Citadel

Global AI and IoT market growth and infrastructure expansion

11 clusters · 104 sources · last updated 1 day ago

Latest: GSMA warns smartphone costs threaten global AI participation

Analysts continue to project rapid expansion of the AI sector. Gartner’s forecasts for 2026 see end-user spending on AI models and platforms reaching approximately $64 billion, a 63% rise from 2025. This includes a 117%

AI Hedge Fund Liquidation and Regulatory Scrutiny

14 clusters · 138 sources · last updated 3 days ago

Latest: Situational Awareness fund faces new losses in AI stock comeback

Leopold Aschenbrenner’s AI-focused hedge fund, Situational Awareness, which had ballooned to approximately $45 billion AUM and delivered a 439% return by June 2026, suffered a 67% plunge in its public-equity portfolio in

eDreams financial performance and market activity

2 clusters · 6 sources · last updated 16 days ago

Latest: eDreams reports lower quarterly profit amid investment phase

eDreams experienced a significant stock rally in August, driven by short sellers reducing their positions and major asset managers such as Goldman Sachs and UBS increasing their stakes. This momentum followed a sharehold

US equity valuations, correction risk, Buffett cash warning

15 clusters · 44 sources · last updated 26 days ago

Latest: Warren Buffett warns of market speculation and reaffirms passive investing

Since late May 2026, analysts have warned of overheating in U.S. equities. Barclays issued a sell rating for Apple, while Bank of America (BofA) flagged a potential “summer correction,” noting that 70% of its bearish ind