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S&P 500 Profit Margins Hit Decade Highs Amid Strong Earnings Growth

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The Story

News Summary

  • WestEnd Capital's Q2 letter highlights strong S&P 500 net profit margins at decade highs of 14.8%, driven by robust earnings revisions.
  • The fund also featured WaterBridge Infrastructure, citing strong Delaware Basin operations and incremental upside from AI data center cooling demand.
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US500 price history

7656.98 +14.20% over the displayed period

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