- Third Quarter 2026 Amazon, Alphabet and Microsoft detracted as investor concern over their AI investment spending outweighed accelerating revenue and earnings trends. Stewart Asset Management initiated Howmet Aerospace, citing its turbine-blade technology, qualified aftermarket revenue and aerospace production backlog as drivers of durable earnings growth. Third Quarter 2026 AMZN $2.9TGOOGL $3.4THWM $80B
One letter so far. We collect each new one as Stewart Asset Management publishes it.
