LinkedIn co-founder Reid Hoffman said in a latest program on CNBC that the DeepSeek breakthrough was not “news” for him and many tech insiders as he believed sooner or later...
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February 19 - Hedge Funds, News
The semiconductor industry has always been a battleground for technological development, though lately, it has turned into a full-scale battle.
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February 18 - News, Stock Analysis
According to the IOT analytics, 2024 was a poor year for the Internet of Things sector, particularly due to the headwinds from the hardware sector.
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February 18 - Hedge Funds, Industries, News
Profitability remains one of the most sought-after traits in the technology sector, yet it is also one of the most complex.
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February 17 - Hedge Funds, Industries, News, Tech
We came across a bullish thesis on QUALCOMM Incorporated (QCOM) on Value Investing Subreddit Page by Straight_Violinist_5.
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February 13 - News, Stock Analysis
In his latest appearance on CNBC's Squawk on the Street, Jim Cramer discussed President Trump's tariffs on Mexico and their impact on the car industry.
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February 11 - News
DeepSeek has quickly gained attention in AI with its R1 model, which delivers high performance at a lower cost.
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February 7 - Hedge Funds, News
The evolving space of AI has been a major focus these days, as experts and executives are weighing in on how it is reshaping the tech sector.
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February 6 - Hedge Funds, News
The semiconductor industry has been delivering record-breaking numbers in the past two years.
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February 6 - News
The semiconductor industry is on a trajectory of rapid growth, with global revenues expected to exceed $1 trillion by 2030.
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February 6 - Hedge Funds, News
Operator: Ladies and gentlemen, thank you for standing by. Welcome to the Qualcomm First Quarter Fiscal 2025 Earnings Conference Call.
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February 6 - News, Transcripts
Big Tech comprises some of the largest and most influential companies in the world, recognized for their sheer size, extensive customer base, and financial strength.
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February 4 - Hedge Funds, Industries, News, Tech
Growth stocks are typically seen as companies with the potential to outperform the market in the future, even if they are currently unprofitable or trading at high valuations.
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January 30 - Dividend Stocks, Hedge Funds, News
Artificial intelligence (AI) has fueled a major rally in the technology sector, driving up key market indices.
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January 30 - Hedge Funds, News
In September 2024, Peter Oppenheimer, the chief of global equity strategy and the head of macro research for Goldman Sachs in Europe, opined that the rise of tech stocks due to...
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January 29 - Hedge Funds, News
On the day that Wall Street's favorite AI GPU stock bled 17% in the wake of investors panicking about Chinese AI startup DeepSeek's low development costs for AI, Jim Cramer had...
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January 29 - News
Investors have become increasingly concerned about the rising capital expenditures on artificial intelligence, with many wondering whether the expectations embedded in financial...
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January 27 - Hedge Funds, News
According to a CNBC report, China-based AI lab DeepSeek has sparked concern in Silicon Valley by releasing AI models that outperform leading U.S.
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January 25 - Hedge Funds, News
In recent years, the investment landscape has seen a significant shift towards socially responsible investing strategies.
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January 24 - Hedge Funds, News
President Trump announced a major investment initiative to advance artificial intelligence in the U.S., involving a joint venture called Stargate with OpenAI, SoftBank, Oracle...
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January 24 - Hedge Funds, News
Socially responsible companies are businesses that integrate social and environmental considerations into their core operations and decision-making processes.
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January 23 - Hedge Funds, News
Global market intelligence firm IDC, in its most recent report, projected a 15% growth for the global semiconductor market in 2025, driven by the relentless rise in demand for...
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January 23 - Hedge Funds, Industries, News
Dividend stocks, while popular among investors, have been underperforming for a while.
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January 21 - Dividend Stocks, Hedge Funds, News
Chris Caso, a senior analyst at Wolfe Research, discussed key trends in the semiconductor industry in an interview with CNBC. He highlighted TSMC’s strong performance.
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January 21 - Hedge Funds, News
More than two years have passed since the proliferation of the disruptive Artificial Intelligence (AI) megatrend, symbolically marked by the launch of OpenAI’s revolutionary...
