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.
Meet the 'Nostradamus of AI' who built a $20 billion hedge fund before turning 25
A 24-year-old AI wunderkind dubbed the “Nostradamus of AI” has become Wall Street's newest obsession after growing his hedge fund into a more than $20 billion powerhouse in less than two years. Leopold Aschenbrenner, a former OpenAI…
South Korea pension fund's FX hedging helps support won, sources say
South Korea's state-run pension fund carried out foreign exchange hedging on Monday that helped to lift the won from 17-year lows, two sources with knowledge of the matter said, as policymakers vowed to curb volatility in the currency market.
Argosy Investors Sold GoDaddy (GDDY) as It Disrupted By AI Momentum
Argosy Investors, an investment management company, released its Q1 2026 investor letter. A copy is available to download here. The letter discussed the current transformative investment landscape driven by the AI capex boom. The author expressed…
Here's Why Argosy Investors Trimmed Allient (ALNT) in Q1
Argosy Investors, an investment management company, released its Q1 2026 investor letter. A copy is available to download here. The letter discussed the current transformative investment landscape driven by the AI capex boom. The author expressed…
Wolfspeed (WOLF) Expands in the Data Center Market With a Dedicated Team and New Office
Wolfspeed, Inc. (NYSE: WOLF) is one of the AI Bubble Stocks to Short Now According to Reddit. On June 1, Wolfspeed, Inc. (NYSE:WOLF) announced an expansion in the data center market with a dedicated data center solutions team and a new regional…
Bell Global Equities Fund Sold Nike (NKE) Amid Recovery Challenges and Inflation Pressure
Bell Global Equities Fund, managed by Bell Asset Management, released its latest investor update, available for download. March saw heightened volatility due to the Middle East conflict, with the MSCI World ex Australia Index falling 2.5% and the…
Bell Asset Management Sold Old Dominion Freight Line (ODFL) Over Downside Risk Concerns
Bell Global Equities Fund, managed by Bell Asset Management, released its latest investor update, available for download. March saw heightened volatility due to the Middle East conflict, with the MSCI World ex Australia Index falling 2.5% and the…
Ken Griffin's talent machine is getting bigger with its most competitive intern class ever
Ken Griffin's companies are making their biggest bet yet on entry-level talent, as Citadel interns kick off their program with an offsite in Palm Beach on Monday. They're among the more than 350 interns at the company and its sister firm, market…
Dan Loeb says $5 trillion Nvidia is still undervalued
Stock market darling Nvidia is worth about $5 trillion, but billionaire investor Dan Loeb says the AI chip giant is still undervalued. Speaking on the 'All-In' podcast published Friday, the Third Point CEO pushed back on the idea that Nvidia's…
Celsius Holdings (CELH) was Sold Following Share Appreciation
Argosy Investors, an investment management company, released its Q1 2026 investor letter. A copy is available to download here. The letter discussed the current transformative investment landscape driven by the AI capex boom. The author expressed…
Last week's stock plunge was a 'healthy reset' that sets up a fresh rally, Morgan Stanley says
The S&P 500 recorded its largest drop of 2026 on Friday, while the Nasdaq capped off its worst week since the Liberation Day tariff rout. It was a bruising moment for investors, but a top strategist says the pull back actually supports a continued…
Marvell is joining the S&P 500 - but history says the early bump comes with a big catch: Chart of the Day
Marvell Technology (MRVL) jumped about 13% Monday after getting invited into the S&P 500 (^GSPC), the kind of move that can force index funds to buy and traders to pile in ahead of them. The catch is that the edge usually comes early. After…
Argosy Investors Chose Fomento Económico Mexicano, S.A.B. de C.V. (FMX) for Growth and Income Stability
Argosy Investors, an investment management company, released its Q1 2026 investor letter. A copy is available to download here. The letter discussed the current transformative investment landscape driven by the AI capex boom. The author expressed…
Should You Expect Outsized Performance from FirstService Corp (FSV)?
Argosy Investors, an investment management company, released its Q1 2026 investor letter. A copy is available to download here. The letter discussed the current transformative investment landscape driven by the AI capex boom. The author expressed…
No SpaceX in the S&P
One view of the artificial intelligence boom is that AI will replace all of human economic endeavor. Robots will make the stuff, and robots will manage the factories that make the stuff, and robots will set corporate strategy about what stuff to…
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