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Alibaba is poised for accelerated Cloud growth following resumed H200 AI-optimized GPU shipments to China.

Energy Transfer (ET) stock outlook: 8% yield, AI-driven gas contracts, 2026 EBITDA growth projects and disciplined capital allocation.

SanDisk looks late in the cycle. There may be ~9 months of relatively secure upside for traders.

Visteon (VC) shifts to AI-compute HPC platforms as Q3 margins stay strong; catalysts include SmartCore launch and China OEM deals.

Lumexa Imaging (LMRI) rated Buy: resilient outpatient imaging demand, hospital JV moat, and scale-driven FCF growth.

Badger Meter valuation fell from 50x to 36x PE; margins and revenue are rising with a strong balance sheet.

Buy Cushman & Wakefield (CWK) for resilient CRE demand, AI/data center growth, and deleveraging upside vs CBRE.

Dynagas LNG Partners offers strong earnings visibility through 2027, with $850M in contracted revenue and a 5.2-year weighted average charter term. Click here to read more.

Carnival (CCL) reiterated Buy: investment-grade leverage return, dividend reinstatement, strong FY2026 guidance, compelling valuation & $46.10 target.

Tech (XLK) shows resilient momentum as AI buildout accelerates. Insider buying and attractive valuations (incl.