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.

yahoo.com - Soumya Eswaran - The Magnum Ice Cream Company N.V. (MICC) Climbed Due to Market Recognition
The Magnum Ice Cream Company N.V. (MICC) Climbed Due to Market Recognition
Yahoo!

Longleaf Partners, managed by Southeastern Asset Management, released its second-quarter 2026 investor letter for its 'Partners Fund'. A copy of the letter can be downloaded here. The letter states that the portfolio holdings are attractive now…

theguardian.com - Guardian staff reporter - US refunds $81bn in Trump tariffs after supreme court ruled them illegal
US refunds $81bn in Trump tariffs after supreme court ruled them illegal
The Guardian

The US government has already paid back tens of billions of dollars in tariffs it collected before the supreme court ruled them illegal, according to budget figures released on Monday. Tariffs – taxes on imported goods – have been a…

yahoo.com - Soumya Eswaran - Increased Demand Lifted Comfort Systems (FIX) in Q2
Increased Demand Lifted Comfort Systems (FIX) in Q2
Yahoo!

ClearBridge Investments, a global equity manager, recently published second-quarter 2026 commentary for its 'SMID Cap Growth Strategy'. A copy can be downloaded here. Small and mid-cap (SMID) growth equities experienced the strongest quarter in…

yahoo.com - Soumya Eswaran - Insulet Corporation (PODD) Fell Along with Broad Medtech Sector
Insulet Corporation (PODD) Fell Along with Broad Medtech Sector
Yahoo!

ClearBridge Investments, a global equity manager, recently published second-quarter 2026 commentary for its 'SMID Cap Growth Strategy'. A copy can be downloaded here. Small and mid-cap (SMID) growth equities experienced the strongest quarter in…

yahoo.com - Soumya Eswaran - TG Therapeutics (TGTX) Gains as Its Key Drug Exceeded Expectations
TG Therapeutics (TGTX) Gains as Its Key Drug Exceeded Expectations
Yahoo!

ClearBridge Investments, a global equity manager, recently published second-quarter 2026 commentary for its 'SMID Cap Growth Strategy'. A copy can be downloaded here. Small and mid-cap (SMID) growth equities experienced the strongest quarter in…

yahoo.com - Soumya Eswaran - The Ensign Group (ENSG) Slid Amid Regulatory and Short-Seller-Related Concerns
The Ensign Group (ENSG) Slid Amid Regulatory and Short-Seller-Related Concerns
Yahoo!

ClearBridge Investments, a global equity manager, recently published second-quarter 2026 commentary for its 'SMID Cap Growth Strategy'. A copy can be downloaded here. Small and mid-cap (SMID) growth equities experienced the strongest quarter in…

yahoo.com - Soumya Eswaran - Albertsons Companies (ACI) Slid Amid Multiple Headwinds
Albertsons Companies (ACI) Slid Amid Multiple Headwinds
Yahoo!

Longleaf Partners, managed by Southeastern Asset Management, released its second-quarter 2026 investor letter for its 'Partners Fund'. A copy of the letter can be downloaded here. The letter states that the portfolio holdings are attractive now…

sbnation.com - James Dator - StubHub's CEO is helping fund the biggest ticket scalpers
StubHub's CEO is helping fund the biggest ticket scalpers
SB Nation

Warning: This is going to make you mad. Expanding technology and resale options were supposed to make obtaining tickets to sporting events easier than ever, but instead it's become a hellscape. Scalpers dominate online platforms, ensuring that…

businessinsider.com - Theron Mohamed - Michael Burry's bearish warnings are a 'godsend,' tech investor Gavin Baker says
Michael Burry's bearish warnings are a 'godsend,' tech investor Gavin Baker says
Business Insider

Michael Burry has been locking horns with AI bulls like Elon Musk and Alex Karp, but Gavin Baker says he's thankful for Burry's thoughtful critiques of the latest tech boom. 'I'm so grateful to Michael Burry,' the managing partner and chief…

cnbc.com - Hugh Son - Big banks poised to report booming revenue propelled by SpaceX IPO, Iran war volatility
Big banks poised to report booming revenue propelled by SpaceX IPO, Iran war volatility
CNBC

JPMorgan, Bank of America, Citigroup, Wells Fargo and Goldman Sachs are set to report earnings early Tuesday, followed by Morgan Stanley on Wednesday Investment banking revenue could jump 26% and trading revenue could rise 14% from a year ago, per…

yahoo.com - Talha Qureshi - Wall Street Bullish on WeRide (WRD) Due to Partnerships and Expansion
Wall Street Bullish on WeRide (WRD) Due to Partnerships and Expansion
Yahoo!

WeRide Inc. (NASDAQ: WRD) has declined more than 44% over the past 6 months, mainly due to investor concerns regarding rising US-China trade tensions, significant cash burn, and rising market competition. Despite the decline, analysts continue to…

yahoo.com - Talha Qureshi - Should You Buy EquipmentShare.com (EQPT) at All-Time Lows
Should You Buy EquipmentShare.com (EQPT) at All-Time Lows
Yahoo!

EquipmentShare.com Inc. (NASDAQ: EQPT) is one of the Best All-Time Low Stocks to Buy Now. The share price of EquipmentShare.com Inc. (NASDAQ:EQPT) has fallen more than 16.8% over the past month and is now trading close to its all-time lows. The…

yahoo.com - Talha Qureshi - Lockheed Martin Corporation (LMT) Signs a MoU At NATO Summit
Lockheed Martin Corporation (LMT) Signs a MoU At NATO Summit
Yahoo!

Lockheed Martin Corporation (NYSE: LMT) is one of the Best Space Technology Stocks to Buy Now. Recently, on July 7, Lockheed Martin Corporation (NYSE:LMT) announced signing a memorandum of understanding at the NATO Summit Defense Industry Forum.

yahoo.com - Talha Qureshi - L3Harris Technologies (LHX) Receives FAA Contract to Upgrade Aircraft Tracking Network
L3Harris Technologies (LHX) Receives FAA Contract to Upgrade Aircraft Tracking Network
Yahoo!

L3Harris Technologies, Inc. (NYSE: LHX) is one of the Best Space Technology Stocks to Buy Now. Recently, on July 1, L3Harris Technologies, Inc. (NYSE:LHX) announced receiving an FAA contract to upgrade and operate the nation's aircraft tracking…

yahoo.com - Talha Qureshi - Texas Capital Initiates Infinity Natural Resources (INR) With a Buy Rating
Texas Capital Initiates Infinity Natural Resources (INR) With a Buy Rating
Yahoo!

Infinity Natural Resources, Inc. (NYSE: INR) has declined slightly by around 5% over the past month. Although the stock is trading close to its all-time low, analysts' 12-month average price target suggests more than 96% upside from the current…

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