Mott Capital Management, an investment management company, released its Q4 2025 investor letter. Stock markets paused in Q4, with the S&P 500 trading sideways from October to year-end. In 2025, the MCM Thematic Growth Strategy gained 11.98%, underperforming the S&P 500's 17.88%, despite some improvements. The AI boom boosted the S&P 500 in 2025. Concerns for AI and related companies include rising debt and the urgent need for R&D investments in advanced software and data centers. Software stocks sharply declined in 2026 due to falling valuations and rising concerns about AI...
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