Carillon Tower Advisers released its “Carillon Eagle Small Cap Growth Fund” third-quarter 2025 investor letter, citing AI acceleration, reduced inflationary impacts, and potential interest rate cuts. Small-cap stocks mirrored the rally, with the Russell 2000® Growth Index up 12.19% in the quarter, slightly underperforming the Russell 2000 Value Index’s 12.60% return.

In its third-quarter 2025 investor letter, Carillon Eagle Small Cap Growth Fund highlighted Rambus Inc. (NASDAQ: RMBS), a semiconductor company founded in 1990. Rambus Inc. (NASDAQ: RMBS) saw a one-month return of -0.46% and a 103.37% increase over the last 52 weeks, closing at $103.72 per share with a market cap of $11.16 billion on October 28, 2025.

Carillon Eagle Small Cap Growth Fund noted Rambus Inc. (NASDAQ: RMBS) as a key player in the computer memory industry, providing technology and chips for AI data centers. The company’s transition from a licensing to a product company shows promise, with expected growth as hyperscalers invest in capex.

Rambus Inc. (NASDAQ: RMBS) is held by 29 hedge funds, up from 27 in the previous quarter, with Q3 revenue of $178.5 million surpassing expectations. While Rambus Inc. (NASDAQ: RMBS) shows investment potential, other AI stocks may offer greater upside and lower risk. Explore opportunities in the AI sector for potential growth and benefits from current economic trends.

Read more at Yahoo Finance: Do You Believe in the Growth Potential of Rambus (RMBS)?