We came across a bullish thesis on NVIDIA Corporation (NVDA) on Substack by Kontra Investment Xchange. In this article, we will summarize the bulls’ thesis on NVDA.
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November 15 - News, Stock Analysis
The European Union recently released the initial draft for the general-purpose AI code of practice under the AI Act, its comprehensive framework aimed at regulating artificial...
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November 15 - Hedge Funds, News
AI data centers and the power needed to keep them running are some of the hottest topics in the technology space.
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November 15 - Hedge Funds, News
“The Information reports that the quality increase in OpenAI's upcoming advanced model, Orion, is smaller than the jump seen between the last two flagship models, GPT-3 and ...
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November 15 - Hedge Funds, News
According to McKinsey & Company, the metaverse is the emerging 3-D-enabled digital space that uses virtual reality, augmented reality, and other advanced internet and semiconductor...
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November 14 - Hedge Funds, Industries, News, Tech
OpenAI, the AI startup of ChatGPT fame, recently urged the United States government and allies to come together to develop the AI infrastructure needed to compete with China.
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November 14 - Hedge Funds, News
AI initiatives by businesses across the world are attracting the attention of investors.
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November 14 - Hedge Funds, News
Artificial intelligence has penetrated every aspect of our lives.
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November 12 - Hedge Funds, Industries, News, Tech
There is a lot of debate around potential AI policy changes as Donald Trump prepares to take charge as US president.
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November 12 - Hedge Funds, News
Virtual Reality is a computer-generated simulation that allows users to interact with a three-dimensional environment.
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November 12 - Hedge Funds, Industries, News
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” third quarter 2024 investor letter.
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November 12 - Hedge Fund Investor Letters, News
Jim Cramer, host of Mad Money, shared his thoughts on the market’s reaction to the election results.
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November 12 - Hedge Funds, News
“The market likes Donald J. Trump, and it loves a peaceful transition to the next president. We got both, and we had a monster celebration.
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November 11 - Hedge Funds, News
The release of ChatGPT by OpenAI, now the most valuable private firm in the world, back in November 2022 had widespread implications for the technology industry.
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November 11 - Hedge Funds, Industries, News, Tech
A lot has been made of the recent efforts by the United States government to tighten chip exports to China.
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November 11 - Hedge Funds, Industries, News, Tech
The race to get ahead in artificial intelligence is getting fiercer than ever.
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November 11 - Hedge Funds, Industries, News, Tech
As demand for AI-powered applications grows, major tech firms are investing in alternative energy solutions to support data center requirements.
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November 9 - Hedge Funds, Industries, News, Tech
A month before the election that spelled Donald Trump's victory, the U.S.
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November 8 - Hedge Funds, News
The extent to which AI tech may disrupt life as we know it in the coming years is still shrouded in mystery.
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November 8 - Hedge Funds, News
As tools like ChatGPT by OpenAI become more popular, a larger debate has been ignited among AI businesses in the United States over content creation and copyrights.
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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...
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November 8 - Hedge Funds, News
There has been a lot of buzz around AI startups in the past few years, with funding rounds fetching hundreds of millions of dollars and valuations climbing to record highs.
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November 7 - Hedge Funds, Industries, News, Tech
Stock markets are roaring amid Donald Trump's victory.
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November 6 - Hedge Funds, News
Maintaining balance is essential in the current financial climate as uncertainties loom over both equity and bond markets.
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November 6 - Hedge Funds, News
Investors are eagerly waiting for the election results in the United States as they seek to adjust their money making strategies in light of the latest developments.
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November 6 - Hedge Funds, Industries, News, Tech
John Lovelock, Chief of Research for Global IT Forecasting at Gartner, joined CNBC’s Worldwide Exchange to discuss the major catalyst for IT spending in 2025: Generative AI.
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November 6 - Hedge Funds, Industries, News, Tech
The Magnificent Seven continues to grasp a sizeable market share of the market gains over the past few years.
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November 5 - Hedge Funds, News
The AI Boom in Big Tech is showing no signs of slowing down any time soon.
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November 5 - Hedge Funds, Industries, News, Tech
Data center investments by hyperscalers to leap ahead in the artificial intelligence (AI) race are a hot topic on Wall Street.
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November 5 - Hedge Funds, Industries, News, Tech
Artificial Intelligence is a game changer. According to a PwC report, it could contribute up to $15.7 trillion to the global economy by 2030.
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November 4 - Hedge Funds, Industries, News, Tech
Amid soaring valuations of AI stocks, beginner investors keep wondering whether they are too late to the AI party.
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November 3 - Hedge Funds, News
According to a new report by Bloomberg Intelligence (BI), the generative AI market is set for rapid growth, projected to reach $1.3 trillion within the next decade.
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October 30 - Hedge Funds, Industries, News, Tech
“If the bond market doesn’t start behaving and calming down, and long-term interest rates don’t stop going up, we are gonna start losing the groups that led us higher for...
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October 30 - Hedge Funds, News
As per AXA Investment Managers, the US dominated financial markets this year.
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October 30 - Hedge Funds, News
The initial wave of artificial intelligence investing has shaken up the stock market.
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October 29 - Market Movers, News
Nvidia's (NVDA) stock price has soared to unprecedented heights, fueled by the AI boom and the company's dominant position in the GPU market.
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October 29 - News, Stock Analysis
Tom Hainlin, national investment strategist at US Bank Asset Management Group, states that the two things to look for in the earnings season are consumer spending and companies...
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October 29 - Hedge Funds, Industries, News, Tech
Nvidia (NASDAQ:NVDA) bears have been proven wrong continuously in the past two years, and the stock is up 923% since.
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October 28 - News, Stock Analysis
Nvidia's (NVDA) stock price has soared to unprecedented heights, fueled by the AI boom and the company's dominant position in the GPU market.
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October 27 - News, Stock Analysis
The past three years have been a bit of a roller coaster ride for the stock market. We saw how the pandemic wrecked several industries’ balance sheets and supply chains.
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October 25 - News, Stock Analysis
However, the world has barely scratched the surface when it comes to the full potential of Quantum Mechanics, that is, until Quantum computing came to the foray.
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October 25 - Industries, News
On Tuesday, Jim Cramer, the host of Mad Money, analyzed the day's market activity, shedding light on why some Big Tech stocks gained traction while others struggled.
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October 25 - Hedge Funds, News
2024 has been a big year for AI breakthroughs, and the momentum shows no signs of slowing down anytime soon.
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October 25 - Hedge Funds, Industries, News, Tech
Baron Funds, an investment management company, released its “Baron Opportunity Fund” third quarter 2024 investor letter. A copy of the letter can be downloaded here.
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October 25 - Hedge Fund Investor Letters, News
Each of the big tech stocks has revealed its plans to invest $50 to $100 billion in GPU compute, evidence that Artificial intelligence may be the biggest theme right now.
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October 23 - Hedge Funds, Industries, News, Tech
As LLMs continue to hog data from the open internet for training, publishers are growing concerned about their intellectual property and compensation.
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October 23 - Hedge Funds, News
Ken Fisher is a prominent American investor and financial analyst, known for founding Fisher Investments in 1979.
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October 23 - Hedge Funds, News
Currently, financial markets are experiencing a mix of optimism and caution as investors react to changing economic conditions.
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October 22 - Hedge Funds, News
Artificial Intelligence developments are making headlines across various sectors.
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October 22 - Hedge Funds, Industries, News, Tech
Talking about the latest market situation during a program on CNBC, Julian Emanuel, Evercore ISI senior managing director, said that despite the ups and downs that have happened...
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October 22 - Hedge Funds, News