Tom Lee's Small-Cap Granny Shots ETF Reloads: First Solar, Zoom Among 10 New Buys

Fundstrat Capital completed its May 2026 quarterly rebalance of the Fundstrat Granny Shots US Small- & Mid-Cap ETF (GRNJ), adding 10 stocks including First Solar, Zoom, Credo Technology, and Neurocrine Biosciences, while removing 8 positions. CIO Tom Lee positions the portfolio for a 'challenging but ultimately constructive' environment, with the strategy focusing on companies benefiting from structural tailwinds across themes like Millennials, Global Labor Supply, Energy, Cybersecurity, and Easing Financial Conditions.

06/10/2026, 4:44 PM • Benzinga

Carrier Global vs. Owens Corning: Which Industrials Stock Is a Better Buy in 2026?

Carrier Global and Owens Corning are compared as infrastructure investment options. Carrier Global is pivoting toward climate solutions with strong AI data center demand (500%+ growth), while Owens Corning faces headwinds from construction cyclicality and a recent net loss. Carrier trades at a forward P/E of 24x (below sector average of 30.4x), while Owens Corning is cheaper at 12.5x but struggles with weaker residential demand and customer concentration risks.

06/09/2026, 4:06 PM • The Motley Fool

Carrier Board of Directors Declares Quarterly Cash Dividend

Carrier Global Corporation announced that its Board of Directors declared a quarterly cash dividend of $0.24 per share, payable on August 10, 2026 to shareholders of record as of July 21, 2026.

06/04/2026, 4:15 PM • Benzinga

AirJoule Technologies Announces $15.0 Million Registered Direct Offering of Common Stock

AirJoule Technologies (NASDAQ: AIRJ) announced a registered direct offering of 3.66 million shares for approximately $15 million in gross proceeds. Combined with existing cash, the net proceeds are expected to fully fund the company through 2028 and support commercialization of its AirJoule Core and Prime systems. The offering reflects institutional investor confidence in the company's commercialization roadmap.

05/28/2026, 10:47 PM • GlobeNewswire

HVAC Market Opportunity Report 2026: Surge in Urban Development, Energy Efficiency, and Smart Technologies Drive Expansion - Growth Analysis and Forecasts 2025-2035

The global HVAC market is projected to grow from USD 524.9 billion in 2025 to USD 1.2 trillion by 2035, driven by rapid urbanization, energy efficiency demands, and smart technology adoption. The air conditioning equipment segment leads with USD 215.8 billion in 2025, while the indirect distribution channel dominates with 74% market share. The U.S. market alone is valued at USD 156.9 billion and expected to grow at 10.2% CAGR.

05/25/2026, 4:42 AM • GlobeNewswire

You Just Missed The SanDisk And Micron Memory Trade: These 10 Stocks Could Ride The Next AI Wave

As memory stocks like Micron and SanDisk have already surged dramatically, investors are shifting focus to liquid cooling infrastructure for AI data centers. With AI factories scaling to gigawatt levels and thermal management accounting for $55-82.5 billion of the U.S. market through 2030, companies providing cooling solutions, heat exchangers, and related thermal equipment are positioned as the next major AI beneficiaries.

05/06/2026, 10:31 AM • Benzinga

Stock Market Today: Dow Jones Roars As Industrials Rescue Wall Street From Meta-Led Tech Slide

The Dow Jones surged 1.5% driven by industrial and healthcare stocks, while mega-cap tech faced pressure from concerns over AI capital spending. Meta and Microsoft declined on capex worries, but Alphabet gained on enterprise AI wins. Industrials like Caterpillar, Quanta Services, and Carrier rallied on data-center infrastructure demand. The S&P 500 gained 0.5% while the Nasdaq 100 remained flat.

