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Nubank in Early Talks to Buy Monzo

A potential deal would give the Brazilian group immediate UK and European reach while forcing Monzo to choose between a sale or new capital.

Hedge-Fund Donor Tops Outside Spending as L.A. Mayoral Runoff Tightens

Dan Loeb’s Third Point Bets on Bitcoin Miners Turned AI Data‑Center Providers

Moderna and Merck Report Phase 3 Success for Personalized mRNA Melanoma Vaccine

Leopold Aschenbrenner’s AI Hedge Fund Collapses as Citadel Buys Its Public Portfolio

Billionaire Testifies in NJ Trial Over 35% Two Sigma Claim

RGA Shifts Portfolio Toward Select AI Winners and Buys GitLab

SEC Subpoenas Banks After Near‑Collapse of AI Hedge Fund Situational Awareness

Guinness Fund Touts Q2 Gain as AI Spurs Record Chip-Equipment Spending

Citadel Cuts More Than 80% of Risk From Situational Awareness Portfolio

Fund Letters Show AI-Driven Rally and Active Rebalancing by Managers

Baron Capital’s Q2 Letters Show Split Results as Opportunity Fund Outpaces Discovery

Sands Capital Says AI Infrastructure Lifted Q2 Returns, Names Seagate Top Winner

Wall Street Firms Hit by AI‑Enabled Voice‑Phishing Campaign

Citadel Buys Distressed AI Portfolio From Aschenbrenner’s Situational Awareness

Baron Capital Reaffirms Long-Term Bullish View on Health Care and Repositions Fund

Hotchkis & Wiley Explains Q2 Lag and Sticks With Marriott Vacations and Kosmos

Ariel’s Q2 Letter Shows Modest Returns and Spotlights Barrick’s North American Gold IPO Plan

Diamond Hill Flags Zoetis as Q2 Detractor After Flat Organic Revenue and Guidance Cut

Fundsmith Flagged H1 Weakness and Adds New Positions as It Shifts Tactics