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Madison Investments released its Q2 2026 investor letter, warning that extreme market narrowness driven by AI stocks is unsustainable, while highlighting a new position in Honeywell Aerospace.
Madison Large Cap Fund highlighted Alphabet as a top performance contributor. The company posted strong results fueled by double-digit Search revenue growth and a 60% surge in Cloud revenue, supporte…
Madison Large Cap Fund highlighted Alphabet Inc. as a top contributor in Q2 2026, citing strong revenue momentum. Search expanded in the high teens driven by AI overviews, while Cloud grew over 60% w…