2 days ago
After correcting about 30% since its shares went public in June 2026, **** eX (SPCX) stock may be bound for another round of decline. A lock-up period for pre-IPO shareholders is set to expire on Aug. 6, just days after the company will release its first set of quarterly numbers as a public company.
Approximately 911.5 million shares are set to go for sale at a value of about $116 billion, with potentially more shares coming into the market if certain performance milestones linked to its post-IPO share price are achieved. Meanwhile, liquidity in **** eX is expected to increase by the end of the year when 5.3 billion shares of the company may be available for trading.
Amazon Stock Just Hit a Major Hurdle Ahead of Earnings
Elon Musk Just Revealed a Quiet Win for Tesla's AI Ambitions
What a Major Anthropic Chip Deal Really Means for AMD Stock
#Stock #public
Approximately 911.5 million shares are set to go for sale at a value of about $116 billion, with potentially more shares coming into the market if certain performance milestones linked to its post-IPO share price are achieved. Meanwhile, liquidity in **** eX is expected to increase by the end of the year when 5.3 billion shares of the company may be available for trading.
Amazon Stock Just Hit a Major Hurdle Ahead of Earnings
Elon Musk Just Revealed a Quiet Win for Tesla's AI Ambitions
What a Major Anthropic Chip Deal Really Means for AMD Stock
#Stock #public
5 days ago
Brasada Capital Management, an investment management company, released its Q2 2026 investor letter. A copy of the letter is available to download here. The market landscape in the past quarter has been significantly influenced by the rapid advancements in artificial intelligence (AI), overshadowing other concerns like geopolitical conflicts. Currently, the AI boom is so substantial that it affects the entire market cycle. Key factors include a 400% increase in memory demand due to AI, a slow supply response that takes years to catch up, and minimal demand destruction. The Fund's investment strategy focuses on essential infrastructure that maintains competitive advantages, rather than chasing speculative momentum. The firm emphasizes secular long-term growth, regardless of which AI technologies prevail. In addition, please check the Strategy's top five holdings to know its best picks in 2026.
In its Q2 2026 investor letter, Brasada Capital Management highlighted Amphenol Corporation (NYSE:APH). Amphenol Corporation (NYSE:APH) is a leading manufacturer of electrical, electronic, and fiber optic connectors serving a broad range of end markets. On July 22, 2026, Amphenol Corporation (NYSE:APH) closed at $157.51 per share. One-month return of Amphenol Corporation (NYSE:APH) was -4.63%, and its shares gained 50.78% over the past 52 weeks. Amphenol Corporation (NYSE:APH) has a market capitalization of $193.77 billion.
Brasada Capital Management stated the following regarding Amphenol Corporation (NYSE:APH) in its Q2 2026 investor update:
"Amphenol Corporation (NYSE:APH) is one of the world's largest manufacturers of connectors, sensors, and interconnect systems, essentially producing the nervous system for modern electronics. The company designs solutions that allow power, signal, and data to flow reliably across demanding applications. Rather than selling off-the-shelf commodities, Amphenol acts as a crucial design partner, engineering the vast majority of its 500,000 SKUs as custom or semi-custom solutions tailored to the exact mechanical, thermal, or electrical requirements of its customers.
What makes Amphenol a high-quality business lies in its production of mission-critical components that represent a very small percentage of a customer's total cost of goods. Because the cost of failure is exceptionally high, whether in a commercial aircraft flying at 40,000 feet or a 1,000-volt EV battery, OEMs face significant switching costs and are reluctant to change suppliers once a component is proven reliable. This dynamic is further reinforced by a highly decentralized operating structure where general managers run their business units autonomously, enabling rapid, localized responses to customer needs. Additionally, the company is diversified across eight major end markets, with no single sector accounting for more than 25% of sales, which acts as a powerful shock absorber during cyclical downturns..." (Click here to read the full text)
#amphenol
In its Q2 2026 investor letter, Brasada Capital Management highlighted Amphenol Corporation (NYSE:APH). Amphenol Corporation (NYSE:APH) is a leading manufacturer of electrical, electronic, and fiber optic connectors serving a broad range of end markets. On July 22, 2026, Amphenol Corporation (NYSE:APH) closed at $157.51 per share. One-month return of Amphenol Corporation (NYSE:APH) was -4.63%, and its shares gained 50.78% over the past 52 weeks. Amphenol Corporation (NYSE:APH) has a market capitalization of $193.77 billion.
