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Meridian Funds Releases Q1 Letters and Keeps PayPal Holding

The letters tie a late‑February strike on Iran and ongoing Fed and AI uncertainty to sector rotation, modest fund gains, and tactical trims.

Hedge Funds Increase Amazon Stakes on AWS-Led AI Opportunity

IREN Pushes Global AI Buildout After $3.65B GPU Financing While Wall Street Remains Divided

Grow Funds Says Small‑Cap Long/Short Strategy Outperformed in Q1

POET Secures $50M Lumilens Anchor Order and $400M Premium Financing to Fund Scale‑Up

Ken Griffin Enlarges Miami HQ Project at 1201 Brickell After Public Clash With New York Mayor

Rezolve Ai Seeks Shareholder OK for Capital Reduction to Enable $300 Million Buyback

Cambiar SMID Fund Cites ON Semiconductor Timing Bet and Phreesia Recovery Case After Q1 Shortfall

Elliott Discloses Well Over A$1 Billion Stake in Northern Star and Seeks Urgent Overhaul

Mairs & Power’s Balanced Fund Leans into Utilities and Outperforms Benchmark

Nvidia Ties DSX Support and Equity Option to Iren’s AI Data‑Center Buildout

ServiceNow Positions Its Platform as an AI Governance Layer in Deeper AWS Partnership

HIVE Proposes 320 MW Toronto AI Gigafactory as Investors Move In

Hedge Funds Push Tech Stakes to Records With Big Bets on Chips

TSMC Announces 14‑Reticle CoWoS Platform and Moves to Rebalance Holdings

ASML Says First High‑NA Chips Are Weeks Away as Customers Split Over $400M Tool Cost

Q1 13F Filings Show Elite Funds Split on Microsoft and Alphabet

Ackman’s Pershing Square Reveals $2.1 Billion Microsoft Stake, Exits Alphabet

CrowdStrike Hits New Highs After BTIG Lifts Target to $621

Griffin Rebukes Mamdani’s Tax Video, Expands Miami Plans as $6 Billion NYC Tower Wavers