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Brown Advisory Opens Position in Spotify After Q1 Volatility

The firm said AI‑related selling created a buying window and it expects pricing and higher‑margin content to drive margin expansion at Spotify.

TimesSquare’s Mid‑Cap Growth Fund Reports Q1 Loss and Details Tactical Exits and Adds

Madison Says MKS Drove Q1 Mid‑Cap Gains and Cut Its Position as Shares Soared

Meridian Funds Releases Q1 Letters and Keeps PayPal Holding

Nvidia Management Guides at Least $1 Trillion in AI Infrastructure Demand Through 2027

Active Small‑Cap Managers Say AI Demand and Geopolitical Shocks Drove Q1 Volatility

Turtle Creek Reports Q1 Loss and Active Rebalancing of Its Equity Fund

Baron Real Estate Fund Buys Caesars, Reenters Public Storage and Keeps Conviction in Blackstone

London Company Letters Show Large‑Cap Outperformance and Small‑Mid Slump After Iran Shock

Diamond Hill’s Q1 Letter Details New Bet on Equitable and Flags AIG Pullback

American Century Credits Energy Rally for Small Cap Value Fund Gain

Argosy Reframes Portfolio After Q1 Letter on AI Capex Risks

Five Debt‑Free IT Stocks Ranked for Investors on Recent Results and AI Push

Analysts Raise Targets for Five Miners Seen as Key EV Metals Suppliers

Microsoft Shares Fall After Strong Quarter as Investors Question AI Infrastructure Payoff

Brown Advisory’s Global Leaders Fund Falls About 8.3% in Q1 After Avoiding Energy

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

Jackson Peak Re‑enters Core Scientific, Calling It a Shovel‑Ready AI Colocation Play

FTAI Aviation Pushes to Mass‑Produce Mod‑1 Units as Shares Surge

Diamond Hill Exits International Paper and Flags Abbott Weakness in Q1 Letter