
Volvo Car Income Fell in Second Quarter as Tariffs Hit Sales
The automaker's retail sales plunged 12% to 181,600 vehicles in the three months through June, it said Thursday. Nevertheless, Volvo saw a positive effect in the second quarter from its cost cutting efforts.
Hashtags

Try Our AI Features
Explore what Daily8 AI can do for you:
Comments
No comments yet...
Related Articles
Yahoo
23 minutes ago
- Yahoo
Jabil Inc. (JBL): A Bull Case Theory
We came across a bullish thesis on Jabil Inc. on VantagePointAI's Substack. In this article, we will summarize the bulls' thesis on JBL. Jabil Inc.'s share was trading at $222.23 as of July 17th. JBL's trailing and forward P/E were 42.33 and 21.01 respectively according to Yahoo Finance. An aerial view of a modern data center, its server racks humming with activity. Jabil Inc. (JBL), founded in 1966, has transformed from a circuit board assembler into a global design, manufacturing, and supply chain powerhouse with 140,000 employees across 30 countries. The company's Intelligent Infrastructure segment has become its growth engine, generating nearly 40% of sales, with management forecasting $7.5–8.5 billion in AI-related revenue for fiscal 2025, up 40–50% year-over-year. Jabil is building critical AI hardware, including server racks, photonics, networking systems, and GPU test equipment, with surging demand supported by a sixfold expansion forecast for AI servers by 2030 and 34% annual growth for AI networking hardware through 2028. A $500 million U.S.-based AI and data center facility, operational by mid‑2026, underscores a long-term reshoring strategy. Recent earnings beats — $2.55 EPS vs. $2.29 expected and $7.8 billion revenue vs. $7.03 billion forecast — highlight strong execution as management sheds low-growth segments like consumer electronics to focus on high-margin AI, cloud, and advanced optics. Shares have surged from $95.85 in August 2024 to $203.90 in June 2025, reflecting confidence in Jabil's pivot, though analysts' targets range widely from $150 to $206, underscoring debate over whether momentum is sustainable. Volatility remains pronounced, with a 52-week range representing roughly 55% of the current price. Macro tailwinds — a weaker U.S. dollar, demand resilience, and strategic U.S.-Mexico manufacturing — offset rising rates and input costs, while disciplined capital allocation, including a $1 billion buyback, signals leadership's conviction. As AI reshapes global infrastructure, Jabil's positioning offers investors leveraged exposure to secular demand with operational resilience, financial discipline, and embedded long-term growth. Previously, we covered a on Flex Ltd. (FLEX) by Easy Trader in April 2025, which highlighted its resilient supply chain operations, strong free cash flow, and undervaluation despite revenue softness. The company's stock price has appreciated by approximately 56% since our coverage, as operational efficiency and diversification have played out. The thesis still stands as Flex's fundamentals remain solid. VantagePointAI shares a similar view on Jabil Inc. but emphasizes its AI-driven growth. Jabil Inc. is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 55 hedge fund portfolios held JBL at the end of the first quarter which was 55 in the previous quarter. While we acknowledge the potential of JBL 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. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None.
