In the latest efforts to stop China from getting ahead in the AI race, the Trump administration is considering penalties that would block China's DeepSeek from buying U.S.
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April 17 - Hedge Funds, Industries, News, Tech
Dividend-paying stocks have traditionally been seen as a solid foundation for investment portfolios, offering steady income and helping cushion the impact of market swings.
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April 16 - Dividend Stocks, Hedge Funds, News
On February 24, Kayne Anderson Rudnick chief market strategist Julie Biel joined 'The Exchange' on CNBC to discuss her thoughts on how good quality companies can ride out turbulence...
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April 15 - Hedge Funds, News
Dividends, though sometimes underappreciated, have significantly contributed to long-term investor gains.
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April 14 - Dividend Stocks, 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...
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April 12 - Hedge Funds, News
There was a time when tech stocks drew investor interest purely for their growth potential.
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April 11 - Hedge Funds, News
We came across a bullish thesis on QUALCOMM Incorporated (QCOM) on Substack by Charly AI. In this article, we will summarize the bulls’ thesis on QCOM.
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April 10 - News, Stock Analysis
Coming off 2 years of healthy broader market performance (~26% total return in 2023, ~25% in 2024), the US Bank Wealth Management believes that the S&P 500 valuations kicked ...
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March 30 - Hedge Funds, News
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
Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...
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March 27 - Hedge Fund Investor Letters, News
According to a Reuters report posted on March 25, Chinese AI firms have made significant progress in closing the technology gap with the U.S., with some areas now only three months...
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March 26 - 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
Billionaire investor and CEO of Berkshire Hathaway Warren Buffett sold a record $134 billion worth of stock in 2024.
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March 20 - Hedge Funds, News
Stock prices took a steep hit in March as investors grew concerned about a possible economic downturn, driven by unpredictable tariff policies and signs of slowing job growth.
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March 20 - Dividend Stocks, Hedge Funds, News
Identifying undervalued stocks in an uncertain market environment is both a challenge and an opportunity for investors.
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March 17 - Hedge Funds, News
The NASDAQ Index closed more than 10% below its December high of 20,174 on March 6, 2025.
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March 13 - Hedge Funds, News
Celestial AI™, creator of the Photonic Fabric™ optical interconnect technology platform, recently announced that it has raised an additional $250 million in venture capital...
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March 11 - Hedge Funds, Industries, News, Tech
The global semiconductor industry reported a collective revenue of $626 billion in 2024, an 18.1% increase YoY, as per Gartner.
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March 10 - Hedge Funds, News
Virtual Reality (VR) creates a 3D artificial environment in the real world through VR technology gadgets such as headsets, gloves, glasses, and bodysuits.
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March 7 - Hedge Funds, Industries, News
Value investing has remained a favored approach among investors for years, largely popularized by Warren Buffett, who continues to focus on stocks he believes are undervalued ...
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March 6 - Dividend Stocks, Hedge Funds, News
In one of our recent articles, titled 11 Best Undervalued Stocks to Invest in Now, we talked about how the recent tariffs have caused a slowdown in the market and are likely to...
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March 6 - Hedge Funds, News
It seems that technology stocks have had a tough start to 2025.
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March 5 - Hedge Funds, Industries, News, Tech
As AI data centers expand, the need for reliable and scalable power sources is becoming a significant focus.
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March 5 - Hedge Funds, News
The AI stocks selloff that started following the launch of DeepSeek is still impacting the US markets.
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March 5 - Hedge Funds, News
On March 5th, BBC reported that the US stock market had fallen after the tariffs sparked trade war fear.
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March 4 - Hedge Funds, News
Deloitte expects that the broader semiconductor industry saw a remarkable growth in 2024, with sales touching $627 billion, outpacing the previous forecasts.
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March 4 - Hedge Funds, Industries, News
Dividend stocks have been overshadowed in the market as tech and AI-related equities have surged to record levels.
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March 3 - Dividend Stocks, Hedge Funds, News
According to a February research report by Precedence Research, the global AI market is projected to grow from $757.58 billion in 2025 to approximately $3.68 trillion by 2034, ...
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March 3 - Hedge Funds, News
As per BlackRock, European equity gains have managed to outpace the US to start 2025.
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March 2 - Hedge Funds, News
There is a common misconception that dividend stocks are primarily suited for those nearing retirement. However, this is not the case.
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February 25 - Dividend Stocks, Hedge Funds, News
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