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Where the price sits against its 50- and 200-day moving averages.
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The fund cited AI data center equipment demand and improving automotive and industrial markets as supports for Jabil’s strong second-quarter performance.

The fund opened a position in the exporter and expects tight supply and new capacity to lift its cash flow and earnings.

The fund cited Teva’s share appreciation, branded-drug growth and improved margins as it explained its second-quarter exit.