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S&P 500 Soars 15% in Q2 2026 as AI Rally Outpaces Quality Stocks

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The Story

News Summary

  • Jensen Investment's Q2 2026 letter reports 10.94% return, trailing S&P 500's 15.20% gain amid AI-driven market strength.
  • It also flags Broadridge Financial Solutions' underperformance due to AI disintermediation and tokenization concerns, though core services remain regulator-protected.
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US500 price history

7656.98 +14.20% over the displayed period

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