Seeking Alpha
16 Jul 2026, 02:25 UTC · 1h ago
Wedgewood Partners Q2 2026 Top Performance Contributors
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
Seeking Alpha
16 Jul 2026, 02:25 UTC · 1h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
3 claims · each scored for market impact
Google Cloud revenue grew by 63% and Search revenue grew by 19%, contributing to a 30% increase in operating income. — Strong acceleration in high-margin cloud and core search business signals dominant AI monetization and operational leverage.
+0.80Microsoft generated $170 billion in gross cash flow over the prior four quarters, a 27% increase year-over-year. — Significant growth in cash flow demonstrates high capital efficiency and the ability to fund massive AI infrastructure investments.
+0.70TSMC, Alphabet, United Rentals, Apple, and Visa were the top performance contributors for the second quarter. — Identifies the specific leadership stocks driving broader market gains, reflecting a concentration of risk and return in mega-cap tech and industrials.
+0.40Which stocks this story touches
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Top 2 movers · tap to explore
Named a top performance contributor with significant growth in Search and Cloud revenue and operating income.
Listed as a top performance contributor for the second quarter.
Listed as a top performance contributor for the second quarter.
Listed as a top performance contributor for the second quarter.
Listed as a top performance contributor for the second quarter.
Reported strong growth in gross assets and significant increases in gross cash flow.
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1h ago
