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.
Hedge funds circle hyped-up ASX stocks that make 'SpaceX look cheap'
Hedge funds are circling two of the buzziest stocks on the Australian sharemarket just as retail investors, who were largely responsible for pumping up their share prices, have come down with a case of the jitters. Depending on when an investor…
A rare CME shift: Hedge funds abandon structural shorts to bet on a bitcoin rally
Hedge funds trading bitcoin futures on the Chicago Mercantile Exchange have turned net long, according to Ki Young Ju, CEO of blockchain data analytics firm CryptoQuant. The rare positioning shift suggests professional traders are increasingly…
Wall Street Says Hold but Hedge Funds Are Circling NSC's $85 Billion Merger
Analysts hold NSC with a $365 consensus target while Millennium, D.E. Shaw, and Point72 run merger arb options around its $85 billion acquisition. UNP's $85 billion NSC bid faces STB regulatory review through mid-2027, with opposition from BNSF…
Record Backlog Powers NRC Health's (NRC) Upward Potential
Long Cast Advisers, an independent registered investment adviser, released its Q2 2026 investor letter. A copy can be downloaded here. The firm reported strong earnings in the second quarter, with results improving 20%, bringing year-to-date…
Perma Fix Environmental Services' (PESI) Strong Backlog Overshadows Weak Results
Long Cast Advisers, an independent registered investment adviser, released its Q2 2026 investor letter. A copy can be downloaded here. The firm reported strong earnings in the second quarter, with results improving 20%, bringing year-to-date…
Is Netflix's (NFLX) Long-Term Dominance Under Threat?
Sands Capital, an investment management company, released its 'Sands Capital Technology Innovators Fund' Q2 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, global equities rebounded sharply, with the MSCI…
Why Visa (V) Could Be a Major Winner in the AI Payments Boom
Brown Advisory, an investment management company, released its 'Brown Advisory Global Leaders Strategy' for the second quarter of 2026 investor letter. A copy of the letter can be downloaded here. Brown Advisory's Global Leaders Strategy delivered…
Meta's latest model advances Zuckerberg's vision for personal AI assistants
Every weekday, the CNBC Investing Club with Jim Cramer releases the Homestretch — an actionable afternoon update, just in time for the last hour of trading on Wall Street. Markets are off to a mixed start to the week. The S & P 500 traded…
Sales Report: Data Shows Differences Between Quarterly vs. Semiannual
The MFA, a trade association representing hedge funds and private equity firms, is one of the groups opposed to the proposal and suggested the regulator instead “streamline disclosure obligations.” Trading firm Citadel said the plan…
Minotaur shorts Tesla, SpaceX as Hyperion bets $1b on Musk
Minotaur Capital is well known for its use of artificial intelligence agents to help the hedge fund navigate the fast-moving AI trade. And arguably the most important member of the team, at least in the last month, has been an agent they've called…
Bitcoin's BIP-110 episode is free-market capitalism in purest form: Crypto Daily
Whether bitcoin works better as a store of value or a payments mechanism can be debated. But one of its core appeals, its radically free-market, permissionless design, is not. The BIP-110 saga put that design on full display. The Bitcoin…
Does Jamie Dimon Know Something That Wall Street Doesn't? He Just Sent the Market a Clear Warning Shot.
Jamie Dimon is one of the most respected CEOs on Wall Street. Not only does he currently run JPMorgan Chase, the country's largest bank by assets, but he's also successfully steered the company through the Great Recession and COVID-19 pandemic with…
Santoli: Stocks return to their winning ways. But was July's brief pain enough to satisfy the market gods?
SUBSCRIBE TO MIKE SANTOLI'S MARKET MEMO HERE The stock market's winning history – a hit rate of 100% over any past 20-year span - is well understood. But investors recognize – or need to – the genuine hazard in equities of…
What Does John Roberts Want?
In March of 2025, after giving his annual address to Congress, President Donald Trump patted the shoulder of Chief Justice John Roberts, who had been sitting in the chamber, and was seen telling him, “Thank you again—won't…
Service Corporation International: High Valuation Supported By Capital Returns (NYSE:SCI)
Service Corporation International reported modest 2Q26 beats, with EPS up 2% and revenue up 4% year-over-year. SCI guides for 9% full-year EPS growth, driven by strong pre-need sales and accelerating 2H26 performance. The stock trades at a 51%…
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