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
Some investors consider 2024 as a transition year, while others debate that this year was just the beginning of the level of volatility awaiting financial markets in 2025.
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November 30 - Hedge Funds, News
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
On November 13, Morgan Stanley published an analysis highlighting potential risks to the “Trump trade,” which refers to market optimism following Donald Trump’s decisive...
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November 24 - Hedge Funds, News
Jim Cramer, host of Mad Money, recently shared his thoughts on how geopolitical concerns, particularly the recent nuclear threat, can significantly impact investor behavior.
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November 21 - Hedge Funds, News
With the 2024 US Presidential Election having come to a close, Wall Street can now focus on the future of artificial intelligence, the Federal Reserve's interest rate cut cycle...
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November 20 - News
The new president of the United States is set to take office in January 2025, and investors are concerned about how the new policies will impact big tech.
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November 18 - Hedge Funds, News
A month before the election that spelled Donald Trump's victory, the U.S.
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November 8 - Hedge Funds, News
Wall Street experts believe that mid-cap stocks might be well-placed for a strong run-up.
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November 8 - Hedge Funds, 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
We came across a bullish thesis on Uber Technologies, Inc. (UBER) on Rijnberk InvestInsights’ Substack by Daan Rijnberk.
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November 4 - News, Stock Analysis
Uber Technologies, Inc. (NYSE:UBER) Q3 2024 Earnings Call Transcript October 31, 2024Uber Technologies, Inc. beats earnings expectations.
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November 1 - News, Transcripts
As the Magnificent Seven continues to release earnings for the fiscal third quarter of 2024, investors are keen to see if the group can maintain their market leading position ...
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October 30 - Hedge Funds, 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
For the stock market, if there's one thing that can be said with some certainty, it's that earnings and revenue growth drives share price performance.
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October 28 - Market Movers, News
The delivery and courier industry is diverse, encompassing a wide range of services that connect businesses and consumers through various shipping methods.
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October 22 - Hedge Funds, Industries, News
This article looks at the 10 most owned stocks by hedge funds right now and discusses the likely impact of interest rate cuts and the upcoming presidential elections on the stock...
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October 15 - Hedge Funds, News
The surge in interest surrounding artificial intelligence has meant that the stock market in 2024 has continued to surprise.
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October 15 - News
As the fourth quarter of 2024 settles in, the narrative surrounding stocks on Wall Street is starting to shift.
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October 12 - News
Jeff Bezos is a name closely tied to Amazon the company he reportedly founded in 1994 during a cross-country road trip.
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October 10 - Hedge Funds, News
The last trading day of September is upon us and so are many questions about the market.
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September 30 - Hedge Funds, News
The pandemic era has been heralded as one of the most profitable periods for gig economy stocks, as more and more people started picking up remote work opportunities through online...
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September 29 - Hedge Funds, News
On September 18, the Federal Reserve implemented its first interest rate cut since the onset of the COVID-19 pandemic, reducing benchmark rates by half a percentage point to counter...
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September 25 - Hedge Funds, News
At the September meeting, the Fed decided to lower its target range for the federal funds rate by 0.5%, bringing it down to 4.75%-5%.
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September 22 - Hedge Funds, Industries, News
George Soros, the owner of Soros Fund Management, is known as one of the most controversial investors in the history of investing.
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September 20 - Hedge Funds, News
Investment bank Goldman Sachs recently organized its Communacopia + Technology Conference, an annual event that brings together innovators and business leaders from the technology...
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September 20 - Hedge Funds, Industries, News, Tech
Analysts' anticipation about the Fed initiating three rate cuts of 25 basis points each, starting in September, has become a hot topic in the current market.
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September 17 - Hedge Funds, News