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Market Performance

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Diamond Hill Select Strategy Trails in Q2, Adds Salesforce and Antero, Exits Bank of America

The letter explains a shift toward perceived bargains following the tariff-driven April selloff.

Baird Chautauqua Fund Reports Q2 Lag After Tariff Whiplash, Highlights Diverging AI Chip Bets

LightPath Jumps After Analysts Lift Targets Despite Wider Q4 Loss

Columbia Seligman Tech Fund Lags Benchmark in Q2 as AI Bets Lead Contributors

Alger Weatherbie Fund Outpaces Russell 2500 Growth in Q2, Details Drivers in Investor Letter

Columbia Threadneedle’s Q2 Tech Letter Credits AI Leaders for Outperformance, Cautions on Payments Laggards

Macquarie Core Equity Fund Outpaces S&P 500 in Q2 on Sector Calls and AI Chip Surge

Stocks Hit Fresh Highs on Fed Cut Bets, With AI Deals and Earnings Driving Big Moves

Lululemon Cuts 2025 Guidance as Tariff Shift and Softer U.S. Demand Pressure Margins, Stock Hits Five-Year Low

Starboard Discloses 8.5% Stake in BILL, Sets Up Board Challenge

Iliad Ends TIM Talks, Triggering Selloff as BlackRock Tops 5% Stake

Seoul Stocks Slip Ahead of U.S. Inflation Test After BOK-Fueled Rebound

MongoDB Soars After Q2 Beat and Guidance Hike on Accelerating Atlas Growth

Mangal Electrical Lists Slightly Below Issue Price After Heavily Subscribed IPO

UK Food Inflation Rebounds to 4.2%, Highest Since Early 2024

Rajiv Anand Takes Charge as IndusInd Bank CEO as Board Disbands Oversight Panels

Singapore Inflation Slows Again With Core at 0.5% and Headline at 0.6% in July

Credit Reserves in Focus as Canada’s Big Six Head Into Q3 Results

Hong Kong Stocks Edge Higher Ahead of Powell as JPMorgan Sees Potential Liquidity Wave

McCormick Lifts Stake in McCormick de México to 75% in $750 Million Deal