As AI is transforming industries by automating tasks, optimizing processes, and creating new opportunities for innovation, it is also giving rise to discussions around its safety...
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February 19 - Hedge Funds, News
Profitability remains one of the most sought-after traits in the technology sector, yet it is also one of the most complex.
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February 17 - Hedge Funds, Industries, News, Tech
After a notable growth of 25% for the broader market in 2024, the S&P 500 index gained a little under 4% in the first month of 2025.
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February 13 - Hedge Funds, News
Dividend stocks have been grabbing investors' attention for a while now.
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February 11 - Dividend Stocks, Hedge Funds, News
In a CNBC interview, Clement Delangue, CEO of Hugging Face, discussed some important developments in the AI industry and focused on OpenAI, DeepSeek, and the role of open-source...
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February 11 - Hedge Funds, News
Released on Friday, February 7, the January jobs report showed resilience in the labor market with higher-than-expected wage growth.
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February 11 - Hedge Funds, News
We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Substack by Long-Term Pick.
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February 11 - News, Stock Analysis
The manufacturing sector stands as a cornerstone of the U.S.
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February 11 - Hedge Funds, News
In the first week of February, the market experienced little changes as investors analyzed earnings reports from big tech companies, a better-than-anticipated January jobs report...
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February 10 - Hedge Funds, Industries, News
Barry Bannister, Stifel's chief equity strategist, said in a latest program on CNBC that the macroeconomic factors are finally catching up to the AI-led bull market.
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February 10 - Hedge Funds, News
The semiconductor industry is on a trajectory of rapid growth, with global revenues expected to exceed $1 trillion by 2030.
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February 6 - Hedge Funds, News
Josh Wolfe, co-founder of Lux Capital, discussed the current AI space and the increasing importance of both capital and human talent in the field as he joined Caroline Hyde and...
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February 5 - Hedge Funds, News
In August, S&P Global Market Intelligence reported that US dividends are set to grow around 5.1% by the close of 2024.
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February 5 - Dividend Stocks, Hedge Funds, News
AI is experiencing a shift from massive, resource-intensive models to more efficient and accessible alternatives.
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February 4 - Hedge Funds, Industries, News, Tech
In his latest appearance on CNBC's Squawk on the Street, Jim Cramer continued to comment on the DeepSeek fallout.
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February 1 - News
Semiconductor stocks were once again at the forefront of media and investor attention this week during the stock market selloff triggered by investor apprehensions about lower...
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January 31 - News
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 this article, we will take a look at 12 stocks that Jim Cramer discussed 6 months ago during his show on July 26, 2024, and examine whether he was right or wrong about those...
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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
AI is evolving rapidly with recent breakthroughs making it more accessible and efficient than ever.
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January 28 - Hedge Funds, News
Markets were in turmoil after Chinese startup DeepSeek introduced a low-cost AI model over the weekend.
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January 27 - News
Chip maker Taiwan Semiconductor (TSM) is tumbling 12% today after a Chinese startup, DeepSeek, reportedly developed top-notch AI models using outdated semiconductors.
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January 27 - Market Movers, News
Investors have become increasingly concerned about the rising capital expenditures on artificial intelligence, with many wondering whether the expectations embedded in financial...
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January 27 - Hedge Funds, News
All everyone could talk about in the technical AI landscape these days is DeepSeek-R1, a Chinese open-source LLM that analysts believe can give major American AI companies a run...
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January 25 - Hedge Funds, News
Dan Loeb is an American billionaire, activist investor, and hedge fund manager best known as the founder and CEO of Third Point, a New York-based hedge fund.
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January 23 - Hedge Funds, News
Prem Watsa is a Canadian billionaire, entrepreneur, and investor often referred to as the Canadian Warren Buffett for his value-based investment approach and long-term focus.
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January 22 - Hedge Funds, News
AI is rapidly advancing, with significant strides being made toward achieving more powerful and capable systems.
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January 21 - Hedge Funds, News
More than two years have passed since the proliferation of the disruptive Artificial Intelligence (AI) megatrend, symbolically marked by the launch of OpenAI’s revolutionary...
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January 21 - Hedge Funds, News
Semiconductors have led industrial advancements and aided key applications such as personal computing, data centers, and cloud computing.
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January 21 - Hedge Funds, Industries, News
Steve Cohen is one of the most prominent and successful hedge fund managers in the world, known for his extraordinary trading acumen and ability to generate consistent returns...
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January 21 - Hedge Funds, News
We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Capitalist Letters’ Substack by Oguz Erkan.
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January 20 - News, Stock Analysis
In the third quarter of 2024, investment titan Blackrock released a commentary on the market outlook for artificial intelligence heading into the closing months of the year, stressing...
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January 18 - Hedge Funds, Industries, News, Tech
Kevin Mahn, President & CIO at Hennion & Walsh Asset Management, recently appeared on CNBC on January 6 to discuss the current market momentum and emphasize the need for investors...
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January 18 - Hedge Funds, News, Tech
In an updated forecast, The World Semiconductor Trade Statistics (WSTS) revised its 2024 projections upward, expecting a strong 19.0% YoY growth in the broader semiconductor market...
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January 18 - Hedge Funds, Industries, News
Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) Q4 2024 Earnings Call Transcript January 16, 2025Taiwan Semiconductor Manufacturing Company Limited beats earnings...
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January 17 - News, Transcripts
The company's Q4 sales jumped 37% versus the same period a year earlier to $26.88 billion. That was $890 million above analysts' average estimate.
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January 16 - Market Movers, News
Wedgewood Partners, an investment management company, released its fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
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January 16 - Hedge Fund Investor Letters, News
We came across a bullish thesis on Taiwan Semiconductor Manufacturing Company Limited (TSM) on Long-Term Pick’s Substack by Dan.
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January 15 - News, Stock Analysis
AI continues to be a transformative force, which is driving advancements across industries through improved infrastructure, data analytics, and automation.
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January 14 - Hedge Funds, News
In his latest memo named “On Bubble Watch,” Howard Marks, co-founder and co-chairman of Oaktree Capital, highlighted several warning signs in the stock market, including high...
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January 10 - Hedge Funds, Industries, News, Tech
On January 1, King Lip, BakerAvenue Wealth Management's chief strategist and partner, joined CNBC's 'Closing Bell' to discuss market outlooks as we enter 2025.
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January 9 - Hedge Funds, Industries, News, Tech
Chipmakers Taiwan Semi (TSM) and Micron (MU) are advancing 4% and 9%, respectively, today after electronics maker Foxconn reported slightly stronger-than-expected fourth-quarter...
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January 6 - Market Movers, News
We came across a long thesis on Taiwan Semiconductor Manufacturing Co Ltd (NYSE:TSM) on ValueInvestorsClub by xxxOTK87.
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January 6 - News, Stock Analysis
Nanotechnology, a groundbreaking concept introduced by Nobel Prize-winning physicist Richard Feynman in 1959 during a speech at Caltech, focuses on working with materials at an...
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December 30 - Hedge Funds, Industries, News
As 2024 comes to a close, the semiconductor industry has seen its fair share of fireworks.
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December 30 - 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
Is a December rally in store for stocks in 2024? Some investors are expecting a surge in stocks from the 24th of December to the 3rd of January, 2025, also referred to as the ...
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December 18 - Hedge Funds, News
Japanese billionaire Masayoshi Son, the CEO of SoftBank, is talking about making a $100 billion investment in the U.S.
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December 18 - News, Stock Analysis
Like all of us, Jim Cramer is always wondering what's next for the stock market.
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December 16 - Market Movers, News