Aug. 20 at 7:33 AM
$ET $DLR $CL $TGT $MFC Energy Transfer benefits from midstream volumes, Digital Realty benefits from data-center and AI infrastructure demand, Colgate-Palmolive benefits from defensive consumer demand, Target remains tied to retail spending, and Manulife benefits from insurance and wealth-management activity. I'm watching energy throughput, data-center capacity, consumer volumes, retail traffic, and asset flows.