Browsing: positioned

Focus Wealth Management released its Q2 2026 investor letter. You can download a copy of the letter here. The fund highlighted a period of strong equity market gains as the S&P 500 surged ~17% following March’s selloff, driven by resilient earnings, artificial intelligence (AI) investment, and semiconductor strength. While acknowledging the strength of the AI-driven…

ServiceNow and Salesforce both posted AI-fueled earnings and both claim the future of enterprise automation, but they are attacking the problem from opposite ends of the stack, and only one positioning survives when agentic consumption scales.