Should You Be Bullish on Fastly (FSLY)?
Should You Be Bullish on Fastly (FSLY)? Soumya Eswaran Mon, September 21, 2026 at 6:17 AM PDT 3 min read FSLY ^RUT Carillon Tower Advisers , an investment management company, released its second-quarter 2026 investor letter for the "Carillon Eagle Small Cap Growth Fund". The letter can be downloaded here . Small-cap stocks rallied broadly in the second quarter, with the Russell 2000 Growth Index (+25.71%) outpacing Value +17.24%). Information Technology (+46.79%) led all sectors, supported by solid gains in Real Estate (+25.91%), Industrials (+25.80%), and Health Care (+25.54%). Consumer and defensive sectors lagged, while Energy (-2.40%) was the sole sector in the red. Following a strong quarter, the outlook for equity markets remains positive, supported by robust corporate profits and economic growth. However, midterm election uncertainties could introduce volatility, especially around data center development, a key economic driver. The $1 trillion data center spending boo...
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