Analysts at William Blair have put together a list of 21 stocks that the firm views as best positioned amid global economic concerns and volatility in world markets, citing their strong business models, high barriers to entry, solid balance sheets and relatively low exposure to China. The large cap names the firm likes include Google (GOOG), Celgene (CELG), Danaher (DHR), TJX (TJX), Ecolab (ECL), St. Jude Medical (STJ), Progressive (PGR), Palo Alto (PANW), Nordstrom (JWN) and Workday (WDAY). Among midcaps, the firm identified Hologic (HOLX), lululemon (LULU), Medivation (MDVN), IDEXX (IDXX), Catalent (CTLT) and Scotts Miracle-Gro (SMG). In the small cap space, the firm recommended Knight Transportation (KNX), The Advisory Board (ABCO), ZELTIQ (ZLTQ), Eagle Pharmaceuticals (EGRX) and Alarm.com (ALRM).

Meta (META), Google (GOOGL), Snap (SNAP), and Amazon (AMZN) all benefit from the U.S.' ban of TikTok, The Washington Post's Will Oremus reports. Meta CEO Mark Zuckerberg criticized TikTok's Chinese roots in 2019, part of Meta's broader campaign, Oremus writes. Reference Link

Reports Q1 revenue $1.82B, consensus $1.82B. CEO Adam Miller commented, "The full truckload market remains extremely challenging as carriers navigate the oversupply of capacity, reduced load volumes, and continued rate pressure through the early part of the bid season. This has negatively impacted the results of our Truckload, Logistics, and Intermodal segments...Although our consolidated results are not where we would like them to be, we are confident that we have the resources and are capable of the disciplined approach necessary to navigate the current market...We are continuing our strategy of building a nationwide LTL network through both organic and inorganic growth paths. Our logistics segment will continue to complement our truckload brands, leverage our power-only capabilities, preserve profitability, and afford outsized growth opportunity when the truckload market strengthens. We are building a strong foundation of diverse customers in our intermodal business with strategic rail partners, which we believe will position us for sustained profitability in the future."

Get caught up quickly on the top news and calls moving stocks with these five Top Five lists. 1... To see the rest of the story go to thefly.com. See Story Here

Welcome to "#SocialStocks," The Fly's weekly recap of Wall Street's reactions to social media stock news.  TIK TOK BAN... To see the rest of the story go to thefly.com. See Story Here

Microsoft (MSFT) is scheduled to report results of the third quarter of its fiscal year 2024 after the market close on Thursday, April 25, with a conference call scheduled for 5:30 pm ET. What to watch... To see the rest of the story go to thefly.com. See Story Here

TikTok Policy issued the following statement on the enactment of "the TikTok Ban": "This unconstitutional law is a TikTok ban, and we will challenge it in court. We believe the facts and the law are clearly on our side, and we will ultimately prevail. The fact is, we have invested billions of dollars to keep U.S. data safe and our platform free from outside influence and manipulation. This ban would devastate seven million businesses and silence 170 million Americans. As we continue to challenge this unconstitutional ban, we will continue investing and innovating to ensure TikTok remains a space where Americans of all walks of life can safely come to share their experiences, find joy, and be inspired." Publicly traded companies in the social media space that compete with TikTok include Meta Platforms (META), Alphabet (GOOGL), Pinterest (PINS) and Snap (SNAP). Reference Link

Baird raised the firm's price target on Danaher to $271 from $259 and keeps an Outperform rating on the shares. The firm said they reported 1Q results above expectations, helped by respiratory testing and bioprocessing upside. The company saw encouraging bioprocessing trends, with orders growing mid-single-digits, and noted normalization of large customer ordering patterns, with management expecting destocking to be largely complete by 2Q24-end.

Barclays raised the firm's price target on Danaher to $270 from $260 and keeps an Equal Weight rating on the shares post the Q1 report. The company's orders came in above expectations, the analyst tells investors in a research note. The firm says bioprocessing names continue to be favored by investors and that it does not see this changing in the near term.