MEXC has listed the 16th batch of Ondo Finance tokenized stock trading pairs, adding four new spot pairs including a tokenized version of Eaton Corporation and three iShares ETFs (Emerging Markets, EAFE, and India). The listings expand user access to real-world assets onchain with 24/7 trading availability.

A TSA staffing crisis triggered by government shutdown has forced security officers to work without pay, causing callout rates above 40% at multiple airports. This threatens airport operations and airline profitability through missed connections, flight cancellations, and refund costs. Investors are advised to reduce exposure to domestic-heavy airline stocks while considering rotation toward diversified travel platforms and industrials.

Major technology companies are investing $700 billion in data center capital expenditures this year to support AI and cloud services expansion. Three infrastructure companies—Quanta Services, Vertiv, and Eaton—are positioned to benefit significantly from this generational investment cycle through their power generation, cooling, and electrical infrastructure solutions.

The global E-House market, valued at USD 1.61 billion in 2025, is expected to grow to USD 3.10 billion by 2035 at a 6.78% CAGR. Growth is driven by rising power demand from AI data centers and electric vehicles, with North America commanding 44% market share. Low voltage solutions dominate with 58% share, while medium voltage and semi-mobile segments show fastest growth. Key challenges include high customization costs and harsh operating environments.

The article highlights Eaton and W.W. Grainger as two dividend stocks positioned to benefit from the AI infrastructure supercycle. Eaton is experiencing strong demand for power and cooling solutions for data centers, with data center orders surging 200% year-over-year, while Grainger is expanding its product lines for data center and factory automation. Both companies offer modest dividend yields and have strong dividend growth histories.

The midstream oil & gas filtration market is projected to grow from USD 2.80 billion in 2025 to USD 3.73 billion by 2030, at a CAGR of 5.9%. Coalescer filters and fiberglass media are the fastest-growing segments, while pipeline transportation and Asia Pacific represent major market opportunities. Key drivers include LNG capacity buildout, aging infrastructure, and stricter emissions regulations.

The global smart lighting market reached USD 27.52 billion in 2026 and is expected to grow to USD 67.83 billion by 2031, driven by energy efficiency initiatives, smart city investments, declining LED costs, and utility incentive programs. Asia-Pacific leads with 37.38% revenue share, while emerging markets in the Middle East and Africa are accelerating adoption through government-led smart city programs.

Vertiv Holdings reported exceptional Q4 results with 252% organic order growth and a $15 billion backlog, signaling strong demand for AI data center infrastructure. The company's 2026 guidance significantly exceeds analyst expectations, with revenue projected at $13.25-13.75 billion and adjusted EPS of $5.97-6.07. The article identifies Vertiv and related infrastructure plays as key beneficiaries of the multi-year AI infrastructure spending cycle.

The global supercapacitors market, valued at $5.46 billion in 2025, is projected to reach $55.51 billion by 2035 with a CAGR of 26.1%. Growth is driven by hybrid energy storage systems, IoT applications, and manufacturing expansions in Europe and Asia. Asia-Pacific dominates with 54.4% market share, led by China's industrial scaling, Japan's precision, and South Korea's R&D investments. Combined supercapacitors capture 26.6% market share, while low-capacitance components lead with 45.4%, driven by smart devices and IoT demand.

Eaton's stock has slipped 5% over the past 12 months due to decelerating revenue growth and weakness in its vehicle and eMobility segments facing macro headwinds. However, the power management company's core Electrical and Aerospace divisions remain strong, supported by data center and AI infrastructure expansion. With reasonable valuation at 28x 2025 EPS and expected 12% EPS growth in 2026, analysts project the stock could rise to $381 within a year, potentially outperforming the S&P 500's 10% average annual return.

Crumly & Associates Inc. acquired a $7.52 million position in the First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund (GRID), purchasing 49,139 shares. The ETF has significantly outperformed the S&P 500 by 14.4 percentage points over the past year, gaining 33.7%, driven by exposure to smart grid and energy infrastructure companies. The investment signals confidence in long-term electrification and grid modernization trends.

The global utility poles market is projected to grow from US$ 47.45 billion in 2024 to US$ 71.31 billion by 2033 at a CAGR of 4.63%, driven by grid modernization, smart grid integration, and telecom expansion. Distribution poles command 47.4% market share, while energy transmission and distribution account for 79.4% of revenue. Europe is leading investments with major TSOs like TenneT and Elia Group committing billions to renewable energy integration and cross-border connectivity.