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5 ARTICLES

last wk.

Janus Henderson’s Q3 Letter Recasts Lam Research as an AI Beneficiary, Brightens Alphabet’s Outlook

The fund credits semiconductor strength for a 9.19% gain, highlighting AI inference as a new driver of NAND demand plus Gemini-fueled momentum at Alphabet.

4 ARTICLES

last wk.

Parnassus Value Equity Fund Outperforms and Shifts Toward Health Care in Q3

4 ARTICLES

2w ago

Cisco Shares Set First Record in 25 Years on AI Infrastructure Momentum

4 ARTICLES

2w ago

BBH Mid-Cap Fund’s Q3 Letter Flags Underperformance, Portfolio Exits, and Shift4 Weakness

11 ARTICLES

3w ago

Harding Loevner’s Q3 Letter Flags AI-Driven Dispersion, Backs TSMC and Thermo Fisher, Adds Elevance

6 ARTICLES

last mo.

Ariel Focus Fund Jumps 20.76% in Q3 as Letter Flags Mosaic and SLB Pressures

12 ARTICLES

last mo.

Baron Health Care Fund Details Q3 Letter: Adds AbbVie, Rebuys UnitedHealth as Stock Picking Edges Benchmark

8 ARTICLES

last mo.

Columbia Threadneedle Tech Fund Rises 12.06% in Q3, Slightly Trails IT Benchmark

8 ARTICLES

2mo ago

Ariel Fund Posts 12.39% Q3 Return, Spotlights Mattel’s Margin Progress and Manchester United’s Upgraded Outlook

9 ARTICLES

2mo ago

AI Boom Meets Bubble Warnings as Debate Intensifies

12 ARTICLES

3mo ago

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

10 ARTICLES

3mo ago

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

4 ARTICLES

3mo ago

Peterson Investment’s Q2 Letter Flags Opportunities in Berkshire Transition and Alibaba Reset

10 ARTICLES

3mo ago

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

7 ARTICLES

3mo ago

Ray Dalio Warns U.S. Drifting Toward 1930s-Style Autocracy and Debt Shock

5 ARTICLES

4mo ago

Two Seas Capital Challenges CoreWeave’s $9 B All-Stock Merger

Investment Strategies

Janus Henderson’s Q3 Letter Recasts Lam Research as an AI Beneficiary, Brightens Alphabet’s Outlook

Parnassus Value Equity Fund Outperforms and Shifts Toward Health Care in Q3

Cisco Shares Set First Record in 25 Years on AI Infrastructure Momentum

BBH Mid-Cap Fund’s Q3 Letter Flags Underperformance, Portfolio Exits, and Shift4 Weakness

Harding Loevner’s Q3 Letter Flags AI-Driven Dispersion, Backs TSMC and Thermo Fisher, Adds Elevance

Ariel Focus Fund Jumps 20.76% in Q3 as Letter Flags Mosaic and SLB Pressures

Baron Health Care Fund Details Q3 Letter: Adds AbbVie, Rebuys UnitedHealth as Stock Picking Edges Benchmark

Columbia Threadneedle Tech Fund Rises 12.06% in Q3, Slightly Trails IT Benchmark

Ariel Fund Posts 12.39% Q3 Return, Spotlights Mattel’s Margin Progress and Manchester United’s Upgraded Outlook

AI Boom Meets Bubble Warnings as Debate Intensifies

Never miss stories about

Investment Strategies

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

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

Peterson Investment’s Q2 Letter Flags Opportunities in Berkshire Transition and Alibaba Reset

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

Ray Dalio Warns U.S. Drifting Toward 1930s-Style Autocracy and Debt Shock

Two Seas Capital Challenges CoreWeave’s $9 B All-Stock Merger

Never miss stories about

Investment Strategies