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

Tariff headlines drove the quarter’s swings, prompting updates on AI chips, airlines, China exposure, plus biotech.

Nvidia Ties Up to $100 Billion to OpenAI, Pledging 10GW of Systems From 2026

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

ClearBridge Select Strategy Outperforms in Q2 With AI Infrastructure Bets, Adds Verisk as Largest New Position

Sands Capital Outpaces in Q2, Unwinds Uber, Nike and Airbnb as ClearBridge Details Small‑Cap Headwinds

Tech Stocks Plunge Amid Market Volatility