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Hedge Fund Assets Reach Record $5 Trillion With Most Inflows Since 2007
Yahoo Finance· 2025-10-27 10:30
The last time this many people piled into hedge funds, the only great recession anyone might have been aware of was Larry David’s hairline. According to a new report published by Hedge Fund Research, the hedge fund industry saw total global assets under management reach a record $5 trillion in the three months ended September 30, the most since Q3 2007. During the quarter, assets rose by $238.4 billion, including $33.7 billion in new allocations, the most since 2007. SUBSCRIBE: Receive more of our free T ...
Stock Market Today: Dow, Nasdaq End Strong; Tesla Rebounds After Rough Start (Live Coverage)
Investors· 2025-10-23 20:35
Futures for the Dow Jones Industrial Average and the other major stock indexes traded lower in premarket action Thursday. Meanwhile, Tesla (TSLA) sold off on the stock market today after the company reported disappointing third-quarter results. Ahead of the opening bell, the Dow dropped 0.2% while S&P 500 futures also slipped 0.2%. Nasdaq 100 index futures were down 0.3% in… BREAKING: Crude Oil Jumps 5% On Trump Move Related news Get instant access to exclusive stock lists, expert market analysis and powerf ...
Nvidia Stock Gains. The AI Chip Maker Needs This From Big Tech Earnings.
Barrons· 2025-10-22 11:00
Core Insights - Nvidia stock is expected to be influenced by upcoming earnings reports from major tech companies including Microsoft, Alphabet (Google's parent company), and Amazon.com [1] Company Impact - The earnings reports from Microsoft, Alphabet, and Amazon.com are anticipated to provide insights that could affect Nvidia's stock performance [1]
Wall Street Breakfast Podcast: Stellantis Bets On U.S.
Seeking Alpha· 2025-10-15 10:53
jetcityimage/iStock Editorial via Getty Images Listen below or on the go on Apple Podcasts and Spotify Stellantis ( STLA ) shares jolted higher by $13B investment in U.S. manufacturing. (00:23) Netflix ( NFLX ) to carry video podcasts under new tie-up with Spotify ( SPOT ). (01:40) JPMorgan CEO Jamie Dimon says it’s ‘ semi-rational ’ to own gold. (02:55)This is an abridged transcript. Stellantis (NYSE:STLA) announced plans to invest $13B over the next four years to expand its manufacturing capabilitie ...
Billionaire Ken Griffin Sold 48% of Citadel's Stake in Palantir and Nearly Quadrupled His Position in This Cutting-Edge Artificial Intelligence (AI) Stock
Yahoo Finance· 2025-10-12 18:18
Core Insights - Ken Griffin, founder and CEO of Citadel, is recognized for leading a highly successful hedge fund that combines macro strategy with quantitative analysis [2] - Citadel's recent 13F filing revealed a significant reduction in its stake in Palantir Technologies by 48%, while simultaneously increasing its investment in Nvidia by 414% [3][9] Citadel's Investment Strategy - The decision to reduce the position in Palantir may seem bearish, but it reflects a strategic risk management approach rather than a loss of confidence [5] - Palantir's stock has increased over 2,000% in the past three years, leading to concerns about its high valuation, trading at a price-to-sales ratio of 135 [6] - Hedge funds like Citadel often rebalance their portfolios by taking profits from high-performing stocks to manage risk and maintain financial flexibility [8] Market Dynamics - The shift in Citadel's investments indicates a changing perspective on the artificial intelligence landscape, particularly regarding the valuation of AI-related companies [4] - The move to increase the stake in Nvidia, a leader in AI chips, suggests a focus on companies with better risk-adjusted returns in the current market environment [9]
Broadcom's AI Chip Dominance Is Just Getting Started
Seeking Alpha· 2025-09-25 08:56
With just one subscription to Beyond the Wall Investing , you can save thousands of dollars a year on equity research reports from banks. You'll keep your finger on the pulse and have access to the latest and highest-quality analysis of this type of information.I've been bullish on Broadcom (NASDAQ: AVGO ) stock since March 2024 (the time of rating initiation), and I'm glad I have, because since my very first article, AVGO has gained 154.52% in terms of total returns, while the S&PHe leads the investing gro ...
Broadcom's AI Chip Dominance Is Just Getting Started (NASDAQ:AVGO)
Seeking Alpha· 2025-09-25 08:56
Core Insights - Broadcom (NASDAQ: AVGO) has shown significant growth, with a total return of 154.52% since March 2024, outperforming the S&P index [1] Group 1 - The investment group Beyond the Wall Investing offers features such as a fundamentals-based portfolio, weekly analysis from institutional investors, and alerts for short-term trade ideas based on technical signals [1] - The analyst has a beneficial long position in AVGO shares, indicating confidence in the stock's performance [1]
Alibaba: China's New AI Chip Champion
Seeking Alpha· 2025-09-23 11:07
Alibaba’s (NYSE: BABA ) entry into the artificial intelligence (AI) chip space went mainstream this past week, when Chinese state media reported that the company had secured China Unicom as a client. Before this, the FinancialAnalyst’s Disclosure:I/we have a beneficial long position in the shares of BABA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have n ...
Nvidia Faces Structural Threat as China Halts AI Chip Purchases
Investing· 2025-09-17 13:32
Market Analysis by covering: NVIDIA Corporation. Read 's Market Analysis on Investing.com ...