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TCW Q2 Letter: S&P 500 Hits Highs on AI Capex, BSX Lags

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The Story

News Summary

  • TCW's Q2 2026 letter reviews market gains driven by AI capex and earnings, but flags Boston Scientific's underperformance due to weak Watchman/EP results and lowered 2026 guidance despite positive CHAMPION-AF trial data.
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7619.98 +12.62% over the displayed period

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