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   <title>Cummins (CMI) PT Raised to $761 at Morgan Stanley</title>
   <link>http://www.streetinsider.com/Analyst+PT+Change/Cummins+%28CMI%29+PT+Raised+to+%24761+at+Morgan+Stanley/26782166.html</link>
   <description>Morgan Stanley analyst Angel Castillo raised the price target on Cummins (NYSE: CMI) to $761.00  (from $752.00) while maintaining a Overweight rating.</description>
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   <pubDate>Fri, 17 Jul 2026 08:16:01 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">CMI</category>
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   <title>Wells Fargo sees machinery sector recovery shifting to demand-driven</title>
   <link>http://www.streetinsider.com/General+News/Wells+Fargo+sees+machinery+sector+recovery+shifting+to+demand-driven/26764491.html</link>
   <description>&lt;p&gt;Investing.com -- Wells Fargo maintains a positive outlook on Construction Rental &amp; Truck Machinery ahead of second-quarter earnings as the sector transitions from a supply-driven to a demand-driven recovery in U.S. non-residential construction and trucking. The firm rates United Rentals (NYSE:URI), Cummins (NYSE:CMI), and Caterpillar (NYSE:CAT) as overweight.&lt;/p&gt;&lt;p&gt;Used earthmoving equipment supply declined 3% in the second quarter, down 13% year-over-year, while aerial equipment inventory increased 1% from the first quarter, up 4% year-over-year. A channel check indicates approximately 100 basis points of year-over-year rental dollar utilization growth in the quarter in the southeast region.&lt;/p&gt;&lt;p&gt;Wells Fargo's Caterpillar channel checks show widening</description>
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   <pubDate>Tue, 14 Jul 2026 06:40:49 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">CAT</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">CMI</category>
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   <title>Wells Fargo sees machinery sector recovery shifting to demand-driven</title>
   <link>http://www.streetinsider.com/General+News/Wells+Fargo+sees+machinery+sector+recovery+shifting+to+demand-driven/26764491.html</link>
   <description>&lt;p&gt;Investing.com -- Wells Fargo maintains a positive outlook on Construction Rental &amp; Truck Machinery ahead of second-quarter earnings as the sector transitions from a supply-driven to a demand-driven recovery in U.S. non-residential construction and trucking. The firm rates United Rentals (NYSE:URI), Cummins (NYSE:CMI), and Caterpillar (NYSE:CAT) as overweight.&lt;/p&gt;&lt;p&gt;Used earthmoving equipment supply declined 3% in the second quarter, down 13% year-over-year, while aerial equipment inventory increased 1% from the first quarter, up 4% year-over-year. A channel check indicates approximately 100 basis points of year-over-year rental dollar utilization growth in the quarter in the southeast region.&lt;/p&gt;&lt;p&gt;Wells Fargo's Caterpillar channel checks show widening</description>
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   <pubDate>Tue, 14 Jul 2026 06:40:49 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">CAT</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">CMI</category>
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   <title>Wells Fargo sees machinery sector recovery shifting to demand-driven</title>
   <link>http://www.streetinsider.com/General+News/Wells+Fargo+sees+machinery+sector+recovery+shifting+to+demand-driven/26764491.html</link>
   <description>&lt;p&gt;Investing.com -- Wells Fargo maintains a positive outlook on Construction Rental &amp; Truck Machinery ahead of second-quarter earnings as the sector transitions from a supply-driven to a demand-driven recovery in U.S. non-residential construction and trucking. The firm rates United Rentals (NYSE:URI), Cummins (NYSE:CMI), and Caterpillar (NYSE:CAT) as overweight.&lt;/p&gt;&lt;p&gt;Used earthmoving equipment supply declined 3% in the second quarter, down 13% year-over-year, while aerial equipment inventory increased 1% from the first quarter, up 4% year-over-year. A channel check indicates approximately 100 basis points of year-over-year rental dollar utilization growth in the quarter in the southeast region.&lt;/p&gt;&lt;p&gt;Wells Fargo's Caterpillar channel checks show widening</description>
