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Hennessy Fund's Q2 letter highlights resilient U.S. equities supported by AI-driven semiconductor demand and robust corporate fundamentals. The fund emphasizes quality companies with durable advantag…
Hennessy Fund's Q2 letter highlights strong U.S. equity performance driven by AI spending and solid corporate earnings. Semiconductor supplier Entegris surged on accelerating AI hardware demand and f…
Tech's earnings premium over the S&P 500 has shrunk from 35% to 10% year-over-year, even as sales, margins, and earnings estimates keep rising, suggesting improved valuation support for tech stocks.