WASHINGTON (AP) — The Federal Communications Commission is considering a request by a conservative group to loosen rules on political robocalls, including those with artificial intelligence-generated voices, before November's midterm elections.
Federal law currently bans most robocalls to cellphones unless the caller gets consent beforehand. The petition calls for a waiver that would allow political groups to use artificial or prerecorded voices in unsolicited wireless calls.
The Republican-led FCC advanced the request for public comment and could rule on it as soon as late October.
Consumer advocacy groups warn the proposed change could trigger a surge of unwanted, partisan and potentially misleading automated calls in the critical final days of the election, which will determine which party controls Congress for the final two years of President Donald Trump's term.
The potential perils became evident two years ago during the presidential primary season when thousands of voters in New Hampshire received a robocall with an AI-generated voice of then-President Joe Biden. The call suggested voters should forgo casting a ballot in the primary and "save" their votes for the general election.

#federal #robocalls #artificial #generated

FBI Director Kash Patel is engaged to his country singer girlfriend, Alexis Wilkins, the pair announced in a post to X on Sunday evening.
Wilkins, 27, posted a black-and-white photo of herself standing with Patel, 46, flashing her hand in front of them to show off her ring with the caption, "Went and got the law involved." The two have been dating since before Patel took over as head of the FBI in 2025, when she attended his swearing in.
The country singer and political commentator released her debut album in 2023. Wilkins has been affiliated with conservative groups and writes on her website that she "honors country tradition while adding relevance and current commentary."
Patel, who reposted Wilkin's photo, has faced criticism for traveling on government aircraft on trips that have no known or apparent law enforcement purpose, including using an FBI jet to fly to State College, Pennsylvania, for a pro wrestling event where Wilkins performed the national anthem. Photos posted to social media by Wilkins afterward showed the couple smiling while she held an oversized golden championship belt.
Wilkins also made headlines as a performer at President Donald Trump's Great American State Fair on the National Mall as part of America 250, as other artists pulled out of the event after finding out it was not a non-partisan celebration.

#singer

What is the Protecting Presidential Memorials Act?
How did the Kennedy Center closure impact plans?
How many women have been executed in the U.S. in the last 50 years?
Full Summary
A Republican senator squashed a bipartisan push to prohibit the Trump administration from demolishing the John F. Kennedy Center for the Performing Arts.

#protecting #memorials

What is the purpose of the 'pro-human' event in D.C.?
What bipartisan bill is the House planning to pass?
What is Zach Cregger's 'gameplay first' approach to 'Resident Evil'?
Full Summary
From opposite sides of the political spectrum, Sen. Bernie Sanders and former Trump administration strategist Steve Bannon will both lead what they are calling a "pro-human" rally on Tuesday, Sept. 15, in D.C. to warn of the dangers posed by artificial intelligence.

#House #full #summary #bernie

Tegan Lecheler, founder and director of Mothers & Infant Cash Coalition, told Fox News Digital its support for cash ****** istance has been praised by the right.
Although guaranteed income programs have faced partisan pushback nationwide since gaining national traction in 2018, a growing faction of conservatives is finding common ground with direct cash initiatives centered on mothers and newborns.
According to Tegan Lecheler, national program director for the Mother and Infant Cash Coalition (MICC), the "common-sense" nature of early childhood cash transfers has prompted conservative lawmakers and advocates to reach out to her organization in support.
"I think we're in a really polarized time politically right now," Lecheler told Fox News Digital. "We are not a political organization and want to work to improve families' outcomes. We believe an effective strategy for doing that is to build a big tent – a wide tent with a lot of people underneath it."
EXCLUSIVE: PENCE GROUP KNOCKS VANCE PLAN TO PAY STAY-AT-HOME PARENTS UP TO $9K PER CHILD

#support

On Sept. 16, the U.S. House of Representatives voted 417 to 3 to pass the Ratepayer Protection Act. Importantly, the bill still needs to pass the Senate and be signed into law by the President.
Given the bill's bipartisan nature and its strong passage in the House, there is a good chance the Ratepayer Protection Act will eventually become law in some form. That could affect several industries, especially certain nuclear stocks.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a "Double Down" signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same "Total Conviction" signal is flashing for a company 1/100th the size of Nvidia. Continue »
Before we look at which stocks will benefit, it's important to understand exactly what the bill aims to do.
Data center construction is progressing rapidly as AI companies seek to expand compute capacity as quickly as possible. The current electric grid, however, wasn't designed to handle such a surge in demand.

