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Baron Focused Growth Fund Posts Solid Q2 Gain but Trails AI-Led Benchmark Rally

Concentrated gains in AI infrastructure drove a wide benchmark gap, testing the fund’s valuation limits and exposure choices.

Reddit Joins the S&P 500, Triggering Nearly $3 Billion of Index Buying

Caterpillar Posts First $20B Quarter on AI Data‑Center Demand

Diamond Hill Flags Zoetis as Q2 Detractor After Flat Organic Revenue and Guidance Cut

Q2 Letters Show Managers Shifting into AI Infrastructure While Defending Valuation Discipline

Guggenheim Upgrades ServiceNow to Buy as Shares Tick Higher Ahead of Q2 Report

SanDisk Hits Record Highs on AI Storage Demand and Big Supply Deals

TSMC Raises 2026 Capex to $54 Billion, Prompting Investors to Buy Seagate

Polen Focus Growth Sinks 17% In Q1, Tilts To Software And Semis

Lam Research Hits Record High on Earnings Beat and Upbeat Outlook

Blackstone Tops Q1 Forecasts as Record AUM Collides With Credit Weakness

Wall Street Turns Positive on Intuit as Company Halts Insider Sales and Speeds Buybacks

Duolingo Rises 3% on Oil-Led Market Rally

Citi Slashes Atlassian Price Target to $160 as Mixed Analyst Revisions Follow Strong Q2

Wedbush Trims MercadoLibre Price Target to $2,700, Reaffirms Outperform

Warner Bros. Discovery Takeover Fight Enters Next Phase as Board Favors Netflix Over Paramount

Carillon’s Q3 Letter Flags AI Concentration Risk, Spotlights Corning and AbbVie

Heartland Advisors’ Q3 Letters Outline Fund Results and Conviction Calls in AI-Driven Market