Hedge funds sold chip stocks for a fourth week, but not the AI trade

Hedge funds cut their holdings of semiconductor stocks for a fourth straight week, according to Goldman Sachs prime brokerage data, in a run of selling that has made chipmakers and their equipment sup [...]

Hedge funds sold off big tech stocks to make room for the SpaceX IPO

JPMorgan data show hedge funds cut positions in the biggest U.S. tech names, with some adding bearish bets, just before SpaceX began trading Friday [...]

Agentic orchestration: Enterprise AI organizations have a deployment problem, not a platform problem — and most are calling chatbots agents

Across 101 enterprises, agent orchestration is consolidating onto model-provider platforms — Anthropic’s Claude leads by a wide margin — chosen for the gravity of the underlying model and judged [...]

Agentic orchestration: Enterprise AI organizations know how to govern agents but still can't meter what they cost

Across 107 enterprises, agentic orchestration is not a choice of a single platform.The typical enterprise runs three orchestration platforms at once, and selects them for flexibility across models rat [...]

Hedge fund assets just hit a record $5 trillion. Here's why

Hedge funds are seeing their best growth in years, driven by a mix of fresh money, strong returns, and a flight to uncorrelated performance [...]

Hedge funds posted their worst month against the S&P 500 in 20 years as AI bets unwound

Goldman strategists said July marked one of the sharpest hedge fund de-grossing episodes of the past decade [...]

Enterprises lost Claude Fable 5 for a few weeks. New data shows two-thirds had already built their hedge

Two-thirds of enterprises have hedged their AI model strategy, and the past few weeks of controversy around Anthropic’s Claude Fable 5 model showed why that posture has gone mainstream. On June 12, [...]

Mistral AI launches Forge to help companies build proprietary AI models, challenging cloud giants

Mistral AI on Monday launched Forge, an enterprise model training platform that allows organizations to build, customize, and continuously improve AI models using their own proprietary data — a move [...]

SEC delays disclosure deadline for a third time in a win for hedge funds

Wall Street's regulator delayed putting into effect a new obligation for investment funds to report the state of their financial positions during market turmoil for a year [...]