Aug. 24 at 9:42 AM
$MLM $CNC $CCI $ZTS $ZM Martin Marietta benefits from infrastructure and construction spending, Centene remains tied to managed-care enrollment and reimbursement, Crown Castle benefits from wireless infrastructure demand, Zoetis benefits from animal-health spending, and Zoom remains focused on enterprise communications and AI adoption. I'm watching infrastructure budgets, medical utilization, tower demand, pet-health spending, and enterprise software growth.