Strong performing Global Lifestyle business, growing Global Housing segment and solid capital management should drive growth at the company.

Micron banks on revival in DRAM demand and increasing mix of high-value solutions in its portfolio.

Netflix’s growing subscriber base, driven by its content strength, focus on originals across various genres and languages and accelerating ad business are key positives.

Strength in the credit card and online banking operations, relatively high rates, loan growth, robust balance sheet position and buyout of Discover Financial will support Capital One's financials.

AGCO’s results will benefit from higher sales owing to strong demand. Moreover, recent acacquisitions and strategic investments will drive growth.

The strong position in healthcare market and strategic acquisitions will help Agilent generate solid revenues.

Decent loan demand, hedge programs and relatively high rates will likely aid East West Bancorp’s revenues. Its enhanced capital distribution plan reflects a solid balance sheet and liquidity position.

Cheesecake Factory’s aggressive expansion initiatives, Fox Restaurant concept, increased focus on digitalization and off-premise sales bode well.

We are positive on Theravance’s efforts related to Yupelri’s commercialization. The company’s partnership deals with companies like Viatris is also encouraging.

PepsiCo continues to benefit from investments in brands, go-to-market systems, supply chains, manufacturing capacity and digital capabilities to build competitive advantages.