The US stock market is showing volatility after President Donald Trump's recent announcement of sweeping 10% tariffs on all US trading partners and higher tariffs on countries...
Keep Reading →
April 15 - Hedge Funds, News
American stocks moved up a bit on Monday, April 14 as investors focused on news about tech companies getting a break from President Trump's tariffs.
Keep Reading →
April 15 - Hedge Funds, Industries, News
Nvidia's valuation is attractive, and the tech giant's recently announced decision to manufacture its upcoming chips at Taiwan Semi's (TSM) factories in Arizona "is real," since...
Keep Reading →
April 15 - Market Movers, News
The uncertain macroeconomic environment is diminishing investors’ readiness to pay high prices for stocks related to artificial intelligence.
Keep Reading →
April 14 - Hedge Funds, Industries, News, Tech
Grand View Research reported that the global machine-learning market was valued at $36.73 billion in 2022. It's now expected to grow at a 34.8% CAGR from 2023 to 2030.
Keep Reading →
April 14 - Hedge Funds, News, Tech
In his latest appearance on CNBC’s Squawk on the Street, Jim Cramer suggested the recent tariffs might not simply be about economic leverage.
Keep Reading →
April 14 - Hedge Funds, News
The stock market has been on a rollercoaster ride for the past few weeks as the sentiment has quickly shifted from post-election bullishness to being priced in for a slow-down...
Keep Reading →
April 14 - Hedge Funds, News
Intentionally overdramatizing, Dory Wiley, the CEO of Commerce Street Holdings, told Schwab Network recently, that "You'd kill to buy Nvidia (NVDA)" for prices in the low-$90 ...
Keep Reading →
April 14 - Market Movers, News
We came across a bullish thesis on NVIDIA Corporation (NVDA) on Substack by Compounding Your Wealth. In this article, we will summarize the bulls’ thesis on NVDA.
Keep Reading →
April 14 - News, Stock Analysis
"Tesla (TSLA) has been holding up quite well over the past couple of weeks," Schwab Network Correspondent George Tsilis said on the network recently.
Keep Reading →
April 14 - Market Movers, News
In his latest appearance on CNBC’s Squawk on the Street, Jim Cramer analyzed the extraordinary market turnaround following President Trump’s unexpected 90-day tariff reprieve...
Keep Reading →
April 14 - Hedge Funds, News
The optimism around the United States economy over the past few months, largely due to the AI hype, has been dampened by recent measures undertaken by the Trump administration...
Keep Reading →
April 12 - Hedge Funds, News
In the latest development in the feud between OpenAI and Elon Musk, the ChatGPT maker has countersued billionaire Musk, citing a pattern of harassment.
Keep Reading →
April 12 - Hedge Funds, Industries, News, Tech
Ken Griffin is one billionaire investor wary of the negative impact of US President Donald Trump’s combative approach to trade policy.
Keep Reading →
April 11 - Hedge Funds, 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.
Keep Reading →
April 10 - Hedge Funds, News
On April 1, Chris Verrone, chief market strategist at Strategas Research Partners, appeared on CNBC’s ‘Closing Bell’ to talk about his outlook on the tech sector.
Keep Reading →
April 10 - Hedge Funds, News, Tech
Russell Investments believes that 3 features are defining the market outlook for 2025.
Keep Reading →
April 10 - Hedge Funds, News
Under the umbrella of Fisher Asset Management, Billionaire Ken Fisher has maintained a positive stance on technology stocks, particularly those within the “Magnificent Seven...
Keep Reading →
April 10 - Hedge Funds, News
The trade war between two of the world’s biggest economies, China and the US, is deepening even further.
Keep Reading →
April 10 - Hedge Funds, Industries, News, Tech
On Monday, April 7th, Jim Cramer opened the Mad Money episode with a message of calm in the midst of chaos.
Keep Reading →
April 9 - 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...
Keep Reading →
April 9 - Hedge Funds, Industries, News, Tech
TD Cowen notes that, over this quarter and the subsequent quarter, NVDA's financial results will primarily be driven by its new Blackwell chip.
Keep Reading →
April 9 - Market Movers, News
Nvidia (NVDA) stock "is pretty underappreciated now," Tom Plumb, the president of Plumb Funds, told Schwab Network recently.
Keep Reading →
April 9 - Market Movers, News
In his appearance on CNBC’s Squawk on the Street on Monday, Jim Cramer discussed the reasons behind the recent market turmoil.
Keep Reading →
April 8 - Hedge Funds, News
KeyBanc recently cut its rating on AMD (AMD) to Sector Weight from Overweight, Schwab Network reported today.
