Argus

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Jul 07, 2026

Intermediate Term

Long Term

Summary

There is a lot of talk about how the stock market in 2026 has broadened from the trillion-dollar club to the mega-caps to the large-caps to the mid-caps and to the small-caps. That's a simple economic idea also known as the trickle-down theory. And here, it makes good sense, as the great beneficiaries of the AI revolution witness renewed profit growth which gets passed down from larger companie

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