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AI Infrastructure

Baron Capital’s Q2 Letters Show Split Results as Opportunity Fund Outpaces Discovery

The letters say the firm held to valuation discipline while rebalancing positions during a narrow, AI-driven market rally.

Micron Posts Record Quarter as AI Demand Locks Up Memory Supply

AMD’s Aggressive AI Targets Reprice Chip Expectations as Investors Pivot to Nvidia’s Report

Intel’s Tan Concedes Chipmaker Has Slipped From Top Ten as Market Cap Halves