Markets

Insider Trading

Hedge Funds

Retirement

Opinion

Advanced Micro Devices (AMD) Surges on Strong AI Chip and Data Center Processor Demand

Impax Asset Management's "Impax US Sustainable Economy Fund" released its Q4 2025 investor letter. A copy of the letter can be downloaded here. The fund reported that equity markets remained volatile during the quarter amid concerns over elevated valuations and financing for large-scale data center investments, although the portfolio modestly outperformed the Russell 1000 benchmark on the back of sustainability tilts and stock-specific gains, particularly within Health Care and Financials. On an annual basis, the Fund’s Institutional Class delivered a total return of 16.00% in 2025,...