#NVIDIA #protection #sept

Trump signed the legislation into law on Friday, the White House said.
LONDON -- Ukrainian President Volodymyr Zelenskyy on Friday thanked President Donald Trump for signing into law a bill championed by the late Sen. Lindsey Graham, which allows for the expansion of sanctions on Russia related to Moscow's ongoing full-scale invasion of Ukraine.
Trump signed the bill on Friday, the White House said in a statement, after the legislation passed both the House and Senate with strong bipartisan backing. The legislation "authorizes and expands statutory sanctions, tariffs and prohibitions on Russia and extends existing sanctions on Iran," the White House said.
The bill's passage came about two months after Graham died suddenly following a tear in his aorta. Graham had long been an advocate of U.S. support for Kyiv and more stringent measures on Russia and the regime headed by President Vladimir Putin. In 2024, Russia's state financial monitoring agency added Graham to its list of alleged "terrorists and extremists."
In a post to Telegram on Friday night, Zelenskyy thanked Trump for signing what he called "critically important legislation," extending his thanks to "all the senators and members of the House of Representatives who supported it."

#legislation #white #Russia #zelenskyy

Reps. Mike Lawler (R-NY) and Josh Gottheimer (D-NJ) say they would not have raised interest rates and discuss the impact of higher rates and inflation on consumers. Rep. Lawler says the Fed's decision demonstrated its independence and discusses President Trump's proposed $5,000 dividend and questions over how it would be paid for. Rep. Gottheimer says higher rates will hurt consumers through credit-card bills, housing payments and other costs. They also discuss their bipartisan Stop Rogue AI Act and the need for federal standards to identify and control AI agents, while keeping the US competitive in artificial intelligence. They speak with Kailey Leinz and Joe Mathieu on Bloomberg's "Balance of Power."

#rates #lawler #president

Ousted board members say a contractor has already been selected for the project.
President Donald Trump’s name is seen on the U.S. Institute of Peace building on Dec. 4, 2025, in Washington. | Evan Vucci/AP
09/18/2026 09:56 AM GMT+9 |Updated: 09/18/2026 11:00 AM GMT+9
Ousted board members of the U.S. Institute of Peace are asking a federal court to block the imminent carving of President Donald Trump’s name on the headquarters of the nonpartisan institution he sought to dismantle shortly after taking office.

#ousted #institute #washington

What percentage of Republicans support DEI as a business priority?
How much did Accenture pay to resolve the Justice Department's allegations?
Why has bipartisan support for DEI increased despite political polarization?
Full Summary
Political pressure during the Trump era forced corporate America to put its diversity, equity and inclusion initiatives on ice.

#full

The House of Representatives on Tuesday passed a bipartisan bill aimed at shielding Americans from increased electricity costs **** ociated with data centers being built across the country.
The Ratepayer Protection Act, which passed with an overwhelming 417-3 majority, "ensures American families are not left footing the bill for the grid upgrades and new energy generation required to operate large data centers," Republican Rep. Gabe Evans, one of the bill's sponsors, said ahead of the vote.
The bill now moves to the Senate, where its prospects of passing are uncertain.
The Ratepayer Protection Act is the first major piece of legislation taken up by Congress to address the growing public discontent over the mass buildout of data centers among the American public. Even if it passes, though, it won't directly set the rates that data center operators pay for their electricity.
Congress doesn't have the power to compel utilities to set higher rates for the facilities. Only states have that authority. What the Ratepayer Protection Act would do is compel state utility regulators to consider adopting a federal standard under which large data centers would cover the extra costs of upgrades. The bill is comparable to a proclamation signed by President Trump earlier this year that established a similar voluntary pledge for tech companies.

#passed

The Republican speaker of the House, Mike Johnson, announced on Wednesday that he would again cancel votes scheduled for Thursday, sending lawmakers home one day early ahead of the midterm election recess.
The latest change to the legislative schedule means House members will avoid voting on Republican Thomas Massie's resolution to impeach the defense secretary, Pete Hegseth, and comes amid a frenzied attempt to propose legislation on artificial intelligence.
It's the latest round of cancellations at the hands of Johnson, who had already cut the pre-election session short by two weeks. Democrats have reacted angrily, encouraging Johnson to keep lawmakers on Capitol Hill before the midterm recess beginning on Friday.
Related: More Republicans are turning on Iran war as midterms come into view
"I think it shows the cowardice of the Republican party. They are canceling votes to do business for the American people because they are afraid that that impeachment resolution of Pete Hegseth would pass on a bipartisan basis," the Democratic representative Pramila Jayapal told MediasTouch.

