Fred Alger Management, an investment management company, released its “Alger Mid Cap Focus Fund” third quarter 2024 investor letter.
Keep Reading →
November 20 - Hedge Fund Investor Letters, News
The new president of the United States is set to take office in January 2025, and investors are concerned about how the new policies will impact big tech.
Keep Reading →
November 18 - Hedge Funds, News
Sovereign AI: a new concept gaining traction in the realm of artificial intelligence.
Keep Reading →
November 14 - Hedge Funds, Industries, News, Tech
Paul Hickey, Bespoke co-founder, joined CNBC’s ‘Closing Bell: Overtime’ to discuss the market’s reaction to the election results and earnings.
Keep Reading →
November 14 - Hedge Funds, Industries, News, Tech
According to the "Hyperscale Data Centers - Global Strategic Business Report", the global market for hyperscale data centers is estimated to reach US$730.2 Billion by 2030, growing...
Keep Reading →
November 13 - Hedge Funds, Industries, News, Tech
One conversation gaining traction in Silicon Valley these days is how the advancement of Generative AI models is slowing down.
Keep Reading →
November 13 - Hedge Funds, Industries, News, Tech
A month before the election that spelled Donald Trump's victory, the U.S.
Keep Reading →
November 8 - Hedge Funds, News
On November 7, Reuters reported that stocks in the United States were higher than usual after the Fed announced a 25 basis point rate cut, extending the rally fueled by the election...
Keep Reading →
November 8 - Hedge Funds, News
The Magnificent Seven continues to grasp a sizeable market share of the market gains over the past few years.
Keep Reading →
November 5 - Hedge Funds, News
Data center investments by hyperscalers to leap ahead in the artificial intelligence (AI) race are a hot topic on Wall Street.
Keep Reading →
November 5 - Hedge Funds, Industries, News, Tech
The initial wave of artificial intelligence investing has shaken up the stock market.
Keep Reading →
October 29 - Market Movers, News
With the third quarter earnings season with us, the semiconductor industry continues to be filled with surprises.
Keep Reading →
October 29 - Market Movers, News
The broader market reached new record highs on October 11, driven by financial stocks posting stronger-than-expected quarterly results.
Keep Reading →
October 27 - Hedge Funds, News
Despite previous recession predictions, the market has shown resilience and continued to rise, largely due to multiple expansions rather than just earnings growth.
Keep Reading →
October 17 - Hedge Funds, News
Several recent discussions have focused solely on the implications of the Fed's recent rate cut for the market.
Keep Reading →
October 16 - Hedge Funds, News
Big tech is expected to outperform in the coming months.
Keep Reading →
October 14 - Hedge Funds, Industries, News, Tech
The September Consumer Price Index data showed that consumer prices rose way above expectations.
Keep Reading →
October 14 - Hedge Funds, News
Volatility in the equity markets is poised to hit levels not seen for the better part of the year as investors battle a string of developments.
Keep Reading →
October 14 - 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.
Keep Reading →
October 12 - Hedge Funds, Industries, News, Tech
Two years after the public debut of ChatGPT, the generative AI landscape has evolved rapidly, igniting substantial investments in artificial intelligence and lifting valuations...
Keep Reading →
October 11 - Hedge Funds, Industries, News, Tech
We recently published a list of Top 10 AI Stocks Investors are Talking About in October. Since Micron Technology, Inc.
Keep Reading →
October 11 - Hedge Funds, News
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...
Keep Reading →
October 10 - Hedge Funds, Industries, News, Tech
Baird Asset Management controlled Chautauqua Capital Management, a boutique investment firm, released the “Baird Chautauqua International and Global Growth Fund” third quarter...
Keep Reading →
October 10 - Hedge Fund Investor Letters, News
Venu Krishna, Barclays head of U.S.
Keep Reading →
October 10 - Hedge Funds, News
The AI data center industry is experiencing rapid growth, fueled by the increasing demand for artificial intelligence (AI) applications and the massive computational power they...
Keep Reading →
October 9 - Hedge Funds, Industries, News, Tech
Analysts and the market blamed the Fed for not cutting the interest rate earlier in July.
Keep Reading →
October 8 - Hedge Funds, News
US technology stocks have surged dramatically this year, largely driven by the growing excitement surrounding generative artificial intelligence (AI).
