Icahn increases his stake in IEP to 18.65% as the firm leans into its CVR Energy anchor holding, even as the broader…
Bill Ackman's Pershing Square has exited Alphabet while doubling down on Meta and Netflix, betting that AI-driven growth and new streaming strategies…
ARK Invest shifts $27.9 million into Meta Platforms as the company gains momentum with its new Muse AI assistant, while simultaneously reducing…
ARK Invest’s latest trade sees Cathie Wood buying into Meta’s 10% weekly rally while trimming Alphabet during an 8% monthly slide, sparking…
Pershing Square has exited Alphabet and initiated a $934 million stake in Netflix, signaling a preference for Netflix's advertising-led AI monetization over…
Stanley Druckenmiller shifts strategy, dumping semiconductor holdings Intel and Micron to aggressively bet on robotics-focused AI plays Amazon and Tesla.
Evercore ISI identifies IBM and AppLovin as potential funding sources for upcoming AI IPOs, citing negative earnings revisions and the need for…
Intesa Sanpaolo increased its staked Ether ETF holdings to $7.1M and reduced spot Bitcoin ETF positions, reflecting a strategic rotation from Bitcoin…
Global bond funds pivot to European sovereign debt as tariff concerns and Fed rate uncertainty drive a risk-off move, boosting demand for…
An Australian pension fund rebalances away from domestic equities, boosting global and emerging market stocks while weighing on the ASX 200.
The Jupiter Fund's exit from US Treasuries and pivot into European bonds highlights growing investor preference for European debt over US government…
Japanese insurers sold super-long JGBs, driving yields higher, as they trimmed duration risk in anticipation of rising rates and potential mark-to-market losses.