Brasada Capital Management stated the following regarding Amphenol Corporation (NYSE:APH) in its Q2 2026 investor update:
"Amphenol Corporation (NYSE:APH) is one of the world's largest manufacturers of connectors, sensors, and interconnect systems, essentially producing the nervous system for modern electronics. The company designs solutions that allow power, signal, and data to flow reliably across demanding applications. Rather than selling off-the-shelf commodities, Amphenol acts as a crucial design partner, engineering the vast majority of its 500,000 SKUs as custom or semi-custom solutions tailored to the exact mechanical, thermal, or electrical requirements of its customers.
What makes Amphenol a high-quality business lies in its production of mission-critical components that represent a very small percentage of a customer's total cost of goods. Because the cost of failure is exceptionally high, whether in a commercial aircraft flying at 40,000 feet or a 1,000-volt EV battery, OEMs face significant switching costs and are reluctant to change suppliers once a component is proven reliable. This dynamic is further reinforced by a highly decentralized operating structure where general managers run their business units autonomously, enabling rapid, localized responses to customer needs. Additionally, the company is diversified across eight major end markets, with no single sector accounting for more than 25% of sales, which acts as a powerful shock absorber during cyclical downturns..." (Click here to read the full text)
#amphenol
6 days ago
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters.
(Bloomberg) -- The US Treasury Department has expressed concern over a number of high-profile tax strategies touted by Wall Street that it says may be "too good to be true."
Officials told an industry gathering on Tuesday morning in New York the department considers that some of these products may be abusive, and said it is actively evaluating the tools available to address them.
However, they stopped short of announcing new guidelines, saying instead they "expect a serious dialogue with the market before positions harden" and investors are placed at more risk.
The strategies under scrutiny include so-called 351 conversions, box-spread exchange-traded funds, products that offset ordinary income, and funds that avoid dividend income by flipping between other ETFs. Speaking at a Wall Street Tax ***** ociation seminar, Kevin Salinger, deputy ***** istant secretary for tax policy at the Treasury, and Erika Nijenhuis, senior counsel, said the department has no wish to over-engineer rules, but it cannot ignore a market developing around transactions with results Congress did not appear to intend.
#wealthmanagement #market
(Bloomberg) -- The US Treasury Department has expressed concern over a number of high-profile tax strategies touted by Wall Street that it says may be "too good to be true."
Officials told an industry gathering on Tuesday morning in New York the department considers that some of these products may be abusive, and said it is actively evaluating the tools available to address them.
However, they stopped short of announcing new guidelines, saying instead they "expect a serious dialogue with the market before positions harden" and investors are placed at more risk.
The strategies under scrutiny include so-called 351 conversions, box-spread exchange-traded funds, products that offset ordinary income, and funds that avoid dividend income by flipping between other ETFs. Speaking at a Wall Street Tax ***** ociation seminar, Kevin Salinger, deputy ***** istant secretary for tax policy at the Treasury, and Erika Nijenhuis, senior counsel, said the department has no wish to over-engineer rules, but it cannot ignore a market developing around transactions with results Congress did not appear to intend.
#wealthmanagement #market
7 days ago
Wall Street staged a comeback as dip buyers emerged, lifting stocks amid rally in chipmakers on bets the artificial-intelligence trade that's powered the bull market has more room to run.Julian Emanuel, Chief Equity & Quantitative Strategist at Evercore ISI, joins to talk tech volatility, the intact bull market, and earnings season.
#Equity
#Equity
8 days ago
More than two-thirds of working Americans think that they won't have enough money to retire comfortably, according to a new study by wealth management firm Schroders (1). And more than half of retirees aren't sure how long their savings will last (2).
These worries come at a time when wages are lagging while inflation races ahead, making everyday necessities like gas and groceries more expensive (3). This makes it harder for working Americans to save up for retirement — and puts retirees living on a fixed income in a tricky spot.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake — here's what it is and 3 simple steps to fix it ASAP
Millionaires under 43 hold only 25% of their wealth in stocks. Here's where their money is actually going
#money #like
These worries come at a time when wages are lagging while inflation races ahead, making everyday necessities like gas and groceries more expensive (3). This makes it harder for working Americans to save up for retirement — and puts retirees living on a fixed income in a tricky spot.
