Hedge Fund Industry News
A collection of Hedge Fund latest news, analysis and best practices from top business influencers and the world's most trustworthy sources.
Single-Client Hedge Funds Attract Growing Share of Capital
People walk around the Financial District near the New York Stock Exchange (NYSE) in New York, U.S., December 29, 2023. REUTERS/Eduardo Munoz The biggest multi-manager hedge funds are allocating more capital than ever to accounts that are…
Market Warning Signs
Performance Estimates Through August 2026 Crescat Precious Metals Fund and Global Macro Fund are closed to new US investors. Sources: HFR, Inc., NASDAQ, and Crescat Capital LLC. Past performance does not guarantee future results; Investing involves…
Reddit (RDDT) Has Strong Financials. Are User Trends the Bigger Risk?
On September 17, DA Davidson lowered its price target on Reddit, Inc. (NYSE:RDDT) from $200 to $185 and maintained its Buy rating. The firm pointed to near-term risks to the company's daily active user growth and cited Similarweb data showing…
Why Polaris Capital Continues Watching Alibaba (BABA) Amid AI Opportunity and China Market Challenges
Polaris Capital Management, an investment management company, released its second-quarter 2026 investor letter for 'Global Equity Strategy'. The letter can be downloaded here. Global markets delivered strong gains during the quarter, supported by…
A Goldman-Linked Health Firm Is Brazil's Latest Corporate Meltdown
A dispute over the ownership of a Brazilian cancer treatment provider has drawn in Goldman Sachs Group Inc., a Houston hedge fund and Sao Paulo police. And that's only part of the drama at Oncoclinicas do Brasil Servicos Medicos SA. The…
Booking Holdings (BKNG) is Positioned to Benefit From Long-Term Travel Growth
Polaris Capital Management, an investment management company, released its second-quarter 2026 investor letter for 'Global Equity Strategy'. The letter can be downloaded here. Global markets delivered strong gains during the quarter, supported by…
Cytokinetics (CYTK): Can Myqorzo Growth Create a New Biopharma Success Story?
Polaris Capital Management, an investment management company, released its second-quarter 2026 investor letter for 'Global Equity Strategy'. The letter can be downloaded here. Global markets delivered strong gains during the quarter, supported by…
AI Skeptics Surrender Again as Traders Eye Path Forward for Tech
The road to the Nasdaq 100 Index 's first record since June was anything but straightforward. Now the equity bulls that helped drive the move are looking for evidence that momentum won't peter out. They've added $22 billion into technology-focused…
This AI Memory Stock Is Up More Than 650% in 2026. Micron Investors Should Pay Attention
One of 2026's wildest AI trades is not Nvidia. It is SanDisk. SanDisk Corporation (NASDAQ: SNDK) was up more than 650% for the year after an 11% surge on September 18. The rally has turned a familiar memory manufacturer into one of the S&P 500's…
IREN Has Microsoft and $14 Billion of Funding. Execution Is the Real Test
IREN's AI pivot has reached the point where the balance sheet looks almost as dramatic as the growth plan. The Bitcoin miner-turned-AI cloud operator ended June with about $7.6 billion of cash, including $1.7 billion that was restricted, while…
America's Rare Earth Bet Nears a Real Test: MP Materials Closes In on GM Deliveries
For years, the 'domestic rare earth supply chain' has been more of a policy talking point than a viable business. That's starting to change. MP Materials Corp. (NYSE: MP), the company at the center of America's push to reduce reliance on…
Activist Toms Capital urges Devon Energy in letter to explore alternatives, including a sale
Activist hedge fund Toms Capital Management sent a letter earlier this month to Devon Energy urging the Houston-based oil and gas company to review strategic alternatives, including a sale. Toms, which manages just over $4 billion in assets, says…
Greece's Richest Shipping Magnate Rides AI Boom With Nvidia Bet
Maria Angelicoussis, the magnate behind Greece's biggest shipping fortune, has scored big gains outside her maritime empire with a bet on technology giant Nvidia Corp. after her family office shifted away from private markets. Nicrone, the…
Stocks making the biggest moves premarket: IonQ, Maplebear, Worthington & more
Check out the companies making the biggest moves premarket: Worthington Enterprises – The industrial manufacturing company surged about 16% on an encouraging outlook from leadership. CEO Joseph Hayek said the company is seeing opportunities…
The Bond Market Sounds an Alarm. The Stock Market Will Make a Big Move if History Repeats.
The U.S. stock market is having another good year. The S&P 500 (^GSPC +0.00%) has advanced 13% and the Nasdaq Composite (^IXIC +0.45%) has added 16% amid strong corporate earnings growth, especially in the technology sector. However, the bond…
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