--- title: "Wall Street Capital Spills Over: Unclassified Plays from AI Cooling to Crypto" type: "News" locale: "en" url: "https://longbridge.com/en/news/294333387.md" description: "As mega-cap earnings conclude, investors are rotating into peripheral equities. Onto and AAON ride the AI infrastructure wave, while Kenvue eyes a mega-merger in the second half of 2026." datetime: "2026-07-30T09:13:30.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/294333387.md) - [en](https://longbridge.com/en/news/294333387.md) - [zh-HK](https://longbridge.com/zh-HK/news/294333387.md) --- # Wall Street Capital Spills Over: Unclassified Plays from AI Cooling to Crypto As the latest earnings cycle for mega-cap tech winds down, I'm told that Wall Street capital is increasingly spilling over into the less categorized, peripheral corners of the US market. From undiscovered AI infrastructure suppliers to legacy consumer brands undergoing significant overhauls, these under-the-radar equities are gearing up for their most significant movements since the start of 2026. ### Onto Innovation (ONTO.US) According to people familiar with the matter, the semiconductor equipment maker's newly launched Atlas G6 system has secured gate-all-around metrology orders from a second logic customer. While its shares plunged nearly 20% over a recent five-day stretch, the company's advanced node business has already posted double-digit growth this quarter. Expect its market footprint to expand further before the end of the year once its acquisition of a 27% stake in Rigaku closes in the second half of 2026. ### AAON Inc (AAON.US) With the frenzy surrounding AI data centers, I'm told that it's not just chipmakers getting the attention—HVAC equipment manufacturers like AAON are becoming prime targets for institutional capital. Driven by a surge in demand for advanced cooling solutions, the company saw its Q1 2026 revenue spike over 50% year-over-year, easily topping analysts' estimates, and recently raised its full-year guidance. ### AutoZone (AZO.US) Despite maintaining solid domestic same-store sales growth, the auto parts retail giant recently hit a 52-week low. I'm told management is moving aggressively to shore up confidence, authorizing an additional USD 1.5B in share repurchases. Look for the company's newly promoted senior vice president of finance to lay out a clearer profitability roadmap in the upcoming earnings call. ### Kenvue (KVUE.US) The consumer health spinoff is accelerating its capital moves as an independent entity. Insiders note that its blockbuster cash-and-stock merger transaction with Kimberly-Clark is on track to finalize in the second half of 2026. Meanwhile, the FDA just approved its first over-the-counter fixed-dose combination of acetaminophen and naproxen, which could translate into meaningful revenue bumps later this year. ### Bakkt (BKKT.US) I'm told the digital asset platform has essentially completed the divestiture of its non-core businesses, pivoting entirely toward Bitcoin, tokenization, and AI-driven finance. Following its April acquisition of Distributed Technologies Research, management is speeding up its global expansion, including a push into India. Watch for more details on its stablecoin payment initiatives in its next quarterly update. ### Also - **Primech Holdings (PMEC.US)**: The Singapore-based facility services provider is ramping up the US commercial expansion of its HYTRON cleaning robots, having just secured multi-million dollar public sector contracts. - **Murano Global Investments (MRNO.US)**: The real estate developer recently delayed the early settlement of its senior secured notes, while its previously announced Bitcoin treasury program remains a highly scrutinized outlier. - **Meiwu Technology (WNW.US)**: Following a 1-for-100 reverse stock split earlier this year, the company disposed of a wholly-owned subsidiary for a symbolic USD 100 this week. - **Riskified (RSKD.US)**: The e-commerce fraud prevention firm continues to win over retailers, and its Q2 report next month will test the cost-saving efficacy of its newer tools. - **TELUS Corp (TU.US)**: The Canadian telecom giant not only shuffled its executive leadership this month but also unveiled an unorthodox plan to convert legacy telecom sites into residential units to tackle housing shortages. _This article does not constitute investment advice._ ### Related Stocks - [PMEC.US](https://longbridge.com/en/quote/PMEC.US.md) - [MRNO.US](https://longbridge.com/en/quote/MRNO.US.md) - [BKKT.US](https://longbridge.com/en/quote/BKKT.US.md) - [AZO.US](https://longbridge.com/en/quote/AZO.US.md) - [WNW.US](https://longbridge.com/en/quote/WNW.US.md) - [KVUE.US](https://longbridge.com/en/quote/KVUE.US.md) - [RSKD.US](https://longbridge.com/en/quote/RSKD.US.md) - [TU.US](https://longbridge.com/en/quote/TU.US.md) - [ONTO.US](https://longbridge.com/en/quote/ONTO.US.md) - [AAON.US](https://longbridge.com/en/quote/AAON.US.md) ## Related News & Research - [TELUS declares CAD 0.1875 dividend](https://longbridge.com/en/news/294513843.md) - [Riskified director Shachar Erez reports sale of 27,600 shares worth $145,443](https://longbridge.com/en/news/293521512.md) - [Canada's Telus posts Q2 loss on impairment charge; halves dividend, cuts FY outlook](https://longbridge.com/en/news/294501596.md) - [This Canadian Telecommunications Giant Just Cut Its Dividend by 55%](https://longbridge.com/en/news/294525731.md) - [AutoZone, Inc. $AZO is Evercore Wealth Management LLC's 10th Largest Position](https://longbridge.com/en/news/294050017.md)