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 That Nailed Brazil Vote Bet on More Gains Ahead
Brazilian hedge-fund managers who won big by positioning for a strong showing by right-wing candidate Flávio Bolsonaro in the first round of the presidential election are fine-tuning derivatives bets that soared on Monday's historic rally in…
Hedge fund uncovers 30 red flags against Firmus
Plato Investment Management has uncovered 30 red flags against Firmus Technologies as the $6 billion hedge fund prepares to short the Australian artificial intelligence infrastructure firm if it manages to get its much-hyped float away this month.
Hedge fund reveals 30 Firmus red flags; France just set bond market on fire again; Inside Australian executives' secret war games
Want to get this in your inbox at lunchtime every weekday? Financial Review subscribers can sign up for The Brief newsletter here. Plus start your day with our Before the Bell newsletter and read a full wrap of the day's news in Market Wrap. In…
Buffett Bet $1 Million That an S&P 500 Fund Would Beat Hedge Funds. He Won by Nearly 5 Points a Year
Nasdaq 10030,800.20−1.25% Russell 20002,794.73−0.13% Nasdaq 10030,800.20−1.25% Russell 20002,794.73−0.13% Nasdaq 10030,800.20−1.25% Russell 20002,794.73−0.13% Nasdaq 10030,800.20−1.25% Russell…
Pre-IPO Perpetual Futures Swap ETF
What is the best way to get economic exposure to Anthropic stock right now? There are bad answers (expensive SPVs, fake SPVs). Here are two arguably good answers: The first answer is pretty self-explanatory. Anthropic has stock, and people own it…
Firmus' blockbuster IPO finds itself in a 36-hour spiral of doom
Paul Smith Technology editorPaul Smith edits the technology coverage and has been a leading writer on the sector for 20 years. He covers big tech, artificial intelligence, business use of tech, the fast-growing Australian tech industry and…
TSMC Stock: Global Chip Demand Shows No Signs Of Slowing (NYSE:TSM)
TSMC's 2026 revenue growth is projected at slightly above 40%, outpacing prior forecasts, with HPC and AI accelerators as key drivers. Gross and net margins are expected to remain strong, supported by an advanced-node mix and economies of scale…
Cramer says higher rates are splitting the market in two - and AI stocks have a big advantage
CNBC's Jim Cramer said higher borrowing costs are splitting the market, putting pressure on credit-sensitive sectors while AI companies remain largely insulated. He said strong demand for AI growth allows companies such as SpaceX to access capital…
Billionaire David Tepper Dumped Sandisk for This Trillion-Dollar AI Chip Giant
Sandisk (SNDK -5.54%) has been one of the most spectacular stories of the year as the memory crunch creates staggering demand for its products. However, the market seems to have moved on; although Sandisk stock has gained 1,230% over the past year…
Clients of Goldman Sachs exposed in EY data breach
London | Clients of Goldman Sachs' wealth management division and UK-listed hedge fund Man Group are among the victims of a major data breach at big four accounting firm EY, according to notifications sent out in recent weeks. The disclosures widen…
American Well: 2027 Share Price Catalysts From Government Contract Wins (NYSE:AMWL)
American Well Corporation is rated Buy, with shares up 158% YTD but still trading at just 1x forward P/S. Key catalysts are imminent DHA and VA government contracts, expected to drive substantial revenue and EBITDA growth by 2027. Despite ongoing…
Deus X Capital winds down as CEO Tim Grant moves to AI venture
Crypto and fintech investment firm Deus X Capital has ceased operations as its backers pursue separate investment strategies, the company told CoinDesk. The company, led by former Galaxy Digital (GLXY) executive Tim Grant, will formally unwind on…
Nvidia: The Top AI Stock Is On Sale (NASDAQ:NVDA)
Nvidia's valuation has undergone a significant reset, with its forward multiple near decade lows even as revenue and earnings expectations continue to move higher. The market appears to be pricing in a normalization of AI spending, margins, and…
Gray Media Stock: 6.9% Yield Is Not Enough (NYSE:GTN)
Gray Media rated Hold; political ad revenue upside appears fully priced in, limiting near-term catalysts. Core advertising revenue declined in 2Q26, and post-election, growth drivers are limited aside from the 6.9% dividend yield. GTN's high…
Nvidia CEO Jensen Huang says if you want to be successful, prepare to suffer: 'If it's a walk in the park, anybody could do it'
Nvidia's rise from an idea hatched over a booth at Denny's to the world's most valuable company is one of the defining business stories of the AI boom. But according to CEO Jensen Huang, whose net worth now sits at $196 billion, there's a less…
Receive a Daily briefing on Hedge Fund Industry News
Get Started