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Market Analysis

Magellan Sees Market Rotation as TSMC Rises and Big‑Tech AI Leaders Lose Steam

The fund’s letter points to investors favoring chip makers with clear earnings power over big tech names tied to costly AI bets.

Ackman Calls Fannie and Freddie ‘Stupidly Cheap’ as Shares Jump More Than 30%

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

Artisan Mid Cap Fund’s Q4 Letter Details Repositioning Around AI and Defense, Beating Benchmark

GreensKeeper’s Value Fund Edges Positive for 2025 After 4% Q3 Lift

Berkshire Hands CEO Role to Greg Abel as Buffett Moves to Chairman and Cash Pile Swells

Mairs & Power Details Q3 Moves as AI Leaders Concentrate 2025 Gains

FPA Queens Road Small Cap Value Fund Outlines Q3 Portfolio Shifts and Results

Buffett-Backed Dividend Stocks Spotlighted as Defensive Bets Ahead of CEO Transition