DeepSeek has sparked a frenzy for Chinese stocks with exposure to artificial intelligence innovations.
Keep Reading →
February 8 - Hedge Funds, Industries, News, Tech
In 2024, the S&P 500 IT Sector Index outperformed the broader S&P 500 Index, rising approximately 36% compared to a 23% increase in the latter.
Keep Reading →
February 6 - Hedge Funds, Industries, News, Tech
Artificial intelligence (AI) has fueled a major rally in the technology sector, driving up key market indices.
Keep Reading →
January 30 - Hedge Funds, News
The technology sector continues to be driven by rapid innovation and the adoption of cutting-edge technologies.
Keep Reading →
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...
Keep Reading →
January 29 - Hedge Funds, 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...
Keep Reading →
January 28 - Hedge Funds, Industries, News, Tech
Investors have become increasingly concerned about the rising capital expenditures on artificial intelligence, with many wondering whether the expectations embedded in financial...
Keep Reading →
January 27 - Hedge Funds, News
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...
Keep Reading →
January 21 - Hedge Funds, News
Consumer Electronics Show (CES) 2025 revolved around AI. If not, it’s all that exhibitors could show.
Keep Reading →
January 16 - Hedge Funds, Industries, News
Invesco Distributors, Inc., an investment management firm, released its “Invesco Small Cap Value Fund” third quarter 2024 investor letter.
Keep Reading →
December 19 - Hedge Fund Investor Letters, News
On November 6, billionaire Stanley Druckenmiller appeared in a podcast, In Good Company, hosted by Nicolai Tangen, CEO of Norges Bank Investment Management.
Keep Reading →
December 16 - Hedge Funds, News
Hugh Gimber, global market strategist at J.P.
Keep Reading →
December 12 - Hedge Funds, Industries, News, Tech
Artificial intelligence has been making headlines even at political summits.
Keep Reading →
November 19 - Hedge Funds, News
The advent of artificial intelligence has shaken up the Search business on the internet, a domain where Google has long reigned supreme.
Keep Reading →
November 19 - Hedge Funds, News
The leaders of the United States and China both participated in the recently held APEC Summit in Peru, with artificial intelligence dominating headlines again.
Keep Reading →
November 18 - Hedge Funds, News
AI technology has forced businesses worldwide to reconsider their money making models. This revolutionary change is now making its way into the government sector as well.
Keep Reading →
November 18 - Hedge Funds, News
Artificial intelligence has penetrated every aspect of our lives.
Keep Reading →
November 12 - Hedge Funds, Industries, News, Tech
There is a lot of debate around potential AI policy changes as Donald Trump prepares to take charge as US president.
Keep Reading →
November 12 - Hedge Funds, News
CNBC’s Deidre Bosa joined ‘Money Movers’ to discuss the potential impact of a second Trump administration on the artificial intelligence trade.
Keep Reading →
November 8 - 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.
Keep Reading →
November 5 - Hedge Funds, Industries, News, Tech
Wall Street continues to gain momentum amid the latest earnings season and analysts are wondering whether we are still up for soft landing.
Keep Reading →
October 22 - Hedge Funds, News
Joining CNBC’s Squawk Box to discuss the latest market trends, Mary Ann Bartels of Sanctuary Wealth remains bullish on 2024, expecting the S&P 500 to hit 6,000 by year-end.
Keep Reading →
October 17 - Hedge Funds, Industries, News, Tech
Artisan Partners, an investment management company, released its “Artisan Mid Cap Fund” third quarter 2024 investor letter. A copy of the letter can be downloaded here.
Keep Reading →
October 16 - Hedge Fund Investor Letters, News
Wall Street continues to gain momentum amid the latest earnings season and analysts are wondering whether we are still up for soft landing.
Keep Reading →
October 16 - Hedge Funds, News
While consumer technology stocks had soared in the aftermath of the coronavirus pandemic, back then, their share price gains were due to.
Keep Reading →
October 12 - News
As the earnings season unfolds, investors are eager to see how artificial intelligence (AI) investments among S&P 500 companies are yielding results.
Keep Reading →
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...
Keep Reading →
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).
Keep Reading →
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 ...
Keep Reading →
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.
Keep Reading →
September 29 - Hedge Funds, Industries, News, Tech
We recently published a list of Billionaire Stanley Druckenmiller is Buying and Selling These 10 AI Stocks. Since Coherent Corp (NYSE:COHR) ranks 9th on the list, it deserves...
Keep Reading →
September 11 - Hedge Funds, News
We came across a bullish thesis on Coherent Corp (COHR) on ValueInvestorsClub by differentiatedfractal31415. In this article we will summarize the bulls' thesis on COHR.
Keep Reading →
August 30 - News, Stock Analysis
Next Century Growth Investors, LLC, an investment Management Company, released its “Small Cap Strategy” second-quarter 2024 investor letter.
Keep Reading →
August 30 - Hedge Fund Investor Letters, News
Stanley Druckenmiller is one of the few billionaires who have been bullish on the AI megatrends right from the start.
Keep Reading →
August 28 - Hedge Funds, News
When it comes to growth offerings, there are few money managers on Wall Street whose opinion carries more weight on the matter than Stanley Druckenmiller, the chief of New York...
Keep Reading →
August 27 - Hedge Funds, News
We recently published a list of Top 10 Trending AI Stocks on Latest Analyst Ratings and News. Since Coherent Corp (NYSE:COHR) ranks 9th on the list, it deserves a deeper look...
Keep Reading →
August 24 - Hedge Funds, News
AI stocks have pulled back considerably over the past few weeks and analysts believe this is exactly the healthy correction long-term investors were looking for.
Keep Reading →
August 20 - Hedge Funds, News
Artificial intelligence has led to a much-needed market rally in the technology industry over the past year.
Keep Reading →
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.
Keep Reading →
August 10 - Hedge Funds, News
Giverny Capital Asset Management, LLC, an investment management company, recently published its second-quarter 2024 investor letter.
Keep Reading →
August 5 - Hedge Fund Investor Letters, News
Diamond Hill Capital, an investment management company, released its “Select Strategy” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Keep Reading →
July 31 - Hedge Fund Investor Letters, News
In this piece, we will take a look at the 12 under the radar stocks with massive upside for 2024.
Keep Reading →
April 29 - Hedge Funds, News
In this article, we will take a detailed look at Jim Cramer Says You Should ‘Buy, Buy, Buy’ These 11 Stocks. For a quick overview of such stocks, read our article Jim Cramer...
Keep Reading →
March 29 - Hedge Funds, News
Diamond Hill Capital, an investment management company, released its “Select Strategy” fourth-quarter 2023 investor letter. A copy of the same can be downloaded here.
Keep Reading →
March 13 - Hedge Fund Investor Letters, News
In this article, we will take a detailed look at the 11 Stocks Jim Cramer Recommended Selling, But Billionaires Love Them. For a quick overview of such stocks, read our article...
Keep Reading →
January 23 - Hedge Funds, News
Liberty Park Capital Management, LLC, a financial management company, released its third quarter 2023 investor letter. A copy of the same can be downloaded here.
Keep Reading →
December 16 - Hedge Fund Investor Letters, News
It seems there’s no end in sight to the bull run in the technology sector that has been responsible for the wider market rally seen in 2023.
Keep Reading →
August 28 - Hedge Funds, News
Giverny Capital Asset Management, LLC, an investment management company, recently published its first-quarter 2023 investor letter. A copy of the same can be downloaded here.
Keep Reading →
April 27 - Hedge Fund Investor Letters, News