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   <pubDate>Tue, 14 Jul 2026 06:40:49 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">CAT</category>
   	   	<category domain="http://rss.financialcontent.com/stocksymbol">CMI</category>
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   <title>Cummins (CMI) Raises Quarterly Dividend 10% to $2.2; 1.3% Yield</title>
   <link>http://www.streetinsider.com/Dividends/Cummins+%28CMI%29+Raises+Quarterly+Dividend+10%25+to+%242.2%3B+1.3%25+Yield/26762642.html</link>
   <description>&lt;p&gt;Cummins (NYSE: CMI) declared a quarterly dividend of $2.2 per share, or $8.8 annualized. This is a 10% increase from the prior dividend of $2.&lt;/p&gt;&lt;p&gt;The dividend will be payable on September 3, 2026, to stockholders of record on August 21, 2026, with an ex-dividend date of August 20, 2026.&lt;/p&gt;&lt;p&gt;The annual yield on the dividend is 1.3 percent.&lt;/p&gt;&lt;p&gt;For a dividend history and other dividend-related data on Cummins (CMI) &lt;a href=&quot;http://www.streetinsider.com/dividend_history.php?q=CMI&quot;&gt;click here&lt;/a&gt;.&lt;/p&gt;</description>
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   <pubDate>Mon, 13 Jul 2026 16:15:56 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">CMI</category>
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   <title>Cummins (CMI) Raises Quarterly Dividend 10% to $2.2; 1.3% Yield</title>
   <link>http://www.streetinsider.com/Dividend+Hike/Cummins+%28CMI%29+Raises+Quarterly+Dividend+10%25+to+%242.2%3B+1.3%25+Yield/26762642.html</link>
   <description>&lt;p&gt;Cummins (NYSE: CMI) declared a quarterly dividend of $2.2 per share, or $8.8 annualized. This is a 10% increase from the prior dividend of $2.&lt;/p&gt;&lt;p&gt;The dividend will be payable on September 3, 2026, to stockholders of record on August 21, 2026, with an ex-dividend date of August 20, 2026.&lt;/p&gt;&lt;p&gt;The annual yield on the dividend is 1.3 percent.&lt;/p&gt;&lt;p&gt;For a dividend history and other dividend-related data on Cummins (CMI) &lt;a href=&quot;http://www.streetinsider.com/dividend_history.php?q=CMI&quot;&gt;click here&lt;/a&gt;.&lt;/p&gt;</description>
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   <pubDate>Mon, 13 Jul 2026 16:15:56 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">CMI</category>
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   <title>Cummins Inc. Increases Quarterly Common Stock Dividend</title>
   <link>http://www.streetinsider.com/Press+Releases/Cummins+Inc.+Increases+Quarterly+Common+Stock+Dividend/26762619.html</link>
   <description>
&lt;p&gt;    COLUMBUS, Ind.--(BUSINESS WIRE)--
The Board of Directors of Cummins Inc. (NYSE: CMI) approved on July 12, 2026 an increase in the company’s quarterly common stock cash dividend of 10% from 2.00 dollars per share to 2.20 dollars per share. The dividend is payable on September 3, 2026, to shareholders of record on August 21, 2026. Cummins has increased the quarterly common stock dividend to shareholders for 17 consecutive years.

&lt;/p&gt;&lt;p&gt;
&lt;b&gt;About Cummins Inc.&lt;/b&gt;

&lt;/p&gt;&lt;p&gt;
Cummins Inc., a global power leader, is committed to powering a more prosperous world. Since 1919, we have delivered innovative solutions that move people, goods and economies</description>
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   <pubDate>Mon, 13 Jul 2026 16:15:00 -0400</pubDate>
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   <title>Cummins Inc. Increases Quarterly Common Stock Dividend</title>
   <link>http://www.streetinsider.com/Press+Releases/Cummins+Inc.+Increases+Quarterly+Common+Stock+Dividend/26762619.html</link>
   <description>
&lt;p&gt;    COLUMBUS, Ind.--(BUSINESS WIRE)--
The Board of Directors of Cummins Inc. (NYSE: CMI) approved on July 12, 2026 an increase in the company’s quarterly common stock cash dividend of 10% from 2.00 dollars per share to 2.20 dollars per share. The dividend is payable on September 3, 2026, to shareholders of record on August 21, 2026. Cummins has increased the quarterly common stock dividend to shareholders for 17 consecutive years.

