CoreWeave Jumps, Boosting the AI Trade
Plus, United Airlines bans AI bots from booking flights.
We haven't written up this one. WSJ Markets has the full story — the link below goes straight to it.
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Hedge Funds Just Turned Against AI Stocks for the First Time Since 2023. Should You Follow Them?
Professional investors have been selling AI stocks at a pace not seen in years. But a closer look at how they sold suggests regular investors shouldn't rush to copy them.
- Hedge funds underweight AI stocks for first time since early 2023
- AI sector fell 8.2% and Russell 1000 Growth index dropped 4.8%
- Monitor hedge fund exposure decline and rally beyond top AI performers
Anthropic's IPO Is Just 1 Week Away. Should You Buy the Stock?
The business is impressive. The value is still a question mark.
- Anthropic IPO set for next week with 825 million shares at $70-$78
- Revenue surged 1,368% YoY to $17.0 billion in H1 2026
- Company valued at $916B-$1.02T post-IPO, down from private round