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It’s a ‘recession-proof’ name with growing cash flow and a stable dividend history.

With inflation pressures resurfacing and commodity markets reacting to geopolitical developments, these two names may be well positioned to navigate the current macroeconomic environment.

One has plenty to offer investors, and the other is an opportunity to scoop up shares of perhaps one of the largest turnarounds in recent industry history.

Both names offer strong growth that’s not based on AI promises alongside solid value in an overheated market.

The $10 billion that it’s locked up in the last two weeks in contracts is a geopolitical tailwind that’s structural, not temporary.

Here are today’s upgrades and downgrades: Nike, STMicroelectronics, Pfizer, Entergy, GlobalFoundries, Adidas, Cava Group and more.

Despite its diversified, growth-oriented portfolio, holding names like NVIDIA (NVDA), Apple (AAPL), Microsoft (MSFT) as well as more interesting names like Monolithic Power Systems (MPWR) and FirstService (FSV), it trades for around 12% below its portfolio value.

And this industry leader has a head start and is worth keeping an eye on.

It’s not a clean bargain, but the price does reflect a lot of bad news.

If you’re looking for a way to play the AI boom, it still has far more room to run than the market is giving it credit for.