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Madison Fund Flags AI Bubble Risks While Texas Instruments Gains on Datacenter Surge

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The Story

News Summary

  • Madison Large Cap Fund highlighted Texas Instruments in its Q2 letter, citing robust datacenter demand and solid end-market conditions.
  • The fund underperformed the S&P 500 due to extreme market narrowness driven by AI, cautioning that concentration risk and macroeconomic headwinds could trigger future volatility.
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US500 price history

7656.98 +14.20% over the displayed period

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