AI Action Plan, $PAR Investment Case, $JBL Insider Sell, $ABVX Trial Data, and More
Welcome back to the BBAE Blog, your trusted source for the latest investment insights and analyses from the BBAE team. This week, we’re excited to share some highlights that will keep you informed and ahead of the market. Don’t forget, some of our most valuable insights are available exclusively in the BBAE Pro app—download it now to unlock full access!
- Stocks to Watch as Trump Unveils America’s AI Action Plan
- Bristlemoon Global: PAR Technology ($PAR) Investment Case
- Director at $JBL Trims Stake After AI-Fueled Surge
- Trending Tickers: $ABVX Soars on Trial Data, $LCID Gains on Strategic Moves, $XYZ Joins S&P 500
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Stocks to Watch as Trump Unveils America’s AI Action Plan
The Trump administration’s unveiling of America’s AI Action Plan marks a significant shift in U.S. policy, with a focus on accelerating AI innovation, expanding infrastructure, and strengthening global influence. The plan emphasizes deregulating AI development, promoting domestic chip production, and encouraging federal AI adoption across sectors such as healthcare, defense, and finance. Key initiatives include fast-tracking the construction of data centers and semiconductor fabs, alongside efforts to secure AI infrastructure. As the U.S. aims to enhance its global AI leadership, several companies across semiconductors, cloud services, and cybersecurity could see changes in demand or opportunities. Click here to read more and learn how these developments could impact the market.
Bristlemoon Global: PAR Technology ($PAR) Investment Case
Bristlemoon Global Fund presents PAR Technology ($PAR) as a compelling investment opportunity. The $2.1B restaurant technology company serves half of the top 100 US restaurants through its point-of-sale platform, currently charging only 0.2% of restaurant sales ($2,500-$3,000 per store annually). PAR has grown ARR from $11M to $276M over six years with just 4% customer churn, expanding individual relationships from $2M to $18M ARR over five years. Bristlemoon projects $100M adjusted EBITDA by FY26 (vs consensus $43M) and a 23% IRR through 2028, with substantial pricing power that could drive full-suite pricing to $20,000-$30,000 per store. Read the full article here.
Director at $JBL Trims Stake After AI-Fueled Surge
Steven Raymund, Director at Jabil Inc. ($JBL), sold 13,432 shares at $223.11 each for a total of $3.0 million, reducing his vested holdings by 13.5%. It’s the 6th insider sale at Jabil in the past 30 days. The sale follows a sharp rally—$JBL shares had climbed 65.8% in the three months leading up to the transaction—driven by rising demand for AI and data center infrastructure. Jabil’s “intelligent infrastructure” segment has been a key growth engine, benefiting from global investment in hardware to support AI workloads. You can track insider activity like this daily with InsiderEdge, available in the BBAE app.
Trending Tickers: $ABVX Soars on Trial Data, $LCID Gains on Strategic Moves, $XYZ Joins S&P 500
This week, several companies gained attention following major announcements. Here’s a breakdown:
- Abivax ($ABVX): The company reported strong Phase 3 trial results for its ulcerative colitis drug obefazimod, with statistically significant remission rates in patients who previously failed other advanced therapies. Abivax plans to pursue regulatory approval in the U.S. and Europe by late 2026.
- Lucid ($LCID): Lucid unveiled two strategic moves: a partnership with Uber and Nuro to launch a robotaxi service using Gravity SUVs, and a new critical minerals alliance (MINAC) focused on securing domestic EV battery materials. The initiatives support Lucid’s long-term positioning in autonomous transport and supply chain resilience.
- Block ($XYZ): Block officially joined the S&P 500 index on July 23, 2025, replacing Hess Corp. The inclusion enhances Block’s institutional visibility, reflecting its growth in digital payments and financial infrastructure.
Read the full Weekly Highlights article here.
This article is for informational purposes only and is neither investment advice nor a solicitation to buy or sell securities. All investment involves inherent risks, including the total loss of principal, and past performance is not a guarantee of future results. Always conduct thorough research or consult with a financial expert before making any investment decisions. BBAE has no position in any investment mentioned.
