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TCW's Q2 2026 letter notes fund returned 14.45%, trailing S&P 500's 15.20%, driven by AI capital spending. Highlighted Intuitive Surgical (ISRG) despite healthcare sector headwinds and China/Japan we…
TCW's Q2 2026 letter highlights AI-driven market strength, with S&P 500 hitting record highs. Palo Alto Networks led fund gains on strong AI-fueled cybersecurity growth and raised guidance, though PA…
TCW's Q2 2026 letter highlights CrowdStrike's strong results (NNARR +32% YoY, FCF +67%) and raised guidance, easing fears of AI/LLM disruption to cybersecurity. Broader market rallied on AI capex-dri…