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.
Inside hedge funds' never-ending hunt for an edge
Hedge funds have never stood still, but the constant search for an incremental edge — over the market, over their peers, over the machines — is getting more harried. The world's biggest managers, with the deepest pockets, have always…
Multistrat Hedge Fund Paloma to Cut Teams in Latest Pivot
Donald Sussman, the veteran behind Paloma Partners, is pivoting his long-standing multistrategy hedge fund to focus on fewer managers in which he has the highest conviction as the firm adjusts to a decline in assets over the past three years.
QXO (QXO) Struggled in the Softer Market
Fred Alger Management, an investment management company, released its 'Alger Capital Appreciation Fund' second-quarter 2026 investor letter. A copy of the letter can be downloaded here. US equities strongly rebounded in the second quarter, with the…
Here's Why McKesson Corporation (MCK) Slid in Q2
Janus Henderson Investors, an investment management company, released its second-quarter 2026 investor letter for the 'Global Sustainable Equity Fund'. A copy of the letter can be downloaded here. Global equities experienced a robust quarter, with…
Investors' Skepticism Over Rapid Transitions Weighed on IREN Limited (IREN) in Q2
Fred Alger Management, an investment management company, released its 'Alger Capital Appreciation Fund' second-quarter 2026 investor letter. A copy of the letter can be downloaded here. US equities strongly rebounded in the second quarter, with the…
Should You Be Confident in Netflix (NFLX)?
Magellan Investment Partners, an Australian investment management company, released its second-quarter 2026 investor letter for 'Magellan Global Opportunities Fund'. A copy of the letter can be downloaded here. The Fund invests in companies with…
Here's Why Credo Technology Group Holding Ltd (CRDO) is on the Detector List of the Fund
Polen Capital, an investment management company, released its second-quarter 2026 investor letter for 'Polen 5Perspectives Small Growth Strategy'. A copy of the letter can be downloaded here. Polen 5Perspectives Small Growth Composite Portfolio…
CXMT's mega IPO draws frenzy from retail investors to DeepSeek founder's fund
As soon as ChangXin Memory Technologies opened its blockbuster initial public offering to public subscription on Thursday morning, Luo Yi applied for 86,000 shares – despite acknowledging that she knew little about the semiconductor…
SpaceX bears are taking a victory lap as the stock struggles a month after the IPO
SpaceX stock has struggled after a brief burst of post-IPO enthusiasm, and the bears are taking a moment to reiterate their downbeat views on the stock. A month after a historic IPO, SpaceX stock dropped below the initial offering price of $135 on…
Oracle Corporation (ORCL) Declining, Piper Sandler Remains a Buy
Oracle Corporation (NYSE: ORCL) has declined more than 28% over the past month due to concerns regarding high capital expenditure. However, the Street remains bullish on the stock, with analysts' 12-month price target suggesting more than 68%…
Michael Burry's $39 a month Substack hits 300,000 subscribers, fueling speculation of a $113M-a-year newsletter empire
Michael Burry's latest move has become a big success — but it's not a stock pick, exactly. It's a newsletter, and it could be netting him millions. Burry, the investor who became famous for The Big Short, the 2015 film that tells the story…
Wynn Resorts: Increased Competition In A Slowing Market (NASDAQ:WYNN)
Wynn Resorts remains a Hold as Macau gaming headwinds and increased competition constrain forward EBITDA growth. 1Q26 results were mixed, with EBITDAR missing by 17% despite 2% revenue outperformance; margins compressed across all geographies.
Buy The Dip: 3 Top AI Stocks Averaging 52% Forward EPS Growth
The recent pullback in AI infrastructure stocks has created potential buy-the-dip opportunities. Despite geopolitical turbulence and valuation concerns, AI-fueled earnings growth continues to bolster markets. S&P 500 earnings are projected to grow…
Truth Social launches service to give Wall Street traders an edge with real-time service
Trump Media, the company that operates the Truth Social social-media network, said Thursday it is launching a service known as an API to give customers 'licensed, real-time access to posts from the highest-ranking Truth Social accounts.' Other…
Uber Agrees to Buy Delivery Hero in $14.8 Billion Deal - TT
Signage for Delivery Hero at the company's headquarters in Berlin. (Krisztian Bocsi/Bloomberg) Uber agreed to acquire Delivery Hero for about $14.8 billion, expanding its food delivery and mobility footprint across 50 markets pending regulatory…
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