Carillon Q3 Mid-Cap Growth Letter Highlights AI-Fueled Rally, Value’s Edge, and Three Pivotal Stock Updates

Overview

• Carillon reports Q3 equities extended gains on AI momentum, limited tariff-driven inflation, and prospects for further Federal Reserve cuts.
• Style dispersion stood out as the Russell Midcap Growth Index rose 2.78% versus a 6.16% gain for the Russell Midcap Value Index.
• Monolithic Power Systems posted record Q3 2025 revenue of $737.2 million and saw a stronger AI data-center outlook, according to the letter.
• Fair Isaac shares fell after the FHFA allowed competing mortgage credit scores, while management executed its largest single-quarter buyback and raised guidance.
• The Trade Desk missed earnings on execution issues and rising competition, with management outlining fixes as the company reported $739 million in Q3 revenue, up 18% year over year; Insider Monkey reports Q2 hedge-fund holders at 41 for MPWR, 74 for FICO, and 60 for TTD.