Key Takeaways WFC benefits from the Fed lifting its asset cap, enabling loan growth and higher deposits.MTZ is riding a surge in infrastructure spending tied to AI data centers and electrification trends.PH gains from strong aerospace demand, rising orders and margin gains driven by its Win strategy.The artificial intelligence (AI)-driven, astonishing bull run of 2023 and 2024 continued in 2025, too. Meanwhile, market participants have other sectors to look into. Several old economy stocks from sectors suc ...