#votes #election

By Brad Brooks
COLUMBIA FALLS, Montana, Sept 16 (Reuters) - More than 15 years after the U.S. Supreme Court reshaped American politics with its Citizens United campaign finance ruling, Montana voters will decide this November whether to make their state the first in the nation to bar corporations from spending money on elections through a ballot initiative.
It's a test case for a novel legal strategy that sidesteps the 2010 ruling rather than challenging it head-on -- and taps into growing, bipartisan anger ‌over the pervasiveness of so-called dark money in elections.
"Americans are losing the belief that they have any influence over our politics," said Tom Moore, a lawyer with the Center for American Progress left-leaning think tank in Washington and the legal architect of ‌the movement.
With similar, coordinated efforts underway in over 30 states, Montana could help set a critical precedent, experts say, and potentially lead to another showdown at the Supreme Court. Hawaii's legislature passed a similar law earlier this year, inspired by those behind the effort here.

#court #similar

Comedian and podcast host Bill Maher called out deep-blue California on Monday and said the state's voters would always support a Democrat, even if their policies were failing, as long as President Donald Trump was ******* ociated with the Republican Party.
During an interview on "Club Random" with David Foster, Maher argued that California would never vote for a Republican as long as Trump was involved in the party.
Maher noted Spencer Pratt, a Republican who finished third in Los Angeles' mayoral race and therefore did not advance to the general election, had the instinct that California had a "failed system," and Maher agreed.
"It just shows that, in this state, I guess everywhere, we're so bipartisan now, that we will accept failure, which we plainly have here in California, over voting for the party of Trump," Maher said. "Which, I understand, because he does a lot of things that are I mean, plus, Jesus, I mean, I get a lot of s--- from him for the things I criticize just off the top of my head, vulgar, corrupt, doesn't concede elections, you know, inept at things that sometimes were a good idea to begin with. Close the border, you know, get rid of nuclear weapons in Iran, but f---ed up the execution."
Bill Maher argued California will never vote for a Republican as long as President Donald Trump is involved in the party, even as failures mount.

#maher #republican #president

For the third time in the last 16 games, the No. 4 Texas Longhorns have a chance to overcome the No. 1 Ohio State Buckeyes, this time with the advantage of 100,000-plus partisans behind them at Darrell K Royal-Texas Memorial Stadium.
Kick is at 6:30 p.m. on ABC and this is your gamethread.

#time

Texas senator Ted Cruz, whose attendance at big sporting events hasn't always gone well for the Lone Star State's teams, appeared on College GameDay on Saturday ahead of the Longhorns' home clash with Ohio State.
While we're not sure the reason why, the crowd booed Cruz and heckled him throughout the nearly 10-minute segment with Rece Davis. College GameDay crowds are usually bipartisan and sports-focused, so perhaps the jeering was purely because of Cruz's spotty track record with his teams winning when he attends the games.
We're not sure what exactly caused this, but it's certainly notable whenever a political figure of any party gets such a negative reaction from a crowd like this.
ESPN had Ted Cruz on 'College GameDay' in a conversation with Rece Davis for nearly 10 minutes.

Cruz was heavily booed by the crowd -- and heard "Ted, you suck!" chants -- in Austin. pic.twitter.com/npQesiYMsG
Maybe the Longhorns will still prevail with Cruz presumably in attendance for Saturday night's game, pushing against the fears of the "Ted Cruz curse" that lingers when he's in the stands.

#college #gameday #rece #attendance

Senator Ted Cruz sent a dire warning if Congress does not pass the Protect College Sports Act. In about five years, in Cruz's estimation, football and other sports will be in an unrecognizable state.
The biggest things for Cruz are the transfer rules and a hard out on eligibility for college athletes. You get one free transfer and five years of eligibility in total, which ends regardless of how many years used once you turn the age of 24. Keeping that in place, along with an even playing field when it comes to NIL, this is the best solution for football, basketball, wone's sports and other Olympic sports, per Cruz.
$19.99 gets you a FULL year of On3 | Rivals national coverage
"There are no rules, and the situation with the transfer portal, where kids go and transfer two, three, four, five times, it's terrible for the game. It's terrible for the players. It's terrible for the schools, and it's terrible for the families," Cruz said on College GameDay. "And so the reason Congress is acting is because Congress created this problem. It was the federal antitrust laws that were used to bring the lawsuits that struck down all the rules, and so the Protect College Sports Act is bipartisan legislation that's very simple.
"It brings order to chaos. It protects the students, protects the student's ability to be compensated to receive name, image, and likeness compensation, I think that's only fair. It's only right."

