After jolting global markets in late January, China looks set to spark another whirlwind with the launch of an artificial intelligence model that could rival the capabilities ...
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March 11 - Hedge Funds, Industries, News, Tech
Major AI stocks are wavering as investors assess the impact of decreasing hardware costs and their effects on technology spending. T.
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March 9 - News
As per Merrill Lynch, 2025 has not shown much movement.
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March 8 - Hedge Funds, News
Alluvium Asset Management, an asset management company, released its “Conventum – Alluvium Global Fund” fourth-quarter 2024 investor letter.
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March 7 - Hedge Fund Investor Letters, News
On February 12, Russell Investment released its Chinese market outlook for 2025.
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March 6 - 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
The stocks showcased initial enthusiasm post Trump’s election, as the S&P 500 saw an increase of 2.5% on the day after the November vote, says U.S. Bank.
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March 3 - Hedge Funds, News
Artisan Partners, an investment management company, released its “Artisan Select Equity Fund” fourth quarter 2024 investor letter.
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March 3 - Hedge Fund Investor Letters, 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
The research preview of the latest GPT-4.5 model from ChatGPT creator OpenAI has been released.
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February 28 - Hedge Funds, Industries, News, Tech
AI-darling Nvidia reported its earnings yesterday, and it’s safe to say that the numbers have been objectively great.
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February 27 - Hedge Funds, Industries, News, Tech
Last month, a Chinese artificial intelligence startup called DeepSeek sparked a broad market sell-off in the tech world.
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February 26 - Hedge Funds, Industries, News, Tech
As AI continues to redefine the workforce, companies such as DeepSeek are at the forefront of this revolution.
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February 26 - Hedge Funds, Industries, News, Tech
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
The e-commerce sector has been on fire for a while in the post-COVID era, and while it did slow down a little along with most tech stocks, it has recovered significantly due to...
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February 25 - Market Movers, News
The geopolitical landscape has drastically changed since the beginning of the decade, with the COVID-19 pandemic followed by worldwide spikes in inflation leading to completely...
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February 25 - Hedge Funds, News
Baron Funds, an investment management company, released its “Baron Emerging Markets Fund” fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
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February 25 - Hedge Fund Investor Letters, News
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
The race to gain a competitive edge in the generative artificial intelligence industry fiercely continues, and Anthropic is the latest one making a move.
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February 24 - Hedge Funds, Industries, News, Tech
OpenAI has recently said that it has removed accounts of users from China and North Korea, who the company believes were using technology for malicious purposes.
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February 24 - Hedge Funds, Industries, News, Tech
In a Bloomberg interview, SandboxAQ CEO Jack Hidary started discussing the company's partnership with Saudi Aramco, which focuses on using AI to convert carbon emissions into ...
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February 24 - Hedge Funds, News
Exactly 5 years ago, the world struggled to deal with a black swan event: the COVID-19 pandemic.
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February 24 - News, Stock Analysis
Alibaba (BABA) stock is falling 7% after the China-based tech conglomerate disclosed that it would spend at least 380 billion yuan or $52.44 billion on cloud computing and AI ...
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February 24 - Market Movers, News
Artificial intelligence is at the heart of the fourth industrial revolution, given its impact on various aspects of human life.
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February 22 - Hedge Funds, Industries, News, Tech
Alibaba Group Holding Limited (NYSE:BABA) Q3 2025 Earnings Call Transcript February 20, 2025Alibaba Group Holding Limited beats earnings expectations.
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February 21 - News, Transcripts
On February 19, CNBC reported significant funding rounds for multiple AI-focused startups, highlighting the quick expansion of AI innovations across industries like healthcare...
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February 20 - Hedge Funds, News
The United States has long been a magnet for global businesses seeking to tap into its robust economy and dynamic financial markets.
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February 20 - Hedge Funds, News
We came across a bullish thesis on Alibaba Group Holding Limited (BABA) on Substack by Bulls On Parade. In this article, we will summarize the bulls’ thesis on BABA.
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February 18 - News, Stock Analysis
Jefferies noted that Alibaba Cloud's Qwen AI system now powers a large percentage of the leading open-source large language models.
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February 12 - Market Movers, News
Is it time to sell the Mag-7 stocks? According to U.S.
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February 11 - Hedge Funds, Industries, News, Tech
Released on Friday, February 7, the January jobs report showed resilience in the labor market with higher-than-expected wage growth.
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February 11 - Hedge Funds, News
AAPL and BABA are collaborating to provide new AI features to Apple's iPhones in China, The Information reported.
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February 11 - Market Movers, News
The retail industry in 2025 has been doing surprisingly well. Growth has started to accelerate for many companies and AI is allowing a lot more efficiency in the supply chain.
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February 10 - News
On February 10th, US equity features rose, hinting at a rebound from steep losses on February 7th as markets absorbed Donald Trump’s intentions to impose 25% tariffs on all ...
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February 10 - 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
Legendary investor Michael Burry is best known for his contrarian strategies that often outperform the overall market.
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February 7 - Hedge Funds, News
Representatives from around the world are going to be attending the Artificial Intelligence (AI) Summit at the Grand Palais on 10–11 February 2025.
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February 7 - Hedge Funds, Industries, News, Tech
The United States’ lead in artificial intelligence technology has become questionable after the release of DeepSeek’s AI models.
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February 4 - Hedge Funds, Industries, News, Tech
AI investors are desperately trying to find clues on the real impact of DeepSeek on chip demand in the future and gauge how the breakthrough in China would impact US companies...
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February 1 - Hedge Funds, 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
Blue chip stocks have long been considered the gold standard of investments, offering a combination of steady growth, consistent dividends, and a reputation for weathering economic...
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January 29 - Hedge Funds, News
As the global tech sector was catching up to the disruption caused by DeepSeek's r1 AI model, Chinese e-commerce giant Alibaba announced its brand new Qwen 2.5 AI model on the...
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January 29 - Hedge Funds, Industries, News, Tech
Asian markets traded mixed on Friday, January 24 as investors digested a series of economic reports from China, which showed robust growth in the fourth quarter of 2024.
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January 29 - Hedge Funds, News
DeepSeek has gained attention for creating a high-performing model, R1, at a fraction of the typical cost.
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January 28 - Hedge Funds, News
Artificial Intelligence (AI) was a buzzword around Wall Street for most of 2024. AI has shown immense promise but comes with significant risks.
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January 28 - Hedge Funds, News
Jim Cramer in a latest program on CNBC discussed the reasons behind the recent market declines after the ISM Services Index data.
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January 25 - Hedge Funds, News
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
On December 17, 2024, J.P. Morgan released its market outlook 2025.
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January 25 - Hedge Funds, News
The new regulatory environment has the technology sector eyeing prominent growth opportunities in 2025 and beyond.
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January 25 - Hedge Funds, News