Articles

  • 2 weeks ago | wsj.com | Peter Rudegeair |Gregory Zuckerman

    This copy is for your personal, non-commercial use only. Distribution and use of this material are governed byour Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contactDow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com. https://www.wsj.com/finance/investing/the-frenzied-pursuit-of-wall-streets-low-profile-all-stars-ee51b33a

  • 3 weeks ago | buff.ly | Alexander Saeedy |Peter Rudegeair

    周四下午,摩根士丹利(Morgan Stanley)召集了马斯克(Elon Musk)旗下人工智能公司xAI的一众高管,试图说服华尔街为何应向这家消耗现金的高增长初创公司提供数十亿美元贷款。在这次电话会议上,xAI的高管们谈到了该公司的数据中心以及其人工智能聊天机器人Grok。就在他们进行陈述时,投资者们正在关注马斯克在社交媒体上对总统特朗普发起的攻击。当天下午,马斯克指责这位总统掩盖其与声名狼藉的金融家爱泼斯坦(Jeffrey Epstein)的关系,并指责总统对其帮助赢得选举之举忘恩负义。投资者们在屏幕上关注着这场争斗,而xAI的高管们则在谈论他们对公司未来的期望。Copyright ©2025 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8

  • 3 weeks ago | wsj.com | Alexander Saeedy |Peter Rudegeair

    Bankers worry the fight will affect an ongoing deal to raise money for xAI’s data centersOn Thursday afternoon, Morgan Stanley had gathered a group of executives from xAI, Elon Musk’s artificial-intelligence company, to pitch Wall Street on why they should lend billions of dollars to a cash-burning, high-growth startup. During the call, the xAI executives spoke about the company’s data centers and Grok, its AI-powered chatbot.

  • 1 month ago | wsj.com | Peter Rudegeair

    Investors unhappy with Armistice’s 19% loss in March can’t leave anytime soonA highflying hedge fund blocked investors from leaving at the start of the year. It promptly went on a losing streak. Armistice Capital, a stock-picking firm that began 2025 with about $2 billion in assets under management, lost money in April for the third consecutive month, people familiar with the matter said. Investors unhappy with the performance can’t leave anytime soon. Under new terms that went into effect Jan.

  • 1 month ago | flipboard.com | Peter Rudegeair

    1 hour agoBeijing has set autonomous logistics as one of its priority objectives for its 2030 national agenda. It appears its aggressive plan is working. An empty light truck is cruising along a sun-drenched highway of Qionghai, a city in Hainan Island, the southernmost part of China. As the car that’s …

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Peter Rudegeair
Peter Rudegeair @rudegeair
13 Feb 25

Armistice Capital delivered good returns to investors over 12+ years. What it hasn’t delivered lately is much $$ to clients who wanted out (they got IOUs instead). How one hedge fund's big bet on thinly-traded assets is causing headaches: https://t.co/dgVMvERatH

Peter Rudegeair
Peter Rudegeair @rudegeair
19 Nov 24

"It's time to invest in companies that don't hate you:" a look at Donald Trump Jr.'s new career as an anti-woke VC. One of his early bets was a MAGA-friendly online marketplace called PublicSquare. Its shares are down 90%+ since their debut last year https://t.co/avbjpddPEW