According to a Reuters report posted on March 25, Chinese AI firms have made significant progress in closing the technology gap with the U.S., with some areas now only three months...
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March 26 - Hedge Funds, News
High-valuation stocks are typically characterized by metrics such as high price-to-earnings (P/E) ratios, price-to-sales ratios, and enterprise value to EBITDA (EV/EBITDA) multiples...
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March 24 - Hedge Funds, Industries, News
The future of artificial intelligence promises transformative advancements across various sectors as revolutionary technology augments human capabilities and drives innovation...
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March 22 - Hedge Funds, Industries, News, Tech
Predictive analytics, sometimes called big data analytics, is an integral part of today's corporate arsenal.
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March 20 - Hedge Funds, Industries, News
Burke Wealth Management, an investment management company, released its “Focused Growth Strategy” fourth quarter 2024 investor letter.
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March 20 - Hedge Fund Investor Letters, 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
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
The rapid growth of artificial intelligence (AI) continues to reshape industries around the world, and experts are closely monitoring its trajectory.
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March 11 - Hedge Funds, Industries, News, Tech
Fundstrat’s Tom Lee said in a recent program on CNBC that he is still optimistic about the stock market despite recent selloffs.
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March 9 - Hedge Funds, News
The big rally in the broader stock market might have ceased, but there are a lot of things to focus on under the surface, says Morningstar.
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March 7 - Hedge Funds, News
In his latest appearance on CNBC's Squawk on the Street, Jim Cramer commented on how he's facing trouble using ChatGPT. In his.
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March 4 - News
The rise of artificial intelligence (AI) is driving significant growth in the data center market.
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March 3 - 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
The artificial intelligence revolution is fueling a fierce clash for increasingly scarce resources.
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February 28 - Hedge Funds, Industries, News, Tech
SNOW expects its product revenue to surge roughly 24% in the year that ends next January to $4.28 billion.
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February 27 - Market Movers, News
Operator: Good afternoon. Thank you for attending the Q4 Fiscal Year '25 Snowflake Earnings Conference Call. My name is Matt and I'll be your moderator for today's call.
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February 27 - News, Transcripts
The Magic Formula, as defined by Joel Greenblatt in his book The Little Book that Beats the Market, entails evaluating companies based on two metrics: earnings yield (EBIT/enterprise...
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February 26 - Hedge Funds, News
Money is pouring into artificial intelligence at unprecedented levels, alleviating initial concerns.
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February 25 - Hedge Funds, Industries, News, Tech
On Friday, Jim Cramer, the host of Mad Money, took time to guide investors through this week’s events on Wall Street, drawing attention to earnings reports from various companies...
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February 23 - Hedge Funds, News
Artificial intelligence is at the heart of the fourth industrial revolution, given its impact on various aspects of human life.
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February 22 - Hedge Funds, Industries, News, Tech
Heightened competition in the development of powerful artificial intelligence models is more than welcome.
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February 20 - Hedge Funds, Industries, News, Tech
Europe is back and means business in the artificial intelligence race.
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February 17 - Hedge Funds, Industries, News, Tech
The Internet of Things, machine learning, and artificial intelligence are the key catalysts driving trends in the semiconductor market.
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February 13 - 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
Technological innovations in steam power, electricity and microprocessors drove the first industrial revolution.
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January 30 - Hedge Funds, Industries, News, Tech
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
The US equity market is the most expensive it has ever been.
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January 23 - Hedge Funds, Industries, News, Tech
US stocks registered a green day on Tuesday with the Dow surging up 538 points to end 1.24% higher.
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January 22 - News, Stock Analysis
That’s the big question, according to managing partner at Deepwater Asset management Gene Munster.
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January 18 - Hedge Funds, Industries, News, Tech
The stock market as a whole hasn't had a great start to the year, but there have been some outliers.
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January 15 - News
Anastasia Amoroso, iCapital chief investment officer, said in a latest program on CNBC that 2025 will be the year of AI software, data centers and power.
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January 11 - Hedge Funds, News
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
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
As trading in 2024 heads towards a close, major stock market indexes have had a good run despite mixed performance across sectors.
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December 29 - News
For Jim Cramer, tech stocks and the Federal Reserve's interest rate cuts are a major talking point.
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December 27 - News
Marco Argenti, Chief Information Officer at Goldman Sachs, recently said that in 2025, the world will witness the full potential of AI that has been in development.
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December 27 - Hedge Funds, News
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
According to a recent Reuters report, the U.S. will empower tech giants to act as gatekeepers worldwide in its latest efforts to tighten its grip on global AI chip access.
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December 17 - Hedge Funds, Industries, News, Tech
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
During an appearance on CNBC’s Squawk Box Europe, Matt Calkins, CEO of Appian, discussed the outlook for the artificial intelligence industry and regulation in the United States...
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December 5 - Hedge Funds, Industries, News, Tech
On December 4, Jay Jacobs, US Head of Thematics and Active Equity ETFs at BlackRock appeared on CNBC and discussed the significant growth potential for ETFs as we approach 2025...
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December 5 - Hedge Funds, Industries, News, Tech
Big data refers to large and diverse collections of data that cannot be managed by traditional data processing tools.
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December 3 - Hedge Funds, News
We came across a bearish thesis on Snowflake Inc. (SNOW) on Substack by Elliot. In this article, we will summarize the bears’ thesis on SNOW. Snowflake Inc.
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November 30 - News, Stock Analysis
The debate around AI systems hitting a “data wall” or plateau is heating up in the tech industry with many arguing that the performance of AI models is not showing signs of...
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November 30 - News
Power needs for artificial intelligence and cloud computing are expanding so rapidly that some data center campuses may use more electricity than entire cities, or even states...
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November 27 - Hedge Funds, Industries, News, Tech
OpenAI has been making headlines in the artificial intelligence realm ever since its existence, and it seems the company has something new to share almost every day.
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November 27 - Hedge Funds, Industries, News, Tech