Hedge

• Global hedge funds significantly increased their investments in AI-related stocks during the second quarter of 2026. • According to a report from Goldman Sachs, chipmakers including Intel and Lam Research have emerged as top holdings for these funds. • This trend highlights a growing institutional confidence in the long-term scalability and profitability of AI hardware infrastructure.

Shares in Spire Healthcare jump after approach from Toscafund, founded by City figure known as ‘the Rottweiler’Business live – latest updatesThe board of Britain’s largest private hospital operator has backed a buyout proposal worth £1bn from its second-biggest shareholder, a hedge fund manager known as “the Rottweiler”, sending its shares soaring by nearly 50%.Spire Healthcare, which owns the Claremont hospital in Sheffield and St Anthony’s hospital in south London, said it had received a non-binding proposal worth 250p a share from funds advised by the activist investor Toscafund Asset Management. Continue reading...

• Global hedge funds ramped up investments in Asia, with weekly buying of South Korean, Japanese, and Taiwanese stocks reaching a 10-year high for the week ending May 7, according to a Morgan Stanley report. • The surge, the heaviest in over a decade in notional terms, was driven by clients across all regions and strategies targeting Asia's technology sector amid the AI boom. • Hedge funds' net exposure to Japan, South Korea, and Taiwan has risen to its highest since 2010, now at about 19% of global positioning, focusing on semiconductors and hardware in the AI supply chain.