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 are Bullish on AstraZeneca PLC (AZN)
AstraZeneca PLC (NYSE: AZN) topped second-quarter profit expectations, with core earnings per share of $2.63 versus the $2.48 analysts expected. The firm reiterated its target of $80 billion in annual revenue by 2030. However, the quarter also…
When Extremes Reverse - The Case For Deep Value
Today, the valuation spread between the market's most expensive and least expensive stocks has widened to levels comparable to those seen during the internet bubble. At the same time, equity market concentration has reached one of the highest…
A stock just surged on news Situational Awareness had bought it. But its current fate is unclear.
Financial market disclosures made by Situational Awareness, the once-soaring hedge fund that had to liquidate its portfolio of stocks, moved a stock on Wednesday. But it's unclear whether the fallen hedge fund actually still owns the company whose…
AI Investors Are Suddenly Quaking in Their Boots
Can't-miss innovations from the bleeding edge of science and tech German AI researcher and hedge fund manager Leopold Aschenbrenner became the poster child for the hubris of an AI-obsessed Wall Street last month. Some $35 billion of investors'…
Polymarket claims that its traders anticipated the downfall of Leopold Ashenbrenner's Situational Awareness
The meltdown of Leopold Aschenbrenner's hedge fund may have come out of left field for many market watchers, but Polymarket says traders on its platform saw it coming. The implosion of the AI wunderkind 's Situational Awareness at the end of July…
Lake Victoria Gold Unveils Maiden 580,000-Ounce Resource at Tembo Project in Tanzania
Lake Victoria Gold Ltd. (TSXV:LVG) (OTCQB:LVGLF) (FSE:E1K) has released the maiden National Instrument 43-101 (NI 43-101) Mineral Resource Estimate for its wholly owned Tembo Gold Project in northwestern Tanzania, outlining an initial resource of…
QumulusAI (QMLS) Signs DRW Blackwell Deal: Can Momentum Translate Into Revenue?
On August 11, QumulusAI (NASDAQ: QMLS), a neocloud infrastructure provider, signed a GPU-as-a-Service agreement with DRW, a diversified global trading firm, to supply a dedicated Nvidia Blackwell B300 cluster. The capacity will be served from…
Unlocking Alibaba's (BABA) Transformation Beyond Distribution
JB Global Capital, an investment firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund declined 12.1% in Q2, largely driven by Alibaba, its largest holding. However, since inception on January…
PayPal Holdings (PYPL) Delivered Adequate Returns Without Dramatic Change
JB Global Capital, an investment firm, released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund declined 12.1% in Q2, largely driven by Alibaba, its largest holding. However, since inception on January…
US activist fund names gold heavyweights to pump up Northern Star
Activist US hedge fund Elliott Investment Management has raised the stakes in its campaign for change at under-performing gold giant Northern Star Resources, urging shareholders to back a list of industry heavyweights to join the board. Mark…
What's Driving Treasury Yields Higher?
The UST 10-year yield has climbed 75 basis points since February 27, and the 30-year yield has hit its highest level since June 2007, reflecting a bond market under sustained pressure. Fed Chair Kevin Warsh's complete absence of forward guidance…
The scary truth behind US support for the yen and Fed inaction
A dangerous view is creeping into the markets that the US has already gone so far down the path of a debt-compound trap that it dares not raise interest rates to control inflation. The US Treasury has become acutely dependent on short-term funding…
Fluent: Low Valuation In A Growing Sector (NASDAQ:FLNT)
Fluent is rated Buy, driven by strong 2Q26 results and secular growth in commerce media advertising. FLNT's commerce media solutions segment now dominates revenue, growing 90% YoY, with CMS gross margins expanding to 27%. Forward EV/Sales multiple…
Honeywell Aerospace (HONA) Trade Settles at Valuation Discount Following Spin-off
Merion Road Capital Management, an investment advisor, released its Q2 2026 Investor Letter. A copy of the letter can be downloaded here. Merion Road's long-only large-cap portfolio increased 3.9% in the quarter, with YTD performance remaining…
Insight Wealth Strategies LLC Boosts Stake in Huntington Ingalls Industries, Inc. $HII
Insight Wealth Strategies LLC boosted its holdings in Huntington Ingalls Industries, Inc. (NYSE:HII - Free Report) by 70.0% during the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned…
Receive a Daily briefing on Hedge Fund Industry News
Get Started