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Guinness Global Innovators Fund reports Lam Research (LRCX) expects strong growth to extend into 2027, driven by accelerating AI spending
In its Q2 2026 investor letter, Guinness Global Innovators Fund highlighted Lam Research Corporation (NASDAQ:LRCX), a leading semiconductor equipment company. The fund noted that Lam Research's manage
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Guinness Global Innovators Fund sold Adobe (ADBE) shares in Q2 2026, citing increased competition and a lack of expected growth inflection despite strong AI adoption.
Guinness Global Innovators Fund, in its Q2 2026 investor letter, stated that it sold Adobe Inc. (ADBE) shares during the quarter. The fund noted that while Adobe's Firefly AI tool gained momentum, the
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Guinness Global Innovators Fund reports Lam Research (LRCX) expects strong growth to extend into 2027, driven by accelerating AI spending
In its Q2 2026 investor letter, Guinness Global Innovators Fund highlighted Lam Research Corporation (NASDAQ:LRCX), a leading semiconductor equipment company. The fund noted that Lam Research's manage
-
Guinness Global Innovators Fund sold Adobe (ADBE) shares in Q2 2026, citing increased competition and a lack of expected growth inflection despite strong AI adoption.
Guinness Global Innovators Fund, in its Q2 2026 investor letter, stated that it sold Adobe Inc. (ADBE) shares during the quarter. The fund noted that while Adobe's Firefly AI tool gained momentum, the
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