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MARKETSSTORY 843· JUNE 24, 2026

Qualcomm Acquires AI Startup Modular to Strengthen Software Stack and Data Center Push

Qualcomm has struck a deal to acquire artificial intelligence startup Modular, a move the chipmaker says is designed to strengthen its software stack and accelerate its buildout in the data center market. The acquisition comes as demand…

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Three Temasek India bets each jump more than 30% after listings this week

A contrarian bet is a position placed against the prevailing market view on an asset, held until that view shifts. Singapore's state investor Temasek made those calls on three companies in India. This week, each of them jumped more than…

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Bridgewater trims Amazon as it adds to Shell and PG&E

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Pershing Square narrows its book to three names: Uber, Brookfield, and Microsoft

Concentration, in portfolio management, means putting most of a fund's capital into a small number of positions rather than spreading it across many names. Pershing Square has organized its

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