&lt;/p&gt;&lt;p&gt;
&lt;b&gt;About Cummins Inc.&lt;/b&gt;

&lt;/p&gt;&lt;p&gt;
Cummins Inc., a global power leader, is committed to powering a more prosperous world. Since 1919, we have delivered innovative solutions that move people, goods and economies</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Press+Releases/Cummins+Inc.+Increases+Quarterly+Common+Stock+Dividend/26762619.html</guid>
   <pubDate>Mon, 13 Jul 2026 16:15:00 -0400</pubDate>
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   <title>Cummins Inc. Increases Quarterly Common Stock Dividend</title>
   <link>http://www.streetinsider.com/Business+Wire/Cummins+Inc.+Increases+Quarterly+Common+Stock+Dividend/26762619.html</link>
   <description>
&lt;p&gt;    COLUMBUS, Ind.--(BUSINESS WIRE)--
The Board of Directors of Cummins Inc. (NYSE: CMI) approved on July 12, 2026 an increase in the company’s quarterly common stock cash dividend of 10% from 2.00 dollars per share to 2.20 dollars per share. The dividend is payable on September 3, 2026, to shareholders of record on August 21, 2026. Cummins has increased the quarterly common stock dividend to shareholders for 17 consecutive years.

&lt;/p&gt;&lt;p&gt;
&lt;b&gt;About Cummins Inc.&lt;/b&gt;

&lt;/p&gt;&lt;p&gt;
Cummins Inc., a global power leader, is committed to powering a more prosperous world. Since 1919, we have delivered innovative solutions that move people, goods and economies</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Business+Wire/Cummins+Inc.+Increases+Quarterly+Common+Stock+Dividend/26762619.html</guid>
   <pubDate>Mon, 13 Jul 2026 16:15:00 -0400</pubDate>
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   	  </item>
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   <title>Cummins Inc. Increases Quarterly Common Stock Dividend</title>
   <link>http://www.streetinsider.com/Business+Wire/Cummins+Inc.+Increases+Quarterly+Common+Stock+Dividend/26762619.html</link>
   <description>
&lt;p&gt;    COLUMBUS, Ind.--(BUSINESS WIRE)--
The Board of Directors of Cummins Inc. (NYSE: CMI) approved on July 12, 2026 an increase in the company’s quarterly common stock cash dividend of 10% from 2.00 dollars per share to 2.20 dollars per share. The dividend is payable on September 3, 2026, to shareholders of record on August 21, 2026. Cummins has increased the quarterly common stock dividend to shareholders for 17 consecutive years.

&lt;/p&gt;&lt;p&gt;
&lt;b&gt;About Cummins Inc.&lt;/b&gt;

&lt;/p&gt;&lt;p&gt;
Cummins Inc., a global power leader, is committed to powering a more prosperous world. Since 1919, we have delivered innovative solutions that move people, goods and economies</description>
   <guid isPermaLink="true">http://www.streetinsider.com/Business+Wire/Cummins+Inc.+Increases+Quarterly+Common+Stock+Dividend/26762619.html</guid>
   <pubDate>Mon, 13 Jul 2026 16:15:00 -0400</pubDate>
      	<category domain="http://rss.financialcontent.com/stocksymbol">CMI</category>
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   <title>Cummins Supports Customers with Updated DEF Inducement Calibrations</title>
   <link>http://www.streetinsider.com/Press+Releases/Cummins+Supports+Customers+with+Updated+DEF+Inducement+Calibrations/26734051.html</link>
   <description>
&lt;p&gt;    COLUMBUS, Ind.--(BUSINESS WIRE)-- Cummins Inc. has begun updating certain engine calibrations to give operators more time to complete needed repairs and help minimize unnecessary downtime related to diesel exhaust fluid (DEF) inducements. The updates continue to support emissions compliance and the performance of selective catalytic reduction technology, with a focus on the people and businesses that depend on this equipment to do their jobs every day.&lt;/p&gt;&lt;p&gt;Following updated guidance from the U.S. Environmental Protection Agency (EPA), the revised calibrations increase the amount of time before certain DEF-related inducements occur and increase final inducement speeds in certain circumstances.</description>
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   <pubDate>Mon, 06 Jul 2026 11:00:00 -0400</pubDate>
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   <title>Cummins Supports Customers with Updated DEF Inducement Calibrations</title>
   <link>http://www.streetinsider.com/Press+Releases/Cummins+Supports+Customers+with+Updated+DEF+Inducement+Calibrations/26734051.html</link>
