KeyCorp raised its price target for Modine Manufacturing (NYSE:MOD) from $250 to $370, maintaining an "overweight" rating and suggesting a 32% upside. This upgrade follows strong quarterly results, with Modine beating EPS and revenue estimates, and a significant $4 billion AI/data-center deal that includes a $165 million upfront payment. The company is increasingly seen as a beneficiary of AI infrastructure spending due to its thermal management products.

Citigroup has reaffirmed its 'Buy' rating for Box (BOX) and increased its price target from $36.00 to $37.00, citing confidence in the company's growth and strategic initiatives, particularly in AI-powered content management. GuruFocus indicates that BOX is currently 27.3% undervalued with a GF Value™ of $33.89 against its current price of $24.62, and its GF Score™ of 78/100 suggests strong long-term potential, despite recent insider selling activity.

Valmet and Linde have announced a collaboration to develop and offer electrically driven carbon capture solutions for the pulp and paper industry. This partnership combines Linde’s HISORP® CC CO₂ capture technology with Valmet’s expertise in pulp and paper production integration, allowing for efficient CO₂ separation without needing steam. The initiative aims to help pulp and paper producers reduce their carbon footprint, especially in mills with limited excess heat and increasing electrification requirements.

Salesforce announced record financial results for its first quarter fiscal 2027, with GAAP EPS up 52% and non-GAAP EPS up 50% year-over-year. The company returned $27.5 billion to shareholders through share repurchases and dividends, including a $25 billion accelerated share repurchase. Salesforce also raised its full-year fiscal 2027 revenue guidance, emphasizing the strong performance of its AI-powered CRM solutions and Agentforce platform.

Arista Networks (ANET) has seen an 8.5% rise in the last five trading days, attracting attention due to its ties to AI infrastructure and cloud demand. While volatile, Arista demonstrates strong upside capture and elite fundamentals with high revenue growth and impressive operating and free cash flow margins. This unique profile positions Arista as a strategic growth asset and a potential portfolio diversifier, rather than just another momentum play.

Calix Inc. (NYSE:CALX) has released enhancements to its Calix Agent Workforce Cloud, aiming to improve campaign measurement, subscriber support, and network intelligence for service providers. These updates focus on Engagement Cloud, Service Cloud, and Operations Cloud, providing tools for campaign targeting, real-time network insights, and unified network visibility. The company says existing cloud capabilities have driven significant growth for service providers and Calix itself, and the new enhancements prepare for more automated "agentic workflows."

A Delaware Superior Court jury ruled that Cummins Inc. must pay California-based C3 AI over $23 million for misappropriating trade secrets. C3 AI had sued Cummins for secretly replicating an AI application designed to reduce fuel consumption. Cummins has expressed disagreement with the verdict despite respecting the legal process.

High-and-heavy equipment manufacturers are finding new growth opportunities by catering to the increasing demands of the data center industry. Companies like Caterpillar and Deere, typically bellwether companies for the ro/ro breakbulk shipping segment, are diversifying their markets. This indicates a strategic shift for these equipment makers to leverage the booming data infrastructure sector.

Gartner Inc. stock recently rose 7% over 30 days, trading near $159 per share, as investors reacted positively to its Q1 update, which showed stronger earnings, higher free cash flow, and raised 2026 profit guidance. The company's valuation model suggests a target price of around $216 by 2028, implying about 37% upside, contingent on contract value recovery and effective cost control. Despite some mixed institutional investor activity, Gartner appears undervalued, with future performance tied to contract value growth and continued share repurchases.

NCR Voyix is partnering with U.S. Bank Voyager to integrate Voyager fleet card acceptance into its cloud-native POS systems. This collaboration will expand commercial fuel transaction capabilities for fleets using Voyager cards at participating fuel stations, with a rollout expected in 2026. The initiative aims to simplify payment acceptance and management for fuel and convenience customers, enhancing the consistent payment experience at the pump.