Oracle Corporation (ORCL) Faces Questions Over a Major AI Data Center Project: What Investors Should Know

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Liontrust Investment Partners recently released its "Global Innovation Fund" Q3 2026 investor letter. A copy of the letter can be downloaded here. The Fund returned -1.6% in the third quarter of 2026, compared with gains of 0.4% for the IA Global sector average and 1.5% for the MSCI AC World Index. Despite the quarterly decline, the Fund returned 19.4% year to date, outperforming both benchmarks and ranking 41st among 576 funds in its sector. The managers attributed the quarter's volatility to a sharp disconnect between share prices and underlying business performance, particularly across the semiconductor and AI infrastructure industries.