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
Aristotle Atlantic Partners, LLC, an investment advisor, released its “Large Cap Growth Strategy” fourth quarter 2024 investor letter.
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February 4 - Hedge Fund Investor Letters, 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
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
The moment of reckoning has arrived: China’s artificial intelligence industry has almost caught up with the US. Moreover, it is more open and efficient too.
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January 26 - Hedge Funds, Industries, News, Tech
The S&P 500 index closed 0.3% lower at 6,101.24 on Friday, January 24, reversing its course after hitting a fresh intraday record earlier in the session.
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January 26 - Hedge Funds, News
President Donald Trump has recently announced a private sector investment to build more AI data centers, marking yet another effort by the US government to stay ahead in the race...
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January 24 - Hedge Funds, Industries, News, Tech
Operator: Hello, and welcome to the Fourth Quarter Earnings Conference Call for Amphenol Corporation.
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January 23 - News, Transcripts
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
As reported by Reuters, Wall Street’s major indexes started the final trading session of 2024 on a high note, continuing the two-year-long bull market.
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December 31 - Hedge Funds, Industries, News, Tech
As 2024 heads to a close, investors are now focused on the state of the economy, its influence on the Federal Reserve's interest rate reduction cycle, and the potential offered...
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November 30 - News
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” third-quarter 2024 investor letter.
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November 28 - Hedge Fund Investor Letters, News
Technology giants in the United States have pledged tens of billions towards building AI data centers in the next few years.
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November 22 - Hedge Funds, News
Jim Cramer, host of Mad Money, recently shared his thoughts on how geopolitical concerns, particularly the recent nuclear threat, can significantly impact investor behavior.
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November 21 - Hedge Funds, News
Paul Hickey, Bespoke co-founder, joined CNBC’s ‘Closing Bell: Overtime’ to discuss the market’s reaction to the election results and earnings.
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November 14 - Hedge Funds, Industries, News, Tech
Data center investments by hyperscalers to leap ahead in the artificial intelligence (AI) race are a hot topic on Wall Street.
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November 5 - Hedge Funds, Industries, News, Tech
The electronics sector is experiencing robust growth driven by several key factors.
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October 30 - Hedge Funds, Industries, News, Tech
In a recent Tech Check program, CNBC’s Deirdre Bosa reports on how OpenAI’s head of Global Affairs is laying out his vision of what the government can do to keep American ...
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October 27 - Hedge Funds, Industries, News, Tech
Amphenol Corporation (NYSE:APH) Q3 2024 Earnings Call Transcript October 23, 2024Amphenol Corporation beats earnings expectations.
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October 24 - News, Transcripts
As the earnings season unfolds, investors are eager to see how artificial intelligence (AI) investments among S&P 500 companies are yielding results.
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October 12 - Hedge Funds, Industries, News, Tech
The AI industry is constantly evolving and investors are keeping a close eye on investments, advancements in AI capabilities, and new partnerships to keep pace with the continued...
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October 10 - Hedge Funds, Industries, News, Tech
US technology stocks have surged dramatically this year, largely driven by the growing excitement surrounding generative artificial intelligence (AI).
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October 6 - Hedge Funds, Industries, News, Tech
Artificial intelligence (AI) data centers are one of the hottest topics on Wall Street as companies across the industrial spectrum compete in a race to deploy AI technologies ...
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October 4 - Hedge Funds, Industries, News, Tech
Companies are investing heavily in AI infrastructure to meet the growing demands of machine learning, data processing, and AI-driven applications.
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September 29 - Hedge Funds, Industries, News, Tech
TimesSquare Capital Management, an equity investment management company, released its “U.S. Focus Growth Strategy” second-quarter 2024 investor letter.
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September 11 - Hedge Fund Investor Letters, News
Mar Vista Investment Partners, LLC, an investment management company, released the “Strategic Growth Strategy” second quarter 2024 investor letter.
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August 27 - Hedge Fund Investor Letters, News
Artificial intelligence has led to a much-needed market rally in the technology industry over the past year.
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August 13 - Hedge Funds, News
When investors think of artificial intelligence (AI), they usually relate the thought to prominent hardware and software companies working in the technology sector.
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August 10 - Hedge Funds, News
The London Company, an investment management company, released “The London Company Mid Cap Strategy” second quarter 2024 investor letter. A copy of the letter can be downloaded...
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August 7 - Hedge Fund Investor Letters, News
Amphenol Corporation (NYSE:APH) Q2 2024 Earnings Call Transcript July 24, 2024Amphenol Corporation beats earnings expectations.
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July 25 - News, Transcripts
Aristotle Atlantic Partners, LLC, an investment advisor, released its “Core Equity Strategy” second quarter 2024 investor letter.
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July 23 - Hedge Fund Investor Letters, News
The stock market has a long history of generating wealth for investors.
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July 19 - News, Quantitative Investing, Stock Analysis
The AI-led stock rally that rewarded mega-cap technology stocks has finally started to trickle down to other industry players that were seemingly not related to the AI and tech...
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May 30 - Hedge Funds, News
The AI-led stock rally that rewarded mega-cap technology stocks has finally started to trickle down to other industry players that were seemingly not related to the AI and tech...
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May 30 - Hedge Funds, News
Amphenol Corporation beats earnings expectations. Reported EPS is $0.8, expectations were $0.74.
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April 26 - News, Transcripts
In this article, we discuss 5 best electronic stocks to buy now.
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February 28 - News
Amphenol Corporation beats earnings expectations. Reported EPS is $0.827, expectations were $0.77.
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January 25 - News, Transcripts
Operator: Hello. And welcome to the third quarter Earnings Conference Call for Amphenol Corporation.
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October 27 - News, Transcripts
In this article, we will take a look at the 5 best electronic components stocks to buy now.
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July 29 - Hedge Funds, News
Operator: Hello. And welcome to the Second Quarter Earnings Conference Call for Amphenol Corporation.
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July 27 - News, Transcripts
In this article, we will discuss the 10 stocks whose price targets were recently raised by analysts.
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June 26 - Market Movers, News
Operator: Hello, and welcome to the First Quarter Earnings Conference Call for Amphenol Corporation.
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May 4 - News, Transcripts
TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” fourth-quarter investor letter.
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March 31 - Hedge Fund Investor Letters, News
In this article, we will take a look at the 5 most undervalued EV stocks to buy according to hedge funds.
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March 18 - Hedge Funds, News
Operator: Hello, and welcome to the Fourth Quarter Earnings Conference Call for Amphenol Corporation.
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January 26 - News, Transcripts
Mawer Investment Management, an investment management firm, published its third-quarter 2022 investor letter – a copy of which can be downloaded here.
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October 17 - Hedge Fund Investor Letters, News
In this article, we will take a look at the 10 most anticipated tech earnings to watch.
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October 13 - News
In this article, we discuss the 10 best electric vehicle stocks to buy for the long term.
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September 22 - Hedge Funds, News
Albemarle Corporation (NYSE:ALB) develops, manufactures, and markets engineered specialty chemicals worldwide.
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September 12 - Hedge Funds, News