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.
Kiwi May Defy Hedge-Fund Bears on Hawkish RBNZ, Analysts Say
New Zealand's dollar may defy bearish hedge-fund positioning and rally in the near-term on a hawkish tilt from the central bank and any de-escalation in the Middle East, analysts say. Short positions in the kiwi held by leveraged funds climbed to…
This Hedge Fund Darling Might Be a Sleeper AI Giant - and the Stock Is Just Beginning To Move
For some reason or another, many of the big hedge funds still have faith in shares of The Walt Disney Company (NYSE:DIS | DIS Price Prediction), which have done next to nothing, gaining a mere 7%, in the last 10 years. Undoubtedly, Disney is a…
DoorDash (DASH) Results Reinforced Market Share Gains
Artisan Partners, an investment management company, released its first-quarter 2026 investor letter for the “Artisan Mid Cap Fund”. A copy of the letter is available to download here. In Q1 2026, the Artisan Mid Cap Fund reported…
Here's Why the Artisan Mid Cap Fund Established a Position in Semtech (SMTC)
Artisan Partners, an investment management company, released its first-quarter 2026 investor letter for the “Artisan Mid Cap Fund”. A copy of the letter is available to download here. In Q1 2026, the Artisan Mid Cap Fund reported…
Comfort Systems USA (FIX) Rallied on Strong Demand from Data Center Construction
Artisan Partners, an investment management company, released its first-quarter 2026 investor letter for the “Artisan Mid Cap Fund”. A copy of the letter is available to download here. In Q1 2026, the Artisan Mid Cap Fund reported…
What Makes SiTime Corporation (SITM) an Investment Choice?
Artisan Partners, an investment management company, released its first-quarter 2026 investor letter for the “Artisan Mid Cap Fund”. A copy of the letter is available to download here. In Q1 2026, the Artisan Mid Cap Fund reported…
Here's How Littelfuse (LFUS) Overcame Tariff Fears for Major Gains
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. In a volatile but positive quarter, the…
U.S. Dollar 'Collapse'-A $39 Trillion Debt 'Crisis' Is Quietly Predicted To Trigger A Huge Bitcoin Price Boom To Rival Gold
05/11 update below. This post was originally published on May 9 Bitcoin has rocketed 30% since the beginning of the U.S. war in Iran (with two massive shocks now hurtling toward the bitcoin price). Sign up now for CryptoCodex —A free crypto…
Artisan Mid Cap Fund Reduced Wingstop (WING) Due to Concerns on Softening Near-Term Profit Cycle
Artisan Partners, an investment management company, released its first-quarter 2026 investor letter for the “Artisan Mid Cap Fund”. A copy of the letter is available to download here. In Q1 2026, the Artisan Mid Cap Fund reported…
TD Synnex (SNX) Is Benefitting By Diversifying into Software, Security, And Services
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. In a volatile but positive quarter, the…
What Makes First American Financial (FAF) an Investment Bet?
Investment management company First Pacific Advisors recently released its “FPA Queens Road Small Cap Value Fund” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. In a volatile but positive quarter, the…
Iran War Is Triggering a New China Push on Clean Tech Exports
China's green technology exporters are aiming to seize new opportunities as the Iran war disrupts fuel and power supplies, lifting demand globally for clean energy. Today's newsletter examines how the companies are seeking to woo new markets and…
The Future That Almost Never Was
SpaceX filed its confidential S-1 with the SEC on April 1, 2026, targeting a $1.75 trillion valuation and a $75 billion raise in what analysts project will be the largest IPO in market history. A June Nasdaq listing could position Elon Musk to helm…
Rithm Capital Corp. (RITM) Stock Forecasts
Rithm Capital Corp. is a publicly traded REIT focused on residential housing and commercial asset management. The company's investment portfolio consists of servicing assets, residential securities and loans, CRE and consumer loans. Operating…
BIS urges targeted fiscal policy to curb inflationary risks, Nikkei says
SCROLL TO CONTINUE WITH CONTENT Countries must keep fiscal spending targeted and temporary as broad-based, persistent stimulus could increase inflationary risks and compel central banks to raise interest rates, the head of the Bank for…
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