On CNBC's “Halftime Report Final Trades,” Bryn Talkington, managing partner at Requisite Capital Management, said Dell Technologies Inc. ( DELL ) is a great company to own in the long term.

Supporting her view, Dell, on May 29, reported first-quarter revenue of $23.38 billion, beating the consensus estimate of $23.14 billion, according to Benzinga Pro.

Dell expects fiscal 2026 revenue of $101 billion to $105 billion and full-year adjusted earnings of $9.40 per share.

Sarat Sethi, DCLA managing partner and portfolio manager, picked data centers, and said Equinix, Inc ( EQIX ). is the company to play in that.

Lending support to his choice, Equinix ( EQIX ), on April 30, posted better-than-expected financial results  for the first quarter.

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Jim Lebenthal, Chief Equity Strategist at Cerity Partners, said Westinghouse Air Brake Technologies Corporation ( WAB ) is just a solid industrial stock.

On the earnings front, Westinghouse Air Brake ( WAB ), on April 23, reported better-than-expected first-quarter adjusted EPS results and raised its FY25 adjusted EPS guidance.

Joseph M. Terranova, Senior Managing Director for Virtus Investment Partners, named Guidewire Software, Inc. ( GWRE ) as his final trade.

Guidewire Software ( GWRE ) shares rose sharply on Wednesday after the company reported better-than-expected third-quarter earnings on Tuesday after the market closed.

Price Action:

Dell shares gained 0.7% to close at $112.70 on Wednesday.

Equinix ( EQIX ) rose 1.9% to close at $912.20 on Wednesday.

Wabtec shares gained 0.2% to close at $203.94 during the session.

Guidewire Software ( GWRE ) shares jumped 16.4% to settle at $253.98.

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