#sports #congress #transfer

By Nate Raymond
BOSTON, Sept 11 (Reuters) - A federal judge on Friday blocked U.S. President Donald Trump's administration from continuing to ask applicants for civil service jobs throughout the government to respond to ‌what unions described as a partisan "loyalty question."
U.S. District Judge George O'Toole in Boston sided with three ‌unions representing government workers who sued last year after the administration began asking applicants for nonpartisan federal jobs to write essays explaining how they would help advance Trump's policies and executive orders.
The unions, including the American Federation of Government Employees, argued the question mandated by the Office of Personnel Management (OPM) unlawfully politicized the hiring process for career government workers by attempting to **** s their support for the Republican president.
O'Toole, an appointee of Democratic President Bill Clinton, said the question had been asked of ‌applicants to positions ranging from an ⁠air traffic control specialist to a crane operator to a nuclear materials courier.

#applicants #unions #question #boston

By Oliver Hirt and Marleen Kaesebier
ZURICH, Sept 10 (Reuters) - A major shareholder in Novartis has called for a shake-up of the Swiss drugmaker's board to improve corporate governance after its shares suffered a record fall this ‌week following back-to-back trial setbacks.
David Samra, managing director at top 20 investor Artisan Partners and founding partner of ‌International Value Group, said the board needed to strengthen its oversight of acquisitions, calling for action from board chairman Giovanni Caforio.
"I think he needs to make changes at the board level. One of them should be on improving the team that's doing these deals because clearly they have been uninspiring at best," Samra told Reuters in an interview.
"I think that the board needs to improve their oversight of acquisitions... they need to bring in better talent on the board to do that and have an acquisition committee."

#improve

NASA Administrator Jared Isaacman's support for Elon Musk's idea to put AI data centers in **** e and power them with solar panels did not occur in a vacuum. It comes not just against a background of rising, bipartisan opposition to ground-based data centers but also the recent announcement of an immense, **** eX Starbase to be built in Louisiana.
Many people oppose data centers out of the same kind of "NIMBY" emotion that fueled opposition to nuclear power plants and hydraulic fracking. They view them as big, noisy eyesores that will consume a lot of electricity and water to the detriment of local communities.
Opposition to ground-based AI data centers is not universal. Trade unions, which foresee lots of jobs being created in their construction and operation, are warmly supporting them. On the other hand, if Meta's experiments with using robots at data centers pans out, those jobs may be fewer than many expect.
The reason that many people are opposed to AI data centers in their communities may have less to do with objective facts than a Chinese disinformation campaign to turn them against such facilities. Engadget reports that X uncovered a Chinese bot farm with 200,000 accounts, 200 of which were used to manipulate the debate about data centers.
It should be noted that the Chinese are going pedal to the metal to create their own data centers. As a totalitarian country, China is not concerned with public opinion one way or the other. Beijing is determined to dominate AI according to its ideology and interests.

#centers #opposition #people #communities

Lake Victoria Gold Ltd. (TSXV:LVG) (OTCQB:LVGLF) (FSE:E1K) reported high-grade, near-surface gold intercepts from drilling at its Imwelo Gold Project in Tanzania, adding new data to the company's ongoing work to refine the project's initial mining area and processing plans.
The latest drilling at Area C, the planned initial open-pit area, returned 28.71 grams per tonne (g/t) gold over 2.75 metres from 21 metres in hole IMWDR029. A second hole, IMWDR028, intersected 12.20 g/t gold over 4.50 metres from 32 metres.
Individual quartz-vein samples within those intervals returned much higher grades, including 142.90 g/t gold over 0.50 metres in IMWDR029 and 124.83 g/t over 0.40 metres in IMWDR028.
The results are from eight HQ diamond drill holes covering 225 metres across roughly 240 metres of strike in Area C. Four holes encountered voids **** ociated with historical artisanal mining, where parts of the shallow mineralized zone had already been removed.
The company said the drilling will help refine detailed mine planning and future grade-control work. Reported intercepts are down-hole lengths, and true widths have not yet been established.

