【LPL 2026 Split 2 Group Ascend Regular Season Overview】 BLG currently leads the standings with an 8-2 record. TES and AL are tied at 7-3, with JDG at 6-3 in the upper ranks. WE currently holds a 0-9 record. The two best-of-three (BO3) matches scheduled for May 6 are: - Team WE vs Invictus Gaming - Top Esports vs JD Gaming

STEPHEN MANDEL'S LONE PINE JUST EXITED AMAZON, MICROSOFT, AND BROADCOM ENTIRELY Here are their updated largest holdings and every move they made in Q1 2026: Top 10 holdings: 🥇 Vistra $VST: $930M 🥈 ASML $ASML: $865M 🥉 Carpenter Technology $CRS: $717M 4. LPL Financial $LPLA: $617M 5. AppLovin $APP: $583M 6. Talen Energy $TLNE: $580M 7. Teradyne $TER: $555M (NEW) 8. Carvana $CVNA: $552M 9. Nu Holdings $NU: $546M 10. Medline $MDLN: $525M New positions: - Teradyne $TER: $555M - Corning $GLW: $506M - MasTec $MTZ: $493M - US Foods $USFD: $350M - Performance Food Group $PFGC: $341M - McKesson $MCK: $339M - Ciena $CIEN: $314M - TeraWulf $WULF: $287M - Hut 8 $HUT: $285M - Argan $AGX: $214M - Alphabet $GOOGL: $54M Biggest adds: - Visa $V: +510% shares - Spotify $SPOT: +288% - AppLovin $APP: +88% - TransDigm $TDG: +86% - Hilton $HLT: +54% - Talen Energy $TLNE: +41% - Carpenter Technology $CRS: +39% - Nu Holdings $NU: +28% - Clean Harbors $CLH: +27% - Tenet Healthcare $THC: +26% - Vistra $VST: +19% Biggest trims: - KKR $KKR: -96% shares - Amphenol $APH: -92% - Vulcan Materials $VMC: -91% - Taiwan Semiconductor $TSM: -54% - Booking Holdings $BKNG: -48% - Boston Scientific $BSX: -48% - Mastercard $MA: -41% - Brookfield $BN: -30% Full exits: - Broadcom: $599M - Microsoft: $597M - DoorDash: $573M - Amazon: $557M - Philip Morris: $424M - Wingstop: $380M - Affirm: $284M The rotation: out of mega-cap tech, payments, and consumer discretionary. Into power and AI infrastructure ($VST, $TLNE, $WULF, $HUT, $MTZ, $AGX), industrials ($CRS, $TER, $GLW, $CIEN), and healthcare/food distribution ($MCK, $USFD, $PFGC).

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Railway stations across China are bracing for a fresh travel peak as a growing number of travelers hit the road to return to work after the week-long #SpringFestival# holiday which ends on Friday.

DAN LOEB JUST CUT NVIDIA BY 94% AND EXITED MICROSOFT AND PG&E ENTIRELY Here are their updated largest holdings and every move they made in Q1 2026: Top 10 holdings: 🥇 Amazon $AMZN: $404M 🥈 Telephone and Data Systems $TDS: $278M 🥉 CRH $CRH: $200M 4. Somnigroup International $TPX: $168M 5. Carpenter Technology $CRS: $122M 6. MasTec $MTZ: $103M 7. Danaher $DHR: $100M 8. Taiwan Semiconductor $TSM: $93M 9. API Group $APG: $82M 10. Live Nation $LYV: $71M New positions: - Meta $META: $51M - Alphabet $GOOGL: $50M - SPDR Gold $GLD: $41M - Hut 8 $HUT: $41M - TransDigm $TDG: $29M - KLA Corp $KLAC: $16M - Lam Research $LRCX: $16M - ASML $ASML: $16M - Broadcom $AVGO: $15M - VanEck Semiconductor ETF $SMH: $15M Biggest trims: - NVIDIA $NVDA: -94% shares - Union Pacific $UNP: -94% - Norfolk Southern $NSC: -90% - SharkNinja $SN: -89% - Capital One $COF: -87% - Live Nation $LYV: -73% - MasTec $MTZ: -65% - Carpenter Technology $CRS: -60% - Somnigroup $TPX: -33% - API Group $APG: -32% Full exits: - PG&E $PCG: $551M - Microsoft $MSFT: $447M - Brookfield $BN: $285M - Casey's General Stores $CASY: $251M - CoStar Group $CSGP: $213M - Rocket Companies $RKT: $184M - LPL Financial $LPLA: $182M - Chipotle $CMG: $175M - Constellation Energy $CEG: $168M - Vistra $VST: $162M - Alibaba $BABA: $121M - Comfort Systems $FIX: $98M - Spotify $SPOT: $58M - Kenvue $KVUE: $56M - Progressive $PGR: $50M - Thermo Fisher $TMO: $29M - Wix $WIX: $23M - CSX $CSX: $18M The rotation: out of NVIDIA, Microsoft, PG&E, rails, and most consumer/discretionary. Into gold, Bitcoin miners, mega-cap tech (Meta, Google), and broad semi exposure (ASML, AVGO, KLAC, LRCX, SMH).