Scott Barlow, The Globe and Mail's market strategist, outlines key stock recommendations for Canadian diversified financials, emphasizing resilient growth and value opportunities.Analyst Phil Hardie highlights Onex as a top 2026 pick, citing its potential for strong shareholder returns amid operational progress.TMX is noted for its market resilience and growth potential, while Element's fundamentals contrast with its current valuation.The article also covers U.S.data center developments, including OpenAI's 3.2 GW Georgia facility and SpaceXAI's potential Texas expansion.Global market trends show a positive backdrop for investors, with semiconductors and boosters sectors leading.Rising tensions in the Middle East could impact inflation and interest rates, though the Global Wave remains a bullish signal.The analysis underscores opportunities in resilient financials and tech-driven infrastructure projects.