#imwdr029

Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the "Artisan Global Opportunities Strategy". The letter can be downloaded here. Global equities rebounded sharply during the quarter, with the MSCI ACWI Index returning 15.3% as resilient economic growth, strong corporate earnings, and continued enthusiasm around artificial intelligence supported markets despite persistent inflation, higher bond yields, and geopolitical uncertainty. The portfolio reported strong absolute returns of 12.65% (net) but underperformed the benchmark, mainly because of its underweight exposure to information technology and overweight position in health care. Strong stock selection in technology and energy partially offset these headwinds. The fund continues to see attractive long-term opportunities across AI infrastructure, health care and consumer internet, while remaining disciplined on valuation as several AI-related stocks have appreciated sharply. Management remains focused on durable franchises with identifiable profit cycles and attractive long-term earnings potential. Also, check the Strategy's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Artisan Global Opportunities Strategy highlighted Insmed Incorporated (NASDAQ:INSM). Insmed Incorporated (NASDAQ:INSM) is a clinical-stage biotechnology company that develops and commercializes therapies for patients with serious and rare diseases. On September 01, 2026, Insmed Incorporated (NASDAQ:INSM) closed at $121.51 per share. Over the past month, Insmed Incorporated (NASDAQ:INSM) returned 25.42%, and its shares lost 13.45% over the past 52 weeks. Insmed Incorporated (NASDAQ:INSM) has a market capitalization of $27.14 billion.
Artisan Global Opportunities Strategy stated the following regarding Insmed Incorporated (NASDAQ:INSM) in its Q2 2026 investor letter:
"Our biggest detractors in Q2 were Insmed Incorporated (NASDAQ:INSM), BAE Systems and L3Harris Technologies. Insmed is a commercial-stage biotechnology company focused on pulmonary diseases. BRINSUPRI® continued its rapid launch, with robust patient uptake and encouraging third-party data. While Q1 sales came in modestly below elevated investor expectations, reflecting concerns around discontinuation rates, continuation on therapy and typical early-year seasonality, we believe the underlying launch trajectory remains encouraging. We continue to view BRINSUPRI® as a significant long-term opportunity. Our due diligence suggests the therapy remains well tolerated and is on track to achieve blockbuster-level sales. We trimmed the position during the quarter."

#NASDAQ #global #quarter

Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the "Artisan Global Opportunities Strategy". The letter can be downloaded here. Global equities rebounded sharply during the quarter, with the MSCI ACWI Index returning 15.3% as resilient economic growth, strong corporate earnings, and continued enthusiasm around artificial intelligence supported markets despite persistent inflation, higher bond yields, and geopolitical uncertainty. The portfolio reported strong absolute returns of 12.65% (net) but underperformed the benchmark, mainly because of its underweight exposure to information technology and overweight position in health care. Strong stock selection in technology and energy partially offset these headwinds. The fund continues to see attractive long-term opportunities across AI infrastructure, health care and consumer internet, while remaining disciplined on valuation as several AI-related stocks have appreciated sharply. Management remains focused on durable franchises with identifiable profit cycles and attractive long-term earnings potential. Also, check the Strategy's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Artisan Global Opportunities Fund highlighted L3Harris Technologies, Inc. (NYSE:LHX). L3Harris Technologies, Inc. (NYSE:LHX) provides mission-critical solutions for government and commercial customers worldwide. On September 01, 2026, L3Harris Technologies, Inc. (NYSE:LHX) closed at $263.56 per share. Over the past month, L3Harris Technologies, Inc. (NYSE:LHX) declined 8.44%, and its shares lost 4.08% over the past 52 weeks. L3Harris Technologies, Inc. (NYSE:LHX) has a market capitalization of $48.76 billion.
Artisan Global Opportunities Fund stated the following regarding L3Harris Technologies, Inc. (NYSE:LHX) in its Q2 2026 investor letter:
"L3Harris Technologies, Inc. (NYSE:LHX) is a global aerospace and defense company that we believe remains well positioned to benefit from growing investment in next-generation missile defense, ****** e sensing and national security programs. Recent results exceeded expectations, with 15% organic growth driven by continued strength in its ****** e and mission systems and missile solutions segments. Order activity remained healthy, with backlog reaching $41 billion and international demand accelerating. Despite the solid operating performance, shares declined amid concerns over future competition and the potential implications for long-term market share. While strong bookings and accelerating revenue continue to support our long-term investment thesis, we began harvesting the position as we reallocated capital within the industrials sector."

