Zacks Investment Research featured Prologis and T1 Energy as stocks that could gain if new Federal Reserve Chair Kevin Warsh strikes a more dovish tone than expected at his first post-FOMC press conference on Wednesday. The Fed is widely expected to hold rates at 3.50%-3.75%, but Zacks argues that a recent U.S.-Iran ceasefire framework that sent crude oil below $80 a barrel may prompt Warsh to downplay inflation concerns and signal possible rate cuts later this year. Prologis, the world's largest industrial REIT, is seen as a direct beneficiary of lower rates, with first-quarter core FFO of $1.50 per share beating estimates and 2026 consensus pointing to mid-single-digit growth. T1 Energy, a more speculative play building a U.S. solar-and-battery manufacturing supply chain, reported first-quarter revenue of $177.7 million, up 175% year over year, and is acquiring battery-storage firm KORE Power. Both stocks carry a Zacks Rank #2 (Buy).
Prologis IncPrologis is highlighted as a direct beneficiary of lower interest rates if the Fed signals a dovish surprise.
T1 Energy Inc.T1 Energy is mentioned as a potential beneficiary of a dovish Fed surprise, which could lower financing costs and support growth.