Artisan Partners, an investment management company, released its “Artisan Global Opportunities Fund” fourth quarter 2024 investor letter.
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April 3 - Hedge Fund Investor Letters, News
On Thursday, Jim Cramer, the host of Mad Money, shared his thoughts on the president’s recent stance against the “false free trade era,” expressing his agreement with the...
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March 29 - Hedge Funds, News
“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
Cliff Asness is one of Wall Street's most respected hedge fund managers.
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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
According to a report by market.us, the global agentic AI market is projected to grow from $5.2 billion in 2024 to $196.6 billion by 2034, with a CAGR of 43.8%.
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March 21 - Hedge Funds, News
As businesses invest heavily in artificial intelligence, many leaders remain skeptical about its impact on enterprise productivity.
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March 18 - Hedge Funds, News
Data center stocks were flying high at the start of the year, but Wall Street turned sour on them quickly. They were among the biggest losers of the recent selloff.
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March 17 - Market Movers, News
Forrester Research published an interesting report in August 2014 titled Hardware Is Dead; Long Live Software.
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March 17 - Hedge Funds, Industries, News, Tech
After two years of 25%+ gains, some investors worry that stocks are overvalued.
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March 15 - Hedge Funds, News
“We know that the president, who loves tariffs, is now threatening to put tariffs on our trading adversaries that are as high or higher than the fabled Smoot-Hawley Tariff Act...
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March 15 - Hedge Funds, News
Artificial intelligence is reshaping the job market in ways not seen or heard before.
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March 14 - Hedge Funds, Industries, News, Tech
On Thursday, Jim Cramer, the host of Mad Money, pointed out that the ongoing fears surrounding President Donald Trump's aggressive tariff policies continued to impact the market...
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March 14 - Hedge Funds, News
Data centers have become the foundation of the digital economy, facilitating the storage, processing, and distribution of vast amounts of data that drive industries worldwide.
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March 13 - Hedge Funds, Industries, News, Tech
Major AI stocks are struggling to gain traction as investors rethink their strategies amid concerns of a slowdown in spending.
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March 7 - Hedge Funds, News
The market has been reversing its gains earlier in the year, so much so that the S&P 500 is now down 1.5% year-to-date.
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March 5 - Market Movers, News
As per Forrester Research, Inc., despite persistent inflation, the US real GDP is expected to increase 2.7% in 2025 and the US tech spending is projected to see growth of 6.1...
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March 2 - Hedge Funds, Industries, News
Jim Cramer, the host of Mad Money, pointed out that ongoing uncertainty around tariff policies is likely to continue influencing market movements.
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February 27 - Hedge Funds, News
Gene Munster from Deepwater Asset Management said in a latest program on CNBC that the AI hardware trade is still intact and the analyst believes DeepSeek is a net positive for...
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February 26 - Hedge Funds, News
In an AI-driven world, data centers have become more critical than ever. While many people have heard of data centers, few fully understand what they entail.
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February 25 - Hedge Funds, Industries, News, Tech
A disruptive breakthrough by a Chinese tech startup in January 2025 has shaken the artificial intelligence (AI) market to its core, triggering a sharp sell-off among tech stocks...
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February 22 - Hedge Funds, News
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer commented on whether President Trump would risk high inflation that could result from tariffs.
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February 21 - News
The global technology sector is on track for strong earnings growth in 2025, driven by advancements in artificial intelligence (AI), cloud computing, and semiconductors.
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February 19 - Hedge Funds, Industries, News, Tech
On 17th February, xAI launched its updated Grok 3 AI model as part of efforts to stay at par with the evolving reasoning and search capabilities showcased by global competitor...
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February 19 - Hedge Funds, Industries, News, Tech
Arista Networks (ANET) stock is falling 6% after the company's 2025 revenue guidance came in slightly below analysts' average outlook.
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February 19 - Market Movers, News
Arista Networks, Inc. (NYSE:ANET) Q4 2024 Earnings Call Transcript February 18, 2025Arista Networks, Inc. beats earnings expectations.
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February 19 - News, Transcripts
With so much happening in AI, keeping up with the latest news can be challenging.
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February 18 - Hedge Funds, Industries, News, Tech
Giverny Capital Asset Management, LLC, an investment management company, recently published its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here...
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February 7 - Hedge Fund Investor Letters, News
In the current economic landscape, characterized by high interest rates, the importance of debt-free stocks has become increasingly significant for investors.
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February 3 - Hedge Funds, News
Madison Investments, an investment advisor, released its “Madison Mid Cap Fund” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
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January 31 - Hedge Fund Investor Letters, News
The US is struggling to keep its technology within its borders, a goal that the US government and most of the country are determined to achieve to maintain dominance, particularly...
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January 30 - Hedge Funds, Industries, News, Tech
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
Investors are pulling back from the artificial intelligence trade.
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January 29 - Hedge Funds, Industries, News, Tech
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
We believe data centers are currently experiencing a remarkable growth phase as the demand for digital services, cloud computing, and broader GenAI applications increases significantly...
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January 28 - Hedge Funds, Industries, News, Tech
Chinese artificial intelligence company DeepSeek is threatening to bring to an end the Wall Street artificial intelligence-driven rally.
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January 28 - Hedge Funds, Industries, News, Tech
Arista Networks (ANET) is sinking 20% today after Chinese start-up DeepSeek reportedly unveiled AI models that were produced using old chips and much less computing power than...
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January 27 - Market Movers, 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
Artificial Intelligence (AI) companies are rapidly focusing on securing funding to propel R&D, roll out products and services across diverse sectors, and create interconnected...
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January 22 - Hedge Funds, Industries, News, Tech
Steve Cohen is one of the most prominent and successful hedge fund managers in the world, known for his extraordinary trading acumen and ability to generate consistent returns...
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January 21 - Hedge Funds, News
The US stock markets have gone up leading up to the day of President Donald Trump's inauguration.
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January 20 - News, Stock Analysis
Jim Cramer's appearance on Squawk on the Street aired on January 17th covered a wide variety of topics.
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January 19 - News
Famously known as the “godfather of artificial intelligence”, British-Canadian computer scientist Professor Geoffrey Hinton has recently warned that the pace of technological...
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December 29 - Hedge Funds, Industries, News, Tech
Arista Networks has rallied 95% this year on the back of AI success. The company has a solid profitability record and exciting growth prospects.
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December 28 - News, Stock Analysis
Jim Cramer, the host of Mad Money, expressed strong views regarding day trading on Friday, urging novice investors to avoid the temptation of risky market practices.
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December 24 - Hedge Funds, News
Jim Cramer in a latest program reiterated his view that the market is currently oversold and told investors about his methodology of analyzing market selling and buying indicators...
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December 23 - News
Even though there is a looming threat of future curbs, some Asian hedge funds are betting big on Chinese tech companies, according to Reuters.
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December 18 - Hedge Funds, Industries, News, Tech
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
Jim Cramer, the host of Mad Money, recently discussed a number of companies that have surpassed $100 billion in market capitalization this year, noting how these companies seem...
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December 13 - Hedge Funds, News