Elliott Investment Management

AI Investment Strategies for Q4 as Bubble Concerns Intensify

As AI stocks continue their remarkable run, fund managers face the challenge of capturing growth while managing bubble risks. Industry leaders reveal their Q4 investment approaches amid valuation concerns and policy uncertainty.

As fund managers enter the critical fourth quarter, artificial intelligence investments dominate strategy discussions amid growing bubble concerns. The tension between capturing AI’s projected $4.8 trillion market potential and managing stretched valuations creates complex portfolio decisions for investment professionals navigating geopolitical risks and central bank policy shifts.

Balancing AI Momentum with Risk Management

by Tyler Brooks P.EOctober 13, 2025

Business Startups

Activist Investor Irenic Capital Urges Atkore to Explore Sale After Taking Stake

Activist investor Irenic Capital Management has acquired a 2.5% position in Atkore and is pushing the company to explore a potential sale. The move comes as Atkore faces significant operational challenges and leadership uncertainty following CEO Bill Waltz’s unexpected retirement announcement.

Activist investor Irenic Capital Management has taken a significant 2.5% stake in electrical products manufacturer Atkore and is urging the company to pursue a potential sale process. The activist’s intervention comes at a critical juncture for Atkore, which has seen its market value decline dramatically from early 2024 highs of $190 per share to approximately $60 per share amid operational missteps and leadership uncertainty.