Carillon Tower Advisers, an investment management company, released its second-quarter 2026 investor letter for the “Carillon Eagle Growth & Income Fund”. A copy of the letter is available to download here. The second quarter of 2026 was driven by a sharp rally in AI-related stocks, although gains were concentrated in highly cyclical semiconductor, memory, and optical companies. The S&P 500 gained 15.2%, while the semiconductor index surged 87.8%. Unlike earlier AI rallies led by megacaps and strong earnings growth, some smaller technology stocks rose 200% to 300%, making the advance more fragile. Software and services stocks declined as investors questioned the impact of AI disruption. Oil prices also rose during the Iran conflict before retreating, briefly increasing inflation and interest-rate concerns. Despite the volatility, economic data and corporate earnings remained strong. S&P 500 earnings are projected to rise 25% in 2026 and 15% in 2027, with the market trading near 20x earnings. The Fund continues to focus on financially strong companies with durable earnings growth that can perform across different economic conditions. In addition, please check the Fund’s top five holdings to know its best picks in 2026.
In its second-quarter 2026 investor letter, Carillon Eagle Growth & Income Fund highlighted Hewlett Packard Enterprise Company (NYSE:HPE). Hewlett Packard Enterprise Company (NYSE:HPE) is a US-based information technology company that develops intelligent solutions. On July 24, 2026, Hewlett Packard Enterprise Company (NYSE:HPE) closed at $47.69 per share. One-month return of Hewlett Packard Enterprise Company (NYSE:HPE) was 7.39% and its shares gained 128.40% over the past 52 weeks. Hewlett Packard Enterprise Company (NYSE:HPE) has a market capitalization of $63.15 billion with a 52-week trading range between $19.64 – $64.25.
Carillon Eagle Growth & Income Fund stated the following regarding Hewlett Packard Enterprise Company (NYSE:HPE) in its Q2 2026 investor letter:
“Hewlett Packard Enterprise Company (NYSE:HPE) has benefited from a huge increase in orders for its high-end AI servers designed to be deployed by enterprise customers. In addition, its integration of Juniper Networks appears close to being completed.”
Hewlett Packard Enterprise Company (NYSE:HPE) is not on our list of the 40 Most Popular Stocks Among Hedge Funds. As per our database, 58 hedge fund portfolios held Hewlett Packard Enterprise Company (NYSE:HPE) at the end of the first quarter which was 56 in the previous quarter. While we acknowledge the risk and potential of Hewlett Packard Enterprise Company (NYSE:HPE) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Hewlett Packard Enterprise Company (NYSE:HPE) and that has 10,000% upside potential, check out our report about this cheapest AI stock.
In another article, we covered Hewlett Packard Enterprise Company (NYSE:HPE) and shared a list of best low priced technology stocks to invest in. In addition, please check out our hedge fund investor letters Q2 2026 page for more investor letters from hedge funds and other leading investors.
Co-Founder and Research Director at Insider Monkey
When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.
Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.
At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.
Do the math. According to Musk, this technology could be worth $250 trillion by 2040.
Put another way, that’s roughly equal to:
175 Teslas
107 Amazons
140 Metas
84 Googles
65 Microsofts
And 55 Nvidias
And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.
It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.
Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.
How could anything be worth that much?
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In fact, Verge argues this company’s supercheap AI technology should concern rivals.
Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.
Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.
When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.
Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…
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Co-Founder and Research Director at Insider Monkey
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