Jeff Bezos backs a platform that lets anyone invest in rental homes for as little as $100 — 6 ways to build wealth like a landlord without actually being one
Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake — here's what it is and 3 simple steps to fix it ASAP
Millionaires under 43 hold only 25% of their wealth in stocks. Here's where their money is actually going
#money #like
13 days ago
Heartland Advisors, an investment management company, released its second-quarter 2026 investor letter for "Heartland Mid Cap Value Fund". A copy can be downloaded here. Mid-cap stocks sharply rose in the second quarter, driven by perceived AI beneficiaries, particularly in Technology. The Fund returned 9.90% in the quarter, compared to the Russell Midcap® Value Index's 13.40% return. The underperformance was driven by negative stock selection despite Tech being one of the top absolute return contributors. In the challenging environment, the Fund remains focused on its disciplined approach to security selection. In addition, you can check the Fund's top 5 holdings to determine its best picks for 2026.
In its Q2 2026 investor letter, Heartland Mid Cap Value Fund highlighted ON Semiconductor Corporation (NASDAQ:ON). ON Semiconductor Corporation (NASDAQ:ON) is an American semiconductor company that provides intelligent sensing and power solutions to the automotive, industrial, aerospace and defense, medical, and communication industries. The one-month return of ON Semiconductor Corporation (NASDAQ:ON) was -16.99%, and its shares gained 57.48% over the past 52 weeks. On July 14, 2026, ON Semiconductor Corporation (NASDAQ:ON) closed at $93.73 per share with a market capitalization of $36.48 billion.
Heartland Mid Cap Value Fund stated the following regarding ON Semiconductor Corporation (NASDAQ:ON) in its Q2 2026 investor update:
"Technology. In our Deep Value bucket, ON Semiconductor Corporation (NASDAQ:ON) manufactures power management and image sensing semiconductor products for automotive and industrial end markets.
ON is a leader in silicon carbide semiconductors, which are used primarily in electric vehicles (EVs), renewable energy inverters, and high-power industrial equipment to reduce energy loss and improve efficiency. ON endured a cyclical deceleration in its auto and clean-energy-related markets that began in 2023. Throughout the downturn, management implemented a robust self-help playbook that optimized the company's manufacturing footprint and product portfolio for both a cyclical upturn and secular growth drivers. This included a new product platform with much higher profit margins than the existing business.
In its Q2 2026 investor letter, Heartland Mid Cap Value Fund highlighted ON Semiconductor Corporation (NASDAQ:ON). ON Semiconductor Corporation (NASDAQ:ON) is an American semiconductor company that provides intelligent sensing and power solutions to the automotive, industrial, aerospace and defense, medical, and communication industries. The one-month return of ON Semiconductor Corporation (NASDAQ:ON) was -16.99%, and its shares gained 57.48% over the past 52 weeks. On July 14, 2026, ON Semiconductor Corporation (NASDAQ:ON) closed at $93.73 per share with a market capitalization of $36.48 billion.
Heartland Mid Cap Value Fund stated the following regarding ON Semiconductor Corporation (NASDAQ:ON) in its Q2 2026 investor update:
"Technology. In our Deep Value bucket, ON Semiconductor Corporation (NASDAQ:ON) manufactures power management and image sensing semiconductor products for automotive and industrial end markets.
ON is a leader in silicon carbide semiconductors, which are used primarily in electric vehicles (EVs), renewable energy inverters, and high-power industrial equipment to reduce energy loss and improve efficiency. ON endured a cyclical deceleration in its auto and clean-energy-related markets that began in 2023. Throughout the downturn, management implemented a robust self-help playbook that optimized the company's manufacturing footprint and product portfolio for both a cyclical upturn and secular growth drivers. This included a new product platform with much higher profit margins than the existing business.
15 days ago
Soybeans are trading with midday gains of 7 to 11 ½ cents so far. The cmdtyView national average Cash Bean price is up 9 1/2 cents at $11.54 1/4. Soymeal futures are down $2.30, with Soy Oil futures 248 to 300 points higher. There were 45 deliveries issued against July soybean meal on Friday night, with 304 for July bean oil.
