Known as one of the most brittle rivalries in tech history, the feud between Elon Musk and Sam Altman has taken a surprising turn.
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March 17 - Hedge Funds, Industries, News, Tech
The equity markets continue to experience volatility due to geopolitical tensions, trade uncertainties, earnings fluctuations, inflationary pressures, and tightening monetary ...
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March 4 - Hedge Funds, Industries, Lists, News, Tech
DeepSeek AI revelations were the biggest concern for investors when the month started. Many had started questioning if investing so much in AI infrastructure was worth it.
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February 25 - News, Stock Analysis
Polen Capital, an investment management company, released its “Polen U.S. Small Company Growth Strategy” fourth-quarter 2024 investor letter.
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February 6 - Hedge Fund Investor Letters, News
Operator: Good afternoon. Welcome to Fabrinet's Financial Results Conference Call for the Second Quarter of Fiscal Year 2025.
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February 5 - News, Transcripts
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
US semiconductor stocks are getting hammered after the Chinese launched an AI model that has many questioning United States dominance in the AI space.
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January 27 - News, Stock Analysis
The AI revolution has disrupted the technology industry, propelling memory chip firms into the spotlight after decades spent in the shadows of semiconductors and software giants...
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November 22 - Hedge Funds, News
Merely days after Donald Trump won a tightly-contested election for the top office in the US, Elon Musk, one of his most prominent backers, received further good news as xAI, ...
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November 21 - Hedge Funds, Industries, News, Tech
The European Union recently released the initial draft for the general-purpose AI code of practice under the AI Act, its comprehensive framework aimed at regulating artificial...
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November 15 - Hedge Funds, News
AI data centers and the power needed to keep them running are some of the hottest topics in the technology space.
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November 15 - Hedge Funds, News
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” third quarter 2024 investor letter.
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November 11 - Hedge Fund Investor Letters, News
Operator: Good afternoon. Welcome to the Fabrinet Financial Results Conference Call for the First Quarter of Fiscal Year 2025.
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November 5 - News, Transcripts
The electronics sector is experiencing robust growth driven by several key factors.
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October 30 - 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
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
Analysts have long predicted interest rate cuts and the Fed just lowered rates by 0.5% on September 18th.
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September 21 - Hedge Funds, Industries, News, Tech
This September saw a sluggish start for most US stocks, and large-cap technology stocks were no exception to this trend.
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September 10 - Hedge Funds, Industries, News, Tech
Operator: Good afternoon, and welcome to Fabrinet's Financial Results Conference Call for the Fourth Quarter of Fiscal Year 2024.
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August 20 - News, Transcripts
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second quarter 2024 investor letter.
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August 14 - 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
We recently published a list of 10 Small-Cap Stocks Jim Cramer is Talking About Amid Latest Market Rotation. Since Fabrinet (NYSE:FN) ranks 2nd on the list, it deserves a deeper...
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August 5 - Hedge Funds, News
Earlier this month Jim Cramer talked about the rally in the small-cap-heavy Russell 2000 Index, saying these kinds of rebounds show you have to “stay invested” in the market...
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July 31 - Hedge Funds, News
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” first quarter 2024 investor letter.
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June 4 - Hedge Fund Investor Letters, News
Fabrinet beats earnings expectations. Reported EPS is $2.21, expectations were $2.12.
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May 7 - News, Transcripts
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” fourth quarter 2023 investor letter.
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March 1 - Hedge Fund Investor Letters, News
In this article, we discuss 13 best electronic stocks to buy now.
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February 28 - Hedge Funds, News
Operator: Good afternoon. Welcome to the Fabrinet Financial Results Conference Call for the Second Quarter of Fiscal Year 2024.
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February 6 - News, Transcripts
In this piece, we will take a look at the five cash rich small cap stocks to invest in.
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December 27 - Hedge Funds, News
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” third quarter 2023 investor letter.
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November 20 - Hedge Fund Investor Letters, News
Operator: Good afternoon. Welcome to the Fabrinet Financial Results Conference Call for the First Quarter of Fiscal Year 2024.
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November 7 - News, Transcripts
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” second quarter 2023 investor letter.
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September 12 - Hedge Fund Investor Letters, News
Operator: Good afternoon. Welcome to the Fabrinet Financials Results Conference Call for the Fourth Quarter and Fiscal Year 2023.
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August 22 - News, Transcripts
In this article, we will take a look at the 13 best electronic components stocks to buy now.
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July 29 - Hedge Funds, News
Operator: Good afternoon. Welcome to Fabrinet's Financial Results Conference Call for the Third Quarter of Financial Year 2023.
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May 10 - News, Transcripts
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” first quarter 2023 investor letter.
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May 4 - Hedge Fund Investor Letters, News
Operator: Good afternoon. Welcome to Fabrinet's Financial Results Conference Call for the Second Quarter of Fiscal Year 2023.
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February 9 - News, Transcripts
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” fourth quarter 2022 investor letter.
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February 8 - Hedge Fund Investor Letters, News
Scout Investments, an affiliate of Carillon Tower Advisers, an investment management company, released its “Carillon Scout Small Cap Fund” third quarter 2022 investor letter...
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January 3 - Hedge Fund Investor Letters, News
In this article, we discuss 10 stocks to buy according to Teresa Barger's Cartica Management.
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October 17 - Hedge Funds, News
In this article, we will be taking a look at the 5 Best Tech Stocks to Buy According to Peter Algert’s Algert Global.
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September 10 - Hedge Funds, News
In this article, we discuss the top 10 stock picks of Teresa Barger's Cartica Management.
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July 19 - Hedge Funds, News
FPA Queens Road, an investment management firm, published its “FPA Queens Road Small Cap Value Fund” fourth-quarter 2021 investor letter – a copy of which can be downloaded...
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March 7 - Hedge Fund Investor Letters, News
In this article we will take a look at the 10 stocks that crushed earnings expectations.
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August 25 - News
In this article, we discuss 5 best stocks to buy according to Steven Baughman's Divisar Capital.
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August 12 - Hedge Funds, News
The latest 13F reporting period has come and gone, and Insider Monkey is again at the forefront when it comes to making use of this gold mine of data.
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December 16 - Hedge Funds, News
We know that hedge funds generate strong, risk-adjusted returns over the long run, which is why imitating the picks that they are collectively bullish on can be a profitable strategy...
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October 7 - Hedge Funds, News
At the end of February we announced the arrival of the first US recession since 2009 and we predicted that the market will decline by at least 20% in (see why hell is coming).
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July 20 - Hedge Funds, News