Uber benefits from the expected improvement in travel demand, and a weaker DXY is a positive for the currency conversion of its international business revenue.

Verizon is a high-dividend defensive stock, with the attractiveness of its dividend recovering in an environment of expected interest rate declines.

Crocs maintains strong pricing power against the backdrop of resilient consumer spending, with its valuation at a relatively low level.

Diageo and Constellation Brands belong to the spirits industry, with a slowdown in high-end consumption being a recent headwind. However, a weaker DXY provides a positive foreign exchange contribution to DEO's international revenue, while STZ's Mexican beer brands, which rely on imports, are significantly affected by the uncertainty of tariffs.