Keep Reading →
October 6 - Hedge Funds, Industries, News, Tech
Omega Advisors, Inc., an investment firm based in New York, specializes in providing advisory and portfolio management services.
Keep Reading →
October 5 - Hedge Funds, News
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 ...
Keep Reading →
October 4 - Hedge Funds, Industries, News, Tech
Artificial intelligence (AI) startups have taken the finance world by storm in the past few months.
Keep Reading →
October 4 - Hedge Funds, Industries, News, Tech
Amid economic uncertainty and upcoming elections, analysts are adopting a cautious stance due to market volatility driven by mixed investor sentiments.
Keep Reading →
October 1 - Hedge Funds, News
The current market data shows that the economy of the United States is normalizing, especially with an active Federal Reserve, global stimulus from China, and higher consumption...
Keep Reading →
September 30 - Hedge Funds, News
We recently published a list of 10 Trending AI Stocks to Watch for the Rest of 2024. Since Micron Technology Inc (NASDAQ:MU) ranks 7th on the list, it deserves a deeper look...
Keep Reading →
September 30 - Hedge Funds, News
Global management consulting firm Bain & Company recently released a report on the artificial intelligence industry, highlighting that AI was driving an unprecedented wave of ...
Keep Reading →
September 30 - Hedge Funds, Industries, News, Tech
The recent Fed rate cuts have been a major catalyst for the market, and have provided an additional boost to an already strong performance.
Keep Reading →
September 29 - Hedge Funds, News
Companies are investing heavily in AI infrastructure to meet the growing demands of machine learning, data processing, and AI-driven applications.
Keep Reading →
September 29 - Hedge Funds, Industries, News, Tech
The technology sector came to the market’s rescue in 2023 after the disastrous macroeconomic conditions of 2022.
Keep Reading →
September 28 - Hedge Funds, Industries, News, Tech
AI is transforming industries and reshaping the world by enhancing efficiency, driving innovation, and opening up new economic opportunities.
Keep Reading →
September 28 - Hedge Funds, Industries, News, Tech
Chris Hyzy, Merrill & Bank of America Private Bank chief investment officer, said while talking to CNBC in a latest program that there is “ a lot of momentum” behind the market...
Keep Reading →
September 27 - Hedge Funds, News
The US economy was able to pass its first soft-landing test by exhibiting resilience through the risky disinflation process. Market experts believe that inflation has now markedly...
Keep Reading →
September 26 - Hedge Funds, News
The latest developments in the AI industry from a business perspective highlight a growing momentum, driven by significant investments, innovative product launches, and both regulatory...
Keep Reading →
September 26 - Hedge Funds, Industries, News, Tech
Parnassus Investments, an investment management company, released the “Parnassus Value Equity Fund” second quarter 2024 investor letter.
Keep Reading →
September 26 - Hedge Fund Investor Letters, News
Micron Technology, Inc. (NASDAQ:MU) Q4 2024 Earnings Call Transcript September 25, 2024Micron Technology, Inc. beats earnings expectations.
Keep Reading →
September 26 - News, Transcripts
This year has been a healthy year for the American stock market, fueled by a strong performance from technology stocks.
Keep Reading →
September 25 - Hedge Funds, News
On September 18, the Federal Reserve implemented its first interest rate cut since the onset of the COVID-19 pandemic, reducing benchmark rates by half a percentage point to counter...
Keep Reading →
September 25 - Hedge Funds, News
The AI industry continues to demonstrate remarkable growth, underpinned by advancements in generative AI, machine learning, and data analytics.
Keep Reading →
September 24 - Hedge Funds, Industries, News, Tech
Recent analysis indicates a reset in tech stocks as the Fed has not adjusted rates quickly enough for investors.
Keep Reading →
September 24 - Hedge Funds, Industries, News, Tech
In a recent episode of Mad Money, Jim Cramer explains that a double rate cut, or a 50 basis point reduction, is likely to attract tens of billions of dollars into the stock market...
Keep Reading →
September 23 - Hedge Funds, News
The artificial intelligence (AI) market continues to show tremendous growth, with significant advances across sectors.
Keep Reading →
September 22 - Hedge Funds, Industries, News, Tech
In a recent episode of Mad Money, Jim Cramer discussed the current state of the economy, noting that there are essentially two separate economies at play.
Keep Reading →
September 19 - Hedge Funds, News