In this article, we will take a look at 23 stocks that Jim Cramer discussed 12 months ago during his show on March 25, 2024, and examine whether he was right or wrong about those...
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March 19 - Hedge Funds, News
Software-as-a-Service (SaaS) is a steadily growing segment of cloud computing that allows users to access software applications over the internet without the need for local installation...
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March 18 - Hedge Funds, Industries, News, Tech
Fears of a slowing economy have hit stocks recently, along with concerns that Trump's tariffs will raise prices for consumers and lead to more inflation.
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March 17 - Hedge Funds, News
After two years of 25%+ gains, some investors worry that stocks are overvalued.
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March 15 - Hedge Funds, News
The software industry has firmly established itself as one of the most resilient and fastest-growing sectors in the global economy.
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March 15 - Hedge Funds, Industries, News, Tech
In a fresh appearance on CNBC's Squawk on the Street, Jim Cramer speculated on the reasons behind the market selloff on Monday.
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March 13 - News
On March 8, Ben Snider, Goldman Sachs senior equity strategist, joined CNBC to discuss the state of the economy today.
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March 13 - Hedge Funds, News
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
We came across a bullish thesis on ServiceNow, Inc. (NOW) on Substack by Francesco Ferrari. In this article, we will summarize the bulls’ thesis on NOW. ServiceNow, Inc.
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March 11 - News, Stock Analysis
On Thursday, Jim Cramer, the host of Mad Money, shared his thoughts on the current state of the stock market, explaining that until things become more balanced, we are likely ...
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March 7 - Hedge Funds, News
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” fourth quarter 2024 investor letter.
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March 6 - Hedge Fund Investor Letters, News
The market has been reversing its gains earlier in the year, so much so that the S&P 500 is now down 1.5% year-to-date.
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March 5 - Market Movers, News
China and the US have been at a crossroads over the past year over access to advanced chips and semiconductor equipment as technological rivalry heats up.
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March 4 - Hedge Funds, Industries, News, Tech
The US has always perceived advanced AI chips and equipment as a matter of national security.
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February 28 - Hedge Funds, Industries, News, Tech
As per Deloitte, amidst uncertainties and economic turbulence, the broader technology industry can see growth in 2025, courtesy of elevated IT spending, AI investments, and a ...
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February 24 - Hedge Funds, Industries, 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
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
Europe is back and means business in the artificial intelligence race.
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February 17 - Hedge Funds, Industries, News, Tech
There is no room for artificial intelligence to be dominated by massive players looking to use revolutionary technology to censure and control users' thoughts.
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February 12 - Hedge Funds, Industries, News, Tech
We came across a bullish thesis on ServiceNow, Inc. (NOW) on Substack by Daan Rijnberk. In this article, we will summarize the bulls’ thesis on NOW. ServiceNow, Inc.
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February 10 - News, Stock Analysis
Ken Fisher is the founder and executive chairman of Fisher Asset Management, a renowned investment and financial analysis expert.
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February 8 - Hedge Funds, News
The US supremacy in artificial intelligence is at risk more than ever.
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February 6 - Hedge Funds, Industries, News, Tech
A very adaptable tool, generative artificial intelligence has been used in various fields.
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January 31 - Hedge Funds, Industries, News, Tech
Operator: Ladies and gentlemen, thank you for standing by. My name is Abby, and I'll be your conference operator today.
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January 31 - News, Transcripts
Technological innovations in steam power, electricity and microprocessors drove the first industrial revolution.
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January 30 - Hedge Funds, Industries, News, Tech
The revelation about DeepSeek AI's capabilities and costs rattled the US market a couple of days ago.
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January 29 - News, Stock Analysis
Jim Cramer, the host of Mad Money, recently shared his thoughts on the upcoming earnings season, emphasizing that investors should tread carefully and avoid making any big moves...
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January 28 - Hedge Funds, News
BHF, which sells life insurance and offers annuities, is looking to be bought, The Financial Times reported today.
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January 28 - Market Movers, 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
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
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 an industry known for hedge fund managers who focus on unique strategies, including quantitative trading and value stocks, Cathie Wood and her hedge fund ARK Investment Management...
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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
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
Louis Bacon is one of the most prominent and successful hedge fund managers of his generation, known for his astute macroeconomic insights and ability to navigate volatile markets...
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January 20 - Hedge Funds, News
Investment advisory firm Ithaka Group released the “Ithaka US Growth Strategy” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
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January 17 - Hedge Fund Investor Letters, News
Citigroup has forecasted 2025 to be a positive and strong year for global stocks.
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January 17 - Hedge Funds, News
Artificial intelligence was the main force that drove the US stock market to record highs last year.
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January 13 - Hedge Funds, Industries, News, Tech
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
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
CJ Muse, Cantor Fitzgerald analyst, explained in a latest program on CNBC that the AI investment cycle is different from the ones we have seen in the past.
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December 26 - Hedge Funds, News
The rapid advancements in artificial intelligence have raised both opportunities and concerns, especially regarding its safety and the ethical implications of its widespread use...
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December 20 - Hedge Funds, Industries, News, Tech
Even as the venture capital efforts of Tiger Global Management come under increased scrutiny on the back of reportedly disappointing post-pandemic performance, the 13F portfolio...
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December 18 - Hedge Funds, News
The demand for energy-intensive AI data centers is outpacing supply, and while solutions like crypto site conversions, and nuclear power are promising, substantial action is needed...
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December 14 - Hedge Funds, Industries, News, Tech
Cloudflare recently released its fifth annual Year in Review report which highlights trends in internet usage and security, with a focus on AI advancements.
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December 11 - Hedge Funds, News
Should original content contributors be paid every time large language models use their work? OpenAI CEO Sam Altman believes they should, much like Name, Image, and Likeness (...
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December 10 - Hedge Funds, Industries, News, Tech
Last week, Sam Altman, CEO of AI company OpenAI, expressed his confidence that US President-elect Donald Trump's administration will support the artificial intelligence sector...
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December 8 - Hedge Funds, Industries, News, Tech
U.S. e-commerce sales hit a record this year on the unofficial shopping holiday, and artificial intelligence has played a starring role.
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December 4 - Hedge Funds, Industries, News, Tech
We came across a bullish thesis on ServiceNow, Inc. (NOW) on Substack by Kontra Investment Xchange. In this article, we will summarize the bulls’ thesis on NOW.
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December 3 - News, Stock Analysis