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Hedge Funds Stage Record Exit From U.S. Tech, Chips Take Biggest Hit

Goldman Sachs data says the wave of selling reflects heavy position unwinding that will put upcoming earnings and AI-capex plans to the test.

Value Funds Say Narrow AI-Led Rally Leaves Room for Company-Specific Gains

Meridian Funds Releases Q1 Letters and Keeps PayPal Holding

Hedge Funds Increase Amazon Stakes on AWS-Led AI Opportunity

IREN Pushes Global AI Buildout After $3.65B GPU Financing While Wall Street Remains Divided

Grow Funds Says Small‑Cap Long/Short Strategy Outperformed in Q1

POET Secures $50M Lumilens Anchor Order and $400M Premium Financing to Fund Scale‑Up

Ken Griffin Enlarges Miami HQ Project at 1201 Brickell After Public Clash With New York Mayor

Rezolve Ai Seeks Shareholder OK for Capital Reduction to Enable $300 Million Buyback

Cambiar SMID Fund Cites ON Semiconductor Timing Bet and Phreesia Recovery Case After Q1 Shortfall

Elliott Discloses Well Over A$1 Billion Stake in Northern Star and Seeks Urgent Overhaul

Mairs & Power’s Balanced Fund Leans into Utilities and Outperforms Benchmark

Nvidia Ties DSX Support and Equity Option to Iren’s AI Data‑Center Buildout

ServiceNow Positions Its Platform as an AI Governance Layer in Deeper AWS Partnership

HIVE Proposes 320 MW Toronto AI Gigafactory as Investors Move In

Hedge Funds Push Tech Stakes to Records With Big Bets on Chips

TSMC Announces 14‑Reticle CoWoS Platform and Moves to Rebalance Holdings

ASML Says First High‑NA Chips Are Weeks Away as Customers Split Over $400M Tool Cost

Q1 13F Filings Show Elite Funds Split on Microsoft and Alphabet

Ackman’s Pershing Square Reveals $2.1 Billion Microsoft Stake, Exits Alphabet