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
In this article, we will take a look at 12 stocks that Jim Cramer discussed 7 months ago during his show on July 30, 2024, and examine whether he was right or wrong about those...
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February 18 - Hedge Funds, News
Emily Rowland, co-chief investment strategist at John Hancock Investment Management, joined a discussion on CNBC's 'Squawk Box' on February 13 to share her insights on the markets...
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February 17 - Hedge Funds, News
Tech stocks have done much better than expected in the past two years, and if the economy continues to grow and AI hype continues, it is likely that the next two years could also...
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February 13 - News
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
During the COVID-19 pandemic, the gig economy stocks experienced one of the most profitable periods.
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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
In his recent appearance on CNBC's Squawk on the Street, Jim Cramer spent nearly all of the show either discussing stocks or the changed environment for AI data center stocks ...
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February 11 - News
We came across a bullish thesis on Uber Technologies, Inc. (UBER) on Substack by Daan Rijnberk. In this article, we will summarize the bulls’ thesis on UBER.
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February 10 - News, Stock Analysis
Jim Cramer, the host of Mad Money, took a moment on Wednesday to reflect on the latest market developments as earnings season progresses, sharing his thoughts on how investors...
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February 6 - 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
Uber Technologies, Inc. (NYSE:UBER) Q4 2024 Earnings Call Transcript February 5, 2025Uber Technologies, Inc. beats earnings expectations.
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February 6 - News, Transcripts
RGA Investment Advisors, an investment management company, released its fourth quarter 2024 investor letter. A copy of the letter can be downloaded here.
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February 5 - Hedge Fund Investor Letters, News
Big Tech comprises some of the largest and most influential companies in the world, recognized for their sheer size, extensive customer base, and financial strength.
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February 4 - Hedge Funds, Industries, News, Tech
The investment bank expects Uber to benefit significantly from its alliance with Alphabet's (GOOG,GOOGL) Waymo.
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February 4 - Market Movers, News
According to a report from Technavio, the global artificial intelligence (AI) market size is estimated to grow by USD 237.4 billion from 2024-2028.
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February 3 - Hedge Funds, Industries, News, Tech
Despite DeepSeek and Qwen 2.5 disrupting the global tech sector, investors welcomed the impressive Q4 AI revenues from leading US tech firms like International Business Machines...
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January 31 - Hedge Funds, Industries, News, Tech
As the global tech sector was catching up to the disruption caused by DeepSeek's r1 AI model, Chinese e-commerce giant Alibaba announced its brand new Qwen 2.5 AI model on the...
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January 29 - Hedge Funds, Industries, News, Tech
Jim Cramer, host of Mad Money, shared his thoughts on factors that could lead to market growth in 2025, pointing out some key changes that could benefit investors.
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January 29 - Hedge Funds, News
The bloodbath that triggered one of the biggest routs in US stock markets appears to be under control.
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January 29 - Hedge Funds, Industries, News, Tech
Wall Street's outlook for the stock market in 2025 reflects a cautious optimism following two consecutive years of substantial gains.
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January 28 - Hedge Funds, News
On December 17, 2024, J.P. Morgan released its market outlook 2025.
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January 25 - Hedge Funds, News
The new regulatory environment has the technology sector eyeing prominent growth opportunities in 2025 and beyond.
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January 25 - Hedge Funds, News
Larry Robbins is an American hedge fund manager, philanthropist, and the founder, CEO, and portfolio manager of Glenview Capital, a leading New York-based investment firm.
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January 23 - Hedge Funds, News
George Soros is one of the most influential figures in finance, philanthropy, and global affairs.
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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
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
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
If you skim the trends in the past two years, it should be clear that it's worthwhile to look into mega-cap stocks that have gained a lot already.
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January 13 - News
We came across a bullish thesis on Uber Technologies, Inc. (UBER) on High Growth Investing’s Substack by Stefan Waldhauser.
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January 13 - News, Stock Analysis
The latest data from the job market in the United States came out on Friday and that has made the future of rate cuts even more uncertain.
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January 11 - Hedge Funds, 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
In his appearance on Squawk on the Street the day CES took place in Las Vegas, Jim Cramer commented on the stock market division that persisted throughout 2024 and is present ...
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January 10 - 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
As per a CNBC report, in 2025, significant changes are expected in global AI regulation, especially in the U.S., the EU, and the UK.
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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
Nvidia continues to be the biggest beneficiary of the rampant spending on AI infrastructure.
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January 8 - News, Stock Analysis
In 2024, companies poured money into Artificial Intelligence infrastructure in a bid to outpace each other in the AI race.
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January 6 - Stock Analysis
Dan Niles, Niles Investment Management founder, recently said in a program on CNBC that a slowdown in spending could be a “big problem” for major AI players in 2025.
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December 31 - Hedge Funds, News
David Tepper’s Appaloosa Management is a multi-billion dollar hedge fund that was co-founded by billionaire Carolina Panthers owner Tepper in 1993.
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December 27 - Hedge Funds, 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
Jim Cramer, host of Mad Money, recently shared some investment wisdom drawn from his four decades of experience.
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December 26 - Hedge Funds, News
Market experts opine that the transportation world is surrounded by tech-infused transformation, which creates significant opportunities for investors to go long on TaaS (transportation...
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December 26 - Hedge Funds, Industries, News
Jurrien Timmer, Director of Global Macro at Fidelity Management & Research Company, recently shared his outlook for the stock market in 2025.
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December 24 - Hedge Funds, News
"I guess you could say the baby got thrown out with the bathwater. It was truly hideous, a little unexpected, and yes, wicked.
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December 23 - News
We came across a bullish thesis on Uber Technologies, Inc. (UBER) on Rijnberk InvestInsights’ Substack by Daan Rijnberk.
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December 20 - News, Stock Analysis
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
On December 12, President-elect Donald Trump rang the opening bell at the New York Stock Exchange, an event rich with symbolism for his pro-business economic agenda and his commitment...
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December 15 - Hedge Funds, News
August was a great month for Uber when it announced a multi-year strategic partnership with Cruise, General Motors' autonomous vehicles business unit.
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December 13 - News, Stock Analysis
The vision of fleets of driverless cars seamlessly transporting passengers has captivated consumers and driven billions in investment over recent years.
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December 9 - Hedge Funds, Industries, News