Yahoo
23 minutes ago
- Yahoo
Curtiss-Wright Corporation (CW): A Bull Case Theory
We came across a bullish thesis on Curtiss-Wright Corporation on VantagePointAI's Substack. In this article, we will summarize the bulls' thesis on CW. Curtiss-Wright Corporation's share was trading at $484.10 as of July 17th. CW's trailing P/E was 43.07 according to Yahoo Finance. Copyright: vencavolrab78 / 123RF Stock Photo Curtiss-Wright Corporation (NYSE: CW), a century-old industrial leader born from the Wright Brothers' and Glenn Curtiss' pioneering aviation ventures, now specializes in mission-critical components powering aircraft, naval propulsion, nuclear energy, and defense electronics. With 8,200 employees and a reputation for engineering precision, CW has become a trusted supplier to governments and blue-chip customers worldwide. Financially, the company shows remarkable strength: sales and earnings have grown steadily, with a 101% earnings increase since 2020 on a 31% revenue rise, demonstrating efficiency gains. Q1 2025 results underscored execution excellence, with 13% sales growth to $806 million, a 34% jump in adjusted operating income, and a 42% EPS rise, accompanied by raised full-year guidance. Demand for CW's defense and infrastructure technologies is accelerating amid rising global military modernization and energy resilience efforts, with a record $1 billion backlog signaling enduring structural tailwinds. Curtiss-Wright's disciplined capital allocation, including over 50 consecutive years of dividend growth, underscores long-term shareholder CW is breaking through both 52-week and decade-long highs, a bullish indicator of institutional accumulation. Analysts' price targets span $309–$500, implying 42% swing potential, consistent with CW's elevated beta of 1.14, which amplifies market moves. Recent 52-week price action — from lows of $258.85 to highs of $463.38 — signals volatility that active traders can harness. Management's confident tone, rising orders, and expanding margins point to sustained momentum. CW's quiet resilience, proven execution, and mission-critical footprint make it a compelling opportunity, offering both stability and upside in an environment defined by defense spending, infrastructure investment, and geopolitical uncertainty. Previously we covered a bullish thesis on TransDigm Group Incorporated (TDG) by Summit Stocks in May 2025, highlighting its dominant aftermarket model, pricing power, and disciplined capital allocation driving compounding returns. The company's stock price has appreciated by about 13.52% since our coverage as its resilient high‑margin model delivered. The thesis stands, while VantagePointAI emphasizes Curtiss‑Wright's momentum and defense exposure. Curtiss-Wright Corporation is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 46 hedge fund portfolios held CW at the end of the first quarter which was 50 in the previous quarter. While we acknowledge the potential of CW 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. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. Error while retrieving data Sign in to access your portfolio Error while retrieving data Error while retrieving data Error while retrieving data Error while retrieving data
Yahoo
23 minutes ago
- Yahoo
AMC Entertainment Holdings, Inc. (AMC): A Bear Case Theory
We came across a bearish thesis on AMC Entertainment Holdings, Inc. on by sabordesoledad. In this article, we will summarize the bulls' thesis on AMC. AMC Entertainment Holdings, Inc.'s share was trading at $3.4400 as of July 21st. AMC Entertainment Holdings (AMC) continues to face structural headwinds in the movie theater business, which was in secular decline even before COVID-19, with the pandemic accelerating negative trends. Per capita attendance has been falling since the early 2000s, and while box office sales have recovered post-pandemic, gains have been driven by ticket price hikes and higher concession sales rather than audience growth. Pixabay/Public Domain Casual moviegoers, a crucial demographic, are increasingly dissuaded by shortened theatrical windows—now averaging around 32 days versus 80–90 pre-pandemic—and the ease of streaming releases. The industry is also contending with a reduced volume of film releases (675 in 2024 vs. 900+ in 2018–2019) and an increasing concentration of box office revenue among a handful of blockbusters. AMC, despite weaker fundamentals and a highly leveraged balance sheet, trades at a premium valuation: 9.9x NTM EV/EBITDA and 11.4x 2025 consensus EBITDA of $449M versus Cinemark's (CNK) 8.2x and 8.6x, respectively. With $4.1B of debt and annual cash interest expense of $400M, AMC remains reliant on equity issuance to de-lever. Revenue in 2024 was still 15% below 2019 levels despite significant price increases—tickets +23% and concessions per attendee +50%—a dynamic that erodes affordability and risks further suppressing attendance. Capex has been cut by 50% to $25k per screen, suggesting underinvestment in maintenance to conserve cash, yet free cash flow remains consistently negative. With only 2M shares left under its current authorization, AMC is expected to seek an expanded share authorization at its 3Q25 AGM, providing a clear catalyst for downside. Previously we covered a on Netflix, Inc. (NFLX) by Margin of Sanity in May 2025, which highlighted the hidden value in Netflix's content library, where amortization accounting obscures the enduring revenue potential of older titles. The company's stock price has appreciated by approximately 5.6% since our coverage as resilient viewership supported the thesis. sabordesoledad shares a contrarian view in AMC, emphasizing structural headwinds from declining attendance, shortened windows, and streaming competition. AMC Entertainment Holdings, Inc. is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 17 hedge fund portfolios held AMC at the end of the first quarter which was 20 in the previous quarter. While we acknowledge the potential of AMC 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. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. Sign in to access your portfolio