Category Archives: AI INFRASTRUCTURE

Point72’s AI Infrastructure Play: Steve Cohen’s Firm Pushes Deeper Into the Operating System of Modern Finance:

May 21, 2026 : Permalink

(HedgeCo.Net) Point72’s reported interest in Mercury’s latest funding cycle underscores a larger shift taking place across the hedge fund industry: the most sophisticated managers are no longer looking at artificial intelligence merely as a trading signal, a research shortcut, or a […]

The “Hardware Golden Age”: AI Infrastructure Trade Powers a Huge Month for Tech Hedge Funds

May 15, 2026 : Permalink

(HedgeCo.Net) — The artificial intelligence trade has entered a new phase on Wall Street. For much of the past two years, the market narrative centered on software platforms, large language models, and the consumer-facing applications that brought AI into the mainstream. […]