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Merridian Fund
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Meridian Contrarian Fund Cuts California Resources Corp. (CRC) Position in Q2 2026, Anticipating Downturn Due to Easing Middle East Tensions and Resumed Oil Supply
Meridian Contrarian Fund, in its Q2 2026 investor letter, stated it reduced its position in California Resources Corporation (CRC) due to optimism for a resolution in the Middle East and partial resum
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Meridian Contrarian Fund highlights BlackBerry (BB) in its Q2 2026 investor letter, citing QNX as an underappreciated asset with compelling growth potential
Meridian Contrarian Fund, managed by ArrowMark Partners, stated in its Q2 2026 investor letter that BlackBerry Limited (NYSE:BB) is a leader in embedded software, with its flagship QNX product having
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Meridian Contrarian Fund Cuts California Resources Corp. (CRC) Position in Q2 2026, Anticipating Downturn Due to Easing Middle East Tensions and Resumed Oil Supply
Meridian Contrarian Fund, in its Q2 2026 investor letter, stated it reduced its position in California Resources Corporation (CRC) due to optimism for a resolution in the Middle East and partial resum
-
Meridian Contrarian Fund highlights BlackBerry (BB) in its Q2 2026 investor letter, citing QNX as an underappreciated asset with compelling growth potential
Meridian Contrarian Fund, managed by ArrowMark Partners, stated in its Q2 2026 investor letter that BlackBerry Limited (NYSE:BB) is a leader in embedded software, with its flagship QNX product having
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Merridian Fund
24H Trending
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Oracle, Meta, and SpaceX credit default swaps (CDS) hit all-time highs, as the market anticipates a surge in AI-related bond issuance in Q4.
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Bain Survey: Chinese Consumers Prioritize Technology in Car Purchases, While Europeans and Americans Still Value Price; Western Automakers Face Dual Pressure
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Anthropic pitches AI safety bill that would require judge's permission to block models
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Anthropic reportedly faces a compute shortage as cloud giants view it as a competitor, plans November IPO.
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Media reports: Amazon Web Services (AWS) has billions of dollars worth of NVIDIA chips backlogged in its warehouses due to power shortages, leading to negative free cash flow.
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King Charles III of the UK praised Oman's peaceful efforts in reopening the Strait of Hormuz.
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Hansoh Pharmaceutical inks up to $15B drug deal with Roche, China's innovative drug out-licensing hits $130B
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U.S. equity index futures rose, boosted by strong earnings reports from AI-related companies.
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Multi-party talks between the US and Ukraine were held in Oslo, Norway, with the Finnish President stating "real progress has been made." Russia hopes to meet with the US envoy on the 21st.
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Liu Jun, President of Industrial and Commercial Bank of China (ICBC): Commercial Banks Bear Heavier Financial and Legal Responsibilities Than Central Banks in AI Deployment
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