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Shares in Chinese companies critical to AI infrastructure surged in 2025, with CATL up 45% and Sungrow up 130%, as exports boost margins despite Trump's tariffs (William Sandlund/Financial Times)

William Sandlund / Financial Times : Shares in Chinese companies critical to AI infrastructure surged in 2025, with CATL up 45% and Sungr...

15 April 2025

Sources: activist investor Elliott has built a position worth $1.5B+ in HPE, making it one of the company's top five shareholders; HPE is down ~30% in 2025 (Bloomberg)

Bloomberg:
Sources: activist investor Elliott has built a position worth $1.5B+ in HPE, making it one of the company's top five shareholders; HPE is down ~30% in 2025  —  Elliott Investment Management has built a large position worth more than $1.5 billion in Hewlett Packard Enterprise Co., according to people familiar with the matter.

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