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9 ARTICLES

last mo.

Fundsmith Flagged H1 Weakness and Adds New Positions as It Shifts Tactics

The Q2 2026 investor letter ties underperformance to passive fund concentration and AI-driven momentum and says the firm will be more active in trading.

4 ARTICLES

5mo ago

OpenAI Introduces Cost-Per-Click Ads in ChatGPT Pilot

10 ARTICLES

6mo ago

Publicis Advises Clients to Avoid The Trade Desk After Audit as Shares Slide

5 ARTICLES

8mo ago

Bailard Tech Strategy Gains 9.36% in Q3, Trails Benchmarks as AI Plays Lead and Fiserv Lags

5 ARTICLES

10mo ago

Top Funds Load Up on AppLovin as Analyst Calls and 81% Margin Outlook Spotlight AI Ad-Tech Leader

9 ARTICLES

10mo ago

Renaissance Large Cap Growth Trails Benchmarks in Q3 as AppLovin Leads, Gartner and Fiserv Weigh

3 ARTICLES

last yr.

Google Rolls Out Offerwall in Ad Manager, Early Users See Revenue Gains