Aug. 20 at 7:32 AM
$JCI $UPS $LYG $CDNS $ELV Johnson Controls benefits from building-efficiency and HVAC demand, UPS remains tied to package volumes and logistics pricing, Lloyds benefits from UK banking activity, Cadence benefits from semiconductor design and AI-chip development, and Elevance Health remains tied to healthcare utilization and insurance trends. I'm watching building orders, package volumes, credit quality, chip-design spending, and medical costs.