Carnival

I know some traders I follow trade the cruise lines. Some showing signs of reversing. $Norwegian Cruise(NCLH.US) $Carnival(CCL.US) $Royal Caribbean Cruises(RCL.US) $Viking(VIK.US)

Source: Sunrise Trader

$Viking(VIK.US) is the only cruise line that excites me. There is much more upside to even catch up to the valuation of the remaining names like $Carnival(CCL.US), $Norwegian Cruise(NCLH.US) in the sector.

AI buildout inflation is rising across the entire electronics supply chain, media report, noting 56 price adjustment notices from late 2025 through early 2026 across 6 segments:

Source: Dan Nystedt

China’s Kingboard, the world’s biggest CCL maker, notified clients it will raise prices 10% due to rising materials costs, media report, noting it’s the 3rd price hike since June, for a total increase of 15%-20%. Copper Clad Laminate (CCL), the main ingredient of every printed circuit board (PCB), has seen demand soar due to AI server demand. #AIservers #servers #CCL

Source: Dan Nystedt

Prices of the electronic material, CCL (copper clad laminate) are on the rise in step with surging copper prices, media report, with Nan Ya Plastics hiking prices 8% and rivals Taiwan Union, ITEQ Corp., raising prices in tandem as they see no room for copper prices to fall with the metal’s widespread use in data centers and electric vehicles. CCL is a key material used in printed circuit boards (PCBs).

Source: Dan Nystedt