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Stock Selection

Baron Small Cap Fund Details 2025 Underperformance, Highlights Vertiv and Adds Neptune, Andersen

Baron attributes results to stock-specific drivers.

Dominion and Duke Post New Dividends as Court Revives Offshore Wind, RBC Cuts Duke Target

Microsoft Selloff Triggers Tech Repricing as AI Capex Soars

Meta Jumps After Earnings Beat and $115–$135 Billion AI Budget for 2026

Chips Lift S&P 500 Past 7,000 as Investors Eye Microsoft, Meta and Tesla Results

U.S. AI-Chip Tariffs Take Effect as Intel Rallies and Nvidia’s Lead Draws Fresh Endorsements

Alphabet Tops $4 Trillion After Reported Apple Deal Puts Gemini Inside iPhones

AI Sets 2026 Market Tone: Upgrades, ETF Inflows and Big Orders Confront Bubble Warnings

Nvidia–OpenAI Deal Recasts AI Buildout as Citi Lifts Forecast to $490 Billion

Nvidia’s $100 Billion OpenAI Deal Lifts Market Value Past $4.5 Trillion

Alphabet Hits $3 Trillion as Antitrust Ruling Eases Overhang and AI-Cloud Momentum Builds