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NEWR
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Weekly Report: what happened at NEWR last week (0226-0301)?
Weekly Report · 03/04 09:00
Weekly Report: what happened at NEWR last week (0219-0223)?
Weekly Report · 02/26 09:00
Weekly Report: what happened at NEWR last week (0212-0216)?
Weekly Report · 02/19 09:00
Tudor Investment exits Airbnb, Adobe; boosts Nvidia, Splunk
Financials Tudor Investment exits Airbnb, Adobe; boosts Nvidia, Splunk. The hedge fund started new equity positions in Exxon Mobil, Bristol-Myers Squibb and Expedia Group. The investment firm boosted its holdings in Splunk, Nvidia, and Pioneer Natural Resources.
Seeking Alpha · 02/14 23:50
Weekly Report: what happened at NEWR last week (0205-0209)?
Weekly Report · 02/12 09:00
Weekly Report: what happened at NEWR last week (0129-0202)?
Weekly Report · 02/05 09:00
ClearBridge SMID Cap Growth Strategy Q4 2023 Portfolio Manager Commentary
ClearBridge SMID Cap Growth Strategy Q4 2023 Portfolio Manager Commentary. Equity markets generated strong returns in the fourth quarter, bolstered by declining bond yields. The Strategy outperformed its benchmark, as strong drivers in IT and consumer discretionary companies helped overcome headwinds to consumer staples.
Seeking Alpha · 02/04 08:05
Weekly Report: what happened at NEWR last week (0122-0126)?
Weekly Report · 01/29 09:00
Weekly Report: what happened at NEWR last week (0115-0119)?
Weekly Report · 01/22 09:00
Activist hedge fund JANA Partners fund returns 31% in 2023 -investor
Activist hedge fund JANA Partners fund returns 31% in 2023 -investor JANA's Benchmark Series A fund beat the S&P 500 for the fourth time in five years. Last year's returns were fueled by Freshpet and Frontier Communications. JANA has pushed for change at companies including Whole Foods and New Relic.
Reuters · 01/17 00:58
Weekly Report: what happened at NEWR last week (0108-0112)?
Weekly Report · 01/15 09:00
ClearBridge Select Strategy Q4 2023 Portfolio Manager Commentary
ClearBridge Select Strategy Q4 2023 Portfolio Manager Commentary. The Strategy outperformed in a growth rally, supported by the upside horsepower of disruptor names and diversified contributions across sectors. Stocks rose strongly in the fourth quarter, boosted by plunging yields and slowing inflation.
Seeking Alpha · 01/14 15:25
Weekly Report: what happened at NEWR last week (0101-0105)?
Weekly Report · 01/08 09:00
Weekly Report: what happened at NEWR last week (1225-1229)?
Weekly Report · 01/01 09:00
Weekly Report: what happened at NEWR last week (1218-1222)?
Weekly Report · 12/25/2023 09:00
Weekly Report: what happened at NEWR last week (1211-1215)?
Weekly Report · 12/18/2023 09:00
Weekly Report: what happened at NEWR last week (1204-1208)?
Weekly Report · 12/11/2023 09:00
Diving Deep Into The AI Value Chain
We believe ai will usher in the next generation of product and software innovation. The report examines the three layers of ai: hardware, data infrastructure, and application layer. We believe there is a $1trillion compute opportunity in the 4-5 years for ai companies. The key to differentiation will be access to proprietary data.
Seeking Alpha · 12/07/2023 09:43
Weekly Report: what happened at NEWR last week (1127-1201)?
Weekly Report · 12/04/2023 09:00
Datadog snags TD Cowen's 'Best Idea of 2024'
Tech datadog snags td cowen's 'best idea of 2024' despite rising 55% so far in 2023. The company reported strong earnings for the most recent quarter. Tdcowen sees datadogs as the #1 beneficiary from tool consolidation onto a single platform.
Seeking Alpha · 11/28/2023 14:20
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About NEWR
New Relic, Inc. provides an observability platform that enables its customers to plan, build, deploy, and operate their critical digital infrastructure. Its observability platform combines metrics, events, logs, traces, and other telemetry data with its stack of analytical tools to generate insights. The New Relic platform helps customers to manage their entire digital infrastructure stacks, including the front end, back end, infrastructure layer, vulnerabilities, and logs. The customers use its platform to identify issues, understand their root cause, and simplify the engineering process. Through its platform, all telemetry data, regardless of its source, is aggregated in one place and available to query, alert, visualize, and navigate with insightful analytics. The New Relic platform is used by IT operations professionals and also serves a range of engineers, including application developers, mobile developers, site reliability engineers, and network and other engineers.