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.
Chinese Hedge Funds Warn AI Super Bubble Could Burst in 2026 - Memeburn
Chinese hedge funds are waving a red flag over the AI boom, and this one feels louder than the usual market noise. Wealspring Asset and Shanghai Banxia Investment Management Center have warned that the global AI stock rally may have moved beyond…
The Boston Beer Company (SAM) Gained from Improved Industry Data
Longleaf Partners, managed by Southeastern Asset Management, released its first-quarter 2026 investor letter for its 'Small-Cap Fund'. A copy of the letter can be downloaded here. The Fund returned -2.72% in the quarter, outperforming the Russell…
Here Are Graham Platner's Billionaire Backers
At least five billionaires have donated to Graham Platner's bid for the U.S. Senate. In a video posted to X in April, Democratic Senate candidate Graham Platner thanked his small-dollar donors for outraising his opponents in the first quarter of…
Goldman Sachs Small Cap Growth Insights Fund Q1 2026 Commentary
Goldman Sachs Small Cap Growth Insights Fund (I-share, net) returned -0.78% in the first quarter of 2026, outperforming its benchmark, the Russell 2000 Growth Index, by 202 basis points. US Small Cap Growth equities (Russell 2000 Growth Index)…
Antipodes Global Fund Divested Lennar Corp (LEN) amid a Weak Housing Market Recovery
Antipodes Partners published its 'Antipodes Global Strategy' first-quarter 2026 investor letter, highlighting the key performance stocks, portfolio changes, and the market outlook. A copy of the letter can be downloaded here. The first quarter of…
Market bears Jeremy Grantham, Michael Burry clash with critics over track records
Bear-hunting season is in full swing, if the shots fired at Jeremy Grantham and Michael Burry are any indication. Grantham, the cofounder of asset manager GMO and author of 'The Making of a Permabear,' told CNBC's 'Squawk Box' on Friday that early…
An Epic David vs. Goliath Stock Battle Is Underway
Meme mania swept through Wall Street in 2021. Retail investors gathered on social media and coordinated trading strategies to short squeeze high-profile hedge funds. Their success was more than financial; it was hailed as a David versus Goliath…
Can KLA Corporation (KLAC) Capture Its Share of a $250 Billion Global Chip Equipment Market?
KLA Corporation (NASDAQ: KLAC) is one of the best growth stocks to buy according to billionaire Dan Loeb. On June 23, BofA analyst Vivek Arya raised his price target on KLA Corporation (NASDAQ:KLAC) to $317 from $210, maintaining a Buy rating. The…
Here's Why nLight (LASR) Rallied in Q1
Meridian Funds, managed by ArrowMark Partners, released its first-quarter 2026 investor letter for 'Meridian Contrarian Fund'. The Fund aims to invest in undervalued companies with clear catalysts for sustainable improvement. A copy of the letter…
NVIDIA's (NVDA) Banned AI Chips Have Doubled in Price on China's Black Market
NVIDIA Corporation (NASDAQ: NVDA) is one of the best growth stocks to buy according to billionaire Dan Loeb. On June 24, the Financial Times reported that NVIDIA Corporation's (NASDAQ:NVDA) AI chips that are banned from export to China under US…
Klarna Group PLC (KLAR) Fell Amid Management's Cautious Guidance
Meridian Funds, managed by ArrowMark Partners, released its first-quarter 2026 investor letter for 'Meridian Contrarian Fund'. The Fund aims to invest in undervalued companies with clear catalysts for sustainable improvement. A copy of the letter…
Applied Materials Stock: Equipment Market Surge Priced Into Stock Price (NASDAQ:AMAT)
Applied Materials benefits from a robust semiconductor equipment market, driven by accelerating industry capex and strong AI/data center demand. Applied Materials's revenue growth is projected to accelerate to 16.2% in FY2026 and 34.3% in FY2027…
CFTC CoTs: Managed Money Gets Bullish On Gold
The market has never moved like this before (or not moved), being almost unchanged since early January. Managed Money made the big recent increase the week of June 2nd just as gold was starting to break down. Similar to gold, silver has also seen a…
Trump's grift gets even bolder-and no one's going to stop him
Remember when it seemed like the most monstrous, unprecedented corruption was that, during his first term, President Donald Trump stomped all over the Emoluments Clause by owning a hotel where eager oligarchs and hangers-on could pay to stay?
Lam Research (LRCX): BofA Raises Its Target by $150 as Chip Equipment Spending Heads Toward $250 Billion
Lam Research Corporation (NASDAQ: LRCX) is one of the best growth stocks to buy according to billionaire Dan Loeb. On June 23, Bank of America raised its price target on Lam Research Corporation (NASDAQ:LRCX) to $480 from $330 while maintaining a…
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