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…
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…
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.
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…
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…
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…
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…
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…
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…
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…
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