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.
How Does This F-35A Rollout Strengthen NATO Deterrence for Lockheed Martin (LMT)
Germany's first F-35A Lightning II marks a major milestone for Lockheed Martin Corp. (NYSE: LMT), as the company presented it to the German government at Lockheed's F-35 production facility. For Lockheed Martin, this development highlights the…
What Makes Prologis (PLD) a Strong Investment?
Baron Capital, an investment management company, released its Q2 2026 letter for the 'Baron Real Estate Income Fund.' The Fund gained 12.18% (Institutional Shares) during the quarter, modestly outperforming the MSCI US REIT Index, which increased…
Stellantis (STLA) Reportedly Eyes $1.16 Billion France Van Investment
Stellantis N.V. (NYSE: STLA) is stepping up investments in its European manufacturing operations even as it targets €6 billion in annual savings by 2028. On September 11, reports emerged suggesting the company plans to spend $1.16 billion to…
Self-Storage Could Be Entering a New Growth Cycle - Baron Capital Re-Initiated Public Storage (PSA)
Baron Capital, an investment management company, released its Q2 2026 letter for the 'Baron Real Estate Income Fund.' The Fund gained 12.18% (Institutional Shares) during the quarter, modestly outperforming the MSCI US REIT Index, which increased…
Nscale's IPO will test Wall Street's appetite for concentrated AI bets once again
When British neocloud Nscale goes public, it will test public investors' appetite for a stock whose revenue is tied primarily to two customers. Since it was spun out of Australian cryptocurrency mining company Arkon Energy two years ago, Nscale has…
Apple May Return to Servers With Its Own AI Chips. Nvidia Could Still Get Paid
Apple may be preparing to sell AI servers again, but the more surprising part of the reported plan is whose technology could help connect them. The Information reported on September 16 that Apple Inc. (NASDAQ: AAPL) is developing enterprise servers…
This Fund Exits American Healthcare REIT (AHR) Despite Bullish Outlook
Baron Capital, an investment management company, released its Q2 2026 letter for the 'Baron Real Estate Income Fund.' The Fund gained 12.18% (Institutional Shares) during the quarter, modestly outperforming the MSCI US REIT Index, which increased…
David Einhorn says young Americans are too 'impatient' to buy homes. With mortgages near 7%, is he wildly out of touch?
Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. Billionaire hedge fund manager David Einhorn believes he knows why younger Americans are struggling to buy homes: They have lost their patience. 'I…
APAC family offices lead global outperformance as wealth grows more international: Citi
As family wealth grows more international, 38 percent of family offices expect greater family globalization over the next five years amid inflation-related concerns, with the APAC region outperforming the global market, according to Citi Wealth…
Microchip: Growth Accelerates, Margins Soar (NASDAQ:MCHP)
Microchip delivers a much stronger-than-expected revenue and margin recovery, driven by broad-based end-market growth and rapid Data Center expansion. Data Center revenue surged 97.8% YoY, now the largest incremental growth driver, with management…
The 20 richest women in the world, ranked
Diane Hendricks, 79, cofounded ABC Supply in 1982 with her husband. After the death of Ken Hendricks in 2007, she has been the chair of ABC Supply and has led the company on its two biggest acquisitions. Christy Walton, 77, inherited a stake in…
Warren Buffett Just Stepped Down. These 2 AI Stocks Still Define Berkshire's Portfolio
Warren Buffett formally stepped down as Berkshire Hathaway's chairman on September 18, ending more than five decades in the job and handing the nonexecutive chairmanship to his son Howard Buffett. Greg Abel already runs Berkshire as CEO, while…
It's not 'regulatory capture' by the AI giants, but it's still regulatory robbery
“Regulatory capture” is a counterintuitive concept to some, but it makes perfect sense to those who have watched Washington work. The idea here is that government regulators end up being a boon to the big businesses they are…
Grand Canyon Education: Strong Fundamentals Quell AI Fears (NASDAQ:LOPE)
Grand Canyon Education is rated BUY after a 28% share price decline, driven by AI disruption fears despite strong fundamentals. LOPE's 2Q26 delivered broad-based enrollment growth, robust operating leverage, and a profitable hybrid segment with…
Ignorance was a choice: How Tim Walz handed scammers $250 million
I spent 30 years as an expert witness answering one question for a judge or jury: did the person managing someone else's money know, or should have known, something was wrong. Gov. Tim Walz's (D-MN) Minnesota just handed the country a five-minute…
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