   <description>
&lt;p&gt;    COLUMBUS, Ind.--(BUSINESS WIRE)-- Cummins Inc. has begun updating certain engine calibrations to give operators more time to complete needed repairs and help minimize unnecessary downtime related to diesel exhaust fluid (DEF) inducements. The updates continue to support emissions compliance and the performance of selective catalytic reduction technology, with a focus on the people and businesses that depend on this equipment to do their jobs every day.&lt;/p&gt;&lt;p&gt;Following updated guidance from the U.S. Environmental Protection Agency (EPA), the revised calibrations increase the amount of time before certain DEF-related inducements occur and increase final inducement speeds in certain circumstances.</description>
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   <title>Cummins Supports Customers with Updated DEF Inducement Calibrations</title>
   <link>http://www.streetinsider.com/Press+Releases/Cummins+Supports+Customers+with+Updated+DEF+Inducement+Calibrations/26734051.html</link>
   <description>
&lt;p&gt;    COLUMBUS, Ind.--(BUSINESS WIRE)-- Cummins Inc. has begun updating certain engine calibrations to give operators more time to complete needed repairs and help minimize unnecessary downtime related to diesel exhaust fluid (DEF) inducements. The updates continue to support emissions compliance and the performance of selective catalytic reduction technology, with a focus on the people and businesses that depend on this equipment to do their jobs every day.&lt;/p&gt;&lt;p&gt;Following updated guidance from the U.S. Environmental Protection Agency (EPA), the revised calibrations increase the amount of time before certain DEF-related inducements occur and increase final inducement speeds in certain circumstances.</description>
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   <title>Cummins Supports Customers with Updated DEF Inducement Calibrations</title>
   <link>http://www.streetinsider.com/Press+Releases/Cummins+Supports+Customers+with+Updated+DEF+Inducement+Calibrations/26734051.html</link>
   <description>
&lt;p&gt;    COLUMBUS, Ind.--(BUSINESS WIRE)-- Cummins Inc. has begun updating certain engine calibrations to give operators more time to complete needed repairs and help minimize unnecessary downtime related to diesel exhaust fluid (DEF) inducements. The updates continue to support emissions compliance and the performance of selective catalytic reduction technology, with a focus on the people and businesses that depend on this equipment to do their jobs every day.&lt;/p&gt;&lt;p&gt;Following updated guidance from the U.S. Environmental Protection Agency (EPA), the revised calibrations increase the amount of time before certain DEF-related inducements occur and increase final inducement speeds in certain circumstances.</description>
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   <title>Cummins Supports Customers with Updated DEF Inducement Calibrations</title>
   <link>http://www.streetinsider.com/Business+Wire/Cummins+Supports+Customers+with+Updated+DEF+Inducement+Calibrations/26734051.html</link>
   <description>
&lt;p&gt;    COLUMBUS, Ind.--(BUSINESS WIRE)-- Cummins Inc. has begun updating certain engine calibrations to give operators more time to complete needed repairs and help minimize unnecessary downtime related to diesel exhaust fluid (DEF) inducements. The updates continue to support emissions compliance and the performance of selective catalytic reduction technology, with a focus on the people and businesses that depend on this equipment to do their jobs every day.&lt;/p&gt;&lt;p&gt;Following updated guidance from the U.S. Environmental Protection Agency (EPA), the revised calibrations increase the amount of time before certain DEF-related inducements occur and increase final inducement speeds in certain circumstances.</description>
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   <title>Cummins Supports Customers with Updated DEF Inducement Calibrations</title>
   <link>http://www.streetinsider.com/Business+Wire/Cummins+Supports+Customers+with+Updated+DEF+Inducement+Calibrations/26734051.html</link>
   <description>
