From Dusty Boxes to Data Dreaming in Your Portfolio

Imagine going from guarding paper files in caves to building digital vaults for the cloud era. That’s the glow-up we’re watching.

Growth engines are shifting fast, analysts are leaning bullish, and the dividend keeps chugging while the business reinvents itself.

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Teradyne | TER

Price: $134.69

Teradyne is suddenly the belle of the semis ball.

Shares popped after Susquehanna hiked its price target all the way to $200, calling out the company’s growing role alongside TSMC in GPU wafer testing.

That’s not small stuff, as AI chips need bulletproof testing, and Teradyne’s tools are moving from nice to have to mission critical.

The stock has been wild, with more than 20 swings over 5% in the past year, but volatility cuts both ways.

Revenue is holding up thanks to AI demand offsetting slower auto/industrial, and management’s forecast points to continued momentum into year-end.

If that partnership with TSMC really starts paying off in 2026, today’s rally may look more like a warmup.

Why it matters for you: This is one of those classic shovel seller in a gold rush setups. If you can stomach the volatility, Teradyne gives you direct exposure to AI testing without betting on a single chip designer.

Keurig Dr Pepper | KDP

Price: $26.50

KDP just went from steady sips to spilling coffee everywhere. Shares are down more than 20% after announcing an $18B deal for JDE Peet’s and plans to split into two companies.

We aren’t thrilled about the 33% premium it’s paying or the debt that comes with it.

On paper, adding an international coffee powerhouse makes sense. Coffee has sticky demand, and Peet’s gives KDP a stronger global footprint.

The problem is timing, as investors are jittery about leverage, and the Street is side-eyeing whether management can pull off a split without diluting shareholder value.

Why it matters for you: Dips this sharp sometimes rebound, but right now it feels like catching a falling mug.

Unless you’ve got patience (and strong hands), it may pay to wait until the deal dust settles before pouring yourself a cup.

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Church & Dwight | CHD

Price: $87.21

What do OxiClean and White Castle have in common? Apparently, National Adulting Day.

CHD’s marketing team is trying to keep its brands relevant with playful partnerships, while behind the scenes the company is working through bigger challenges.

The vitamin segment remains soft, recalls haven’t helped, and margins are under pressure from input costs.

Still, the core household products are steady, e-commerce keeps growing, and campaigns like the OxiClean slider tie-in show they’re willing to experiment.

The stock has fallen hard this year, now near the low end of its range.

Why it matters for you: CHD is a boring but resilient story when it’s firing on all cylinders. Right now, it’s more of a fixer-upper.

If management can stabilize vitamins and keep innovating in categories like cleaning, the multiple could re-rate. Until then, this one’s more patience than adrenaline.

Wabtec | WAB

Price: $194.55

All aboard. Wabtec just inked its biggest locomotive deal ever: a $4.2B agreement with Kazakhstan’s national railway.

The multi-year contract includes Evolution Series locomotives built for harsh terrain plus long-term maintenance support. That’s recurring revenue on top of the upfront build.

The company’s financial health looks solid, with decades of consistent profitability and dividends.

Guidance was even raised after the deal, despite a recent revenue miss. Analysts are leaning bullish with targets up to $250.

In short, Wabtec is cementing itself as a global transport player.

Why it matters for you: This is a steady compounder in industrials with growth optionality. Big contracts like this show Wabtec can keep winning internationally.

If you want infrastructure exposure with a yield kicker, this checks the boxes.

Iron Mountain | IRM

Price: $104.07

Here’s the story.

Once known for storing bankers’ boxes in underground caves, Iron Mountain is now a legit player in data centers, digital solutions, and asset lifecycle management.

Jefferies just initiated with a Buy and a $120 target, citing double-digit growth in the new businesses while the old storage cash cow stays steady.

Revenue rose 12% in Q2, data centers are on track to grow 25% annually, and the company still yields 3%.

That’s not a bad mix. Income while you wait, plus a clear runway for growth. Debt is something to watch, but management’s hit targets early on its Project Matterhorn transformation plan.

Why it matters for you: This is a rebrand that actually works. If you want exposure to data infrastructure but still like dividends, IRM offers both.

It’s not cheap, but investors betting on the basement to cloud story are starting to get paid.

This lineup is all about reinvention.

Teradyne is riding the AI hardware wave, KDP is betting big on coffee, CHD is trying to scrub up its margins, IRM has climbed from caves to clouds, and Wabtec is building railroads of the future.

Different stories, same question: which pivots have staying power?

Stat of the Day: 1979
Gold hasn’t rallied this much since 1979, jumping 40% this year. Back then, it was an energy crisis.

Today, it’s trade chaos, inflation fears, and a dash of stagflation risk. Safe havens are shiny again, literally.