Danaher (DHR) Seen Deftly Navigating AI Integration

finance.yahoo.com · 2026-09-03

Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here. In the quarter, Eagle Capital Management discussed how enthusiasm around AI capital spending has driven strong S&P 500 earnings growth while also increasing risks from elevated valuations, concentrated demand, and aggressive investment assumptions. […]

Read the full story at finance.yahoo.com →