Keep Reading →
April 8 - Market Movers, News
Analysts are poised to cut their estimates on Nvidia (NVDA) soon, and the shares could "start to look interesting" after that occurs, well-known investor Dan Niles said on CNBC...
Keep Reading →
April 8 - Market Movers, News
Steve Cohen, a prominent figure in the world of hedge funds, is the founder of Point72 Asset Management.
Keep Reading →
April 8 - Hedge Funds, News
President Donald Trump's new tariff regimes have been introduced under the International Emergency Economic Powers Act.
Keep Reading →
April 8 - Hedge Funds, Industries, News, Tech
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer shared what the Trump administration could do to stop the stock market bloodbath unleashed by tariffs.
Keep Reading →
April 7 - News
Well-known investor Brad Gerstner recently told CNBC that he had bought Nvidia (NVDA) stock.
Keep Reading →
April 7 - Market Movers, News
As per Fitch Ratings, the US tariffs are now at levels that continue to transform the global economic outlook, meaningfully increasing the US recession risks as well as constraining...
Keep Reading →
April 7 - Hedge Funds, News
In his appearance on CNBC's Squawk on the Street on Thursday, Jim Cramer commented on small-cap stocks, Mexican stocks, homebuilder stocks, and sectors that the money moving out...
Keep Reading →
April 7 - Market Movers, News
The stock market's technicals suggest that good buying opportunities are now available or will arise soon, Jay Woods, Chief Global Strategist of Freedom Capital Markets, told ...
Keep Reading →
April 7 - Market Movers, News
Additionally, he estimated that it would take AAPL three years to move just 10% of its supply chain to America, while it would have to spend $20 billion to accomplish the latter...
Keep Reading →
April 7 - Market Movers, News
The newly announced tariffs by U.S. President Donald Trump could have serious consequences for many stocks.
Keep Reading →
April 7 - Hedge Funds, Industries, News, Tech
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer asked the question that's on everyone's mind now that President Trump has lifted the veil off of his promised...
Keep Reading →
April 4 - News
According to a study presented at a European Central Bank conference, companies that manage to survive the upheaval caused by the adoption of artificial intelligence will eventually...
Keep Reading →
April 4 - Hedge Funds, Industries, News, Tech
Harding Loevner, an asset management company, released its “Global Developed Markets Equity Strategy” fourth-quarter 2024 investor letter.
Keep Reading →
April 4 - Hedge Fund Investor Letters, News
Innovative stocks are the companies that continuously invest in developing new products, services or even entire business models, enabling them to stay ahead of competition and...
Keep Reading →
April 3 - Hedge Funds, News
Nvidia will remain the leader in AI chips and continue to face "limited competition," while TSM will still be the only company that can produce advanced chips, Bryson said.
Keep Reading →
April 3 - Market Movers, News
"Nvidia is so widely held that it bears the brunt of whatever happens in the market," the veteran trader said.
Keep Reading →
April 3 - Market Movers, News
Countries are beginning to react to President Donald Trump’s new reciprocal tariffs and analysts believe things might not go according to the White House’s expectations, with...
Keep Reading →
April 3 - Hedge Funds, News
President Donald Trump’s new reciprocal tariff announcement is hammering stock markets around the world as countries face a new reality and trade dynamics.
Keep Reading →
April 3 - Hedge Funds, News
Jim Cramer in a latest program on CNBC said that President Donald Trump’s new tariffs were much worse than expected.
Keep Reading →
April 3 - Hedge Funds, News
Aswath Damodaran from NYU Stern School of Business said in a recent program on CNBC that AI “buzzwords” are not boosting the market anymore as investors grow more concerned...
Keep Reading →
April 2 - Hedge Funds, News
NVDA "hasn't been acting well since (its) earnings," explained Jackson, adding that he is not impressed by the name's charts.
Keep Reading →
April 2 - Market Movers, News
While we acknowledge the potential of META as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing...
Keep Reading →
April 1 - Market Movers, 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.
Keep Reading →
April 1 - Market Movers, News
Speaking yesterday, INTC CEO Lip-Bu Tan said that turning around the chipmaker "won't be easy" and "won't happen overnight." He added that the firm will face difficulties for ...
Keep Reading →
April 1 - Market Movers, News
Wedbush analyst Matt Bryson told CNBC yesterday that he's "definitely confident" that Nvidia (NVDA) will meet its guidance, while the company's "new chips are getting where they...
Keep Reading →
April 1 - Market Movers, News