YahooOctober 9, 2026 at 10:24 AM NY18 Days Ago
AI & Data Center Spending Concerns Weighed on GE Vernova (GEV)
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Premier Strategy” third-quarter 2026 investor letter. The letter can be downloaded here. In Q3 2026, strengthening macroeconomic headwinds—rising interest rates, inflation, and elevated energy prices—weighed on equities, though AI enthusiasm buoyed index leaders. Mar Vista’s U.S. Quality Premier strategy returned +1.74% […]
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