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Despite settling a massive lawsuit favorably, Meta (META) faces headwinds from soaring AI costs impacting free cash flow and a recent EPS miss. While advertising revenue shows strength, investors are…
Bretton Fund underperformed the S&P 500 in Q2 due to AI data center spending, which it believes is unsustainable and will hurt semiconductor memory stocks. While it highlights a successful turnaround…
Apple beat Q3 estimates but guided soft on margins and revenue growth, citing memory costs and chip shortages, sending shares down 7-8%. Nvidia also slid amid financing risk concerns despite dominant…
The Carillon Eagle Growth & Income Fund reported strong market gains in Q2 2026, driven by AI and tech rallies, despite fragility in smaller stocks and software declines. They remain cautious on Acce…