
BlackRock Restricts Use of Company Devices for China Travel
The world's largest asset manager detailed the 'policy enhancement' on business travel to China in an internal memo seen by Bloomberg News, saying it is effective July 16.
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- 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
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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
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27 minutes ago
- Yahoo
DESOTEC Expands Into Houston to Deliver Fast, Flexible, and Sustainable Filtration Solutions for Gulf Coast Industries
HOUSTON, July 24, 2025--(BUSINESS WIRE)--DESOTEC, a leading provider of sustainable mobile filtration solutions, proudly announces the opening of its new Gulf Coast Service Center based in Houston, Texas, expanding the company's North American footprint and reinforcing its commitment to fast, expert service across key industrial sectors in the Gulf Coast region. With a circular service model that includes delivery, monitoring, replacement, reactivation, and safe handling of spent activated carbon, DESOTEC enables industries to reduce emissions, stay compliant and operate sustainably. This expansion enables DESOTEC to provide rapid-response support and fully integrated purification solutions to industries including chemical and petrochemical production, hydrocarbon processing, waste and recycling, and heavy industrial manufacturing. A Strategic Move for Regional Support DESOTEC's Houston operation is equipped to deliver a complete range of mobile filtration services tailored for both vapor and liquid phase applications. With access to a robust inventory of bulk activated carbon, plus rapid deployment of mobile filtration units in multiple sizes, the new location ensures faster turnaround times, minimized downtime, and enhanced operational efficiency for customers in the region. Saturated filters will be returned to DESOTEC's centralized regeneration facilities, following the company's closed-loop, waste-minimizing approach. "Opening our Houston facility is a strategic investment in proximity, performance, and service for the industries that power the Gulf Coast," said Mathias Meersseman, CEO for DESOTEC's North American Operations. "With our full-service model now accessible locally, clients can expect even faster response times, safe carbon handling, and the sustainable purification solutions DESOTEC is known for worldwide." With more than 35 years of experience, DESOTEC operates service hubs and reactivation facilities across the United States and Europe, supporting thousands of customers in over 24 countries. In the United States, DESOTEC is currently active from its sites in Darlington (PA) Parker (AZ), Red Bluff (CA), and now Houston (TX) - building a nationwide network to deliver fast, flexible environmental solutions wherever they're needed. About DESOTEC DESOTEC, founded in 1990, is the leading provider of mobile filtration solutions in Europe and is establishing this leading market position in the United States. Thanks to its unique, flexible, circular service concept and the extensive expertise built up over many decades, DESOTEC unburdens its industrial customers and helps them to make their operations or products more sustainable. DESOTEC's customer base is constantly growing thanks to a strong focus on 24/7 service and a commitment to design and deliver the best solution in close dialogue with the customer. DESOTEC has about 450 employees, who are all committed to help protect the planet by driving positive ecological change across all industries. Private equity funds managed by Blackstone acquired DESOTEC in 2021. Further information is available at Follow @desotec on LinkedIn, Facebook and Instagram. About Blackstone Blackstone is the world's largest alternative asset manager. Blackstone seeks to deliver compelling returns for institutional and individual investors by strengthening the companies in which the firm invests. Blackstone's nearly $1.2 trillion in assets under management include global investment strategies focused on real estate, private equity, credit, infrastructure, life sciences, growth equity, secondaries and hedge funds. Further information is available at Follow @blackstone on LinkedIn, X (Twitter), and Instagram. View source version on Contacts For media enquiries: Global Head of Corporate CommunicationsSarah Cattryssepress@ +32 51 246 057