Ariel fund manager on a pick to buy post-Fed

GeneDx Holdings (NASDAQ: WGS) saw its stock rise over 8% following a strong second-quarter earnings report that revealed nearly $103 million in revenue, a 49% year-over-year increase, driven by a 69% surge in exome and genome testing sales. This performance stood in stark contrast to the S&P 500's modest 0.3% decline. Want More Context? 🔎

Globe Life (NYSE: GL) saw its stock price jump nearly 7% after being cleared of a regulatory investigation by the Department of Justice, which confirmed no enforcement action would be taken against the company. This positive news followed recent analyst updates and came after Globe Life had disclosed the probe's conclusion the previous week. Want More Context? 🔎

The introduction of ChatGPT has shifted perceptions of Alphabet (NASDAQ: GOOGL, GOOG), as its market share in digital advertising and Google Search fell below 90%. Despite this, investors remain optimistic about Alphabet's potential for significant growth over the next five years, indicating confidence in the company's future. Want More Context? 🔎

Investors have faced significant volatility in the first seven months of the year, highlighted by the S&P 500's steepest two-day decline since 1950 and the Nasdaq entering a bear market for the first time in three years. However, since April 8, both indexes have rebounded to record highs, while the Dow Jones Industrial Average approaches its first all-time high since December, suggesting a strong bull market despite historical caution. Want More Context? 🔎

Waste Management (NYSE:WM) reported better-than-expected Q2 2025 results, with adjusted EPS of $1.92 and GAAP revenue of $6.43 billion, driven by strong operational gains and segment performances, despite challenges from soft recycling prices and integration costs. The company remains a leader in waste collection and recycling across North America, serving various sectors including municipalities and businesses. Want More Context? 🔎

Celestica (NYSE:CLS), a leader in electronics manufacturing services, reported Q2 2025 earnings on July 28, with GAAP revenue of $2.89 billion and adjusted EPS of $1.39, surpassing analyst expectations and reflecting year-over-year growth of 21% and 54%, respectively. The company raised its full-year outlook, driven by strong performance in its Connectivity & Cloud Solutions and Advanced Technology Solutions segments, though customer concentration poses a risk for future volatility. Want More Context? 🔎