Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) Q1 2025 Earnings Call Transcript April 17, 2025Taiwan Semiconductor Manufacturing Company Limited beats earnings ...
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April 18 - News, Transcripts
In the latest efforts to stop China from getting ahead in the AI race, the Trump administration is considering penalties that would block China's DeepSeek from buying U.S.
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April 17 - Hedge Funds, Industries, News, Tech
Semiconductor manufacturers are at the forefront of the technological battle, especially in the context of China’s rapid tech developments.
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April 17 - News, Stock Analysis
Almost 50 House Democrats have signed a message to stop the unauthorized use of AI tools in the government.
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April 17 - Hedge Funds, Industries, News, Tech
Calling the guidance issued recently by giant chip manufacturer Taiwan Semi (TSM) "pretty strong," Schwab Senior Equities Contributor and Senior Trading Strategist Alex Coffey...
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April 17 - Market Movers, News
Middle Coast Investing, an investment advisor firm, released its first-quarter investor letter. A copy of the letter can be downloaded here.
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April 16 - Hedge Fund Investor Letters, News
On April 15, Monica Guerra, Morgan Stanley Wealth Management Head of US Policy, joined 'Closing Bell Overtime' on CNBC to discuss how investors should avoid knee-jerk reactions...
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April 16 - Hedge Funds, News
According to Adam Thierer, a senior fellow at the center-right think tank R Street Institute, Trump’s tariffs could prove to be a massive gift for China, even helping it catch...
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April 15 - Hedge Funds, Industries, News, Tech
Market uncertainty aside, the AI race is tighter than ever.
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April 15 - Hedge Funds, Industries, News, Tech
The US stock market is showing volatility after President Donald Trump's recent announcement of sweeping 10% tariffs on all US trading partners and higher tariffs on countries...
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April 15 - Hedge Funds, News
We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Substack by Oguz Erkan.
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April 15 - News, Stock Analysis
As we recently discussed in another article, growth stocks are massively overvalued and trading at significant premiums, which is why investment firms advise investors to concentrate...
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April 14 - Hedge Funds, News
He noted the chaotic nature of the current environment and remarked that "this tape has it all," and emphasized how unpredictable developments from the White House have added ...
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April 14 - Hedge Funds, News
British bank Barclays maintained its bullish stance on Chinese tech giant Alibaba (BABA) today, while CNBC commentator and professional investor Steve Weiss reported that he had...
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April 14 - Market Movers, News
The optimism around the United States economy over the past few months, largely due to the AI hype, has been dampened by recent measures undertaken by the Trump administration...
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April 12 - Hedge Funds, News
Ken Griffin is one billionaire investor wary of the negative impact of US President Donald Trump’s combative approach to trade policy.
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April 11 - Hedge Funds, News
On April 1, Chris Verrone, chief market strategist at Strategas Research Partners, appeared on CNBC’s ‘Closing Bell’ to talk about his outlook on the tech sector.
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April 10 - Hedge Funds, News, Tech
Such a joint venture would make sense for TSM, Tsilis stated.
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April 10 - Market Movers, News
Under the umbrella of Fisher Asset Management, Billionaire Ken Fisher has maintained a positive stance on technology stocks, particularly those within the “Magnificent Seven...
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April 10 - Hedge Funds, News
TSM's "uptrend was broken" during the market's recent selloff, as the stock "progressed into a falling wedge," Ducat said.
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April 10 - Market Movers, News
Steve Cohen, a prominent figure in the world of hedge funds, is the founder of Point72 Asset Management.
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April 8 - Hedge Funds, News
As per Barclays, the US administration announced numerous executive orders with reforms associated with world trade, immigration, and global geopolitics, resulting in elevated...
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April 8 - Hedge Funds, News
In his appearance on CNBC's Squawk on the Street on Thursday, Jim Cramer commented on small-cap stocks, Mexican stocks, homebuilder stocks, and sectors that the money moving out...
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April 7 - Market Movers, News
The US stock market has experienced a turbulent first quarter of 2025, marked by increased volatility and negative returns across the major indices.
