Bridgewater Associates made opposite moves in two of AI’s most important bottlenecks during Q2, disclosed in its August 14 ...
Tempus AI received a fresh vote of confidence on September 2 as Cantor Fitzgerald initiated coverage with an Overweight ...
Soros Fund Management made a dramatic percentage increase in Micron during Q2. The firm reported 22,422 shares at June 30, up ...
Other hedge funds did not broadly follow Third Point. Insider Monkey counted 285 funds holding Nvidia in Q2, up from 275, ...
Leopold Aschenbrenner’s Situational Awareness fund disclosed an extraordinary concentration in AI infrastructure by June 30, ...
CrowdStrike and OpenAI are turning a model partnership into a security distribution deal. O CrowdStrike Holdings, Inc.
PG&E Corporation (NYSE:PCG) has launched a strategic review and plans to defer about $2 billion of its planned 2027 spending ...
Dell Technologies Inc. (NYSE:DELL) delivered another strong quarter, with AI infrastructure demand pushing both results and ...
Resilient Demand Strengthens Ares’ Student Housing Bet. The strongest argument for Ares Management Corporation (NYSE:ARES) is ...
Novo Nordisk A/S (NYSE:NVO) has launched its Wegovy weight-loss pill in Germany, making it the first country in the European ...
Waymo’s expansion arguably makes the news more directly positive for Alphabet Inc. (NASDAQ:GOOG) because the company is ...
The Goldman Sachs Group, Inc. (NYSE:GS) and Bank of America Corporation (NYSE:BAC) are among 21 financial institutions ...
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