Hardman Johnston Global Advisors, an investment management company, released its “Hardman Johnston Global Equity” fourth quarter 2024, investor letter.
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March 21 - Hedge Fund Investor Letters, News
On March 19th, the stock market bounced back after the US Federal Reserve kept interest rates unchanged at 4.25% to 4.5%.
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March 20 - Hedge Funds, Industries, News, Tech
With the Trump administration implementing the tariff agenda, global markets continue to feel the impact, with sell-offs taking place as investors are on their toes due to the...
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March 17 - Hedge Funds, News
Data center stocks were flying high at the start of the year, but Wall Street turned sour on them quickly. They were among the biggest losers of the recent selloff.
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March 17 - Market Movers, News
In a recent appearance on CNBC's Squawk on the Street, Jim Cramer commented on President Trump's latest set of tariffs.
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March 17 - News
Artificial intelligence is reshaping the job market in ways not seen or heard before.
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March 14 - Hedge Funds, Industries, News, Tech
Data centers have become the foundation of the digital economy, facilitating the storage, processing, and distribution of vast amounts of data that drive industries worldwide.
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March 13 - Hedge Funds, Industries, News, Tech
On March 8, Bob Elliott, Co-Founder, CEO, and CIO of Unlimited, and Kara Murphy, CIO of Kestra Investment Management, joined 'Closing Bell Overtime' on CNBC to talk about the ...
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March 10 - Hedge Funds, News
Growth stocks are shares of companies which are expected to grow their revenue and earnings at a faster rate than the market average.
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March 7 - Hedge Funds, News
The big and large-cap stocks have spearheaded the rally in the past two years, but Wall Street’s expectations have gotten ahead of many of their fundamentals.
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March 6 - Market Movers, News
Jim Cramer, host of Mad Money, recently shared his thoughts on the prevailing negative sentiment surrounding data centers and discussed the broader economic implications of Trump...
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February 26 - Hedge Funds, News
Jim Cramer, the host of Mad Money, highlighted the growing significance of data centers as a major theme in the technology sector during Tuesday’s episode.
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February 26 - Hedge Funds, News
Jim Cramer in a recent program on CNBC discussed the massive tech sell-off on the back of a new AI LLM model from Chinese startup DeepSeek.
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February 26 - Hedge Funds, News
In an AI-driven world, data centers have become more critical than ever. While many people have heard of data centers, few fully understand what they entail.
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February 25 - Hedge Funds, Industries, News, Tech
DeepSeek AI revelations were the biggest concern for investors when the month started. Many had started questioning if investing so much in AI infrastructure was worth it.
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February 25 - News, Stock Analysis
Zweig-DiMenna Associates Inc. is a U.S.-based hedge fund with a legacy spanning four decades. Established in 1984 by Joseph A.
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February 24 - Hedge Funds, News
Companies experiencing above-average earnings growth, which is often fueled by innovations and market expansions, are known as growth stocks.
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February 24 - Hedge Funds, News
A disruptive breakthrough by a Chinese tech startup in January 2025 has shaken the artificial intelligence (AI) market to its core, triggering a sharp sell-off among tech stocks...
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February 22 - Hedge Funds, News
In the fast-paced world of investing, momentum is a force that can propel portfolios to new heights—or leave them vulnerable to abrupt reversals.
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February 14 - Hedge Funds, News
Operator: Good morning. My name is Nadia, and I will be your conference operator today.
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February 13 - News, Transcripts
Vertiv Holdings (VRT) is sinking 6.5% after the company provided lower-than-expected earnings per share guidance for the current quarter.
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February 12 - Market Movers, News
The US AI industry is witnessing a wave of new developments led by Elon Musk’s $97 billion bid to takeover OpenAI, the same company he co-founded with Sam Altman.
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February 12 - Hedge Funds, Industries, News, Tech
The rapid expansion of AI has started an unexpected growth in energy demand, which raises concerns about power availability, grid capacity, and sustainability.
