OpenAI has previously been dependent on Nvidia for its chip supply, but it looks like it may not be for long.
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February 10 - Hedge Funds, Industries, News, Tech
Barry Bannister, Stifel's chief equity strategist, said in a latest program on CNBC that the macroeconomic factors are finally catching up to the AI-led bull market.
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February 10 - Hedge Funds, News
The global economy seems to be at a point where fiscal ambition intersects with market skepticism, says Oakglen Wealth.
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February 8 - 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
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.
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February 6 - Hedge Funds, Industries, News, Tech
The pace of artificial intelligence development and deployment is “pretty terrifying”. That’s the sentiment echoed by Steven Adler, a former safety researcher at OpenAI.
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February 5 - Hedge Funds, Industries, News, Tech
Big Tech comprises some of the largest and most influential companies in the world, recognized for their sheer size, extensive customer base, and financial strength.
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February 4 - Hedge Funds, Industries, News, Tech
Nowadays, barely a day goes by without a huge headline touching artificial intelligence (AI). Three main factors are driving the rising interest in AI.
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February 4 - Hedge Funds, Industries, News, Tech
The group of stocks formerly known as FAANG were synonymous with technological prowess, market dominance, and high growth.
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February 3 - 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
In his latest appearance on CNBC's Squawk on the Street, Jim Cramer commented on whether the low AI development costs demonstrated by China's DeepSeek AI models would upend investor...
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January 31 - News
In his appearance on CNBC's Squawk on the Street aired before the day of the Federal Reserve's latest interest rate environment, Jim Cramer shared how Federal Reserve Chairman...
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January 30 - News
Technological innovations in steam power, electricity and microprocessors drove the first industrial revolution.
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January 30 - Hedge Funds, Industries, News, Tech
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
The bloodbath that triggered one of the biggest routs in US stock markets appears to be under control.
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January 29 - Hedge Funds, Industries, News, Tech
AI continues to accelerate rapidly, moving from emerging technologies to influencing how businesses operate.
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January 27 - Hedge Funds, Industries, News
In a fresh appearance on CNBC's Squawk on the Street, Jim Cramer commented in quite a bit of detail on artificial intelligence and AI PCs.
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January 27 - 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
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
All everyone could talk about in the technical AI landscape these days is DeepSeek-R1, a Chinese open-source LLM that analysts believe can give major American AI companies a run...
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January 25 - Hedge Funds, News
As leaders of some of the biggest companies, economists and world leaders congregated at the 2025 Davos Promenade in Switzerland, artificial intelligence is one topic that featured...
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January 24 - Hedge Funds, Industries, News, Tech
In recent years, the investment landscape has seen a significant shift towards socially responsible investing strategies.
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January 24 - Hedge Funds, News
Artificial intelligence (AI) continues to accelerate rapidly, moving from emerging technologies to influencing how businesses carry out operations.
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January 23 - Hedge Funds, Industries, News
Donald Trump is turning out to be the spark to take artificial intelligence investments to new heights.
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January 23 - Hedge Funds, Industries, News, Tech
The Dow Jones Industrial Average is among the most popular stock market indices globally.
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January 23 - Hedge Funds, News
Socially responsible companies are businesses that integrate social and environmental considerations into their core operations and decision-making processes.
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January 23 - Hedge Funds, News
The US equity market is the most expensive it has ever been.
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January 23 - Hedge Funds, Industries, News, Tech
Montaka Global Investments, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
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January 23 - Hedge Fund Investor Letters, News
With President Donald Trump having returned to power, one of the first things he has done is revoke a 2023 executive order signed by Joe Biden seeking to reduce the risks that...
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January 21 - Hedge Funds, Industries, News, Tech
Ivan Tsarynny, Feroot Security CEO, joined CNBC’s ‘The Exchange’ to discuss his Congressional testimony about TikTok.
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January 20 - Hedge Funds, Industries, News, Tech
Investment management company Vulcan Value Partners recently released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
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January 20 - Hedge Fund Investor Letters, News
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
Kevin Mahn, President & CIO at Hennion & Walsh Asset Management, recently appeared on CNBC on January 6 to discuss the current market momentum and emphasize the need for investors...
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January 18 - Hedge Funds, News, Tech
Consumer Electronics Show (CES) 2025 revolved around AI. If not, it’s all that exhibitors could show.
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January 16 - Hedge Funds, Industries, News
We came across a bullish thesis on Salesforce, Inc. (CRM) on Disruptive analytics’ Substack by Magnus Ofstad.
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January 13 - News, Stock Analysis
Cloud computing enables companies to store their infrastructures remotely using the Internet, ultimately reducing costs and creating value.
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January 11 - Hedge Funds, Industries, News
In his appearance on Squawk on the Street the day CES took place in Las Vegas, Jim Cramer commented on the stock market division that persisted throughout 2024 and is present ...
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January 10 - News
On January 1, King Lip, BakerAvenue Wealth Management's chief strategist and partner, joined CNBC's 'Closing Bell' to discuss market outlooks as we enter 2025.
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January 9 - Hedge Funds, Industries, News, Tech
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
Drew Pettit, U.S. equity strategist at Citi Research, said in a latest program on CNBC that he believes the AI growth story is still intact moving ahead in 2025.
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January 6 - Hedge Funds, News
As 2024 comes to a close, the software-as-a-service or SaaS industry has been shaken up quite a bit.
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December 31 - News
To select stocks with long-term growth potential, investors should focus on fundamental analysis, evaluating financial health through earnings history, revenue growth, and profit...
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December 30 - Hedge Funds, News
Artificial intelligence has become a dominant force in the stock market, driving the performance of top companies and capturing the attention of major investors.
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December 29 - 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
Defiance ETFs CEO and CIO Sylvia Jablonski said in a recent program on Bloomberg that there are trillions of dollars of cash waiting on the sidelines ready to be invested in AI...
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December 26 - Hedge Funds, News
On December 12, Tom Lee, Fundstrat Global Advisors managing partner and head of research, joined CNBC's 'Closing Bell' to discuss his playbook for 2025.
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December 22 - Hedge Funds, News
Heading into next year, the outlook for artificial intelligence is quite optimistic.
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December 20 - Hedge Funds, Industries, News, Tech
Henry Ajder, Latent Space Advisory founder, said in a latest program on CNBC that lack of fresh data remains a key challenge for the performance of AI systems after a period of...
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December 18 - News
In his latest appearance on CNBC's Squawk on the Street, Jim Cramer continued to talk about the incoming Trump administration's tariffs.
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December 18 - Market Movers, News