O’Keeffe Stevens Advisory, an investment advisory firm, released its second-quarter 2026 investor letter. During Q2 2026, the market experienced notable dispersion between perceived AI losers and winners. The firm has made investments early in AI infrastructure companies, which yielded gains during market repricing. The second quarter experienced strong equity rallies, with the S&P 500 gaining 15.2% and the Nasdaq 21.4%, marking the best quarter since Q2 2020. While the software sector faced challenges, with the iShares Software ETF dropping ~27% before a rally, reflecting high...
Create a free account, or log in to read the full article
No credit card required.
We may use your email to send marketing emails about our services. Click here to read our privacy policy.