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Jensen Quality Growth Takes New Broadcom Stake, Calling It a Core AI Supplier

The investor letter spotlights a pivot toward AI infrastructure with an emphasis on durable cash generation after a weak fourth quarter.

Carnival Slumps as Gulf Conflict Lifts Oil Prices and Upends Travel

Nvidia Backs Baseten With $150 Million as AI Inference Becomes the Next Battleground

Diamond Hill Mid Cap Strategy Details Q3 2025 Miss and Portfolio Moves in New Letter

Tech and AI Stocks Drive Second Straight Wall Street Gain as Nasdaq Jumps 1.3%

Opendoor Hires Coinbase Veteran Lucas Matheson as President, Promotes Christy Schwartz to CFO

Magnum Ice Cream Starts Trading After Unilever Spinoff With Sub-€8 Billion Valuation

Hermès Heir’s €14 Billion Lawsuit Targets LVMH as French Criminal Probe Moves Forward

Grupo Bimbo Names Alejandro Rodríguez Bas as CEO

Reliance Rolls Out 18-Month Free Google AI Pro for Jio Users as Q2 Profit Climbs 10%

Renaissance Large Cap Growth Trails Benchmarks in Q3 as AppLovin Leads, Gartner and Fiserv Weigh

Brazil Mining Revenue Jumps 34% in Q3 as Vale Delivers Best Iron Ore Output Since 2018

Diwali Market Break Oct 19–22, With NSE, BSE to Hold Afternoon Muhurat Trading on Oct 21

Hyperscale Data Cuts $30 Million in Debt as Michigan Campus Gears Up for S21+ Miner Rollout

Small-Cap Moves: Bhatia Raises ₹8.9 Crore on Warrant Conversion, Hazoor Dividend Cleared, Advik Plans Rebuffed

Loomis Sayles Small Cap Growth Fund Returned 9.37% in Q2, Lagging Russell 2000 Growth

Lakehouse Global Growth Fund Posts 33% Gain, Details Exits and AI Outlook in Annual Letter

Alger Weatherbie Fund Outpaces Russell 2500 Growth in Q2, Details Drivers in Investor Letter

Macquarie Large Cap Growth Fund Rose 11.24% in Q2, Trailing Russell 1000 Growth’s 17.84%

Polls Show Trump’s Economic Approval Falls After Weak Jobs Report