March 13 - News, Stock Analysis
MongoDB (MDB) is tumbling 24% after the company delivered stronger-than-expected fourth-quarter results but provided full-year guidance that came in below analysts' average estimates...
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March 6 - Market Movers, News
According to Goldman Sachs, the AI-powered rally in Chinese equities could boost other markets as well.
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March 6 - Hedge Funds, Industries, News, Tech
Operator: Good day, and welcome to MongoDB's Q4 Fiscal Year 2025 Earnings Call. At this time, all participants are in a listen-only mode.
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March 6 - News, Transcripts
According to a spokesperson for China's parliament, DeepSeek’s progress is a reflection of the rise of Chinese companies in artificial intelligence (AI).
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March 4 - Hedge Funds, Industries, News, Tech
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, ...
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March 3 - Hedge Funds, News
As AI takes over industries worldwide, the technology has begun replacing the redundant human workforce, as popular banks reveal plans to shrink headcount amid rapid AI adoption...
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February 24 - Hedge Funds, Industries, News, Tech
With the first quarter of 2025 well underway, Jim Cramer hasn't been short of comments on artificial intelligence.
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February 17 - News
Tech stocks have done much better than expected in the past two years, and if the economy continues to grow and AI hype continues, it is likely that the next two years could also...
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February 13 - News
Software stocks had a troubling end to the last year and some even continued to fall during January. After a solid year, profit-taking would have been acceptable.
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February 10 - News, Stock Analysis
Companies today allocate significant resources to various aspects of software infrastructure, including servers and data centers for secure data storage and processing, cloud ...
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February 8 - Hedge Funds, Industries, News, Tech
In 2024, the S&P 500 IT Sector Index outperformed the broader S&P 500 Index, rising approximately 36% compared to a 23% increase in the latter.
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February 6 - Hedge Funds, Industries, News, Tech
Jim Cramer, the host of Mad Money, on Tuesday, took a close look at President Donald Trump’s recent actions and his effect on the stock market, urging investors to pay closer...
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February 5 - Hedge Funds, News
The tech world may be steering in a new direction with the emergence of DeepSeek and the cheaper and more efficient models it promises.
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February 4 - Hedge Funds, Industries, News, Tech
The DeepSeek selloff which occurred earlier this week gave Jim Cramer plenty to talk about.
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January 31 - News
The world of AI is shifting fast, and DeepSeek is at the center of the latest shake-up.
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January 30 - Hedge Funds, Industries, News, Tech
The new regulatory environment has the technology sector eyeing prominent growth opportunities in 2025 and beyond.
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January 25 - Hedge Funds, News
Artificial intelligence (AI) continues to accelerate rapidly, moving from emerging technologies to influencing how businesses carry out operations.
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January 23 - Hedge Funds, Industries, 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
According to the MCF Corporate Finance Q4 2024 software update report, software company valuations have reached unprecedented heights due to the AI boom, especially with innovations...
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January 18 - Hedge Funds, Industries, News
Consumer Electronics Show (CES) 2025 revolved around AI. If not, it’s all that exhibitors could show.
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January 16 - Hedge Funds, Industries, News
The latest data from the job market in the United States came out on Friday and that has made the future of rate cuts even more uncertain.
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January 11 - Hedge Funds, News
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
The Biden Administration is preparing to leave office but is planning to launch an aggressive chips campaign before it goes. South China Morning Post reported that the US government...
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January 8 - Hedge Funds, Industries, News, Tech
As reported by Reuters, Wall Street’s major indexes started the final trading session of 2024 on a high note, continuing the two-year-long bull market.
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December 31 - Hedge Funds, Industries, News, Tech
As 2024 comes to a close, the software-as-a-service or SaaS industry has been shaken up quite a bit.
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December 31 - News
We came across a bullish thesis on MongoDB, Inc. (NASDAQ:MDB) on Substack by Antonio Linares. In this article, we will summarize the bulls’ thesis on MDB. MongoDB, Inc.
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December 23 - News, Stock Analysis
A Bloomberg report from December 13, AI Wants More Data. More Chips. More Real Estate. More Power. More Water.
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December 19 - Hedge Funds, Industries, News, Tech
Even though there is a looming threat of future curbs, some Asian hedge funds are betting big on Chinese tech companies, according to Reuters.
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December 18 - Hedge Funds, Industries, News, Tech
According to a recent Reuters report, the U.S. will empower tech giants to act as gatekeepers worldwide in its latest efforts to tighten its grip on global AI chip access.
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December 17 - Hedge Funds, Industries, News, Tech
Is artificial intelligence hitting a wall? Speaking at the New York Times annual DealBook summit at Jazz at Lincoln Center, Sundar Pichai analyzed how generative artificial intelligence...
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December 13 - Hedge Funds, Industries, News, Tech
Operator: Good day, and thank you for standing by. Welcome to the MongoDB Third Quarter Fiscal Year 2025 Conference Call.
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December 11 - News, Transcripts
Jim Cramer, the host of Mad Money, recently discussed the current state of the market, touching on various factors including upcoming earnings reports and new inflation data.
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December 9 - Hedge Funds, News
Big data refers to large and diverse collections of data that cannot be managed by traditional data processing tools.
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December 3 - Hedge Funds, News
When BlackRock, the investment titan with more than $10 trillion in assets under management, invests in something, the finance world pays close attention.
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November 26 - Hedge Funds, News
A latest report into the adoption of AI in the United Kingdom has revealed that even though a lot of companies are using AI, only a few have integrated the new technology into...
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November 25 - Hedge Funds, News
In recent news reported by Reuters, a U.S.
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November 20 - Hedge Funds, Industries, News, Tech
Economists anticipate modest US economic growth in the upcoming quarters, and some continue to caution that a mild recession could occur.
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October 30 - Hedge Funds, News
With the close of 2024 approaching fast, artificial intelligence continues to set the narrative on Wall Street.
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October 29 - Market Movers, News
Markets have been soaring for the better part of the year, with pullbacks acting as entry levels from where investors have joined and pushed the market higher.
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October 19 - Hedge Funds, News
Joining CNBC’s Squawk Box to discuss the latest market trends, Mary Ann Bartels of Sanctuary Wealth remains bullish on 2024, expecting the S&P 500 to hit 6,000 by year-end.
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October 17 - Hedge Funds, Industries, News, Tech
Fidelity Investments, an investment management company, released its “Fidelity Growth Strategies Fund” second quarter 2024 investor letter.
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October 1 - Hedge Fund Investor Letters, News
The close of September has cemented the paradigm shift on Wall Street.
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September 30 - News
Commenting on the aggressive rate cut by the Federal Reserve, Jim Cramer said in a latest program on CNBC that the “double” rate cut was needed for the economy and it would...
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September 23 - Hedge Funds, News
Cloud computing refers to the use of remote servers, typically accessed via the Internet, to store, manage, and process data.
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September 22 - Hedge Funds, Industries, News, Tech
We came across a bullish thesis on MongoDB, Inc. (MDB) on Elliot’s Musings’ Substack by Elliot. In this article we will summarize the bulls’ thesis on MDB.
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September 20 - News, Stock Analysis
Investment bank Goldman Sachs recently organized its Communacopia + Technology Conference, an annual event that brings together innovators and business leaders from the technology...
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September 20 - Hedge Funds, Industries, News, Tech
Commenting on the aggressive rate cut by the Federal Reserve, Jim Cramer said in a latest program on CNBC that the “double” rate cut was needed for the economy and it would...
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September 19 - Hedge Funds, News