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Fundsmith Flagged H1 Weakness and Adds New Positions as It Shifts Tactics

The Q2 2026 investor letter ties underperformance to passive fund concentration and AI-driven momentum and says the firm will be more active in trading.

Microsoft Faces Market Test on July 29 Over AI Capex Outlook

Palantir Posts Profitable 85% Revenue Surge While Shares Retreat

Bending Spoons Launches U.S. IPO and Applies to List on Nasdaq as BSP

Adobe Shifts to Freemium AI Model After Earnings, Shares Slide on CFO Exit

Microsoft Shares Slip as Investors Weigh AI Revenue Against Rising Infrastructure Costs

Palantir Shares Rise as Snowflake Results Rekindle Enterprise AI Demand

LinkedIn Confirms 606 California Layoffs Effective July 13

Palantir Posts Soaring Q1 and Expands SAP Pact as Retail Investors Rotate Out

Microsoft Slides 22% in Six Months as Heavy AI Outlays Meet Stabilizing Azure Growth

Analysts Cut Nutanix Targets After Outlook Trim as Shares Slide

ByteDance Plans Fall Employee Buyback Valuing Company Above $330 Billion

Putin Calls to Throttle Microsoft and Zoom to Bolster Domestic Software