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• Schroder UK Mid Cap is a UK-listed investment trust focused on medium-sized UK companies, primarily within the FTSE 250 universe.
• A UK-listed closed-ended investment trust focused on delivering rising real income from a diversified global portfolio.
• Scottish Mortgage Investment Trust invests in a concentrated portfolio of global public and private growth companies.
• Scottish Oriental Smaller Companies is a UK-listed closed-ended investment trust focused on high-quality small-cap companies across Asia.
• IREN Limited (NASDAQ: IREN) surged over 13% after the Australian Financial Review reported Anthropic is seeking 1.4+ gigawatts of Australian data center capacity.
• IREN Limited (NASDAQ: IREN) faced a nine-session losing streak tied to governance concerns before jumping 13% on Anthropic data center news.
• A broad semiconductor rebound is lifting AMD (NASDAQ: AMD), Qualcomm (NASDAQ: QCOM), Teradyne (NASDAQ: TER), ON Semiconductor (NASDAQ: ON), Microchip (NASDAQ: MCHP), and Monolithic Power Systems (NASDAQ: MPWR).
• Arista Networks (NYSE: ANET), GE Vernova (NYSE: GEV), Hewlett Packard Enterprise (NYSE: HPE), and IREN Limited (NASDAQ: IREN) each represent a distinct angle of the AI infrastructure buildout.
• Intel (NASDAQ: INTC) is trading well above the broader consensus analyst target of $96.69, even as HSBC's outlier target sits at $200.
• Cipher Digital (NASDAQ: CIFR) is rallying on renewed conviction in its transformation into an AI and HPC data center landlord.
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