Wesco International leads Klarman's portfolio with 48.1% YoY earnings growth Klarman's Baupost Group disclosed its five largest long common-stock positions in its latest 13F filing. Wesco International, an industrial distributor, posted 48.1% YoY earnings growth and i
The bank warns positioning in Nasdaq and S&P 500 remains vulnerable following widespread risk reduction in tech shares. Citi strategists cautioned that U.S. equity positioning may face further pressure after a sharp selloff in technology and artificial intelligence stocks
STX lifts multi-year revenue growth forecast to at least 20% following fiscal Q3 earnings that surpassed estimates by 17%. Seagate Technology reported fiscal Q3 revenue of $3.11 billion, a 44% year-over-year increase, exceeding consensus estimates by 5.22%. Non-GAAP EPS re
Bloom Energy's fuel cells address power bottlenecks for AI data centers, positioning it as a key player in the sector's expansion. Bloom Energy is emerging as a critical supplier for AI infrastructure by providing on-site power solutions for data centers. The company's adv
Hyperscalers face $730 billion in 2026 AI spending, but stock correlation with chipmakers hits a 4.5-year low. Four major hyperscalers are projected to spend $730 billion on AI infrastructure in 2026, yet investor confidence in returns is waning. The 30-day correlation bet
Alphabet, Microsoft, Meta, and Amazon accelerate AI infrastructure investments, raising concerns over long-term demand risks. Alphabet, Microsoft, Meta Platforms, and Amazon are projected to spend nearly $700 billion this year, primarily on AI data centers across multiple
SpaceX stock falls to $116, below its $135 IPO price, amid a 40% drop from its peak near $200. SpaceX shares are trading at $116, 13.2% below their $135 IPO price, after a 40% decline from a high near $200. The drop follows initial skepticism over the stock’s valuation at
Johnson & Johnson's EVP sold 23,054 shares at $251.27, part of broader insider transactions this week. Johnson & Johnson Executive Vice President Vanessa Broadhurst sold 23,054 shares at $251.27 between July 20 and July 24. The transaction was part of a week of insider tra
Direct IRA transfers to charities reduce taxable income, avoiding Medicare surcharges for filers near the $109,000 threshold. A Qualified Charitable Distribution (QCD) from an IRA allows filers to exclude up to $10,000 from modified adjusted gross income (MAGI), potentiall
Yardeni Research maintains a year-end S&P 500 target of 8,250 despite near-term risks from geopolitics and oil price spikes. U.S. equities may face increased volatility in the coming weeks as geopolitical tensions and macroeconomic risks weigh on investor sentiment. The S&
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