rocket ship launching during daytime by SpaceX courtesy of Unsplash.

2nd Quarter 2026 Newsletter

Jeff Canavan, CFA® |
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Jeff Canavan CFA®
Quarterly Newsletter

AI, oh my! We continue to see AI dominate market discussions through the second quarter of this year. The SpaceX IPO alone generated significant buzz. Extending beyond just the technology sector, we have begun to see other companies reap the benefits of the AI boom as demand for AI-related infrastructure grows. Read more from Jeff here!