Sands Capital Management's Q1 2026 letter highlighted Microsoft's unrealized potential in advancing agentic AI. The Select Growth Strategy underperformed the Russell 1000 Growth Index, returning -12.9% versus -9.8%, partly due to AI disruption concerns. Microsoft closed at $411.74 on June 8, 2026, with a 12.57% loss over 52 weeks.
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What's Happening With BigBear.ai Stock?
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