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Aimei Health is no longer a healthcare-search story. It is a high-risk de-SPAC watch where a small remaining SPAC trust is trying to close a $1.5 billion all-share United Hydrogen transaction.
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AerCap is using tight aircraft supply to produce record earnings, asset-sale gains and buybacks. The upside is real, but the model still runs on leverage, airline customer health and aircraft residual values.
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