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Source: Seeking Alpha News Agency
2 weeks ago
General Medium Importance
Baron Opportunity Fund Q2 2026 Adds And Trims

Baron Opportunity Fund Q2 2026 Adds And Trims

The median market cap of the Fund was $90.4 billion, and the weighted-average market cap was $1.7 trillion. Near-term supply constraints and the resulting price increases are constructive for Micron's financials, but what interests us more is the structural evolution of the business itself. We believe that as Fervo proves out its first commercial plant, it will see accelerating contracting and deployment activity over the next decade.

Source: Seeking Alpha
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Source: Bloomberg Markets and Finance News Agency
2 weeks ago
General Medium Importance AI Analyzed
Treasuries Dismiss President's Promise: 3-Minutes MLIV

Treasuries Dismiss President's Promise: 3-Minutes MLIV

Anna Edwards, Guy Johnson, Tom Mackenzie and Mark Cudmore break down today's key themes for analysts and investors on "Bloomberg: The Opening Trade." Chapters: 00:00:00 - MLIV 00:00:02 - Trump Promises $5,000 if GOP Wins Midterms 00:01:44 - Bond Yields 00:02:46 - ECB Rate Decision -------- More on Bloomberg Television and Markets Like this video?

Source: Bloomberg Markets and Finance
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Source: Seeking Alpha News Agency
2 weeks ago
General Medium Importance
Baron Opportunity Fund Q2 2026 Top Contributors And Detractors

Baron Opportunity Fund Q2 2026 Top Contributors And Detractors

We continue to run a high-conviction portfolio with an emphasis on the secular trends cited and listed. In 2025 alone, SPCX executed over 170 launches, including 165 Falcon 9 missions, with individual boosters now achieving up to 35 re-flights. In the April quarter, Nvidia's data center revenue grew 92% year-over-year to $75.2 billion, with total revenue of $81.6 billion, up 85%; for its July quarter, the company guided for total revenue to grow at least another $9.5 billion sequentially.

Source: Seeking Alpha
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Source: Market Watch News Agency
2 weeks ago
General Medium Importance
With the copper price surfing all-time highs, here's what one CEO thinks about the sector long term

With the copper price surfing all-time highs, here's what one CEO thinks about the sector long term

While there's a bear case to be made on copper if the AI trade blows up, if Trump eschews tariffs or if peace descends over the Persian Gulf, the long-term rationale for higher prices is solid, a listed copper producer executive says.

Source: Market Watch
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Source: Bloomberg Markets and Finance News Agency
2 weeks ago
General Medium Importance
Oil Tops $100 as Iran Vows to Escalate War, Trump Says US Will Win

Oil Tops $100 as Iran Vows to Escalate War, Trump Says US Will Win

Oil climbs above $100 a barrel as the war with Iran escalates and Tehran says it has no intention of backing down. President Donald Trump says the US will win the war with Iran and suggests the Strait of Hormuz should be renamed the “Trump Strait,” while an Iranian official says Iran is ready to escalate the conflict.

Source: Bloomberg Markets and Finance
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Source: Reuters News Agency
2 weeks ago
General Medium Importance
UK's THG first-half profit more than doubles, warns of Q3 tariff hit

UK's THG first-half profit more than doubles, warns of Q3 tariff hit

British e-commerce group THG PLC on Thursday reported its first-half core earnings had ​more than doubled, led by price hikes and ‌strong growth at its Myprotein nutrition brand, but warned that quarterly revenue growth would slow sharply due to new EU ​import duties.

Source: Reuters
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Source: CNBC News Agency
2 weeks ago
General Medium Importance AI Analyzed
'Saved the day': How China helped keep the lid on oil price surge as Iran war disrupted supplies

'Saved the day': How China helped keep the lid on oil price surge as Iran war disrupted supplies

"China kind of saved the day," and helped the world avoid the "doomsday scenario" as the Strait of Hormuz closure choked off 20% of global energy supply, according to S&P Global Ratings. Beijing slashed its imports after the war broke out and tapped into its stockpiles, keeping a lid on global oil prices and safeguarding its economy.

Source: CNBC
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Source: Reuters News Agency
2 weeks ago
General Medium Importance AI Analyzed
China's AI chipmakers raise prices as high-bandwidth memory shortage bites

China's AI chipmakers raise prices as high-bandwidth memory shortage bites

Chinese AI chipmakers including Huawei Technologies [RIC:RIC:HWT.UL] and Cambricon have sharply raised prices for current and next-generation AI processors, three people familiar with ‌the matter said, as soaring costs for high-bandwidth memory squeeze efforts to build domestic alternatives to Nvidia.

Source: Reuters
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