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Four structural forces, including AI infrastructure spending and operational efficiency, are driving S&P 500 earnings. Monitor guidance for signs of a shift.

ALK-Abelló reported DKK 1.8 billion in Q1 revenue, driven by a record DKK 1 billion in tablet sales. The 32% EBIT margin sets a new bar for the company.

Cogent Communications has signed an LOI to sell 10 of its 24 Sprint data centers. The monetization strategy is a key catalyst for deleveraging and cash flow growth.