Zacks Equity Research highlights Carnival Corp. & plc as the Bull of the Day and Constellation Brands, Inc. as the Bear of the Day. Carnival recently reported record earnings and expects a 47.9% growth this year. On the other hand, Constellation Brands is facing challenges with a double-digit decline in earnings expected for Fiscal 2026.

Carnival’s exclusive beach destination in the Bahamas, Celebration Key, opened in the quarter and is expected to drive growth in 2026. Booking trends remain strong with higher volumes and prices. Carnival raised its net yields guidance and analysts are bullish on its future. However, Carnival’s shares have seen a recent pullback, making it a value stock.

Constellation Brands beat on its second-quarter 2026 results but is struggling due to a decline in revenue and challenging economic conditions. The company reiterated lowered guidance for the year, with analysts expecting a decline in both sales and earnings. Shares of Constellation Brands are near 5-year lows, indicating a value stock opportunity.

Microsoft is investing nearly $30 billion in AI to drive its next phase of growth, focusing on cloud infrastructure and data center expansion. The company expects steady revenue growth, aligning with the booming AI market. Amazon and Alphabet are also increasing their AI investments, challenging Microsoft in the AI spending race.

Microsoft’s share price has appreciated in the year-to-date period, outperforming industry and sector growth. The company trades at a premium but is expected to see steady growth in earnings. With a Zacks Rank #2 (Buy), Microsoft remains a strong choice for investors looking for growth potential.

Read more at Nasdaq: Carnival and Constellation Brands have been highlighted as Zacks Bull and Bear of the Day