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In Q1 2026, increased demand for AI applications significantly boosted Texas Instruments (TXN), as highlighted in an investor letter from Madison Investments. While the Madison Large Cap Fund underperformed the S&P 500, it benefited from strong contributions by companies such as TXN, Analog Devices,

In Q1 2026, increased demand for artificial intelligence (AI) applications significantly boosted the performance of Texas Instruments (TXN). According to an investor letter from Madison Investments, TXN emerged as a key contributor to the returns of its 'Madison Large Cap Fund' during the quarter. W