In an interview with CNBC on October 10, Drew Pettit, Director of US Equity Strategy at Citi Research, shared his thoughts about the upcoming earnings season and its potential...
Keep Reading →
October 11 - Hedge Funds, Industries, News, Tech
Venu Krishna, Barclays head of U.S.
Keep Reading →
October 10 - News
Venu Krishna, Barclays head of U.S.
Keep Reading →
October 10 - Hedge Funds, News
Nuclear plants continue to re-open, but the question stands, will the global supply be able to meet the ever-growing demand for clean energy? On October 1, Aniket Shah, Jefferies...
Keep Reading →
October 9 - Hedge Funds, News
The close of September has cemented the paradigm shift on Wall Street.
Keep Reading →
September 30 - News
Columbia Threadneedle Investments, an investment management company released its “Columbia Threadneedle Global Technology Growth Strategy” second quarter 2024 investor letter...
Keep Reading →
September 30 - Hedge Fund Investor Letters, News
Brad Gerstner, the founder of Altimeter Capital, has been a major believer in AI and tech stocks in general.
Keep Reading →
September 30 - Hedge Funds, News
Chris Hyzy, Merrill & Bank of America Private Bank chief investment officer, said while talking to CNBC in a latest program that there is “ a lot of momentum” behind the market...
Keep Reading →
September 29 - Hedge Funds, News
Brad Gerstner, the founder of Altimeter Capital, has been a major believer in AI and tech stocks in general.
Keep Reading →
September 29 - Hedge Funds, News
In a recent episode of Mad Money, Jim Cramer explains that if you're investing with real money, not just playing a simulation like a stock market game, it’s essential to open...
Keep Reading →
September 27 - Hedge Funds, News
Chris Hyzy, Merrill & Bank of America Private Bank chief investment officer, said while talking to CNBC in a latest program that there is “ a lot of momentum” behind the market...
Keep Reading →
September 27 - Hedge Funds, News
Investors are still digesting the Fed’s aggressive rate cut and charting the path forward.
Keep Reading →
September 26 - Hedge Funds, News
Billionaires and top hedge fund managers typically dominate the stock market, focusing on leading companies with strong track records and exceptional performance.
Keep Reading →
September 25 - Hedge Funds, News
Investors are still digesting the Fed’s aggressive rate cut and charting the path forward.
Keep Reading →
September 24 - Hedge Funds, News
In a recent episode of Mad Money, Jim Cramer explains that a double rate cut, or a 50 basis point reduction, is likely to attract tens of billions of dollars into the stock market...
Keep Reading →
September 23 - Hedge Funds, News
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” second quarter 2024 investor letter.
Keep Reading →
September 23 - Hedge Fund Investor Letters, News
In a recent episode of Mad Money, Jim Cramer points out that tech stocks often perform well when the Federal Reserve maintains high interest rates and the economy slows down.
Keep Reading →
September 20 - Hedge Funds, News
In a recent episode of Mad Money, Jim Cramer discussed the current state of the economy, noting that there are essentially two separate economies at play.
Keep Reading →
September 19 - Hedge Funds, News
Sam Stovall, chief investment strategist at CFRA Research, said while talking to CNBC in a latest program that since 1990, the market on average gains about 18% between the last...
Keep Reading →
September 19 - Hedge Funds, News
We came across a bullish thesis on Salesforce, Inc. (CRM) on Elliot’s Musings’ Substack by Elliot. In this article we will summarize the bulls’ thesis on CRM.
Keep Reading →
September 18 - News, Stock Analysis
In a recent episode of Mad Money, Jim Cramer explains the current split between tech stocks and other sectors, noting that they often move in opposite directions.
Keep Reading →
September 17 - Hedge Funds, News
Big tech has long been an immensely popular area to invest in when it comes to US stocks, and for good reason.
Keep Reading →
September 16 - Hedge Funds, Industries, News, Tech
Sam Stovall, chief investment strategist at CFRA Research, said while talking to CNBC in a latest program that since 1990, the market on average gains about 18% between the last...
Keep Reading →
September 15 - Hedge Funds, News
The past several months of market activity and tech innovation has proved that the AI trends that started with the launch of ChatGPT are here to stay and all of this was not something...
Keep Reading →
September 11 - Hedge Funds, News
In a recent episode of Mad Money, Jim Cramer advised investors to hold off on selling stocks, anticipating a rebound once the market's downturn ended.
