Key Takeaways JBL gains from AI demand, cash flow strength, and diversified end-markets across automation sectors. NEM sees upside from Newcrest acquisition, Ahafo North project progress, and operational efficiency focus. HEI benefits from rising air travel, strong defense orders, and increased U.S. military budget projections.Wall Street closed at a record-high level despite facing a turbulent first half of 2025. The second quarter of 2025 was the best quarter for U.S. stocks over the past year. Major st ...