Tag Archives: AI Disruption


Silver Lake’s Workday Talks Would Put Mega-Cap Software Back on the Take-Private Table:

August 14, 2026 : Permalink

HedgeCo.Net — Silver Lake is in talks to acquire Workday in a transaction that would rank among the largest software buyouts on record, according to a Reuters exclusive that moved the stock nearly 18% on Thursday. Workday’s market value was […]

TCI Slashes Microsoft Stake Over AI Disruption Risk

May 22, 2026 : Permalink

(HedgeCo.Net) For years, Microsoft occupied a rare place inside global hedge fund portfolios: a mega-cap technology company with the stability of an infrastructure utility, the margins of a software monopoly, the balance sheet of a fortress and the growth profile […]

Balyasny Asset Management’s CIO Warns: AI Could Be 2026’s Biggest Market Risk

December 10, 2025 : Permalink

(HedgeCo.Net) At the heart of Chicago’s trading district, Balyasny Asset Management — a multistrategy powerhouse managing nearly US$29 billion — is calling attention to what many in the hedge-fund world are only beginning to discuss: the risk that artificial intelligence […]