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Stock impact report

Harding Loevner Global Equity ADR Q4 2025 Commentary [Seeking Alpha]

Fabrinet Ordinary Shares (FN) 
Last fabrinet ordinary shares earnings: 2/3 04:15 pm Check Earnings Report
US:NYSE Investor Relations: investor.fabrinet.com/investor-relations
Company Research Source: Seeking Alpha
Alphabet's stock, under pressure early in the year, ultimately became our strongest contributor for 2025. Fabrinet reported quarterly revenue and earnings well ahead of expectations and issued robust guidance. Netflix's solid quarterly results fell short of the market's expectations. Amadeus reported strong earnings but guided toward a moderation in bookings growth. peshkov/iStock via Getty Images What's on Our Minds For most of the past 15 years, US equities didn't just outperform, they made their outperformance feel inevitable. Many called this "US exceptionalism," but it came to signify not only exceptional earnings growth but also exceptional This article was written by Quick Insights US market leadership is increasingly reliant on a narrow AI cohort, making valuations sensitive to AI capex surprises and policy risks, potentially amplifying downside if growth expectations falter. International AI enablers diversify exposure, participate in the AI buildout, and Show less Read more
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