For most investors, simply investing in the S&P 500 has delivered strong returns over the past several years. Its high-tech concentration has kept investors in the themes that are leading the market higher But with inflation risks rising, consumer sentiment low, and
Red Lobster's CEO plans to make the chain AI-forward Red Lobster's CEO is transforming the 58-year-old seafood chain into an AI-forward company. The CEO has spent two years hauling Red Lobster out of bankruptcy. He previously helped push P.F. Chang's past $
In its first-quarter 2026 investor letter, Madison Small Cap Fund Strategy highlighted ICU Medical, Inc. (NASDAQ:ICUI) as a newly added position. ICU Medical, Inc. (NASDAQ:ICUI) is a leading medical device company specializing in the development of products used in infusio
Quick Read - Oppenheimer initiated SpaceX with an Outperform rating and $190 price target, implying roughly 40% upside from its $135 IPO price. - SpaceX generated $48 billion in revenue across four mutually reinforcing segments: Starlink, launches, AI compute, and Grok. - Cloud...</strong
Quick Read - XLE has surged 31% year-to-date, nearly four times the S&P 500's return, with Exxon and Chevron alone comprising 41% of the concentrated fund. - Exxon beat earnings estimates by 15% and Chevron by 46% as the Strait of Hormuz closure drove Brent crude to $138 per...</
European buyers aren’t committing to long-term LNG supply agreements with U.S. exporters despite the ongoing EU phase-out of Russian gas imports and the supply crisis in the Middle East. U.S. developers and proponents of new LNG export facilities in America have been tryin
The fund’s Q1 2026 letter highlights Matador Resources amid a 4.5% rise in Russell 2000 Value Index. Madison Small Cap Fund’s Q1 2026 performance lagged benchmarks, rising 0.10% versus the Russell 2000’s 0.89% gain. Value stocks led the quarter, with the Russell 2000 Value
Alphabet (GOOG) received an upgrade amid views that its proposed capital raise is well-timed given current market conditions and the emergence of agentic AI capabilities. Nvidia (NVDA) also earned a positive revision as analysts see the recent Newsletters for Every Investo
Madison Small Cap Fund cites AI-driven volatility as CRL shares fall to $188.06 amid broader small-cap underperformance. Charles River Laboratories International Inc. (NYSE:CRL) declined in Q1 2026, closing at $188.06 on June 11, as AI disruption fears weighed on the stock
The wait is over. Space Exploration Technologies (SpaceX) (NASDAQ: SPCX) stock finally made its public debut in the largest IPO in history Right off the bat, the space and AI conglomerate is one of the 10 largest companies on Earth and bigger than Elon Musk's other
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