Invesco Discovery Mid Cap Growth Fund Q2 2026 Portfolio Performance

Invesco Discovery Mid Cap Growth Fund had a positive return and outperformed its benchmark in the second quarter. The fund was underweight in the communication services, health care and consumer discretionary sectors. Strong stock selection and an overweight in IT added to relative return. Weakness in energy partially offset the favorable results.

Seeking Alpha • Aug 23, 2026

Flex: AI Infrastructure Growth Could Drive The Next Earnings Cycle

Flex earns a buy rating as its rapidly expanding Cloud and Power Infrastructure (CPI) segment drives a structural business shift. CPI revenue surged 38% to $6.6B in FY2026, now comprising 24% of total income, with continued outperformance in FY2027 Q1. Operating leverage is evident: Q1 FY2027 revenue rose 21% while adjusted EPS jumped 39%, prompting raised FY2027 forecasts.

Seeking Alpha • Aug 22, 2026

Is Flex's Integrated AI Infrastructure Model a Major Competitive Edge?

FLEX is deepening its AI infrastructure push with power and cooling investments, positioning its integrated platform for long-term growth.

Zacks Investment Research • Aug 19, 2026

Flex vs. Celestica: Which AI Infrastructure Stock is the Better Buy?

FLEX and CLS both ride AI infrastructure demand, but their growth drivers, outlooks and valuations reveal different investment cases.

Zacks Investment Research • Aug 19, 2026

Can Industrial Strength Keep FLEX's RMS Growth on a Steady Track?

Flex's RMS growth is riding strength in energy infrastructure and automation, with mid- to high-single-digit gains eyed for fiscal 2027.

Zacks Investment Research • Aug 18, 2026

Flex Q1 Review: RemainCo Seems A Lot More Attractive Than Before

Flex Inc. delivered strong Q1 '27 results, with 20% y/y revenue growth and beats across all major segments. RemainCo's RMS and ITS segments posted unexpected double-digit growth, improving the investment case for both post-spinoff entities. Management reaffirmed the Q1 2027 tax-free spin-off of Cloud & Power Infrastructure, with segment momentum and sustainability in focus.

Seeking Alpha • Aug 17, 2026

Bank of America Sees Bargains in These 16 Knocked-Down AI Stocks

A pullback in the AI trade has created opportunities for bargain-hunting investors, according to analysts at Bank of America.

Investopedia • Aug 14, 2026

Flex (FLEX) is a Top-Ranked Value Stock: Should You Buy?

Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.

Zacks Investment Research • Aug 13, 2026

Flex's CPI Spin-Off Could Reshape Its AI Infrastructure Growth Story

Flex's planned CPI spin-off would separate its fastest-growing business, sharpening its AI data-center exposure and the remaining company's cash focus.

Zacks Investment Research • Aug 11, 2026

FLEX Falls 10.6% in the Past Month as AI Growth Meets Execution Risk

FLEX's 10.6% slide comes as AI-led CPI growth, raised guidance and stronger margins collide with higher debt, heavy spending and a premium valuation.

Zacks Investment Research • Aug 11, 2026