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Hedge Funds

Meta’s $18 Billion Teen Safety Deal Puts the Pressure on TikTok and YouTube Next

CNBC reported that Meta Platforms, Inc. (NASDAQ:META) agreed to pay up to $18 billion combined to settle claims that its platforms fueled a teen mental health crisis.

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September 6 - Hedge Funds, News

Tesla (TSLA) Rolls Out its Safety Numbers ahead of a Make-or-Break EU Vote

Tesla, Inc.

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September 6 - Hedge Funds, News

VinFast Auto (VFS) Quietly Pumps the Brakes on Its India Manufacturing Plans

VinFast Auto Ltd.

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September 6 - Hedge Funds, News

Ford (F)’s Third Recall in a Week Hits Nearly 149,000 Mustangs

Ford Motor Company (NYSE:F) is recalling 148,663 U.S.

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September 6 - Hedge Funds, News

Keurig Dr Pepper (KDP) Cashes Out of Chobani to Clean Up its Books Before a Split

Reuters reported that Keurig Dr Pepper Inc.

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September 6 - Hedge Funds, News

GoPro (GPRO) Trades its Camera Story for an AI Data Center One, and Investors Cheer

GoPro, Inc.

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September 6 - Hedge Funds, News

Microsoft (MSFT)’s Outlook and OpenAI’s ChatGPT Work Both Broke the Same Day

On August 31, 2026, CNBC reported that Microsoft Corporation (NASDAQ:MSFT) suffered a widespread Outlook and Exchange Online outage on August 31, with Downdetector reports peaking...

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September 6 - Hedge Funds, News

Rivian (RIVN) Loses its CFO to GE Vernova (GEV) Right in the Middle of its Biggest Bet Yet

Rivian Automotive, Inc. (NASDAQ:RIVN) Chief Financial Officer Claire McDonough is stepping down at the end of October to join GE Vernova Inc.

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September 6 - Hedge Funds, News

Lucid (LCID)’s Biggest-Ever Recall Hits More Cars Than it Sold All Last Year

Lucid Group, Inc. (NASDAQ:LCID) is recalling 27,185 of its Air luxury sedans in the U.S.

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September 6 - Hedge Funds, News

General Motors (GM) Commits Over C$1 Billion to Canadian Plants as Workers Ratify New Deal

General Motors Company (NYSE:GM) reached a tentative three-year labor deal with Unifor that Canadian workers ratified on August 29 and 30, securing more than C$1 billion ($791...

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September 6 - Hedge Funds, News

United Airlines (UAL)’s Kirby Wants Back into JFK and is Already Bracing for What AI Does to the Industry

United Airlines Holdings, Inc. (NASDAQ:UAL) CEO Scott Kirby told CNBC he wants to expand United's presence at New York's John F.

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September 6 - Hedge Funds, News

United Airlines (UAL) is Sitting on Hundreds of Premium Seats for a Plane that Still Hasn’t Arrived

CNBC reported that United Airlines Holdings, Inc.

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September 6 - Hedge Funds, News

United Airlines (UAL)’s Biggest-Ever International Expansion Bets on Travelers Chasing Less-Crowded Destinations

United Airlines Holdings, Inc.

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September 6 - Hedge Funds, News

American Airlines (AAL) Leans on its Smallest Long-Haul Jet to Chase Higher-Margin Routes

CNBC reported that American Airlines Group Inc. (NASDAQ:AAL) announced seven new international routes for its summer 2027 schedule, most flown on its Airbus A321XLR.

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September 6 - Hedge Funds, News

Blackstone (BX) Cashes Out Up to $1.3 Billion from its India Real Estate Bet

Reuters and Bloomberg reported that Blackstone Inc.

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September 6 - Hedge Funds, News

Workday (WDAY)’s AI Push is Easing Investor Fears, but its Own Guidance Tells a More Cautious Story

Workday, Inc.

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September 6 - Hedge Funds, News

Solstice (SOLS) and Element Solutions (ESI) Call Off Their $14.5 Billion Combination

Reuters reported that Solstice Advanced Materials, Inc.

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September 6 - Hedge Funds, News

Retailers are Handling Tariff Refunds in Very Different Ways: Walmart and Home Depot

Walmart Inc. (NASDAQ:WMT) and The Home Depot, Inc.

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September 6 - Hedge Funds, News

Apple (AAPL) Raises Apple TV and Apple One Prices Again in the U.S.

