What Flex Bulls Got Right

If you had focused only on headlines about Flex joining the S&P 500 or spinning off its cloud and power unit, it might be easy to forget what actually showed up in your brokerage account. Holding Flex from the start of the year would have returned 20.2%, including dividends. If that outcome depended on investors correctly reading early signals about AI data center demand and outsourcing trends, how confident can you be about the next big announcement? Narratives are how investors here put a...