Eagle Capital Management’s Q2 2026 Investor Letter 

Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. 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. Eagle remains a strong believer in AI but prefers constructing a portfolio that can perform across multiple outcomes rather than...