As the US continues to navigate an AI trade war with China, some startling revelations have raised questions about the effectiveness of its semiconductor export controls.
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December 31 - News, Stock Analysis
Dan Niles, Niles Investment Management founder, recently said in a program on CNBC that a slowdown in spending could be a “big problem” for major AI players in 2025.
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December 31 - Hedge Funds, News
A December 30 report by CNBC discussed the rapid adoption of generative AI by businesses, its potential to significantly impact global GDP, and the varying perspectives of leaders...
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December 30 - Hedge Funds, Industries, News, Tech
Broadcom’s one-month rally of over 40% has prompted investors to raise concerns over its valuation. By one metric, the company is valued even higher than Nvidia.
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December 30 - News, Stock Analysis
To select stocks with long-term growth potential, investors should focus on fundamental analysis, evaluating financial health through earnings history, revenue growth, and profit...
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December 30 - Hedge Funds, News
Ibiden, a Japanese firm that supplies AI-use substrates to US companies, has announced something strange: Companies are asking it to increase its production and lay its future...
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December 30 - 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
Artificial intelligence has become a dominant force in the stock market, driving the performance of top companies and capturing the attention of major investors.
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December 29 - Hedge Funds, Industries, News, Tech
As trading in 2024 heads towards a close, major stock market indexes have had a good run despite mixed performance across sectors.
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December 29 - News
Has Nvidia (NASDAQ:NVDA) stock peaked? That's the big question as the centerpiece of the artificial intelligence movement has fallen into correction territory.
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December 27 - 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
Marco Argenti, Chief Information Officer at Goldman Sachs, recently said that in 2025, the world will witness the full potential of AI that has been in development.
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December 27 - Hedge Funds, News
Equity market pricing is never perfect due to supply and demand imbalances, emotional reactions, and errors.
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December 26 - Hedge Funds, News
Investors are looking for new growth horizons in the AI industry to gauge whether the current market rally can continue for the years to come.
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December 26 - 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
Defiance ETFs CEO and CIO Sylvia Jablonski said in a recent program on Bloomberg that there are trillions of dollars of cash waiting on the sidelines ready to be invested in AI...
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December 26 - Hedge Funds, News
As we look toward 2025, the AI investment landscape is evolving from a focus on general-purpose computing to custom-built solutions tailored to specific needs.
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December 25 - Hedge Funds, Industries, News, Tech
“Tiger cub” Chase Coleman continues to shape the investment landscape with his strategic portfolio decisions.
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December 25 - Hedge Funds, News
Marvell Technology is being touted as the third largest AI chipmaker after Nvidia (NASDAQ:NVDA) and Broadcom (NASDAQ:AVGO).
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December 24 - News, Stock Analysis
Quantum computing staged a comeback earlier this month when Google announced a new chip called ‘Willow’ on the 9th of December.
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December 24 - News, Stock Analysis
HIVE Digital Technologies has announced that it will invest $30 million in Nvidia GPU Clusters for its location in Quebec.
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December 24 - News, Stock Analysis
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
Nvidia has lately been in the headlines for all the wrong reasons.
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December 23 - News, Stock Analysis
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
“It's become not really an index; it's become a single bet. So it it's a very risky thing to invest in.
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December 23 - Hedge Funds, Industries, News, Tech
On December 12, Tom Lee, Fundstrat Global Advisors managing partner and head of research, joined CNBC's 'Closing Bell' to discuss his playbook for 2025.
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December 22 - Hedge Funds, News
Tech stocks have definitely grabbed the spotlight in the tech world, especially with the rise of generative AI.
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December 21 - Hedge Funds, Industries, News
Jim Cramer, host of Mad Money, recently addressed how investors can sometimes lose sight of the broader market perspective.
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December 20 - Hedge Funds, News
Wall Street is talking up Broadcom as an Nvidia disruptor and one of the reasons for this is the diverging stock performance of these two stocks since the political temperature...
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December 20 - News, Stock Analysis
Nvidia just received good news from Europe as The European Commission approved its acquisition of the Israeli firm Run:ai.
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December 20 - News, Stock Analysis
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’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 rapid advancements in artificial intelligence have raised both opportunities and concerns, especially regarding its safety and the ethical implications of its widespread use...
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December 20 - Hedge Funds, Industries, News, Tech
As AI continues to evolve, its influence on business will be undeniable, reshaping industries with smarter, more efficient solutions.
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December 20 - Hedge Funds, Industries, News, Tech
Blackwell GPUs are about to take the world by storm and no one can stop talking about it.
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December 19 - News, Stock Analysis
The FED-fueled sell-off abruptly halted the tech bull run and has caused investors to rethink their strategies. Nvidia was among the many stocks that took a hit yesterday.
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December 19 - News, Stock Analysis
China is cracking down on Nvidia and Mellanox, claiming the chipmaker is not treating Chinese companies fairly, which is what was agreed when China gave the nod for the Mellanox...
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December 19 - News, Stock Analysis
A Bloomberg report from December 13, AI Wants More Data. More Chips. More Real Estate. More Power. More Water.
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December 19 - Hedge Funds, Industries, News, Tech
The tech industry is undergoing significant changes, with increasing competition in AI, evolving regulatory landscapes, and strategic moves by major companies to stay ahead.
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December 19 - Hedge Funds, Industries, News, Tech
The Nvidia GB200 rack-mounted AI and HPC servers are set to start mass production in mid-2025, with the highest-volume shipments expected to hit the market in the second and third...
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December 19 - News, Stock Analysis
Henry Ajder, Latent Space Advisory founder, said in a latest program on CNBC that lack of fresh data remains a key challenge for the performance of AI systems after a period of...
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December 18 - News
Generative AI first burst onto the scene with the launch of ChatGPT on November 30, 2022.
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December 18 - News, Stock Analysis
The recent release of Nvidia's Jetson Orin Nano Super Developer Kit might be small news in the context of Nvidia's business.
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December 18 - News, Stock Analysis
As the Federal Reserve exits the year by having continued its interest rate cuts, Wall Street is wondering what 2025 will hold for markets.
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December 18 - News
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
Although Nvidia (NVDA) stock had fallen more than 10% from its all-time high as of yesterday, entering correction territory, KeyBanc analyst John Vinh remains bullish on the chip...
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December 18 - Market Movers, News
Manole Capital Management, an investment management company, focused on covering the Financial and Technology sectors, released its third quarter 2024 investor letter. A copy...
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December 18 - Hedge Fund Investor Letters, News
The nature of Artificial Intelligence developments is such that whoever sits on vast amounts of data or has the highest speed of processing data to produce meaningful results ...
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December 18 - News, Stock Analysis
Like all of us, Jim Cramer is always wondering what's next for the stock market.
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December 16 - Market Movers, News
On December 12, President-elect Donald Trump rang the opening bell at the New York Stock Exchange, an event rich with symbolism for his pro-business economic agenda and his commitment...
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December 15 - Hedge Funds, News