USDA reported a private export sale of 136,000 MT of soybeans to China this morning for 2026/27.
Wheat's Bullish Fundamentals Are Growing—So Why Do Prices Keep Falling?
Global Weather Concerns and China Demand Are Spiking Corn, Soybean, and Wheat Prices
Why Did the Commodity Complex Remind Me of the Bangles to Start the Week?
USDA reported a private export sale of 136,000 MT of soybeans to China this morning for 2026/27.
Wheat's Bullish Fundamentals Are Growing—So Why Do Prices Keep Falling?
Global Weather Concerns and China Demand Are Spiking Corn, Soybean, and Wheat Prices
Why Did the Commodity Complex Remind Me of the Bangles to Start the Week?
19 days ago
By Hannah Lang
WASHINGTON, July 9 (Reuters) - Coinbase's chief legal officer, Paul Grewal, is stepping down after six years at the U.S. cryptocurrency exchange where he fought off a major lawsuit brought by the U.S. securities regulator and played an instrumental role in the crypto industry's Washington campaign to secure industry-friendly policies.
Molly Abraham, Coinbase's vice president of legal, will move into Grewal's role with the ***** le of general counsel, the company told Reuters. Coinbase is also naming Ryan VanGrack, who is currently vice president of legal, as the company's first vice chair and head of corporate affairs, Coinbase said.
Grewal first posted news of his departure on X. He will be staying on as an adviser at Coinbase and will remain on the board of Coinbase's National Trust Company.
MAJOR SEC LEGAL BATTLE
WASHINGTON, July 9 (Reuters) - Coinbase's chief legal officer, Paul Grewal, is stepping down after six years at the U.S. cryptocurrency exchange where he fought off a major lawsuit brought by the U.S. securities regulator and played an instrumental role in the crypto industry's Washington campaign to secure industry-friendly policies.
Molly Abraham, Coinbase's vice president of legal, will move into Grewal's role with the ***** le of general counsel, the company told Reuters. Coinbase is also naming Ryan VanGrack, who is currently vice president of legal, as the company's first vice chair and head of corporate affairs, Coinbase said.
Grewal first posted news of his departure on X. He will be staying on as an adviser at Coinbase and will remain on the board of Coinbase's National Trust Company.
MAJOR SEC LEGAL BATTLE
22 days ago
Chewy, Inc. (NYSE:CHWY) is one of the best stocks to invest in according to Two Sigma Advisors with huge upside potential. On June 23, TD Cowen ***** yst William Kerr named Chewy, Inc. (NYSE:CHWY) as the firm's best small- and mid-cap, or Smid-cap, stock idea for 2026, and at the same time reiterated a Buy rating and a $34 price target on the shares.
Kerr said his firm's endorsement was built around several growth and margin levers it believes Chewy has not yet fully monetized. These include its veterinary care partnership through CVC and Modern Animal, an expanding advertising business, ongoing automation of its fulfillment operations, the Chewy+ membership program, and the integration of generative AI into its platform.
Kerr added that at the time of the note, Chewy was trading at just 6.3 times its enterprise value-to-EBITDA. He described this valuation as attractive given the company's expected EBITDA compound annual growth rate of 15% over the next five years. Put simply, the ***** yst believes the stock is too cheap relative to how fast the business is expected to grow.
The ***** yst also pointed out that as online shopping for pet products continues to grow as a share of total industry sales, Chewy is well positioned to pull customers away from physical competitors. The competitors include local pet stores, traditional retailers, and grocery chains.
The Smid-cap designation places Chewy in a curated list of TD Cowen's top investment picks for companies with a market capitalization generally below $10 billion. This is the firm's annual selection that signals its highest-conviction ideas in that size category.
Kerr said his firm's endorsement was built around several growth and margin levers it believes Chewy has not yet fully monetized. These include its veterinary care partnership through CVC and Modern Animal, an expanding advertising business, ongoing automation of its fulfillment operations, the Chewy+ membership program, and the integration of generative AI into its platform.
