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.
The World's Greatest Hedge Fund Investor Ken Griffin Just Said AI Is 'Almost Certainly' a Bubble. But He's Not Betting Against it Long Term
Dow Jones52,612.00−0.08% Dow Jones52,612.00−0.08% Dow Jones52,612.00−0.08% Dow Jones52,612.00−0.08% Dow Jones52,612.00−0.08% Dow Jones52,612.00−0.08% Citadel founder Ken Griffin told the Future of Global…
Goldman Sachs, JPMorgan and Morgan Stanley are dominating the AI stock boom. Here's their edge
Goldman Sachs, Morgan Stanley and JPMorgan captured nearly 80% of top-five bank equity trading revenues so far this year, generating a combined $52 billion. Growth was driven by 'insatiable' hedge fund borrowing for leveraged bets on AI hardware…
Intel will be the next trillion-dollar semiconductor company, says Maverick Capital's cohead
David Tykocinski thinks the artificial intelligence cycle is entering a phase that will boost the fortunes of one of the oldest chipmakers. The co-chief investment officer of $16 billion hedge fund Maverick Capital pitched Intel as an investment at…
SpaceX, Tesla Study Potential $3.5 Trillion Combination
Good morning. Musk says Tesla and SpaceX are exploring a combination. Nasdaq futures rise as tech earnings revive the AI trade. But hedge-fund titan Ken Griffin warns AI is “almost certainly” in a bubble. Listen to the day's top…
AI stocks are probably in a bubble - but might be worth holding onto, says Citadel's Ken Griffin
There's a bubble in artificial-intelligence stocks — but it's no reason to sell, one of the leading figures in finance said Tuesday night. “The big picture is there is almost certainly bubbles within this moment in time. And any…
Investors 'almost certainly' in midst of AI bubble: Ken Griffin
Billionaire investor Ken Griffin said Tuesday that investors are dealing with an artificial intelligence (AI) bubble, as companies rack up debt to satisfy their demand for data centers and models. “There's almost certainly bubbles within…
Situational Unawareness: Banks Ran Out Of Room To Lever Up The AI Trade, So They Made More
When a bank runs out of room to lend to hedge funds piling into the most crowded trade on the planet, there are two options: stop lending, or find more room. Barclays found more room... According to a Bloomberg exclusive published Tuesday, Barclays…
Is There an AI Bubble? Ken Griffin Has Thoughts.
Billionaire hedge-fund manager Ken Griffin sounded a skeptical note on artificial-intelligence stocks, suggesting that some AI companies were overvalued, while hinting at a bright future for those that survive the next market downturn. 'The big…
Are prediction markets just gambling? Kalshi CEO responds
Today's guest is Tarek Mansour, the 30-year-old billionaire co-founder and CEO of Kalshi, the prediction market platform where users can trade on the outcomes of everything from elections and economic forecasts to sporting events and the weather.
Blockchain.com Co-CEO Says Institutions Now Drive Crypto Markets
Blockchain.com co-CEO Lane Kasselman says regulatory changes have shifted crypto markets toward institutional investors, while the cost of complying with U.S. rules gives established firms an advantage over startups. In an Oct. 20 interview with…
Strategy: I Called The Repeg, Now The Bitcoin Machine Can Restart (NASDAQ:MSTR)
Strategy has spent ~$1.84 billion since July buying back STRC below $100, bringing it back near par and behaving more like a “Bitcoin hedge fund” than a 'HODL' vehicle. In my view, STRC at par is the precondition for Strategy to…
Beyond the AI hype: The sectors winning over top fund managers
Hedge funds and superannuation funds are looking outside the artificial intelligence trade for investment opportunities amid concern about the growing reliance of technology companies on credit markets to fund their expansion plans. Antipodes chief…
ServisFirst Bancshares: Valuation Premium Leads To Lack Of Share Price Upside (NYSE:SFBS)
ServisFirst Bancshares is rated HOLD due to its 58% premium to sector median P/B, despite solid fundamentals. SFBS's forward ROE of 4.2% exceeds the sector median, but does not justify the valuation premium given decelerating NIM growth. Management…
Ken Griffin Says AI Is 'Almost Certainly' in a Bubble-And Compares GPUs to Airline Seats
Ken Griffin, founder of the Wall Street giant Citadel, said Tuesday that investors are “almost certainly” in an AI bubble—though he isn't telling them to dump their AI stocks. “What's left in the wake of these bubbles…
MSCI: 3 Key Takeaways for Long-Term Investors
On its third-quarter 2026 earnings call, held on Oct. 20, 2026, MSCI (MSCI +5.00%) announced total revenue growth of 12.4%. The financial analytics provider is expanding its reach across hedge funds and private asset managers. Three key takeaways…
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