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Middle Coast Investing Tops Q3 Benchmarks as AI Thesis Guides Moves

The firm credits AI-fueled cloud demand for gains, trimming richly valued winners to manage risk.

Nvidia–OpenAI Deal Recasts AI Buildout as Citi Lifts Forecast to $490 Billion

Kratos Moves to S&P MidCap 400 as Shares Hit Highs and CIO Is Appointed

Loomis Sayles Small Cap Growth Fund Returned 9.37% in Q2, Lagging Russell 2000 Growth

Artisan Select Equity Fund Trails Q2 Benchmark, Adds IQVIA and Reassesses Key Holdings

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

PGIM Jennison’s Q2 Letter Details Health-Care Slide, Portfolio Shifts and Company Catalysts

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

Mairs & Power Balanced Fund Trails Benchmark in H1 2025 as Managers Reposition Portfolio

Retail Rush Moves From Opendoor to Better Home After Eric Jackson Endorsement

Alger Spectra Fund Cites Q2 Beat as It Leans Into AI-Centric Tech Leaders

Macquarie Large Cap Growth Fund Rose 11.24% in Q2, Trailing Russell 1000 Growth’s 17.84%

Madison Small Cap Fund Reports 4.42% Q2 Gain, Details Portfolio Shifts

Brown Capital’s Small Company Fund Lags in Q2 as Letter Cites Stock Picks, Pruning

Ray Dalio Warns AI Will Enrich the Few and Displace Professionals

Bill Ackman Finalizes $900M Deal, Gains Strategic Control of Howard Hughes

MicroStrategy Expands Bitcoin Holdings With $10.7 Million Purchase

Elliott Management Pushes BP to Shift Focus Back to Oil and Gas

MicroStrategy Expands Bitcoin Holdings to 447,470 BTC With $101 Million Purchase

Michael Burry Increases Chinese Tech Investments with Cautious Hedges