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 Hiring Climate Scientists to Profit Off Extreme Weather Risks
Attention: DOGE'd and RIF'ed U.S. government meteorologists and climate scientists. JPMorgan Chase & Co. is looking to hire a new executive director focused on “catastrophe modeling.” Ideally, someone who could be a “subject…
Hedge Funds Are Split Over How to Trade This AI-Fueled Market
Even hedge funds are divided about whether to ride the artificial intelligence wave or position for a nasty stock-market correction. Andreas Halvorsen's Viking Global Investors, which manages more than $50 billion, is among the cautious few.
London Company Small-Mid Cap Strategy Remains Confident on Churchill Downs Incorporated (CHDN) Despite Market Fears
The London Company released its Q1 2026 investor letter for “The London Company Small-Mid Cap Strategy”. In early 2026, US equities declined, with the Russell 3000 falling 4% and the S&P posting losses. A copy of the letter is…
London Company Small-Mid Cap Strategy Increased Its CCC Intelligent Solutions Holdings Inc (CCC) Holdings on a Market Dip
The London Company released its Q1 2026 investor letter for “The London Company Small-Mid Cap Strategy”. In early 2026, US equities declined, with the Russell 3000 falling 4% and the S&P posting losses. A copy of the letter is…
Micron (MU) Is A Hard Stock To Value, But Analysts Keep Raising The Price Targets On The MU Stock
Micron Technology Inc. (NASDAQ: MU) is one of the 10 Best High-Bandwidth Memory (HBM4) Value Chain Stocks to Buy According to Hedge Funds. On June 8, C.J. Muse, an analyst at Cantor Fitzgerald, raised the firm's price target on Micron Technology…
Teradyne (TER) Just Partnered With Tokyo Electron, Here's What That Mean For TER Stock
Teradyne Inc. (NASDAQ: TER) is one of the 10 Best High-Bandwidth Memory (HBM4) Value Chain Stocks to Buy According to Hedge Funds. Teradyne Inc. (NASDAQ:TER), the maker of testing equipment used in HBM manufacturing, announced a collaboration with…
Applied Materials (AMAT) Is One Of the Best High-Bandwidth Memory Stocks To Buy
Applied Materials, Inc. (NASDAQ: AMAT) is one of the 10 Best High-Bandwidth Memory (HBM4) Value Chain Stocks to Buy According to Hedge Funds. On June 4, Evercore ISI analyst Mark Lipacis reiterated a Buy rating on Applied Materials Inc.
Three Analysts Reaffirm Their Buy Ratings On Onto Innovation (ONTO) Stock
Onto Innovation Inc. (NYSE: ONTO) is one of the 10 Best High-Bandwidth Memory (HBM4) Value Chain Stocks to Buy According to Hedge Funds. On June 5, Deutsche Bank reiterated its Buy rating on Onto Innovation Inc. (NYSE:ONTO) with a price target of…
Can Qualys (QLYS) Weather AI Challenges?
The London Company released its Q1 2026 investor letter for “The London Company Small-Mid Cap Strategy”. In early 2026, US equities declined, with the Russell 3000 falling 4% and the S&P posting losses. A copy of the letter is…
JP Morgan Says KLA Corporation (KLAC) Could More Than Triple Its Earnings By 2030
KLA Corporation (NASDAQ: KLAC) is one of the 10 Best High-Bandwidth Memory (HBM4) Value Chain Stocks to Buy According to Hedge Funds. On June 9, UBS analyst Timothy Arcuri raised the firm's price target on KLA Corporation (NASDAQ:KLAC) from $1770…
RBC Just Set The Highest Price Target On Astera Labs (ALAB), Here's How You Can Play The Memory Trade
Astera Labs, Inc. (NASDAQ: ALAB) is one of the 10 Best High-Bandwidth Memory (HBM4) Value Chain Stocks to Buy According to Hedge Funds. Astera Labs, Inc. (NASDAQ:ALAB) provides the interconnects and memory pooling necessary to make high-bandwidth…
Cadence (CDNS) Expands Deal With Intel Foundry To Benefit From Agentic AI Boom
Cadence Design Systems Inc. (NASDAQ: CDNS) is one of the 10 Best High-Bandwidth Memory (HBM4) Value Chain Stocks to Buy According to Hedge Funds. AI chips that require high-bandwidth memory also demand cutting-edge packaging simulation techniques…
Cathie Wood's latest big bet on Elon Musk is about to pay off
One of Elon Musk's biggest advocates could soon be rewarded, again, for her conviction. ARK Invest's Cathie Wood made a name for herself because of her unflinching trust in Musk, Tesla, and a portfolio of pioneering tech companies, even as rising…
Ten Reasons Oil Is Still Below $100 a Barrel
Regular readers will know that I've been more sanguine than many about the likely impact what is undoubtedly a massive oil shock being delivered by the war in Iran. But the market has still managed to surprise me: More than 100 days into the war…
Citi's Price Target On Synopsys (SNPS) Stock Still Carries Considerable Upside
Synopsys, Inc. (NASDAQ: SNPS) is one of the 10 Best High-Bandwidth Memory (HBM4) Value Chain Stocks to Buy According to Hedge Funds. Synopsys makes the advanced software necessary for designing and testing high-bandwidth memory-heavy AI chips.
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