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14.10.26 - 19:39
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Boomender Strommarkt dank KI (Der Aktionaer)
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Rechenzentren treiben den Strombedarf in den USA. Meta und Amazon sichern sich Atomstrom von Vistra für 20 Jahre. Washington stellt Milliardenkredite für den Ausbau der Reaktoren in Aussicht. Die Aktie steht an der Oberkante ihrer Seitwärtsphase....
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14.10.26 - 15:06
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Rising Rates and Energy-Driven Inflation Impact Global Hedge Funds in September, Data Insights Reports (Business Wire)
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Long fund participation rebounds in Magnificent Seven names, notably Alphabet; short fund participation increases in Meta and TeslaNEW YORK & LONDON--(BUSINESS WIRE)--Rising interest rates and inflation emerged as key themes impacting global hedge funds in September, driven in part by higher energy prices. Following a 25-basis-point Federal Reserve rate hike, global bond markets experienced a selloff, while long-term Treasury yields climbed. Meanwhile, equity market gains were concentrated in a narrow group of AI-linked mega-cap technology stocks, according to Data Insights, the institutional hedge fund market intelligence platform and a division of Hazeltree.
The Data Insights Crowding Report September 2026 (formerly the Hazeltree Crowding Report) revealed a rebound in the number of funds holding long positions across several Magnificent Seven stocks compared with the previous month. Alphabet experienced a moderate month-over-month increase, while Meta, Microsoft, Nvidia and Amazon posted modest gains. A...
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