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kavout.com > financial-agents > d-e-shaw-s-q2-13f-shows-a-real-ai-infrastructure-rotation-in-to-spacex-out-of-broadcom

D.E. Shaw's Q2 13F Shows a Real AI-Infrastructure Rotation: In to SpaceX, Out of Broadcom

3+ week, 1+ day ago   (906+ words) Kavout | AI D.E. Shaw's Q2 13F Shows a Real AI-Infrastructure Rotation: In to SpaceX, Out of Broadcom - D.E. Shaw's Q2 2026 13F filing, a snapshot from June 30, revealed a new $912.4 million stake in SpaceX (SPCX) — the quant fund's first opportunity to disclose a position following the company's…...

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