Group 1 - Macquarie Asset Management's "Macquarie Core Equity Fund" reported a return of 11.94% in Q2 2025, outperforming the S&P 500 Index which rose by 10.94% [1] - The strong performance of the equity market was attributed to reduced concerns over potential tariffs from President Trump, as the administration paused tariff implementation [1] - Sector selection contributed to 80% of the fund's relative performance, while individual security selection accounted for the remaining 20% [1] Group 2 - Broadcom Inc. (NASDAQ:AVGO) was highlighted as a key stock, achieving a one-month return of 17.47% and a 52-week gain of 101.84% [2] - As of September 18, 2025, Broadcom's stock closed at $345.35 per share, with a market capitalization of $1.63 trillion [2] - Broadcom experienced a significant quarterly increase of over 65% driven by renewed AI optimism and an expanding customer base for custom AI chips [3] Group 3 - Broadcom reported record revenue of $16 billion in fiscal Q3 2025, reflecting a 22% year-over-year increase [3] - The company ranked 12th on the list of the 30 Most Popular Stocks Among Hedge Funds, with 156 hedge fund portfolios holding its stock at the end of Q2 2025 [3] - Despite Broadcom's strong performance, the analysis suggests that certain AI stocks may offer greater upside potential with less downside risk [3]