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Lam Research, BlackRock and Corning lead Zacks highlights, driven by AI demand, AUM growth and data center expansion despite macro and trade risks.
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The first quarter of 2026 was highly volatile for US equities, driven by AI disruption concerns and the US-Israel conflict in Iran and the Middle East. In this backdrop, the Polen […]
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