Arm Holdings (ARM) Shifts Strategy to Sell Own Data Center Chips

Loomis Sayles, an investment management company, released its “Global Growth Fund” investor letter for Q2 2026.  You can download a copy of the letter here. The fund returned 6.43%, underperforming the MSCI ACWI Index’s 14.93% return. The fund employs a long-term private equity investment strategy, focusing on high-quality businesses with sustainable competitive advantages, investing at significant discounts to intrinsic value. At quarter-end, the fund maintained an overweight in...