President Donald Trump’s new reciprocal tariff announcement is hammering stock markets around the world as countries face a new reality and trade dynamics.
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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.
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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...
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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.
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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...
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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.
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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 ...
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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...
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April 1 - Market Movers, News
Calling the recent pullback of tech names in general and AI stocks in particular "a huge multiyear buying opportunity," Ivan Feinseth, Chief Investment Officer of Tigress Financial...
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March 31 - Market Movers, News
In the coming week, the resilience of the US stock market will be challenged as President Trump’s tariff plans and employment report reveal the actual condition of the economy...
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March 31 - Hedge Funds, News
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer commented that President Trump might be lenient towards major American companies when it came to tariffs.
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March 31 - News
Jim Lebenthal called the company's fundamentals strong and suggested that its valuation was attractive, while Josh Brown indicated that the demand for the company's products could...
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March 31 - Market Movers, News
The current economic conditions with elevated interest rates have made debt-free stocks increasingly valuable to investors.
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March 31 - Hedge Funds, News
On March 27, CNBC reported that the stocks dipped on Wednesday, led by the technology sector.
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March 29 - Hedge Funds, News
The year 2025 began with the surprise announcement of DeepSeek AI, launched in China, which shook the markets.
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March 29 - Hedge Funds, News
The stock market has an ever-changing environment, leaving investors constantly looking for opportunities that promise substantial returns for their investments.
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March 28 - Hedge Funds, Market Movers, News
Elon Musk and OpenAI have jointly proposed to fast-track their trial over OpenAI’s transition to a for-profit company in December.
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March 28 - Hedge Funds, Industries, News, Tech
Buy "everything" related to China has been David Tepper's investment theme despite the uncertainties about the economy amid a trade spat with the US.
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March 28 - Hedge Funds, News
Jericho Capital Asset Management, founded in 2009 by Josh Resnick, is a New York-based hedge fund manager specializing in long/short equity strategies across developed and emerging...
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March 27 - Hedge Funds, News
The gaming industry has experienced significant changes over the past few years.
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March 27 - Hedge Funds, Industries, News
China is aggressively working to close the AI competitiveness gap with the United States.
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March 27 - Hedge Funds, Industries, News, Tech
“It's time to praise the winners, the ones that don't need to wait until April 2nd to find out whether their business will be slammed by tariffs when President Trump announces...
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March 27 - Hedge Funds, News
Quantum computing is the next AI and IonQ (IONQ) is the next Nvidia (NVDA), Sylvia Jablonski, the Chief Executive Officer and Chief Investment Officer of Defiance ETFs told CNBC...
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March 27 - Market Movers, News
Nvidia's (NVDA) fundamentals are "rock solid," and the company's powerful business will ultimately propel its shares higher, Vivek Arya, Bank of America's Senior Semiconductor...
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March 27 - Market Movers, News
"Investors are having a hard time wrapping their heads around Nvidia's future," and the Street is underestimating the tech giant's future profits, Hatem Dhiab, a Founding and ...
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March 27 - Market Movers, News
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer discussed the outcomes of President Trump's tariffs and whether Trump is hostile to the markets.
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March 27 - News
“Who am I to tell you anything, much less anything that counts? Or that there are only three questions that count and I know what they are? Why should you bother reading any...
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March 26 - Hedge Funds, News
The S&P 500 index started the week with a bang after staying under pressure for a few days.
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March 26 - News, Stock Analysis
On Tuesday, Jim Cramer, host of Mad Money, defended the growing wave of artificial intelligence investment, drawing a distinct line between this boom and previous capital expenditure...
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March 26 - Hedge Funds, News
Nvidia's market cap can surge from its current level of $2.8 trillion to $5 trillion, Ives stated.
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March 26 - Market Movers, News
On Monday, Jim Cramer, host of Mad Money, took a closer look at the current status of the Magnificent Seven stocks, offering insight into both their market positioning and how...
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March 26 - Hedge Funds, News
Nvidia (NVDA) will "absolutely" be one of the winners of the stock market going forward, Stephen Dickens, the CEO and founder of HyperFRAME Research said on Schwab Network yesterday...
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March 26 - Market Movers, News
Companies in general and the large cloud infrastructure providers in particular may spend less on Nvidia's (NVDA) chips going forward, Ali Mogharabi, Senior Equity Analyst for...
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March 26 - Market Movers, News
It hasn’t been long since DeepSeek released its efficient yet low-cost models, causing a frenzy in the tech world.
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March 25 - Hedge Funds, Industries, News, Tech
On Monday, Jim Cramer, the host of Mad Money, provided his analysis of the day's market activity, highlighting that stocks had rebounded due to growing investor optimism that ...
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March 25 - Hedge Funds, News
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer mentioned that selling due to pre-market futures activity is not a wise move.
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March 25 - News
With the AI arms race getting more intense than ever, it seems that some people are increasingly realizing that cooperation, rather than competition, is key.
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March 24 - Hedge Funds, Industries, News, Tech
The semiconductor index (SOX) has been on a tear over the last couple of years. The SOX surged by a whopping 66.95% in 2023, followed by a solid 23.79% in 2024.
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March 24 - Hedge Funds, News, Tech
Cliff Asness is one of Wall Street's most respected hedge fund managers.
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March 24 - Hedge Funds, News
Balyasny Asset Management (BAM) is a leading investment management firm headquartered in Chicago, with additional offices in Canada, London, and Asia.
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March 24 - Hedge Funds, News
We recently covered 10 Best Stocks to Buy Now For the Long Term, where we talked about the market outlook amidst the tariff situation and uncertainty.
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March 24 - Hedge Funds, News
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer shared why he believes that President Trump's tariffs are generating negativity in the media and markets.
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March 24 - News
China’s artificial intelligence sector is evolving into a fiercely contested arena.
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March 24 - Hedge Funds, Industries, News, Tech
Guinness Global Innovators, an investment management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
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March 24 - Hedge Fund Investor Letters, News
The technology sector delivered a strong performance in 2024, driven by chip companies, which played a pivotal role in supporting artificial intelligence (AI) infrastructure.
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March 22 - Hedge Funds, News
Founded by Philippe Laffont, Coatue Management is a lifecycle investment platform that is focused on turning big ideas into world-shaping technology companies.
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March 22 - Hedge Funds, News
The global semiconductor market is poised for substantial growth, with research firm MarketsandMarkets estimating its value to reach $628 billion in 2024 and expand to $707 billion...
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March 22 - Hedge Funds, Industries, News, Tech
Two Sigma Investments, LP, a New York City-based hedge fund, is known for its advanced use of artificial intelligence, machine learning, and distributed computing in financial...
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March 22 - Hedge Funds, News
Beijing is reportedly boosting domestic AI firms that have received overseas recognition.
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March 22 - Hedge Funds, Industries, News, Tech
Individual investors, often called retail investors, typically invest their personal capital directly into the stock market, driven primarily by personal research, news sentiment...
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March 21 - Hedge Funds, News