#global #artisan #opportunities

Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the "Artisan Global Opportunities Strategy". The letter can be downloaded here. Global equities rebounded sharply during the quarter, with the MSCI ACWI Index returning 15.3% as resilient economic growth, strong corporate earnings, and continued enthusiasm around artificial intelligence supported markets despite persistent inflation, higher bond yields, and geopolitical uncertainty. The portfolio reported strong absolute returns of 12.65% (net) but underperformed the benchmark, mainly because of its underweight exposure to information technology and overweight position in health care. Strong stock selection in technology and energy partially offset these headwinds. The fund continues to see attractive long-term opportunities across AI infrastructure, health care and consumer internet, while remaining disciplined on valuation as several AI-related stocks have appreciated sharply. Management remains focused on durable franchises with identifiable profit cycles and attractive long-term earnings potential. Also, check the Strategy's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Artisan Global Opportunities Strategy highlighted Robinhood Markets, Inc. (NASDAQ:HOOD) as a new holding. Robinhood Markets, Inc. (NASDAQ:HOOD) is a US-based financial services company that provides a trading platform for stocks, exchange-traded funds, American depository receipts, options, gold, and cryptocurrencies. On September 01, 2026, Robinhood Markets, Inc. (NASDAQ:HOOD) closed at $103.51 per share. Robinhood Markets, Inc. (NASDAQ:HOOD) returned 14.18% over the past month and its shares have gained 5.10% over the past 52 weeks. Robinhood Markets, Inc. (NASDAQ:HOOD) has a market capitalization of $93.06 billion.
Artisan Global Opportunities Strategy stated the following regarding Robinhood Markets, Inc. (NASDAQ:HOOD) in its Q2 2026 investor letter:
"During the quarter, we initiated positions in Robinhood Markets, Inc. (NASDAQ:HOOD). Robinhood Markets operates a financial services platform offering brokerage, cash management and other investing products. We initiated a GardenSM position following share price weakness driven in part by lower crypto prices, which we viewed as an attractive entry point into a business with a long runway for growth. Despite the crypto headwind, Robinhood has continued to grow deposits at a strong rate, reflecting the platform's ability to attract and retain customer ***** ets. We believe Robinhood can continue gaining market share in the retail wealth market through its leadership in active trading and by expanding its suite of retirement, banking, lending and credit products. As the company has gained market share and increased its base of long-term customer ***** ets, we see a multiyear opportunity for potential revenue growth and margin expansion."

#opportunities #strong #strategy

Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the "Artisan Global Opportunities Strategy". The letter can be downloaded here. Global equities rebounded sharply during the quarter, with the MSCI ACWI Index returning 15.3% as resilient economic growth, strong corporate earnings, and continued enthusiasm around artificial intelligence supported markets despite persistent inflation, higher bond yields, and geopolitical uncertainty. The portfolio reported strong absolute returns of 12.65% (net) but underperformed the benchmark, mainly because of its underweight exposure to information technology and overweight position in health care. Strong stock selection in technology and energy partially offset these headwinds. The fund continues to see attractive long-term opportunities across AI infrastructure, health care and consumer internet, while remaining disciplined on valuation as several AI-related stocks have appreciated sharply. Management remains focused on durable franchises with identifiable profit cycles and attractive long-term earnings potential. Also, check the Strategy's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Artisan Global Opportunities Fund highlighted Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) as a notable contributor to performance. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the world's leading contract chip manufacturer, producing advanced semiconductors for major global technology companies. On September 1, 2026, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) closed at $414.00 per share. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) fell 0.07% over the past month, while its shares gained 78.80% over the past 52 weeks. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) has a market capitalization of $2 Trillion.
Artisan Global Opportunities Fund stated the following regarding Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) in its Q2 2026 investor letter:
"Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the global leader in advanced semiconductor manufacturing, with strong pricing power supported by AI-driven demand. Recent results exceeded expectations with revenue growing 41% and gross margins expanding to 66%. Given TSMC's leading position and the continued supply constraints for the most advanced semiconductor manufacturing capacity, we expect demand and earnings momentum to remain robust. We also believe the company's bottleneck position in the AI supply chain, recent price increases and still reasonable valuation support an attractive long-term profit cycle."

#global

Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the "Artisan Global Opportunities Strategy". The letter can be downloaded here. Global equities rebounded sharply during the quarter, with the MSCI ACWI Index returning 15.3% as resilient economic growth, strong corporate earnings, and continued enthusiasm around artificial intelligence supported markets despite persistent inflation, higher bond yields, and geopolitical uncertainty. The portfolio reported strong absolute returns of 12.65% (net) but underperformed the benchmark, mainly because of its underweight exposure to information technology and overweight position in health care. Strong stock selection in technology and energy partially offset these headwinds. The fund continues to see attractive long-term opportunities across AI infrastructure, health care and consumer internet, while remaining disciplined on valuation as several AI-related stocks have appreciated sharply. Management remains focused on durable franchises with identifiable profit cycles and attractive long-term earnings potential. Also, check the Strategy's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Artisan Global Opportunities Strategy highlighted Lam Research Corporation (NASDAQ:LRCX), a leading semiconductor equipment company that supplies semiconductor processing equipment. Lam Research Corporation (NASDAQ:LRCX) accounted for 2.5% portfolio and contributed positively to the strategy's performance this quarter. On September 1, 2026, Lam Research Corporation (NASDAQ:LRCX) closed at $290.20 per share. Over the past month, Lam Research Corporation (NASDAQ:LRCX) declined 5.60%, but its shares are up 196.91% over the past year. Lam Research Corporation (NASDAQ:LRCX) has a market capitalization of $363.13 billion.
Artisan Global Opportunities Strategy stated the following regarding Lam Research Corporation (NASDAQ:LRCX) in its Q2 2026 investor letter:
"Our top contributors in Q2 were AMD, Lam Research Corporation (NASDAQ:LRCX) and Taiwan Semiconductor Manufacturing (TSMC). Lam is a leading supplier of semiconductor manufacturing equipment, with dominant positions in etching and deposition. The company delivered results that exceeded elevated expectations, with margins remaining above anticipated levels and guidance pointing to continued momentum. In response to rising semiconductor capital spending, particularly in memory, management increased its outlook for 2026 wafer fabrication equipment spending to approximately $140 billion, representing roughly 27% year-over-year growth. Given the stock's recent appreciation and valuation approaching the upper end of our target range, we trimmed the position to manage risk and position size."

