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All Eyes on Nvidia Earnings as Jitters Grow Over AI Valuations

Wall Street treats the report as a market pivot after stake sales raised bubble fears.

Mid-Cap Fund Letters Credit Fed Cuts for Q3 Rally, Detail Stock-Driven Gains and Moves

Carillon’s Q3 Letter Flags AI Concentration Risk, Spotlights Corning and AbbVie

Fund Letters Split on Elevance as Managers Detail Q3 Moves After Health-Insurer Shock