In the latest development in the feud between OpenAI and Elon Musk, the ChatGPT maker has countersued billionaire Musk, citing a pattern of harassment.
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April 12 - Hedge Funds, Industries, News, Tech
ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Strategy” first quarter 2025 investor letter.
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April 11 - Hedge Fund Investor Letters, News
On April 7, Dan Ives of Wedbush Securities joined CNBC's 'Squawk on the Street' to discuss how the current tariff environment could impact tech supply chains.
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April 10 - Hedge Funds, News
In particular, Ives has noted how “near-term pain” may extend longer due to the time required for manufacturing sites in the US to be built and the transition the workforce...
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April 9 - Hedge Funds, Industries, News, Tech
Jim Cramer, host of Mad Money, discussed on Monday how investor sentiment surrounding tech stocks has shifted over the past three months.
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April 3 - Hedge Funds, News
"Nvidia will sell everything it can get out the door this year," predicted Stacey Rasgon, a renowned chip analyst with Bernstein, during a recent interview on CNBC.
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April 1 - Market Movers, News
The semiconductor index (SOX) has been on a tear over the last couple of years. The SOX surged by a whopping 66.95% in 2023, followed by a solid 23.79% in 2024.
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March 24 - Hedge Funds, News, Tech
Jim Cramer, host of Mad Money, expressed his frustration on March 19 about how investors often get caught up in discussions revolving around the Federal Reserve, interest rates...
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March 24 - Hedge Funds, News
China’s artificial intelligence sector is evolving into a fiercely contested arena.
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March 24 - Hedge Funds, Industries, News, Tech
The technology sector delivered a strong performance in 2024, driven by chip companies, which played a pivotal role in supporting artificial intelligence (AI) infrastructure.
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March 22 - 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...
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March 22 - Hedge Funds, Industries, News, Tech
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
On Friday, Jim Cramer, host of Mad Money, discussed how recently, the market's movements are largely influenced by the White House, with the Federal Reserve playing a somewhat...
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March 17 - Hedge Funds, News
Known as one of the most brittle rivalries in tech history, the feud between Elon Musk and Sam Altman has taken a surprising turn.
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March 17 - Hedge Funds, Industries, News, Tech
With the Trump administration implementing the tariff agenda, global markets continue to feel the impact, with sell-offs taking place as investors are on their toes due to the...
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March 17 - Hedge Funds, News
Data center stocks were flying high at the start of the year, but Wall Street turned sour on them quickly. They were among the biggest losers of the recent selloff.
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March 17 - Market Movers, News
Jim Cramer in a recent program on CNBC expressed his frustration over the recent market selloff following tariff uncertainties.
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March 15 - Hedge Funds, News
Unlike other companies, OpenAI does not struggle with market demand; noted Oliver Jay, managing director of international strategy at OpenAI.
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March 14 - Hedge Funds, Industries, News, Tech
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.
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March 13 - Hedge Funds, Industries, News, Tech
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
In this article, we will take a look at 16 stocks that Jim Cramer discussed 12 months ago during his show on March 18, 2024, and examine whether he was right or wrong about those...
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March 12 - Hedge Funds, News
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer continued to share his thoughts about the massive stock market crash on Monday.
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March 12 - News
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer advised users to turn their focus to Europe when it came to buying stocks.
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March 12 - News
There was a point in the early days of Donald Trump’s presidency when the stock market looked set for a bull run.
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March 11 - News, Stock Analysis
On March 8, Bob Elliott, Co-Founder, CEO, and CIO of Unlimited, and Kara Murphy, CIO of Kestra Investment Management, joined 'Closing Bell Overtime' on CNBC to talk about the ...
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March 10 - Hedge Funds, News
The Trump administration is considering a ban against Chinese AI chatbot DeepSeek from U.S. government devices amid national-security concerns.
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March 10 - Hedge Funds, Industries, News, Tech
Growth stocks are shares of companies which are expected to grow their revenue and earnings at a faster rate than the market average.
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March 7 - Hedge Funds, News
Elon Musk has been pressing hard to halt OpenAI’s transition into a for-profit entity. But the high-stakes legal battle isn’t seemingly working out in his favor.
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March 7 - Hedge Funds, Industries, News, Tech
Attention is slowly shifting from US chip stocks to what analysts consider as the next big AI play: software.
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March 7 - Hedge Funds, Industries, News, Tech
Marvell Technology (MRVL) is tumbling 17% after the chip maker reported mixed fiscal fourth-quarter results and provided Q1 revenue guidance that was roughly in-line with analysts...
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March 6 - Market Movers, News
Marvell Technology, Inc. (NASDAQ:MRVL) Q4 2025 Earnings Call Transcript March 5, 2025Marvell Technology, Inc. beats earnings expectations.
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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
Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
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March 4 - Hedge Fund Investor Letters, News
The tech world was already spooked when it got to know AI models could be developed more cheaply and efficiently.
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March 3 - Hedge Funds, Industries, News, Tech
ClearBridge Investments, an investment management company, released its “ClearBridge Mid Cap Strategy” fourth quarter 2024 investor letter.
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February 27 - Hedge Fund Investor Letters, News
As AI continues to redefine the workforce, companies such as DeepSeek are at the forefront of this revolution.
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February 26 - Hedge Funds, Industries, News, Tech
DWS, an expert in active, passive, and alternative asset management, believes that expectations around the usage of Artificial Intelligence (AI) across industries acted as one...
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February 26 - Hedge Funds, Industries, News
In an AI-driven world, data centers have become more critical than ever. While many people have heard of data centers, few fully understand what they entail.
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February 25 - Hedge Funds, Industries, News, Tech
A disruptive breakthrough by a Chinese tech startup in January 2025 has shaken the artificial intelligence (AI) market to its core, triggering a sharp sell-off among tech stocks...
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February 22 - Hedge Funds, News
No conservation about artificial intelligence today stands complete without the mention of DeepSeek.
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February 19 - Hedge Funds, Industries, News, Tech
In this article, we will take a look at 12 stocks that Jim Cramer discussed 7 months ago during his show on July 30, 2024, and examine whether he was right or wrong about those...
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February 18 - Hedge Funds, News
Is heavy regulation the right approach toward artificial intelligence? According to U.S. Vice President JD Vance, not quite.
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February 13 - Hedge Funds, Industries, News, Tech
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
"Deep Research" is the name of the AI tool OpenAI launched yesterday.
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February 3 - Hedge Funds, Industries, News, Tech
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
The technology sector continues to be driven by rapid innovation and the adoption of cutting-edge technologies.
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January 29 - Hedge Funds, Industries, News, Tech
On the day that Wall Street's favorite AI GPU stock bled 17% in the wake of investors panicking about Chinese AI startup DeepSeek's low development costs for AI, Jim Cramer had...
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January 29 - News
Dennis Unkovic, a partner at Meyer, Unkovic & Scott, said in a latest program on CNBC that DeepSeek is the result of President Xi Jinping’s policy of prioritizing AI and tech...
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January 29 - Hedge Funds, News
Carillon Tower Advisers, an investment management company, released its “Carillon Eagle Mid Cap Growth Fund” fourth quarter 2024 investor letter. A copy of the letter can...
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January 29 - Hedge Fund Investor Letters, News
US stocks plummeted on Monday following the news of a new artificial intelligence app from a Chinese startup, DeepSeek.
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January 28 - Hedge Funds, Industries, News, Tech