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Third Point Overhauls Its Top Holdings in an Unusual Shake-Up

Non-U.S. stocks led Dan Loeb’s multistrategy hedge fund in January.

Now Top Investors Are Doubting the AI Revolution

Investors like Howard Marks and the Big Short’s Steve Eisman are among those questioning the AI boom.

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Investing After the AI Honeymoon

‘AI Supercycle Is Here to Stay’: Light Street Posts Strong January Returns as It Revamps Tech Strategy

Gains were fueled largely by the Tiger Cub’s big bets on semiconductor giants and related hardware names.

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