Kerr added that at the time of the note, Chewy was trading at just 6.3 times its enterprise value-to-EBITDA. He described this valuation as attractive given the company's expected EBITDA compound annual growth rate of 15% over the next five years. Put simply, the ***** yst believes the stock is too cheap relative to how fast the business is expected to grow.
The ***** yst also pointed out that as online shopping for pet products continues to grow as a share of total industry sales, Chewy is well positioned to pull customers away from physical competitors. The competitors include local pet stores, traditional retailers, and grocery chains.
The Smid-cap designation places Chewy in a curated list of TD Cowen's top investment picks for companies with a market capitalization generally below $10 billion. This is the firm's annual selection that signals its highest-conviction ideas in that size category.
26 days ago
Lucid Group, Inc. (NASDAQ:LCID) is one of the 10 Most Promising EV Stocks to Buy According to ***** ysts.
On June 22, Reuters reported that Lucid Group, Inc. (NASDAQ:LCID) will cut about 18% of its US workforce, and Chief Operating Officer Marc Winterhoff has left the company. It is the second major executive change in recent months as the EV maker works to improve profitability amid intensifying competition. Reuters said the layoffs will affect full-time employees, contractors, and hourly manufacturing workers. The automobile firm will also eliminate the second shift at its AMP-1 production facility.
According to Reuters, Lucid Group, Inc. (NASDAQ:LCID) employed about 9,000 people globally as of Dec. 31, 2025. The firm expects the restructuring to generate about $158 million in annualized cost savings. It is recording roughly $32 million in severance and employee-related charges. Reuters noted that Lucid cut 12% of its US workforce in February and suspended its 2026 production outlook last month pending a business review. It continues relying on its Gravity SUV, future mid-size platform, and robotaxi partnerships with Uber and Nuro to support growth.
Lucid Group, Inc. (NASDAQ:LCID) is a technology and automobile firm. It develops the next generation of electric vehicle technology.
While we acknowledge the potential of LCID as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
On June 22, Reuters reported that Lucid Group, Inc. (NASDAQ:LCID) will cut about 18% of its US workforce, and Chief Operating Officer Marc Winterhoff has left the company. It is the second major executive change in recent months as the EV maker works to improve profitability amid intensifying competition. Reuters said the layoffs will affect full-time employees, contractors, and hourly manufacturing workers. The automobile firm will also eliminate the second shift at its AMP-1 production facility.
According to Reuters, Lucid Group, Inc. (NASDAQ:LCID) employed about 9,000 people globally as of Dec. 31, 2025. The firm expects the restructuring to generate about $158 million in annualized cost savings. It is recording roughly $32 million in severance and employee-related charges. Reuters noted that Lucid cut 12% of its US workforce in February and suspended its 2026 production outlook last month pending a business review. It continues relying on its Gravity SUV, future mid-size platform, and robotaxi partnerships with Uber and Nuro to support growth.
Lucid Group, Inc. (NASDAQ:LCID) is a technology and automobile firm. It develops the next generation of electric vehicle technology.
While we acknowledge the potential of LCID as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
27 days ago
With a market cap of $35.9 billion, Huntington Bancshares Incorporated (HBAN) is a $285 billion ***** et regional bank holding company, serving customers through more than 1,400 branches across 21 states. Through The Huntington National Bank and its affiliates, the company provides a comprehensive range of banking, payments, wealth management, and risk management solutions to consumers, businesses, corporations, municipalities, and other organizations.
The Columbus, Ohio-based company is set to announce its fiscal Q2 2026 results before the market opens on Thursday, Jul. 23. Ahead of this event, ***** ysts forecast HBAN to report an adjusted EPS of $0.39, a rise of 2.6% from $0.38 in the year-ago quarter. It has exceeded or met Wall Street's earnings estimates in three of the last four quarters while missing on another occasion.
Dear Microsoft Stock Fans, Mark Your Calendars for August 1
Heavy Advanced Micro Devices Call Options Volume Today - Is AMD Undervalued?
From Zero to $15 Billion, Qualcomm's AI Roadmap Gets a Boost From Modular Acquisition
The Columbus, Ohio-based company is set to announce its fiscal Q2 2026 results before the market opens on Thursday, Jul. 23. Ahead of this event, ***** ysts forecast HBAN to report an adjusted EPS of $0.39, a rise of 2.6% from $0.38 in the year-ago quarter. It has exceeded or met Wall Street's earnings estimates in three of the last four quarters while missing on another occasion.
