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Voya Investment Management highlighted resilient US market performance driven by AI technology adoption and strong capital expenditure in Q2 2026. The fund's top contributor, TTM Technologies, surged…
Article compares ISCG (small-cap growth) and MGK (mega-cap tech growth) ETFs, highlighting MGK's concentrated top holdings (Nvidia, Apple, Microsoft) versus ISCG's diversification and stronger 1-year…
Baron Discovery Fund's Q2 2026 letter praised Forgent Power Solutions (FPS), a data center/grid electrical equipment maker, for strong growth tied to AI infrastructure buildout, though FPS itself isn…
Article compares Vanguard's VONG (large-cap growth) and VBK (small-cap growth) ETFs, highlighting VBK's stronger 2026 performance amid a small-cap resurgence, while VONG offers superior long-term ret…
The Meridian Small Cap Growth Fund reported a strong Q2 2026 return of 21.54%, driven by a market rally led by tech, healthcare, and AI investments, though it slightly lagged its benchmark. The lette…
ClearBridge highlighted MaxLinear (MXL) as a promising fabless semiconductor pick benefiting from AI transceiver demand, despite the Small Cap Growth Strategy underperforming its benchmark despite po…
Alger's Q2 2026 letter highlights strong S&P 500 gains driven by AI optimism and US-Iran ceasefire, while Energy lagged on falling oil prices. Fund spotlighted Guardant Health's strong quarter, thoug…
Alger's Q2 2026 letter highlights S&P 500's 15.2% rally driven by AI optimism and US-Iran ceasefire. DigitalOcean (not in tracked symbols) praised for AI-driven cloud growth, raising 2026-2027 guidan…
Nvidia leads AI chip innovation, with Alphabet and Microsoft expanding AI efforts, creating competitive tension in tech. Small-cap growth may rise next year. AI's impact on productivity and jobs rema…