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 Rebuilding Short Bets Against Japan's Yen
Hedge funds rebuilt a short wager against the Japanese yen as the currency remains under pressure. Leveraged traders held about ¥210 billion ($1.3 billion) tied to bearish wagers on the yen in the week ended Sept. 29, according to Commodity…
One of hedge funds' longest-running legal battles is set to ramp up again with $165 million in pay on the line
A legal battle that has spanned close to two decades is getting ready to rev up once again. In December of 2008, weeks after Barack Obama was elected as President for the first time, Gentry Beach sued his former employer, Touradji Capital, over…
Hedge funds quietly placing short bets as midterms loom - here's who they're targeting
As the midterm elections approach, some hedge funds are betting on a Democratic sweep and “shorting” companies they believe have gotten cozy with the Trump administration, On The Money has learned. Short sellers seek to make money by…
Hedge funds struggle for September gains as rate, AI swings bite
HONG KONG, Oct 2: Global hedge funds struggled to deliver positive returns in September as surging bond yields, higher oil prices and sharp swings in AI shares whipsawed the markets, according to prime brokerage notes and investors. Global…
Joby Aviation: Revenue Is Growing, But So Is The Share Count (NYSE:JOBY)
Joby Aviation trades at a $6B market cap, with two-thirds of its value hinging on its electric vertical aircraft dream. Despite peer-leading cash and revenue, JOBY burns ~$800M annually, with Blade and Resonant acquisitions insufficient to offset…
AI: Will The World Go Dead Or Markets Continue To Surge Ahead?
While AI dominates the headlines, other macroeconomic variables continue to shape the financial markets, including higher oil prices, shifting Fed policy, Middle Eastern geopolitical anxiety, and midterm election uncertainty. Investors, however…
Qualcomm (NASDAQ: QCOM) Faces Market Skepticism As It Bids To Secure A Larger Share Of The AI Supply Chain
Munro Partners, an investment management firm, highlighted Qualcomm (NASDAQ: QCOM) as a detractor in its second-quarter 2026 commentary for the Munro Concentrated Global Growth Fund. The fund delivered a strong second quarter, returning 23.8% net…
Caledonia sheds $4b in nine months as returns rapidly head south
Caledonia, the high-profile hedge fund that invests on behalf of some of Sydney's wealthiest families, has lost more than $4 billion in funds since the start of the year as backers pull their support after a long losing streak. The Caledonia Global…
AI-Fueled Earnings Keep Climbing: 3 Top Stocks With Bullish EPS Revisions
As AI infrastructure demand rises, McKinsey projects the semiconductor market could reach $2.3T by 2030, up 44% from last year's estimate. AI-driven earnings continue to surge, along with Wall Street's expectations, despite concerns over…
Brazil Braces For Election Volatility As Bolsonaro Gains On Lula, Bullish Options Bets Explode
The big election focus this weekend will be on Sunday, with the latest polling data showing right-wing Senator Flávio Bolsonaro and socialist President Luiz Inácio Lula da Silva are statistically tied. Polymarket, meanwhile, shows…
iHeartMedia Stock: Record Political Ad Spending In 2H26 To Drive EBITDA (NASDAQ:IHRT)
iHeartMedia, Inc. is maintained at BUY, with the investment case weighted toward a 2H26 rebound driven by record political ad spending. IHRT's Digital Audio Group, led by its #1 podcast platform, delivers superior EBITDA margins (34%) and is a key…
Voting rights protests: List of October events calling on Amazon, Target, and more to defend democracy against Trump
The May Day Strong coalition is calling on corporations, particularly those with ties to President Donald Trump—such as Amazon, JP Morgan Chase, Target, and Palantir—to defend voting rights ahead of next month's U.S. midterm…
East West Bancorp: Strong Broad-Based Growth But Positives Priced In (NASDAQ:EWBC)
East West Bancorp is rated HOLD due to high valuation and below-sector ROE growth despite strong recent results. EWBC trades at a 37% premium to the sector median P/B, with a forward ROE growth of -1% versus the sector's +3.6%. Management raised…
The mystery of spiking Treasury yields
Technical mechanics are one factor behind the spike in rates that's got the typically boring government bond markets on edge — and a reason we might be living in a higher interest rate world for a while. Why it matters: The Treasury market…
John Maynard Keynes: the cultured economist who governments turn to in a crisis
The sound of guns from the advancing German armies could be heard clearly by John Maynard Keynes as his train trundled across northern France in the spring of 1918. The evidence of the struggle on the western front was everywhere but Keynes, then a…
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