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Why investing for the long run, especially if you buy certain popular stocks, could reap huge rewards.

Cash-generating companies often have the flexibility to invest, return capital to shareholders, or navigate downturns. The best of these businesses not only accumulate cash but deploy it strategically for growth.

Check out the companies making headlines this week:

NVIDIA (NASDAQ:NVDA) owns the AI headline cycle, the consensus long position, and a valuation priced for hyperscaler capex to compound forever. But here’s what you should actually be watching. The chip is the glamour layer. The unglamorous layer is the gear that keeps the chip from cooking itself. Modern AI training racks pull tens of ... AI Data Center Boom: 3 Behind the Scenes Names Protecting Headline Chipmakers

Here is how Comfort Systems (FIX) and Sterling Infrastructure (STRL) have performed compared to their sector so far this year.

Infrastructure companies are benefiting from the data center boom, reporting strong Q1 2026 earnings and raising full-year guidance. Here are 3 to watch.

Hedge fund billionaire Daniel Loeb reshuffled his exposure in the construction & engineering industry at Third Point LLC in the fourth quarter of FY25. The investor opened a new position in APi Group Corporation, acquiring 3,000,000 shares in the quarter....

Comfort Systems is a major beneficiary of the data center infrastructure build-out arms race.

Hedge fund billionaire Daniel Loeb reshuffled his exposure in the construction & engineering industry at Third Point LLC in the fourth quarter of FY25. The investor opened a new position in APi Group Corporation (NYSE:APG), acquiring 3,000,000 shares in the quarter. Also, the fund boosted its position in MasTec, Inc. (NYSE:MTZ) by 200,000 shares, bringing its total to 925,000. View more earnings on APG Meanwhile, as of Dec. 31, 2025, the fund slashed shares in Comfort Systems USA, Inc. (NYSE:FIX

Can FIX sustain its explosive EPS growth as margins expand alongside growing data center demand?

Artisan Partners, an investment management company, released its first-quarter 2026 investor letter for the “Artisan Mid Cap Fund”. A copy of the letter is available to download here. In Q1 2026, the Artisan Mid Cap Fund reported negative absolute returns but slightly outperformed the Russell Midcap® Growth Index. The market favored lower volatility and income-oriented equities, […]

Let's talk about the popular Comfort Systems USA, Inc. ( NYSE:FIX ). The company's shares received a lot of attention...

Turning Point Brands sells tobacco and alternative products under brands like Zig-Zag and Stoker's across multiple retail channels.

Federal Agricultural Mortgage Corporation supports rural lenders with secondary market access and loan securitization solutions.

INOD beats Q1 2026 EPS and revenue estimates as AI data-service volumes surge; shares jump after hours and 2026 sales growth guidance is raised.

Comfort Systems USA Inc. (FIX) is riding the wave of the data center build-out to new record highs. This Zacks Rank #1 (Strong Buy) is expected to grow sales 31% in 2026. With strong earnings growth, rising estimates, and continued demand, this stock should be on your short list, notes Tracey Ryniec, senior stock strategist at Zacks Investment Research.

STRL stock hits a 52-week high. Did robust data center demand fuel explosive growth and backlog visibility further strengthen prospects?

J tops Q2 estimates as EPS jumps 22% and backlog hits a record $27B, then lifts FY26 outlook again on broad demand.

Comfort Systems USA surges on data center demand and strong earnings growth, while Builders FirstSource struggles amid housing slowdown and falling estimates.

Shares soar to new highs on strong HVAC demand.

Comfort Systems USA (NYSE:FIX) is committing significant capital to expand its modular construction capabilities. The company is building a major modular assembly facility and upgrading automation across its operations. This push targets structural shifts in construction and rising demand from data center projects. Comfort Systems USA, a mechanical and building services contractor, is leaning into modular construction as a core part of its future business mix. Modular offerings can compress...

Based on the average brokerage recommendation (ABR), Comfort Systems (FIX) should be added to one's portfolio. Wall Street analysts' overly optimistic recommendations cast doubt on the effectiveness of this highly sought-after metric. So, is the stock worth buying?

Move aside Magnificent 7. Some of the "other 493" stocks in the S&P 500 are making a huge run.

Comfort Systems (FIX) is well positioned to outperform the market, as it exhibits above-average growth in financials.

Does Comfort Systems (FIX) have what it takes to be a top stock pick for momentum investors? Let's find out.

Broadcom stock teases a buy zone as fellow IBD Leaderboard members Google and Caterpillar climb out of buy range.

Can FIX's $147M CapEx surge into modular construction unlock sustained growth despite near-term cash flow pressure?