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
As the “AI arms race” continues to evolve, countries are increasingly beginning to realize the efforts they need to expend to stay relevant.
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November 25 - Hedge Funds, Industries, News, Tech
With the interest rate cycle kicking off in the US, stocks that are exposed to consumer and business spending are starting to see a favorable economic outlook.
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November 25 - News
Doug Clinton, Intelligent Alpha founder, talked recently about the issue of scaling in AI on CNBC and said that in the past the improvement of AI models was surging based on the...
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November 25 - Hedge Funds, News
ServiceNow stock (NOW) has been on a roll recently, boasting over 55% one-year returns, comfortably outpacing the S&P 500.
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November 22 - News, Stock Analysis
In recent news reported by Reuters, a U.S.
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November 20 - Hedge Funds, Industries, News, Tech
On Thursday, Jim Cramer, host of Mad Money, discussed the current state of the market following the election, noting that it has been marked by extreme volatility, with some sectors...
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November 18 - Hedge Funds, News
Sovereign AI: a new concept gaining traction in the realm of artificial intelligence.
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November 14 - Hedge Funds, Industries, News, Tech
Paul Hickey, Bespoke co-founder, joined CNBC’s ‘Closing Bell: Overtime’ to discuss the market’s reaction to the election results and earnings.
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November 14 - Hedge Funds, Industries, News, Tech
Jim Cramer, host of Mad Money, discussed Tuesday’s market action, noting that the rally following President-elect Donald Trump’s victory temporarily slowed down as Wall Street...
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November 14 - Hedge Funds, News
One conversation gaining traction in Silicon Valley these days is how the advancement of Generative AI models is slowing down.
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November 13 - Hedge Funds, Industries, News, Tech
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” third quarter 2024 investor letter.
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November 12 - Hedge Fund Investor Letters, News
“The market likes Donald J. Trump, and it loves a peaceful transition to the next president. We got both, and we had a monster celebration.
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November 11 - Hedge Funds, News
Aristotle Atlantic Partners, LLC, an investment advisor, released its “Large Cap Growth Strategy” third quarter 2024 investor letter.
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November 7 - Hedge Fund Investor Letters, News
The Magnificent Seven continues to grasp a sizeable market share of the market gains over the past few years.
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November 5 - Hedge Funds, News
Investment advisory firm Ithaka Group released the “Ithaka US Growth Strategy” third-quarter 2024 investor letter. A copy of the letter can be downloaded here.
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October 31 - Hedge Fund Investor Letters, News
After the post-pandemic rush and the subsequent inflation and glut-driven crash experienced by technology stocks, the sector is now fully bathing in the tailwinds and headwinds...
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October 29 - Market Movers, News
When it comes to investing and making massive gains on the stock market, disruption is the name of the game.
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October 29 - Market Movers, News