Apple Inc. (NASDAQ:AAPL) raised the price of Apple TV in the U.S.

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September 6 - Hedge Funds, News

Goldman Sachs (GS) Partner: AI Risks Leaving the Next Generation of Bankers Unable to Think for Themselves

CNBC reported that Chris Churchman, The Goldman Sachs Group, Inc.

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September 6 - Hedge Funds, News

OpenAI Cuts Cursor Off from its Models Now That Musk’s SpaceX (SPCX) Owns It

CNBC reported that OpenAI said it will end model access through Cursor on November 12, following Space Exploration Technologies Corp.

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September 6 - Hedge Funds, News

Nvidia (NVDA)’s First-Ever Year-Ahead Forecast Puts It on a Path to Pass Apple and Alphabet

CNBC reported that NVIDIA Corporation (NASDAQ:NVDA) CFO Colette Kress told investors on August 26 that fiscal 2028 revenue growth will reach 70%, far above the 44% average analyst...

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September 6 - Hedge Funds, News

Gap Taps New Old Navy CEO to Turn Around Sluggish Sales

CNBC and Reuters reported that The Gap, Inc.

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September 6 - Hedge Funds, News

Apple (AAPL) Sets iPhone Launch Event. The First Under New CEO John Ternus

CNBC and Reuters reported that Apple Inc.

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September 6 - Hedge Funds, News

CrowdStrike (CRWD)’s CEO Warns AI Is Exposing Gaps in Legacy Cybersecurity Tools

CrowdStrike Holdings, Inc.

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September 6 - Hedge Funds, News

Salesforce (CRM)’s AI Numbers Just Gave Benioff His Swagger Back

CNBC reported that Salesforce, Inc. (NYSE:CRM) reported fiscal second-quarter revenue of $11.35 billion, up 11% year over year and above the $11.32 billion analysts expected.

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September 6 - Hedge Funds, News

H.B. Fuller (FUL) Tells Ancora its $1.2 Billion Offer isn’t Enough

Reuters reported that H.B.

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September 6 - Hedge Funds, News

McKesson Bets $2.25 Billion More on Oncology With Precision Medicine Buy

Reuters reported that McKesson Corporation (NYSE:MCK) said it would buy privately held Precision Medicine Group in a deal valued at about $2.25 billion as part of a "years-long...

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September 6 - Hedge Funds, News

Musk Moves Up SpaceX (SPCX)’s Orbital Data Center Timeline, Again

Bloomberg reported that Elon Musk said Space Exploration Technologies Corp.

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September 6 - Hedge Funds, News

How BlackRock (BLK) is Quietly Turning Bitcoin Whales Into Wall Street Clients

Bloomberg reported on August 25, 2026, that BlackRock, Inc.

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September 6 - Hedge Funds, News

Can Nvidia (NVDA) Prove it Doesn’t Live or Die by a Handful of Hyperscalers?

NVIDIA Corporation (NASDAQ:NVDA) biggest lingering investor concern was customer concentration, CNBC reported.

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September 6 - Hedge Funds, News

Apple (AAPL)’s New Mac Mini and Studio Bet Big on On-Device AI

CNBC reported that Apple Inc. (NASDAQ:AAPL) announced new Mac Mini and Mac Studio models with updated chips built for AI workloads.

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September 6 - Hedge Funds, News

Paramount (PSKY)’s CEO Has Cleared 68 Countries for His Warner Bros (WBD) Deal. California Still Won’t Budge

CNBC reported that Paramount Skydance Corporation (NASDAQ:PSKY) CEO David Ellison has cleared regulatory approval in 68 jurisdictions for his $110 billion bid to acquire Warner...

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September 6 - Hedge Funds, News

BitGo (BTGO) Buys Into NYDIG’s Trading Desk Just as Crypto Volume Comes Back

CNBC reported on August 27, 2026, that BitGo Holdings, Inc.

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September 6 - Hedge Funds, News

Okta Jumps 20% as AI-Driven Security Fears Fuel a Beat-and-Raise Quarter

CNBC reported that Okta, Inc. (NASDAQ:OKTA) shares surged as much as 29% after the identity security company beat fiscal second-quarter estimates.

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September 6 - Hedge Funds, News

Goodyear (GT)’s Turnaround is Still Burning Through Cash, Not Just Rubber

CNBC reported that The Goodyear Tire & Rubber Company (NASDAQ:GT) has extended the timeline for its "Goodyear Forward" turnaround plan after key financial targets went unmet.

