According to CNBC, Saba Capital founder Boaz Weinstein has called for the removal of the entire board of a Baillie Gifford-run technology investment trust, escalating an activist campaign that puts governance control in play for shareholders. Source: CNBC According to CNBC, event-driven traders will monitor the trust’s discount-to-NAV, liquidity, and any formal company responses or regulatory disclosures as potential catalysts for price and volume moves. Source: CNBC

According to @CNBC, Baillie Gifford said Nvidia is the "Hermes" of the chip industry, source: CNBC. According to @CNBC, Baillie Gifford is doubling down on Taiwan Semiconductor (TSMC) and ASML, source: CNBC. According to @CNBC, this report puts Nvidia (NVDA), TSMC (TSM), and ASML in focus for traders seeking AI semiconductor exposure, source: CNBC.