&lt;p&gt;    COLUMBUS, Ind.--(BUSINESS WIRE)-- Cummins Inc. has begun updating certain engine calibrations to give operators more time to complete needed repairs and help minimize unnecessary downtime related to diesel exhaust fluid (DEF) inducements. The updates continue to support emissions compliance and the performance of selective catalytic reduction technology, with a focus on the people and businesses that depend on this equipment to do their jobs every day.&lt;/p&gt;&lt;p&gt;Following updated guidance from the U.S. Environmental Protection Agency (EPA), the revised calibrations increase the amount of time before certain DEF-related inducements occur and increase final inducement speeds in certain circumstances.</description>
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   <title>Cummins Supports Customers with Updated DEF Inducement Calibrations</title>
   <link>http://www.streetinsider.com/Business+Wire/Cummins+Supports+Customers+with+Updated+DEF+Inducement+Calibrations/26734051.html</link>
   <description>
&lt;p&gt;    COLUMBUS, Ind.--(BUSINESS WIRE)-- Cummins Inc. has begun updating certain engine calibrations to give operators more time to complete needed repairs and help minimize unnecessary downtime related to diesel exhaust fluid (DEF) inducements. The updates continue to support emissions compliance and the performance of selective catalytic reduction technology, with a focus on the people and businesses that depend on this equipment to do their jobs every day.&lt;/p&gt;&lt;p&gt;Following updated guidance from the U.S. Environmental Protection Agency (EPA), the revised calibrations increase the amount of time before certain DEF-related inducements occur and increase final inducement speeds in certain circumstances.</description>
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   <title>Cummins Supports Customers with Updated DEF Inducement Calibrations</title>
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&lt;p&gt;    COLUMBUS, Ind.--(BUSINESS WIRE)-- Cummins Inc. has begun updating certain engine calibrations to give operators more time to complete needed repairs and help minimize unnecessary downtime related to diesel exhaust fluid (DEF) inducements. The updates continue to support emissions compliance and the performance of selective catalytic reduction technology, with a focus on the people and businesses that depend on this equipment to do their jobs every day.&lt;/p&gt;&lt;p&gt;Following updated guidance from the U.S. Environmental Protection Agency (EPA), the revised calibrations increase the amount of time before certain DEF-related inducements occur and increase final inducement speeds in certain circumstances.</description>
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   <pubDate>Mon, 06 Jul 2026 11:00:00 -0400</pubDate>
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   <title>Cummins (CMI) PT Raised to $901 at Truist Securities</title>
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   <description>Truist Securities analyst Jamie Cook raised the price target on Cummins (NYSE: CMI) to $901.00  (from $815.00) while maintaining a Buy rating.</description>
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   <pubDate>Thu, 02 Jul 2026 07:08:05 -0400</pubDate>
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   <title>Wells Fargo Lists 8 Tactical Ideas for Q3 2026</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Wells+Fargo+Lists+8+Tactical+Ideas+for+Q3+2026/26716394.html</link>
   <description>&lt;p&gt;Wells Fargo Lists 8 Tactical Ideas for Q3 2026.&lt;/p&gt;&lt;p&gt;The analyst comments &quot;We are bullish and expect a strong summer rally before midterm-led volatility in Sept. We believe the recent volatility was at least partly driven by the qtr-end rebalance. Positioning has reset (see Flows) and seasonality now turns positive, especially the 1H of July. We expect another strong EPS season, also boosted by tariff refunds. Trump Accounts also add $20B of price-insensitive inflows mostly in 3Q. Buy the dip in AI infra. • Advanced Energy Industries, Inc. (AEIS): We view recent share underperformance (+16% in 2Q26 vs. peers +93%; SOX</description>
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   <title>Wells Fargo Lists 8 Tactical Ideas for Q3 2026</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Wells+Fargo+Lists+8+Tactical+Ideas+for+Q3+2026/26716394.html</link>