Keep Reading →
September 10 - Hedge Funds, News
Investment advisory firm Ithaka Group released the “Ithaka US Growth Strategy” second-quarter 2024 investor letter. A copy of the letter can be downloaded here.
Keep Reading →
September 5 - Hedge Fund Investor Letters, News
Jim Cramer recently discussed Nvidia’s latest earnings report on Mad Money.
Keep Reading →
August 31 - Hedge Funds, News
Operator: Welcome to Salesforce's Fiscal 2025 Second Quarter Results Conference Call.
Keep Reading →
August 29 - News, Transcripts
The close of August has marked a highly awaited paradigm shift on Wall Street that investors have been wishing for months.
Keep Reading →
August 28 - Market Movers, News
The AI-led rally in the stock market is expected to ripple through other sectors and smaller tech companies, but analysts believe for now large-cap companies are still the key...
Keep Reading →
August 28 - Hedge Funds, News
The past several months of market activity and tech innovation has proved that the AI trends that started with the launch of ChatGPT are here to stay and all of this was not something...
Keep Reading →
August 27 - Hedge Funds, News
The AI-led rally in the stock market is expected to ripple through other sectors and smaller tech companies, but analysts believe for now large-cap companies are still the key...
Keep Reading →
August 27 - Hedge Funds, News
Mar Vista Investment Partners, LLC, an investment management company, released the “Mar Vista Focus strategy” second quarter 2024 investor letter.
Keep Reading →
August 27 - Hedge Fund Investor Letters, News
Jim Cramer in a new program on CNBC talked about the latest pullback on Tuesday, when the market snapped its 8-day winning streak.
Keep Reading →
August 26 - Hedge Funds, News
When compared to the copy driven model of the late 1900s as popularized by shows such as Mad Men, the advertising era of 2024 is completely different.
Keep Reading →
August 21 - Industries, News
Investors remain cautious following a major global selloff that shook the markets last week on recession fears.
Keep Reading →
August 20 - Hedge Funds, News
Enterprise software is integral to the functioning of modern businesses, offering a range of applications designed to streamline and optimize various essential activities.
Keep Reading →
August 19 - Hedge Funds, Industries, News
Investors remain cautious following a major global selloff that shook the markets last week on recession fears.
Keep Reading →
August 12 - Hedge Funds, News
The equity market has been on a roll, rallying by 10% in the first half of 2024, adding to the 24% gain registered in 2024.
Keep Reading →
August 11 - Activism, Hedge Funds, News
It goes without saying that the advertisement technology industry happens to be an exciting and ever-evolving sector, as digital advertising continues to dominate the market trends...
Keep Reading →
August 10 - Hedge Funds, Industries, News
We recently published a list of Jim Cramer is Talking About These 10 Stocks Amid Global Selloff.
Keep Reading →
August 7 - Hedge Funds, News
Jim Cramer in his latest program on CNBC talked about the brutal market selloff of Monday and said days like these could make you “cry yourself to sleep.” Cramer said that...
Keep Reading →
August 6 - Hedge Funds, News
Cramer said that the recent political violence made things look “dark” and “grim.” The CNBC host said this election year has been a “mess, something very much in sync...
Keep Reading →
July 30 - Hedge Funds, News
Cramer said that the recent political violence made things look “dark” and “grim.” The CNBC host said this election year has been a "mess, something very much in sync ...
Keep Reading →
July 29 - Hedge Funds, News
At Wall Street, long-standing investment strategies are being reshuffled as the monetary and political landscape evolves.
Keep Reading →
July 24 - Hedge Funds, News
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” second quarter 2024 investor letter.
Keep Reading →
July 22 - Hedge Fund Investor Letters, News
According to a report by Gallup, in 2023, global employee engagement stagnated whereas overall employee well-being declined to near record highs and the majority of the world’...
Keep Reading →
July 14 - Business, Economy, Industries, News
ClearBridge Investments, an investment management company, released its “ClearBridge Sustainability Leaders Strategy” second quarter 2024 investor letter.
Keep Reading →
July 13 - Hedge Fund Investor Letters, News
Oakmark Funds, advised by Harris Associates, released its “Oakmark Equity and Income Fund” second quarter 2024 investor letter.
Keep Reading →
July 12 - Hedge Fund Investor Letters, News
Wedbush Securities in a fresh note said mega-cap tech stocks have a 15% upside in the second half of 2024, driven by AI.
Keep Reading →
July 9 - Hedge Funds, News