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February 11 - Hedge Funds, News
Jim Cramer, the host of Mad Money, recently examined the latest market trends, highlighting some important themes where stocks have faced challenges, especially those reliant ...
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February 6 - Hedge Funds, News
On Monday, Jim Cramer, host of Mad Money, offered his thoughts on the market’s response to President Trump’s tariffs news.
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February 5 - Hedge Funds, News
"Deep Research" is the name of the AI tool OpenAI launched yesterday.
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February 3 - Hedge Funds, Industries, News, Tech
In the latest news in AI, SoftBank Group CEO Masayoshi Son said that he has agreed with OpenAI CEO Sam Altman to set up a joint venture in Japan.
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February 3 - Hedge Funds, Industries, News, Tech
Baron Funds, an investment management company, released its “Baron Small Cap Fund” fourth-quarter 2024 investor letter. A copy of the letter can be downloaded here.
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January 31 - Hedge Fund Investor Letters, 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 his appearance on CNBC's Squawk on the Street aired before the day of the Federal Reserve's latest interest rate environment, Jim Cramer shared how Federal Reserve Chairman...
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January 30 - News
Investors are pulling back from the artificial intelligence trade.
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January 29 - Hedge Funds, Industries, News, Tech
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
As per the recent earnings update by FactSet dated 24th January 2025, the Q4 2024 earnings season for the S&P 500 has seen a strong start.
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January 29 - Hedge Funds, News
On the day that Wall Street's favorite AI GPU stock bled 17% in the wake of investors panicking about Chinese AI startup DeepSeek's low development costs for AI, Jim Cramer had...
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January 29 - News
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
DeepSeek has gained attention for creating a high-performing model, R1, at a fraction of the typical cost.
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January 28 - Hedge Funds, News
We believe data centers are currently experiencing a remarkable growth phase as the demand for digital services, cloud computing, and broader GenAI applications increases significantly...
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January 28 - Hedge Funds, Industries, News, Tech
Markets were in turmoil after Chinese startup DeepSeek introduced a low-cost AI model over the weekend.
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January 27 - News
US semiconductor stocks are getting hammered after the Chinese launched an AI model that has many questioning United States dominance in the AI space.
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January 27 - News, Stock Analysis
Vertiv (VRT) is sinking 22% today after Chinese start-up DeepSeek reportedly unveiled AI models that were produced using old chips and much less computing power than the AI offerings...
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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
Leading companies across diverse industries, including electronics, IT infrastructure, surveillance, renewable energy, robotics, and cybersecurity, are heavily investing in AI...
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January 24 - Hedge Funds, News, Tech
Leon Cooperman is a highly respected figure in the investment world, known for his acumen, philanthropy, and candid commentary on markets and economics.
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January 20 - Hedge Funds, News
Jim Cramer in a recent program on CNBC recommended investors to avoid worrying when others are anxious or get too excited about something when others are also doing the same.
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January 11 - Hedge Funds, News
Investors are looking for new growth horizons in the AI industry to gauge whether the current market rally can continue for the years to come.
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December 26 - News
On December 12, Tom Lee, Fundstrat Global Advisors managing partner and head of research, joined CNBC's 'Closing Bell' to discuss his playbook for 2025.
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December 22 - Hedge Funds, News
The Generative AI market, a crucial branch of artificial intelligence, is revolutionizing entire industries today.
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December 21 - Hedge Funds, Industries, News, Tech
We came across a bullish thesis on Vertiv Holdings Co (VRT) on Twitter by RadnorCapital. In this article, we will summarize the bulls’ thesis on VRT.
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December 10 - News, Stock Analysis
Wall Street's major indexes closed lower on Monday, December 9th, dragged down by a decline in Nvidia.
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December 10 - Hedge Funds, Industries, News, Tech
Artificial intelligence has been the driving theme of the stock market over the past couple of years which have seen investors battle inflation and high interest rates.
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December 4 - Hedge Funds, News