Aug. 20 at 7:39 AM
$BIDU $IR $CPRT $WTW $ILMN Baidu benefits from Chinese AI and cloud demand, Ingersoll Rand benefits from industrial and energy-efficiency spending, Copart benefits from vehicle salvage and insurance activity, Willis Towers Watson benefits from insurance and advisory demand, and Illumina remains focused on genomics adoption. I'm watching Chinese AI spending, industrial orders, used-vehicle values, insurance pricing, and sequencing demand.