- Quarterly Investor Letter Fall 2026 U.S. equity leadership remained concentrated in mega-cap technology stocks, while weaker breadth left much of the market below prior highs. HORAN Wealth expects resilient earnings, AI data-center investment and moderating inflation to support equities, while warning that slowing earnings growth and elevated rates could restrain markets. Q3 2026 AAPL $4.8TMETA $1.6TMSFT $3.9T
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