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
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
Delaware Funds by Macquarie, an investment management company, released its “Delaware Ivy Core Equity Fund” Q3 2024 investor letter.
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December 27 - Hedge Fund Investor Letters, News
CJ Muse, Cantor Fitzgerald analyst, explained in a latest program on CNBC that the AI investment cycle is different from the ones we have seen in the past.
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December 26 - Hedge Funds, News
The rise of Chinese open-source AI models highlights their growing influence in the global AI landscape, challenging traditional proprietary systems.
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December 25 - Hedge Funds, Industries, News, Tech
At CNBC’s 'Money Movers', Jack Hidary, CEO of Sandbox AQ, emphasized the shift towards B2B-focused AI, positioning it as the next major evolution in artificial intelligence.
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December 24 - Hedge Funds, News
The Federal Reserve created quite a bit of turmoil in the stock market on Wednesday when despite cutting interest rates, it signaled to investors that the journey to low rates...
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December 23 - News
Heading into next year, the outlook for artificial intelligence is quite optimistic.
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December 20 - Hedge Funds, Industries, News, Tech
Invesco Distributors, Inc., an investment management firm, released its “Invesco Growth and Income Fund” third quarter 2024 investor letter.
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December 20 - Hedge Fund Investor Letters, News
With the Federal Reserve's December meeting over, Wall Street has now shifted into a new paradigm.
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December 20 - News
Micron Technology, Inc. (NASDAQ:MU) Q1 2025 Earnings Call Transcript December 18, 2024Micron Technology, Inc. beats earnings expectations.
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December 20 - News, Transcripts
Micron’s earnings report this week has again raised questions about the usefulness of the AI spending we are seeing from many tech companies.
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December 20 - News, Stock Analysis
The shares of Micron (MU) are sinking 16% after the company provided significantly weaker-than-expected guidance for its current quarter.
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December 19 - Market Movers, News
Data storage involves systematically archiving digital information to ensure its availability and security for future use.
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December 18 - Hedge Funds, Industries, News, Tech
Is a December rally in store for stocks in 2024? Some investors are expecting a surge in stocks from the 24th of December to the 3rd of January, 2025, also referred to as the ...
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December 18 - Hedge Funds, News
There is a growing concern in Silicon Valley that the progress around artificial intelligence is slowly “losing steam”.
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December 17 - Hedge Funds, Industries, News, Tech
Parnassus Investments, an investment management company, released the “Parnassus Value Equity Fund” third quarter 2024 investor letter.
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December 17 - Hedge Fund Investor Letters, News
Jim Cramer, host of Mad Money, provided insights on Friday about this week's Federal Reserve meeting, key earnings reports, and the retail sales numbers due to be released.
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December 16 - Hedge Funds, News
Former OpenAI chief scientist Ilya Sutskever recently claimed that a major change is on the horizon of artificial intelligence.
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December 15 - Hedge Funds, Industries, News, Tech
Jim Cramer, the host of Mad Money, recently discussed a number of companies that have surpassed $100 billion in market capitalization this year, noting how these companies seem...
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December 13 - Hedge Funds, News
There has been a growing debate regarding whether the economy of the United States will have a soft landing.
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December 5 - Hedge Funds, News
The US tech stocks have recently faced significant pressure, contributing to a decline in major stock indexes amid ongoing discussions about tariffs.
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November 30 - Hedge Funds, News
According to JP Morgan, the S&P will propel to new heights this New Year, and artificial intelligence is one of the reasons why.
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November 30 - Hedge Funds, Industries, News, Tech
OpenAI has been making headlines in the artificial intelligence realm ever since its existence, and it seems the company has something new to share almost every day.
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November 27 - Hedge Funds, Industries, News, Tech
Micron stock is down 37% from its yearly highs and has been trading in a range for the last four months.
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November 22 - News, Stock Analysis