Earnings growth plays a vital role in global markets and equity investments, directly influencing stock prices and overall market performance.
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February 24 - Hedge Funds, Industries, News, Tech
While stocks initially fell based on worries regarding Trump tariffs on America’s major trading partners, major indexes recovered from their initial losses as the President ...
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February 24 - Hedge Funds, 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
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
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
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
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
JPMorgan Asset Management's Kerry Craig said in a latest program on CNBC that investors are looking beyond the top AI companies amid valuation and spending concerns following ...
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February 18 - News
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
The stock market had a mixed start to 2025 as the Chinese Deepseek AI model has put the U.S. AI giants on the back foot.
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February 17 - Hedge Funds, News
Even amidst the DeepSeek frenzy, artificial intelligence remains the most prevalent theme in the market today.
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February 17 - Hedge Funds, Industries, News, Tech
Doug Clinton, the founder and CEO of Intelligent Alpha, joined a discussion on CNBC's 'Squawk Box' on February 12 regarding the state of the tech sector, AI tech race, how heavy...
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February 14 - Hedge Funds, News, Tech
The global economy seems to be at a point where fiscal ambition intersects with market skepticism, says Oakglen Wealth.
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February 8 - Hedge Funds, 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
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
2024 was a memorable year for the broad market index, which posted a gain of 23.31%, building on the 24.2% return in 2023.
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February 1 - Hedge Funds, 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
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 this article, we will take a look at 12 stocks that Jim Cramer discussed 6 months ago during his show on July 26, 2024, and examine whether he was right or wrong about those...
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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
We believe data centers are currently experiencing a remarkable growth phase as the demand for digital services, cloud computing, and broader GenAI applications increases significantly...
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January 28 - Hedge Funds, Industries, News, Tech
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
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
All everyone could talk about in the technical AI landscape these days is DeepSeek-R1, a Chinese open-source LLM that analysts believe can give major American AI companies a run...
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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
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
Prem Watsa is a Canadian billionaire, entrepreneur, and investor often referred to as the Canadian Warren Buffett for his value-based investment approach and long-term focus.
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January 22 - 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
Katrina Dudley, global equity portfolio manager at Franklin Templeton Investments joined CNBC on December 31, 2024, to discuss which sectors are expected to continue with their...
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January 21 - Hedge Funds, Industries, News
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
In an updated forecast, The World Semiconductor Trade Statistics (WSTS) revised its 2024 projections upward, expecting a strong 19.0% YoY growth in the broader semiconductor market...
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January 18 - Hedge Funds, Industries, News
The U.S. consumer prices report released this week revealed a less-than-expected increase in December, signaling a potential cooling in inflation pressures.
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January 18 - Hedge Funds, 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
Artificial intelligence was the dominant story in the tech market in 2024, driving significant gains in tech stocks.
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January 15 - Hedge Funds, Industries, News, Tech
Earlier this month, the president of Potomac Wealth Advisors, Mark Avallone, discussed the tech sector's investment potential.
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January 14 - Hedge Funds, News, Tech
AI continues to be a transformative force, which is driving advancements across industries through improved infrastructure, data analytics, and automation.
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January 14 - Hedge Funds, News
If you skim the trends in the past two years, it should be clear that it's worthwhile to look into mega-cap stocks that have gained a lot already.
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January 13 - 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
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
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
Nvidia continues to be the biggest beneficiary of the rampant spending on AI infrastructure.
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January 8 - News, Stock Analysis
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
Micron Technologies (MU) is climbing for a second straight day after Nvidia (NVDA) noted that it was using MU's chips in its new products.
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January 7 - Market Movers, News
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
Wall Street’s main indices ended Monday’s trading session on a mixed note, with the Dow Jones Industrial Average the only decliner, dipping by 0.06 percent or 25.57 points...
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January 6 - Market Movers, News
Chipmakers Taiwan Semi (TSM) and Micron (MU) are advancing 4% and 9%, respectively, today after electronics maker Foxconn reported slightly stronger-than-expected fourth-quarter...
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January 6 - Market Movers, News
We came across a bullish thesis on Micron Technology Inc. (NASDAQ:MU) on ValueInvestorsClub by RaisingCapital. In this article, we will summarize the bulls’ thesis on MU.
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January 6 - News, Stock Analysis