For 3Q25, Macquarie Core Equity Fund Institutional Class shares underperformed the Fund's benchmark, the S&P 500 Index. Cummins Inc. saw steady share price gains and positive momentum due to strong revenue and earnings growth, particularly in its power generation business, which has significant datacenter exposure. Fiserv Inc.'s (FISV) stock experienced weakness in 3Q25 primarily due to a slowdown in the growth of its Clover payment processing unit.

DELL is positioning for upside via AI PCs, enterprise demand, and the Windows 11 refresh, despite Apple's M5 Macs and strong adoption keeping it ahead in PCs.

Apple Inc (NASDAQ: AAPL) is showing signs of resilient iPhone demand heading into year-end, as delivery lead times for its latest models continue to lengthen across key global markets.

There are only 12 investing days left in 2025. Now is a great time to load up on stocks that may win next year -- and over time.

Ed Yardeni says AI is forcing Big Tech into a costly "War of the Seven Kings" that could reshape competition and returns.

Apple's leadership team forecasts double-digit iPhone revenue growth in the current quarter. The stock remains richly valued, as the market continues to view the business in a favorable light.

AAPL is up more than 40% in six months, driven by iPhone and Services strength, but valuation concerns and rising AI competition cloud the 2026 outlook.

Intel Corp in advanced talks to buy SambaNova Systems, an AI chip startup, for $1.6B. Intel CEO serves as chairman of SambaNova.

Clarion Wealth Managment Partners LLC acquired a new stake in shares of Apple Inc. (NASDAQ: AAPL) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 36,233 shares of the iPhone maker's stock, valued at approximately $7,434,000.

Carter Financial Group INC. bought a new stake in Apple Inc. (NASDAQ: AAPL) in the undefined quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 25,456 shares of the iPhone maker's stock, valued at approximately $5,223,000. Apple comprises approximately 3.4% of