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January 21 - Hedge Funds, News
Energy and EV stocks continue to be in focus as Donald Trump signs a bunch of executive orders that will have far-reaching impacts on many industries.
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January 21 - News, Stock Analysis
Chen Tianqiao is a prominent Chinese entrepreneur and investor, best known for founding Shanda Interactive Entertainment, one of the leading internet and gaming companies in China...
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January 21 - Hedge Funds, News
In the third quarter of 2024, investment titan Blackrock released a commentary on the market outlook for artificial intelligence heading into the closing months of the year, stressing...
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January 18 - Hedge Funds, Industries, News, Tech
In an updated forecast, The World Semiconductor Trade Statistics (WSTS) revised its 2024 projections upward, expecting a strong 19.0% YoY growth in the broader semiconductor market...
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January 18 - Hedge Funds, Industries, News
The U.S. consumer prices report released this week revealed a less-than-expected increase in December, signaling a potential cooling in inflation pressures.
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January 18 - Hedge Funds, News
Consumer Electronics Show (CES) 2025 revolved around AI. If not, it’s all that exhibitors could show.
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January 16 - Hedge Funds, Industries, News
The NASDAQ, heavily comprised of technology stocks, has been on a consistent upward trajectory for some years.
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January 16 - Dividend Stocks, Hedge Funds, News
Artificial intelligence was the dominant story in the tech market in 2024, driving significant gains in tech stocks.
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January 15 - Hedge Funds, Industries, News, Tech
The year 2024 proved favorable for dividends, even though the Dividend Aristocrats Index lagged behind the broader market.
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January 12 - Dividend Stocks, Hedge Funds, News
Qualcomm CEO Cristiano Amon told Yahoo Finance that his company was seeking to begin marketing top-notch PC graphics chips.
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January 10 - Market Movers, News
As per a CNBC report, in 2025, significant changes are expected in global AI regulation, especially in the U.S., the EU, and the UK.
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January 10 - Hedge Funds, Industries, News, Tech
In a recent blog post, OpenAI CEO Sam Altman said that as OpenAI continues to advance it has moved beyond research to product development, with a focus on AGI's future and safety...
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January 8 - Hedge Funds, Industries, News, Tech
Bloomberg Intelligence projects that the generative AI market will grow at a compound annual growth rate (CAGR) of 42%, reaching $1.3 trillion by 2032, up from $40 billion in ...
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December 27 - Hedge Funds, Industries, News, Tech
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
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
Generating income has consistently been a primary goal for investors. To achieve this, they often opt for investments that provide steady and reliable returns over time.
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December 20 - Dividend Stocks, Hedge Funds, News
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
Blue Whale Growth, the investment fund supported by billionaire Peter Hargreaves, has reduced its holdings in major US tech firms, mentioning concerns over their substantial AI...
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December 16 - Hedge Funds, Industries, News, Tech
ARM Holdings and Qualcomm have a tough relationship.
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December 16 - News, Stock Analysis
As artificial intelligence continues to evolve, a new generation of AI systems is emerging.
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December 14 - Hedge Funds, Industries, News, Tech
According to a report by Mordor Intelligence, the global augmented reality (AR) market has a market size of $42.48 billion as of 2024.
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December 11 - Hedge Funds, Industries, News, Tech
The US economy expanded by 2.8% in the third quarter of 2024, as reported in the Advance GDP release from the U.S. Bureau of Economic Analysis.
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December 10 - Dividend Stocks, Hedge Funds, News
The autonomous driving industry is, along with machine learning and image processing, one of the earliest adopters of artificial intelligence.
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December 10 - News
Fidelity Investments, an investment management company, recently released its “Fidelity Dividend Growth Fund” third quarter 2024 investor letter.
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December 10 - Hedge Fund Investor Letters, News
Advancements in AI have revolutionized many industries, from healthcare and education to finance and entertainment, offering unparalleled efficiency, precision, and the ability...
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December 9 - Hedge Funds, Industries, News, Tech