#corporation #lrcx #semiconductor #strategy

Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the "Artisan Global Opportunities Strategy". The letter can be downloaded here. Global equities rebounded sharply during the quarter, with the MSCI ACWI Index returning 15.3% as resilient economic growth, strong corporate earnings, and continued enthusiasm around artificial intelligence supported markets despite persistent inflation, higher bond yields, and geopolitical uncertainty. The portfolio reported strong absolute returns of 12.65% (net) but underperformed the benchmark, mainly because of its underweight exposure to information technology and overweight position in health care. Strong stock selection in technology and energy partially offset these headwinds. The fund continues to see attractive long-term opportunities across AI infrastructure, health care and consumer internet, while remaining disciplined on valuation as several AI-related stocks have appreciated sharply. Management remains focused on durable franchises with identifiable profit cycles and attractive long-term earnings potential. Also, check the Strategy's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Artisan Global Opportunities Strategy highlighted Corning Incorporated (NYSE:GLW) as a new position. Corning Incorporated (NYSE:GLW) is a technology company that operates through optical communication, display technologies, environmental technologies, specialty materials, and life sciences business segments. On September 01, 2026, Corning Incorporated (NYSE:GLW) closed at $145.56 per share. Corning Incorporated (NYSE:GLW) declined 8.08% over the past month, while its shares gained 107.73% over the past 52 weeks. Corning Incorporated (NYSE:GLW) has a market capitalization of $125.38 billion with a 52-week trading range between $66.14 - $271.78.
Artisan Global Opportunities Strategy stated the following regarding Corning Incorporated (NYSE:GLW) in its Q2 2026 investor letter:
"During the quarter, we initiated positions in Corning Incorporated (NYSE:GLW). Corning and STMicroelectronics represent earlier stage semiconductor supply chain opportunities that we believe will see growing demand as AI infrastructure spending broadens beyond today's most obvious beneficiaries. In both cases, we see a potential opportunity for higher value, higher margin products as data centers require greater optical connectivity, semiconductor content and related infrastructure. Corning is a leading global supplier of specialty glass and optical connectivity solutions. We initiated a GardenSM position because we believe Corning is well positioned to meet rising optical connectivity needs as AI infrastructure shifts toward larger clusters and scale-up architectures. While we are not early to the story, we believe the company's fiber capacity, US-based manufacturing footprint and ability to deliver higher complexity optical solutions to hyperscaler

Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the "Artisan Global Opportunities Strategy". The letter can be downloaded here. Global equities rebounded sharply during the quarter, with the MSCI ACWI Index returning 15.3% as resilient economic growth, strong corporate earnings, and continued enthusiasm around artificial intelligence supported markets despite persistent inflation, higher bond yields, and geopolitical uncertainty. The portfolio reported strong absolute returns of 12.65% (net) but underperformed the benchmark, mainly because of its underweight exposure to information technology and overweight position in health care. Strong stock selection in technology and energy partially offset these headwinds. The fund continues to see attractive long-term opportunities across AI infrastructure, health care and consumer internet, while remaining disciplined on valuation as several AI-related stocks have appreciated sharply. Management remains focused on durable franchises with identifiable profit cycles and attractive long-term earnings potential. Also, check the Strategy's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Artisan Global Opportunities Fund highlighted L3Harris Technologies, Inc. (NYSE:LHX). L3Harris Technologies, Inc. (NYSE:LHX) provides mission-critical solutions for government and commercial customers worldwide. On September 01, 2026, L3Harris Technologies, Inc. (NYSE:LHX) closed at $263.56 per share. Over the past month, L3Harris Technologies, Inc. (NYSE:LHX) declined 8.44%, and its shares lost 4.08% over the past 52 weeks. L3Harris Technologies, Inc. (NYSE:LHX) has a market capitalization of $48.76 billion.
Artisan Global Opportunities Fund stated the following regarding L3Harris Technologies, Inc. (NYSE:LHX) in its Q2 2026 investor letter:
"L3Harris Technologies, Inc. (NYSE:LHX) is a global aerospace and defense company that we believe remains well positioned to benefit from growing investment in next-generation missile defense, ****** e sensing and national security programs. Recent results exceeded expectations, with 15% organic growth driven by continued strength in its ****** e and mission systems and missile solutions segments. Order activity remained healthy, with backlog reaching $41 billion and international demand accelerating. Despite the solid operating performance, shares declined amid concerns over future competition and the potential implications for long-term market share. While strong bookings and accelerating revenue continue to support our long-term investment thesis, we began harvesting the position as we reallocated capital within the industrials sector."

