Calamos Investments, a diversified global asset management firm, released its third-quarter 2026 investor letter for “Calamos Global Equity Fund”. A copy of the letter can be downloaded here. The fund returned 16.57% YTD, outperforming the MSCI World Index and the Morningstar Global Large-Stock Growth category. The fund views the quarterly rotation in AI leadership as a healthy pause after a strong run, with the broader AI buildout remaining in its early stages. In response to increasing...
GE Vernova’s (GEV) Q3 Pullback Reflects Profit-Taking Amid Sustained AI-Capex Demand
