Carnival is positioning itself to generate much more revenue in 2030. Higher earnings and lower debt levels indicate a business on better financial footing.
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Early pandemic days drove Carnival to a net loss and rising debt levels. Actions the company took to spur recovery have delivered results -- and should continue to support growth.
As the AI trade finally shows signs of fatigue and investors reassess stretched valuations, traditional cash-flow businesses are quietly becoming compelling again. One of the most interesting among them is Carnival (CCL), a company tied to real assets, real pricing power, and real demand rather than speculative narratives.
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