#technologies #opportunities #long

Artisan Partners, an investment management company, released its second-quarter 2026 investor commentary for the "Artisan Global Opportunities Strategy". The letter can be downloaded here. Global equities rebounded sharply during the quarter, with the MSCI ACWI Index returning 15.3% as resilient economic growth, strong corporate earnings, and continued enthusiasm around artificial intelligence supported markets despite persistent inflation, higher bond yields, and geopolitical uncertainty. The portfolio reported strong absolute returns of 12.65% (net) but underperformed the benchmark, mainly because of its underweight exposure to information technology and overweight position in health care. Strong stock selection in technology and energy partially offset these headwinds. The fund continues to see attractive long-term opportunities across AI infrastructure, health care and consumer internet, while remaining disciplined on valuation as several AI-related stocks have appreciated sharply. Management remains focused on durable franchises with identifiable profit cycles and attractive long-term earnings potential. Also, check the Strategy's top five holdings to see its best picks in 2026.
In its second-quarter 2026 investor letter, Artisan Global Opportunities Strategy highlighted Insmed Incorporated (NASDAQ:INSM). Insmed Incorporated (NASDAQ:INSM) is a clinical-stage biotechnology company that develops and commercializes therapies for patients with serious and rare diseases. On September 01, 2026, Insmed Incorporated (NASDAQ:INSM) closed at $121.51 per share. Over the past month, Insmed Incorporated (NASDAQ:INSM) returned 25.42%, and its shares lost 13.45% over the past 52 weeks. Insmed Incorporated (NASDAQ:INSM) has a market capitalization of $27.14 billion.
Artisan Global Opportunities Strategy stated the following regarding Insmed Incorporated (NASDAQ:INSM) in its Q2 2026 investor letter:
"Our biggest detractors in Q2 were Insmed Incorporated (NASDAQ:INSM), BAE Systems and L3Harris Technologies. Insmed is a commercial-stage biotechnology company focused on pulmonary diseases. BRINSUPRI® continued its rapid launch, with robust patient uptake and encouraging third-party data. While Q1 sales came in modestly below elevated investor expectations, reflecting concerns around discontinuation rates, continuation on therapy and typical early-year seasonality, we believe the underlying launch trajectory remains encouraging. We continue to view BRINSUPRI® as a significant long-term opportunity. Our due diligence suggests the therapy remains well tolerated and is on track to achieve blockbuster-level sales. We trimmed the position during the quarter."

#insm #artisan #global #quarter

WASHINGTON (AP) — A bipartisan group of U.S. lawmakers is pressing the Army to explain why it told a unit based in Europe to stop specializing in drone warfare, an order that comes as the world's battlefields rapidly evolve and military tactics increasingly rely on uncrewed systems to fight.
The 173rd Airborne Brigade was building its own drones and practicing the kind of warfare that Ukraine has pioneered against Russia and that Iran has fought against the U.S. — warfare that has killed and wounded American troops. The brigade of 600 soldiers was set up in November to be deployed anywhere that drones were needed.
"We have deep concerns that eliminating this specialized drone unit will limit our ability to learn from allies, particularly the Ukrainian Armed Forces, and hinder our efforts to modernize drone warfare at the speed necessary to compete on the modern battlefield," the lawmakers said in a letter shared with The ****** ociated Press.
It requests a briefing from the Army to explain its decision and was sent Tuesday to departing Army Secretary Dan Driscoll and Gen. Christopher LaNeve, the Army's acting chief of staff. It was signed by Democratic Sen. Jeanne Shaheen of New Hampshire, Republican Sen. Thom Tillis of North Carolina, independent Sen. Angus King of Maine and Republican Rep. Mike Turner of Ohio.
"This specialized unit was a prudent response in a moment when the character of warfare is changing faster than a conventional formation's ability to adapt," the lawmakers say.

#lawmakers #brigade #explain