Arm Holdings (ARM): AI Infrastructure and CPU Demand Drive Upbeat Outlook

American Century Investments’ Focused Dynamic Growth Fund released its second-quarter 2026 investor letter, detailing fund performance and key holdings. The fund’s investor class returned 16.38% during the quarter, trailing slightly behind the Russell 1000 Growth Index’s 16.74% return. U.S. stocks advanced with double-digit quarterly gains driven by robust earnings, resilient economic data, and momentum in AI-related equities, though a pullback occurred in June as investors an