Aug. 8 at 4:48 PM
$INFY $EBAY $FERG $STM $RKLB Infosys benefits from enterprise digital transformation and AI spending, eBay generates resilient marketplace cash flow, Ferguson benefits from construction and plumbing distribution, STMicroelectronics remains tied to automotive and industrial semiconductor demand, and Rocket Lab expands its space launch and systems businesses. I'm watching order growth and margins.