Final Trades: Honeywell, Digital Realty, Applied Materials and Carlyle Group

Stock Recommendations - Honeywell's stock is down 5% despite solid earnings, beating topline and bottom line, and raising guidance, considered a sum-of-the-parts story with nothing not to like [1] - Digital Realty is anticipated to have a good earnings night due to nearly 1 billion dollars worth of backlog contracts they're scrambling to fulfill [2] - Applied Materials is expected to benefit from continued spending on data centers and the need for chips and chip factories following Google's news about more capex [2] - Carlyle Group reached a new all-time record high, positioned in the right sector at the right time [3] Industry Trends - Private equity is gaining momentum, evidenced by Blackstone's positive performance [3]