Auxier Asset Management’s Q2 2026 Investor Letter 

Auxier Asset Management, an investment advisory firm, released its second-quarter 2026 investor letter. Following a strong rebound from the first-quarter decline, the S&P 500 gained 15.2% as accelerating capital spending toward artificial intelligence infrastructure drove significant gains across technology hardware companies. Semiconductor and data-center-related businesses benefited from supply constraints and strong demand, while enterprise software remained under pressure as investors...