Despite AI's potential to transform our lives for the better, security threats associated with the technology continue to make headlines.
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March 27 - Hedge Funds, Industries, News, Tech
The future of artificial intelligence promises transformative advancements across various sectors as revolutionary technology augments human capabilities and drives innovation...
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March 22 - Hedge Funds, Industries, News, Tech
Software-as-a-Service (SaaS) is a steadily growing segment of cloud computing that allows users to access software applications over the internet without the need for local installation...
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March 18 - Hedge Funds, Industries, News, Tech
The software industry has firmly established itself as one of the most resilient and fastest-growing sectors in the global economy.
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March 15 - Hedge Funds, Industries, News, Tech
We came across a bullish thesis on Workday, Inc. (WDAY) on Twitter by TechFundies. In this article, we will summarize the bulls’ thesis on WDAY. Workday, Inc.
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March 13 - News, Stock Analysis
Parnassus Investments, an investment management company, released the “Parnassus Core Equity Fund” fourth quarter 2024 investor letter.
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March 13 - Hedge Fund Investor Letters, News
Eagle Capital Management, a New York-based hedge fund, was founded in 1988 by Beth and Ravenel Curry.
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March 4 - Hedge Funds, News
Since leaving his position as CEO of Amazon in 2021, Jeff Bezos has been quite active.
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March 2 - Hedge Funds, News
The US has always perceived advanced AI chips and equipment as a matter of national security.
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February 28 - Hedge Funds, Industries, News, Tech
The artificial intelligence revolution is fueling a fierce clash for increasingly scarce resources.
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February 28 - Hedge Funds, Industries, News, Tech
Operator: Welcome to Workday's Fourth Quarter and Full Year '25 Earnings Call.
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February 26 - News, Transcripts
In his recent appearance on CNBC's Squawk on the Street, Jim Cramer shared his thoughts about Elon Musk's Department of Government Efficiency (DOGE), Musk's role in the government...
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February 24 - News
On Friday, Jim Cramer, the host of Mad Money, took time to guide investors through this week’s events on Wall Street, drawing attention to earnings reports from various companies...
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February 23 - Hedge Funds, News
There is no room for artificial intelligence to be dominated by massive players looking to use revolutionary technology to censure and control users' thoughts.
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February 12 - Hedge Funds, Industries, News, Tech
DeepSeek has sparked a frenzy for Chinese stocks with exposure to artificial intelligence innovations.
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February 8 - Hedge Funds, Industries, News, Tech
Based on a report by MarketsandMarkets, the global cloud industry in 2025 is projected to grow by 15.1% to $1,256.8 billion.
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January 25 - Hedge Funds, Industries, News
Mobile devices are now running more sophisticated and complicated software applications, which supports improving demand for SaaS solutions that can be accessed only with the ...
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January 25 - Hedge Funds, Industries, News
The US equity market is the most expensive it has ever been.
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January 23 - Hedge Funds, Industries, News, Tech
Chris Rokos is a highly regarded British hedge fund manager and the founder of Rokos Capital Management, one of the most successful global macro hedge funds in the world.
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January 21 - Hedge Funds, News
The last week was full of negativity as the S&P went down nearly 3.5%.
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January 13 - News, Stock Analysis
The equity market has climbed consistently over the past few years on the global economy recovering from the COVID-19-fueled slowdown.
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January 8 - Hedge Funds, Industries, News, Tech
Enterprise software comprises applications designed for large organizations, which enable them to manage functions like data analysis, sales, marketing, and customer service.
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December 26 - Hedge Funds, Industries, News, Tech
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
Even as the venture capital efforts of Tiger Global Management come under increased scrutiny on the back of reportedly disappointing post-pandemic performance, the 13F portfolio...
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December 18 - Hedge Funds, News
We came across a bullish thesis on Workday, Inc. (WDAY) on Twitter by TechFundies. In this article, we will summarize the bulls’ thesis on WDAY. Workday, Inc.
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December 5 - News, Stock Analysis
Operator: Hello, welcome to Workday's Fiscal 2025 Third Quarter Earnings Call. At this time, all participants are in a listen-only mode.
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November 29 - News, Transcripts
Artificial intelligence continues to achieve remarkable breakthroughs, yet its latest contribution might come as a surprise to many.
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November 28 - Hedge Funds, Industries, News, Tech
Jim Cramer, the host of Mad Money, recently discussed the crucial events on Wall Street this week and emphasized the importance of watching upcoming earnings reports.
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November 26 - Hedge Funds, News
U.S. President Joe Biden met with China's President Xi Jinping at the APEC Summit in Lima, Peru, on November 16.
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November 18 - Hedge Funds, Industries, News, Tech
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
We came across a bullish thesis on Workday, Inc. (WDAY) on Twitter by TechFundies. In this article, we will summarize the bulls’ thesis on WDAY.
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October 22 - News, Stock Analysis
Janus Henderson Investors, an investment management company, released its “Janus Henderson Contrarian Fund” second quarter 2024 investor letter.
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September 24 - Hedge Fund Investor Letters, News
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” second quarter 2024 investor letter.
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September 23 - Hedge Fund Investor Letters, News
Parnassus Investments, an investment management company, released the “Parnassus Mid Cap Fund” second quarter 2024 investor letter.
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September 7 - Hedge Fund Investor Letters, News
Baron Funds, an investment management company, released its “Baron Technology Fund” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
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September 6 - Hedge Fund Investor Letters, News
Operator: Welcome to Workday's Fiscal 2025 Second Quarter Earnings Call. At this time, all participants are in a listen-only mode.
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August 23 - News, Transcripts
Enterprise software is integral to the functioning of modern businesses, offering a range of applications designed to streamline and optimize various essential activities.
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August 19 - Hedge Funds, Industries, News
In this piece, we will take a look at the top city with the highest employment in the US.
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July 28 - News
With 2024 having settled in, investor attention has turned to the economy once again.
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July 28 - Economy, News
Polen Capital, an investment management company, released its “Polen Global Growth Strategy” second-quarter 2024 investor letter.
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July 28 - Hedge Fund Investor Letters, News
Information technology (IT) services are a key component of the broader IT market, which also includes services, devices, enterprise software, and data center systems.
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July 25 - Hedge Funds, News
In this article, we are going to discuss the 10 best cloud computing stocks to buy now.
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June 29 - Hedge Funds, News
ClearBridge Investments, an investment management company, released its “ClearBridge All Cap Growth Strategy” first quarter 2024 investor letter.
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June 26 - Hedge Fund Investor Letters, News
SaaS, also known as software as a service, is one of the biggest and most important industries in today's high technology era.
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June 17 - Hedge Funds, News
Operator: Welcome to Workday's Fiscal 2025 First Quarter Earnings Call. At this time, all participants are in a listen-only mode.
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May 24 - News, Transcripts
In this piece, we will take a look at the five best artificial intelligence stocks to buy now according to Wall Street analysts.
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May 7 - News, Quantitative Investing
In this article, we will look into the 30 largest software companies in the world by market cap.
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April 29 - Business, Industries, Lists, News, Tech
Polen Capital, an investment management company, released its “Polen Global Growth Strategy” first-quarter 2024 investor letter.
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April 22 - Hedge Fund Investor Letters, News
ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Growth Strategy” first quarter 2024 investor letter.
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April 5 - Hedge Fund Investor Letters, News
In this article, we will be taking a look at the 25 biggest software companies in the US.
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March 31 - Business, Industries, Lists, News