Chautauqua Capital Management’s fourth-quarter 2025 investor letter highlights global equities’ strong finish, with the Baird Chautauqua International Growth Fund returning +0.11% and the Global Growth Fund gaining +4.18%. Despite headwinds, the funds focus on high-quality businesses with strong cash flows and attractive international valuations heading into 2026.

Micron Technology, Inc. (NASDAQ:MU) shines in Baird Chautauqua International and Global Growth Funds, benefiting from AI-driven demand and cyclical recovery. The stock closed at approximately $389.09 per share on January 26, 2026, with a market capitalization of about $456.726 billion. Micron Technology, Inc. (NASDAQ:MU) reported strong FY4Q25 results and raised its 1Q guidance, reflecting improved pricing in DRAM.

AI-driven demand supports Micron Technology, Inc. (NASDAQ:MU)’s margin expansion, positioning it as the 20th most popular stock among hedge funds. With 105 hedge fund portfolios holding the stock at the end of the third quarter, the potential for higher returns within a shorter time frame makes it an attractive investment option.

Read more at Yahoo Finance: AI-Driven Demand Supports Micron Technology’s (MU) Margin Expansion