Weekend Digest #298 (DAVA, Mexico, Airports, Tariffs, Colombia, TFSL, BRKR, DHR, Buy & Hold)
Tariffs, earnings, and healthcare spending among other topics in a jam-packed Digest.
News of the Past Two Weeks
IT Outsourcers
There's a seemingly obvious takeaway from the Deepseek news and the general reevaluation around AI costs that I haven't seen many people talking about yet. This is that cheaper AI models would be highly bullish for firms like EPAM Systems (NYSE:EPAM), Globant (NYSE:GLOB), and Endava (NYSE:DAVA).
If the limitation t…
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