04/30/2026, 1:09 PM • Benzinga

CVR Launches New Brand Identity and Leadership Team, Ushering in Next Era of Independence

CVR, an Indianapolis-based independent advertising and public relations agency founded in 1910, announced a rebrand and leadership restructuring. The agency introduced a new brand identity centered on 'clever creativity' and the tagline 'All In Your Business,' positioning itself around strategy-led creative work and human-centered storytelling. Leadership changes include Kevin Flynn as CEO and Matt Georgi as chief creative officer, with Blake Lofgren and Katie Clements as co-presidents. The repositioning reflects CVR's belief that agencies create value through insight, originality, and strong client relationships, particularly as AI and automation reshape the industry.

04/29/2026, 1:52 PM • GlobeNewswire

Carrier Board of Directors Declares Quarterly Cash Dividend

Carrier Global Corporation announced that its Board of Directors declared a quarterly cash dividend of $0.24 per share, payable on May 22, 2026 to shareholders of record as of May 4, 2026. The company, a global leader in intelligent climate and energy solutions, continues its commitment to returning capital to shareholders.

04/15/2026, 4:15 PM • Benzinga

AirJoule on Commercialization Path: Sales Will Start Soon

AirJoule Technologies is advancing toward commercialization of its water-from-air technology, with sales expected to launch later in 2026. The company's fiscal Q4 results show strong execution, institutional investors are accumulating stock aggressively (60%+ ownership), and analysts project profitability by 2028. Partnerships with GE Vernova, BASF, and Carrier Global support manufacturing and development.

04/01/2026, 1:43 PM • Investing

AirJoule Has Big Partners—So What’s Still Holding the Stock Back?

AirJoule Technologies, a pre-revenue company focused on efficient cooling and water harvesting using chemical processes, is positioned as a speculative buy despite execution risks. With major partnerships including GE Vernova, Carrier Global, and BASF, plus work with Google and Microsoft, the company expects to begin sales in 2026. Four of five analysts rate it as Buy, with consensus price targets suggesting nearly 200% upside. Strong insider ownership (40%+) and institutional buying support the stock, though it faces technical hurdles and depends on validating its product in the data center market.

02/24/2026, 9:09 AM • Investing

Commercial HVAC Industry Report 2026: Market Size and Trends, Budget Allocation, Regulations, Key Acquisitions, Competitive Landscape and Forecasts 2025-2033

The global commercial HVAC market is projected to grow from US$ 62.79 billion in 2024 to US$ 120.59 billion by 2033 at a CAGR of 7.52%. Growth is driven by energy efficiency regulations, technological advancements (heat pumps, VRF systems, data center cooling), the rise of Heating and Cooling as a Service (HaaS) business models, and circular economy practices. North America leads with 34.30% market share, while cooling equipment dominates with 54% of the market.

01/30/2026, 1:37 AM • GlobeNewswire

Global Commercial Refrigeration Market to Surpass USD 55.15 Billion by 2033 | Astute Analytica

The global commercial refrigeration market is projected to grow from $34.74 billion in 2024 to $55.15 billion by 2033 at a CAGR of 5.27%, driven by e-grocery expansion, natural refrigerant adoption, IoT-enabled systems, and stricter efficiency regulations. Key growth sectors include grocery retail, QSR, pharmaceuticals, and logistics, with Europe leading decarbonization efforts and Asia emerging as a high-growth region.

01/22/2026, 1:54 PM • GlobeNewswire

APi Group Adds Fire Safety Player CertaSite In Growth Push

APi Group Corporation announced the acquisition of CertaSite, a Midwest fire and life safety provider, to strengthen its inspection and service-based revenue model. The deal is expected to close in Q1 2026 and generate approximately $90 million in 2025 revenue.

12/10/2025, 10:48 AM • Benzinga

Carrier Board of Directors Announces Increase in Quarterly Dividend to $0.24 per Share

Carrier Global Corporation announced a quarterly dividend increase to $0.24 per share, payable on February 9, 2026, reflecting the company's commitment to returning capital to shareholders.

12/03/2025, 4:15 PM • Benzinga