Mizuho has upgraded American Tower (NYSE:AMT) to Outperform from Neutral and increased its price target to $205, citing improving fundamentals and undervalued data center assets. The firm projects enhanced U.S. and international cell tower fundamentals due to AI-related and 5G investments, along with EBITDA margin benefits. American Tower also offers a 4.1% dividend yield and has consistently raised its dividend for 15 years.

Viasat, Türksat, and SKYFive Arabia have announced plans for a strategic roaming collaboration to enhance next-generation in-flight connectivity (IFC) across Türkiye, Europe, and the Middle East-Africa. This initiative aims to provide seamless cross-border connectivity for commercial airlines and private aviation by integrating existing A2G and EAN networks with Türksat's developing A2G network in Türkiye, all utilizing the same S-band spectrum. The collaboration is expected to improve service continuity, expand route coverage, and create a more scalable and commercially attractive model for IFC, especially given Türkiye's significant air travel market.

Wellgistics Health and Kare PharmTech's subsidiary, Kare Rx Hub, have entered into a definitive joint venture agreement. This collaboration aims to create a technology-driven platform to streamline the prescription journey, enhance patient access to therapies, and improve the efficiency of pharmaceutical commercialization. The integrated platform will combine their technological and operational teams, supporting a growing network that can reach over 200,000 patient lives.

Despite the ongoing Iran war, at least three Chinese robotaxi companies, Didi, WeRide, and Pony.ai, are pushing forward with their expansion plans into the Middle East, particularly the UAE. Didi announced its first overseas robotaxi test in the UAE later this year, WeRide has launched fare-charging services in Dubai, and Pony.ai is pursuing commercial operations. These companies are making the Middle East an early launch market for their global expansion.

Sumitomo Mitsui Trust Group Inc. reduced its stake in Dollar Tree (NASDAQ:DLTR) by 5.5% in the fourth quarter, selling 29,810 shares and retaining 511,211 shares valued at approximately $62.9 million. This transaction occurred amidst broader institutional activity in DLTR, with other firms either increasing or decreasing their holdings. Despite a consensus "Hold" rating from analysts with a target price of $123.24, Dollar Tree's shares currently trade around $100.67, below its moving averages, even after beating Q4 EPS estimates.

Sumitomo Mitsui Trust Group Inc. recently reduced its stake in DTE Energy Company by 5.0% in Q4, selling 24,129 shares and now owning 458,882 shares valued at approximately $59.19 million. DTE Energy surpassed Q4 earnings and revenue expectations and provided strong FY2026 guidance. The company also declared a quarterly dividend of $1.165, representing an annualized yield of about 3.2%.

Sumitomo Mitsui Trust Group Inc. decreased its stake in Edison International (NYSE:EIX) by 3.2% in the fourth quarter, selling 32,173 shares and retaining 968,307 shares valued at approximately $58.12 million. Despite this, other institutions like SG Americas Securities, Man Group, Allianz, AQR Capital Management, and Victory Capital Management significantly increased their positions, leading to institutional investors owning nearly 88.95% of the stock. Edison International beat quarterly earnings expectations and maintains a consensus "Hold" rating with a target price of $69.44, offering a quarterly dividend of $0.8775 per share.

Sumitomo Mitsui Trust Group Inc. reduced its stake in Equifax, Inc. (NYSE:EFX) by 4.0% in the fourth quarter, selling 11,639 shares. Following the sale, the firm now holds 277,864 shares of EFX, valued at approximately $60.29 million. Despite this trimming, other institutional investors like Massachusetts Financial Services Co. and Vanguard Group Inc. increased their holdings in Equifax.

Sumitomo Mitsui Trust Group Inc. reduced its stake in PulteGroup, Inc. (NYSE:PHM) by 5.7% in the fourth quarter, selling 30,761 shares and now owning 510,164 shares valued at approximately $59.8 million. Despite mixed analyst sentiment, the consensus on PulteGroup is a "Moderate Buy" with an average target price of $140.21, following an Evercore upgrade and a Goldman Sachs price target cut. The company recently announced a quarterly dividend of $0.26 per share, and corporate insiders have sold a total of 149,952 shares in the past 90 days.

U.S. Capital Wealth Advisors LLC significantly reduced its stake in Prudential Financial (PRU) by 59.5% in the fourth quarter, selling 14,826 shares. Despite this, other institutional investors increased their holdings, and major shareholder Insurance Co. of America Prudential acquired over 1.4 million shares. Prudential also increased its quarterly dividend, but faced recent analyst price target cuts and a slight earnings miss.