   <description>&lt;p&gt;Wells Fargo Lists 8 Tactical Ideas for Q3 2026.&lt;/p&gt;&lt;p&gt;The analyst comments &quot;We are bullish and expect a strong summer rally before midterm-led volatility in Sept. We believe the recent volatility was at least partly driven by the qtr-end rebalance. Positioning has reset (see Flows) and seasonality now turns positive, especially the 1H of July. We expect another strong EPS season, also boosted by tariff refunds. Trump Accounts also add $20B of price-insensitive inflows mostly in 3Q. Buy the dip in AI infra. • Advanced Energy Industries, Inc. (AEIS): We view recent share underperformance (+16% in 2Q26 vs. peers +93%; SOX</description>
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   <title>Wells Fargo Lists 8 Tactical Ideas for Q3 2026</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Wells+Fargo+Lists+8+Tactical+Ideas+for+Q3+2026/26716394.html</link>
   <description>&lt;p&gt;Wells Fargo Lists 8 Tactical Ideas for Q3 2026.&lt;/p&gt;&lt;p&gt;The analyst comments &quot;We are bullish and expect a strong summer rally before midterm-led volatility in Sept. We believe the recent volatility was at least partly driven by the qtr-end rebalance. Positioning has reset (see Flows) and seasonality now turns positive, especially the 1H of July. We expect another strong EPS season, also boosted by tariff refunds. Trump Accounts also add $20B of price-insensitive inflows mostly in 3Q. Buy the dip in AI infra. • Advanced Energy Industries, Inc. (AEIS): We view recent share underperformance (+16% in 2Q26 vs. peers +93%; SOX</description>
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   <title>Wells Fargo Lists 8 Tactical Ideas for Q3 2026</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Wells+Fargo+Lists+8+Tactical+Ideas+for+Q3+2026/26716394.html</link>
   <description>&lt;p&gt;Wells Fargo Lists 8 Tactical Ideas for Q3 2026.&lt;/p&gt;&lt;p&gt;The analyst comments &quot;We are bullish and expect a strong summer rally before midterm-led volatility in Sept. We believe the recent volatility was at least partly driven by the qtr-end rebalance. Positioning has reset (see Flows) and seasonality now turns positive, especially the 1H of July. We expect another strong EPS season, also boosted by tariff refunds. Trump Accounts also add $20B of price-insensitive inflows mostly in 3Q. Buy the dip in AI infra. • Advanced Energy Industries, Inc. (AEIS): We view recent share underperformance (+16% in 2Q26 vs. peers +93%; SOX</description>
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   <title>Wells Fargo Lists 8 Tactical Ideas for Q3 2026</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Wells+Fargo+Lists+8+Tactical+Ideas+for+Q3+2026/26716394.html</link>
   <description>&lt;p&gt;Wells Fargo Lists 8 Tactical Ideas for Q3 2026.&lt;/p&gt;&lt;p&gt;The analyst comments &quot;We are bullish and expect a strong summer rally before midterm-led volatility in Sept. We believe the recent volatility was at least partly driven by the qtr-end rebalance. Positioning has reset (see Flows) and seasonality now turns positive, especially the 1H of July. We expect another strong EPS season, also boosted by tariff refunds. Trump Accounts also add $20B of price-insensitive inflows mostly in 3Q. Buy the dip in AI infra. • Advanced Energy Industries, Inc. (AEIS): We view recent share underperformance (+16% in 2Q26 vs. peers +93%; SOX</description>
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   <title>Wells Fargo Lists 8 Tactical Ideas for Q3 2026</title>
   <link>http://www.streetinsider.com/Analyst+Comments/Wells+Fargo+Lists+8+Tactical+Ideas+for+Q3+2026/26716394.html</link>
   <description>&lt;p&gt;Wells Fargo Lists 8 Tactical Ideas for Q3 2026.&lt;/p&gt;&lt;p&gt;The analyst comments &quot;We are bullish and expect a strong summer rally before midterm-led volatility in Sept. We believe the recent volatility was at least partly driven by the qtr-end rebalance. Positioning has reset (see Flows) and seasonality now turns positive, especially the 1H of July. We expect another strong EPS season, also boosted by tariff refunds. Trump Accounts also add $20B of price-insensitive inflows mostly in 3Q. Buy the dip in AI infra. • Advanced Energy Industries, Inc. (AEIS): We view recent share underperformance (+16% in 2Q26 vs. peers +93%; SOX</description>
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