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September 6 - Hedge Funds, News

Big Institutions are Quietly Buying Into Blackstone (BX) and KKR’s Wealth Funds

Institutional investors are beginning to allocate capital to "evergreen" private market funds that Blackstone Inc. (NYSE:BX) and KKR & Co. Inc.

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September 6 - Hedge Funds, News

The Amazon Service Bezos Nicknamed “Artificial Artificial Intelligence” is Closing for Good

CNBC reported that Amazon.com, Inc. (NASDAQ:AMZN) is shutting down Mechanical Turk, its 21-year-old crowdsourced work platform, effective September 30.

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September 6 - Hedge Funds, News

Trump’s Financial Disclosure Reveals a Personal Stake in Musk’s SpaceX (SPCX)

Reuters reported that President Donald Trump bought between $15,001 and $50,000 in Space Exploration Technologies Corp.

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September 6 - Hedge Funds, News

NVIDIA (NVDA)’s $20 Billion Groq Bet Goes Live This Year With New AI Racks

CNBC reported that NVIDIA Corporation (NASDAQ:NVDA)’s Groq 3 LPX rack is in full production and will be deployed alongside its Vera CPUs and Rubin GPUs at neocloud Nebius later...

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September 6 - Hedge Funds, News

Bruker (BRKR) Wagers On Fusion Energy While Wall Street Waits

On September 4, Bruker (NASDAQ:BRKR) said its energy and supercon technologies unit, Bruker Energy & Supercon Technologies (or BEST), had struck a supply collaboration with Luvata...

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September 6 - Hedge Funds, News

Primerica’s (PRI) Investment Boom Masks A Shrinking Sales Force

On August 5, Primerica (NYSE:PRI) reported second-quarter results that read as two different companies bolted together.

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September 6 - Hedge Funds, News

The Next Year Will Define Vaxcyte’s (PCVX) Vaccine Gamble

On August 5, Vaxcyte (NASDAQ:PCVX) reported second-quarter results that read less like a snapshot of today and more like a countdown to a verdict.

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September 6 - Hedge Funds, News

Alexandria’s (ARE) Profit Rebound Comes With A Cash Flow Catch

On August 3, Alexandria Real Estate Equities (NYSE:ARE) reported a Q2 2026 net loss of $0.43 per diluted share, narrower than the $0.64 loss posted a year earlier, while first...

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September 6 - Hedge Funds, News

Murphy USA (MUSA) Delivers Robust Second-Quarter Earnings on Surging Fuel Margins

On August 5, Murphy USA (NYSE:MUSA) reported second-quarter results that make the case for its unglamorous business model.

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September 6 - Hedge Funds, News

Wynn Resorts (WYNN) Doubles Its Profit But Cracks Are Showing

On August 4, Wynn Resorts Limited (NASDAQ:WYNN) reported second quarter 2026 results showing net income more than doubling to $140.1 million from $66.2 million a year earlier, ...

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September 6 - Hedge Funds, News

Protagonist (PTGX) Swings To A Profit As Two Drugs Near Blockbuster Status

On August 5, Protagonist Therapeutics (NASDAQ:PTGX) reported second-quarter 2026 results that flipped the company from red ink to a $162.8 million profit, or $2.29 per diluted...

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September 6 - Hedge Funds, News

Voya Financial’s (VOYA) Earnings Fell While Its Retirement Business Boomed

On August 4, Voya Financial (NYSE:VOYA) announced its second-quarter 2026 results, and the headline numbers tell an uncomfortable story.

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September 6 - Hedge Funds, News

SIGA Tech (SIGA): Profits Drop 65%, But Cash and Special Payouts Remain

On August 6, SIGA Technologies (NASDAQ:SIGA) reported financial results for the three and six months ended June 30, and the numbers tell two very different stories depending on...

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September 6 - Hedge Funds, News

TSS Inc. (TSSI) Is Quietly Rewiring Its Business Around AI Data Centers

On August 13, TSS Inc. (NASDAQ:TSSI) reported second-quarter results that look worse on the top line and better underneath it.

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September 6 - Hedge Funds, News

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Barclays Turns More Bullish on 10x Genomics, Inc. (TXG) Despite Uneven Research Spending

Barclays Turns More Bullish on 10x Genomics, Inc. (TXG) Despite Uneven Research Spending

New Product Launch Strengthens Bull Case for Twist Bioscience ( TWST)

New Product Launch Strengthens Bull Case for Twist Bioscience ( TWST)

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