Dear Microsoft Stock Fans, Mark Your Calendars for August 1
Heavy Advanced Micro Devices Call Options Volume Today - Is AMD Undervalued?
From Zero to $15 Billion, Qualcomm's AI Roadmap Gets a Boost From Modular Acquisition
27 days ago
Hardman Johnston Global Advisors, an investment management firm, issued its investor letter for the Hardman Johnston Large Cap Equity Strategy for the first quarter of 2026. A copy of the letter can be downloaded here. The strategy achieved a return of 0.68% (gross) and 0.57% (net) during this period, in contrast to a -4.33% return for the S&P 500 Total Return Index. Companies with robust backlogs of customer business were rewarded, while those with more economically sensitive clients faced underperformance. Looking beyond the immediate disruptions, the firm believes the overall outlook for the U.S. economy remains positive. Please review the Strategy's top five holdings to gain insights into their key selections for 2026.
In its first-quarter 2026 investor letter, Hardman Johnston Large Cap Equity Strategy highlighted Advanced Energy Industries, Inc. (NASDAQ:AEIS) as one of its leading contributors. Advanced Energy Industries, Inc. (NASDAQ:AEIS) is a leading precision power conversion, measurement, and control solutions provider for semiconductor equipment and data centers. On July 1, 2026, Advanced Energy Industries, Inc. (NASDAQ:AEIS) closed at $356.35 per share, reflecting a market capitalization of $14.26 billion. Advanced Energy Industries, Inc. (NASDAQ:AEIS) posted a one-month return of 11.04%, and its shares gained 157.96% over the past 52 weeks.
Hardman Johnston Large Cap Equity Strategy stated the following regarding Advanced Energy Industries, Inc. (NASDAQ:AEIS) in its Q1 2026 investor letter:
"The best contributors were led by Vertiv Holdings Co., Advanced Energy Industries, Inc. (NASDAQ:AEIS), and Curtiss Wright Corporation. All three saw customer order growth adding to already strong backlogs in their respective fields of computing infrastructure, and aerospace/nuclear power. We continue to monitor their business closely for cracks in the foundation but remain confident that they are essential to customers and the prospects for growth are solid."
Advanced Energy Industries, Inc. (NASDAQ:AEIS) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 45 hedge fund portfolios held Advanced Energy Industries, Inc. (NASDAQ:AEIS) at the end of the first quarter, up from 27 in the previous quarter. While we acknowledge the potential of Advanced Energy Industries, Inc. (NASDAQ:AEIS) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
In its first-quarter 2026 investor letter, Hardman Johnston Large Cap Equity Strategy highlighted Advanced Energy Industries, Inc. (NASDAQ:AEIS) as one of its leading contributors. Advanced Energy Industries, Inc. (NASDAQ:AEIS) is a leading precision power conversion, measurement, and control solutions provider for semiconductor equipment and data centers. On July 1, 2026, Advanced Energy Industries, Inc. (NASDAQ:AEIS) closed at $356.35 per share, reflecting a market capitalization of $14.26 billion. Advanced Energy Industries, Inc. (NASDAQ:AEIS) posted a one-month return of 11.04%, and its shares gained 157.96% over the past 52 weeks.
Hardman Johnston Large Cap Equity Strategy stated the following regarding Advanced Energy Industries, Inc. (NASDAQ:AEIS) in its Q1 2026 investor letter:
"The best contributors were led by Vertiv Holdings Co., Advanced Energy Industries, Inc. (NASDAQ:AEIS), and Curtiss Wright Corporation. All three saw customer order growth adding to already strong backlogs in their respective fields of computing infrastructure, and aerospace/nuclear power. We continue to monitor their business closely for cracks in the foundation but remain confident that they are essential to customers and the prospects for growth are solid."
Advanced Energy Industries, Inc. (NASDAQ:AEIS) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 45 hedge fund portfolios held Advanced Energy Industries, Inc. (NASDAQ:AEIS) at the end of the first quarter, up from 27 in the previous quarter. While we acknowledge the potential of Advanced Energy Industries, Inc. (NASDAQ:AEIS) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