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April 6 - Hedge Funds, News
Nvidia will remain the leader in AI chips and continue to face "limited competition," while TSM will still be the only company that can produce advanced chips, Bryson said.
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April 3 - Market Movers, News
Sands Capital, an investment management company, released its “Sands Capital Technology Innovators Fund” Q4 2024 investor letter.
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April 1 - Hedge Fund Investor Letters, News
We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Substack by Rihard Jarc.
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April 1 - News, Stock Analysis
The global economy demonstrated resilience in 2024, maintaining a steady annualized growth rate of 3.2% in the latter half of the year.
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March 30 - Hedge Funds, News
Coming off 2 years of healthy broader market performance (~26% total return in 2023, ~25% in 2024), the US Bank Wealth Management believes that the S&P 500 valuations kicked ...
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March 30 - Hedge Funds, News
On March 27, CNBC reported that the stocks dipped on Wednesday, led by the technology sector.
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March 29 - Hedge Funds, News
The year 2025 began with the surprise announcement of DeepSeek AI, launched in China, which shook the markets.
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March 29 - Hedge Funds, News
Buy "everything" related to China has been David Tepper's investment theme despite the uncertainties about the economy amid a trade spat with the US.
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March 28 - Hedge Funds, News
According to a Fortune Business Insights report, the global data center market, valued at $242.72 billion in 2024, is expected to grow to $585 billion by 2032, at a compound annual...
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March 27 - Hedge Funds, News
American Depositary Receipts (ADR) are US-listed securities that represent shares in foreign companies, allowing American investors to gain exposure to international equities ...
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March 27 - Hedge Funds, News
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer discussed the outcomes of President Trump's tariffs and whether Trump is hostile to the markets.
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March 27 - News
Nightview Capital, an investment management company that concentrates exclusively on publicly traded equity strategies released its fourth quarter 2024 investor letter. A copy...
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March 27 - Hedge Fund Investor Letters, News
“Who am I to tell you anything, much less anything that counts? Or that there are only three questions that count and I know what they are? Why should you bother reading any...
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March 26 - Hedge Funds, News
On Monday, Jim Cramer, the host of Mad Money, provided his analysis of the day's market activity, highlighting that stocks had rebounded due to growing investor optimism that ...
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March 25 - Hedge Funds, News
Balyasny Asset Management (BAM) is a leading investment management firm headquartered in Chicago, with additional offices in Canada, London, and Asia.
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March 24 - Hedge Funds, News
We recently covered 10 Best Stocks to Buy Now For the Long Term, where we talked about the market outlook amidst the tariff situation and uncertainty.
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March 24 - Hedge Funds, News
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer shared why he believes that President Trump's tariffs are generating negativity in the media and markets.
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March 24 - News
Guinness Global Innovators, an investment management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
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March 24 - Hedge Fund Investor Letters, News
Founded by Philippe Laffont, Coatue Management is a lifecycle investment platform that is focused on turning big ideas into world-shaping technology companies.
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March 22 - Hedge Funds, News
The global semiconductor market is poised for substantial growth, with research firm MarketsandMarkets estimating its value to reach $628 billion in 2024 and expand to $707 billion...
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March 22 - Hedge Funds, Industries, News, Tech
According to an MIT Technology Review report, ”There can be no winners in a US-China AI arms race,” the US-China AI rivalry, initially centered on economic competition, has...
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March 21 - Hedge Funds, News
Since founding ARK Investment Management in 2014, Cathie Wood has earned her place next to legends like Warren Buffet, Ken Fisher, and others.
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March 20 - Hedge Funds, News
Parnassus Investments, an investment management company, released the “Parnassus Growth Equity Fund” fourth quarter 2024 investor letter.
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March 20 - Hedge Fund Investor Letters, News
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
In this article, we will take a look at 13 stocks that Jim Cramer discussed 12 months ago during his show on March 21, 2024, and examine whether he was right or wrong about those...
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March 17 - Hedge Funds, News
Ken Fisher is an American billionaire investment analyst and founder of Fisher Investments, a renowned money management firm in the financial world with over 170,000 clients globally...
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March 13 - Hedge Funds, News
