YahooAugust 19, 2026 at 11:38 AM NY16 days ago
Lennar Corporation (LEN) Collapses as Market Weakness and Spin-off Bite
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment assumptions. […]
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