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 feast on NextDC, but brokers say it's still a 'buy'
Hedge funds are feasting on NextDC after the share price plunged 40 per cent on Wednesday, as the data centre operator was forced to slash its earnings guidance due to extended delays in connecting a Melbourne site to power networks. The shares…
Hedge Funds Dumped Tech Stocks at the Fastest Pace in a Decade, Goldman Says
Hedge funds sold technology stocks at the fastest rate in at least a decade during the week through October 15, 2026. That comes from prime brokerage data from Goldman Sachs (NYSE:GS | GS Price Prediction) reported on October 19, and semiconductors…
Multicoin Just Made HYPE Its Largest Hedge Fund Holding. Is Hyperliquid a Buy After a 14% Monthly Drop?
Multicoin Capital, a cryptocurrency investment firm managing $2.7 billion, has named Hyperliquid (CRYPTO: HYPE) its largest hedge fund holding, according to general partner Spencer Applebaum on October 19, 2026. Although Applebaum said the firm…
Brokers Gear Up for Compute Futures Ahead of Regulatory Approval
Some top commodity brokerage firms are gearing up for what is promising to be the next front for AI trading: the buying and selling of derivatives tied to the cost of renting computing power used to develop and run artificial intelligence.
Citadel founder Ken Griffin says AI is coming for white-collar jobs, but not at his firms
Ken Griffin shares the concern many anxious white-collar workers have about artificial intelligence. Once-stable and well-paid jobs will be made obsolete, such as translators, by the technology, the billionaire founder of $77 billion hedge fund…
Goldman Note Puts Global Long-Short Fund Weekly Loss at 2.9%
Global fundamental long-short funds lost 2.9% in the week through Oct. 15, according to a Goldman Sachs note cited by Reuters, as separate bank data showed its hedge fund clients cutting technology positions. The funds remained up 14.3% year 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…
TSMC: The Margin Peak That Isn't (NYSE:TSM)
TSMC delivered record profits, raised its full-year outlook, and continues to see demand far above supply. The current gross margin dip is a temporary effect from the 2nm node ramp and new overseas fabs, not a sign of fading growth. TSM trades at a…
Investors look to earnings to reset the bull market. The key level to watch on the S&P 500
The key level traders are watching on the S&P 500 that could mean an even bigger decline is ahead. Warren Buffett's answer for how one should become inflation-resistant. Investors' collective cash cushion against an adverse market surprise is…
Monolithic Power Systems: Rating Upgrade On Stronger Growth (NASDAQ:MPWR)
Monolithic Power Systems is upgraded to a Buy with a new price target of $1,686, reflecting robust segment outperformance. Enterprise Data and Communications segments drove H1 2026 revenue growth of 37.1%, far exceeding prior forecasts and…
Cinemark: Elsa And Gollum Are Returning In 2027 (NYSE:CNK)
Cinemark Holdings rated BUY after record 2Q26 EBITDA, with 3Q26 earnings expected to accelerate on a robust summer box office. Box office receipts and premium large-format expansion drive revenue growth and operating leverage, supported by strong…
Stocks are 'heading for a major fall' that will boost bonds, says Capital Economics
A downdraft in the artificial intelligence trade recently dragged stocks lower, and the selling pressure may not be over just yet, according to Capital Economics. Last week, the Nasdaq Composite saw its worst weekly performance since June, falling…
XRP-linked Ripple brings Wall Street into 24/7 bets, but HSBC warns of thin orderbooks
Ripple Prime now allows institutional clients to trade swaps tied to more than 100 stock, commodity and currency markets around the clock, using its RLUSD stablecoin as collateral. HSBC called the offering “evolutionary, not…
Bullish sentiment on stocks has cratered. Why that could be good for stocks
Stock market sentiment on Wall Street is downbeat. Perhaps too downbeat. Wells Fargo's buy/sell sentiment gauge crossed the -1 level last week. Macro Risk Advisors noted that its market sentiment score has plunged to around 27 from roughly 61.
Have their hands dirty': Billionaire GOP donor throws down on Trump policies
Billionaire Ken Griffin said Republican lawmakers and President Donald Trump made a huge blunder by cutting taxes even further last year, reports Bloomberg. “[W]e didn't have the fiscal space to renew the tax cuts,” Griffin said in a…
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