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Jensen Mid-Cap Fund Lags in Q1 as AI Upheaval Pressures Data and Software Bets

The letter casts rapid AI spending as the force shifting market leadership.

Blink Charging Q1 Marks Shift to Services With DC Fast-Charger Build Plan

FPA Queens Road Small Cap Value Fund Beats Benchmark in Q1 as It Tilts to Higher‑Quality Small Caps

Hertz Q1 Tops Forecasts With 11% Revenue Growth and $141 Million EBITDA Gain

Sequans Halves Bitcoin Treasury as Q1 Revenue Slides and Losses Deepen

Capital Group and Man Group Plan Abu Dhabi Bases at ADGM

Viasat Launches Final ViaSat-3 on Falcon Heavy, Completing GEO Constellation

Oakmark’s Q1 Letters Show Energy Boost and New Value Picks

Ariel Focus Fund Details Mixed Q4, Oracle AI Push and Barrick Payouts in New Letter

Artisan Partners’ Q4 Letters Detail Performance, AI Bets and Portfolio Exits

Aristotle Flags Guardant Health as Key Q4 Contributor on Strong Results, Acquisition News

Metaplanet CEO Rebuts Critics, Reaffirms Bitcoin-First Strategy Despite $1.2 Billion Paper Losses

Sanborns to Slow 2026 Store Openings as It Rolls Out Oracle ERP and Salesforce CRM

Loomis Sayles Global Growth Fund Trails in Q4 as Letter Reaffirms Netflix Thesis and Adds Nike, Ferrari

Baron Discovery Fund Reports 2025 Lag Versus Benchmark, Sets Conviction Bets for 2026

Bit Digital Exits Bitcoin Mining to Bet on Ethereum Staking and AI Infrastructure

HSBC Begins Strategic Review of Singapore Life-Insurance Unit

Riot Sells $200 Million in Bitcoin, Ends Monthly Updates as It Shifts to AI Data Centers

Hut 8 Expands Coinbase Credit Facility to $200 Million as It Pivots to AI Infrastructure

Artisan Value Fund Q3 Letter Details New Buys and Exits After Trailing Benchmark