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Quanta Services, Inc. (NYSE:PWR) is one of the best grid modernization stocks to buy for AI infrastructure. On April 30, Reuters reported that Quanta Services, Inc. (NYSE:PWR) raised its 2026 profit forecast after stronger demand from large-load industries such as AI data centers boosted its results. The company now expects 2026 adjusted earnings of $13.55 […]

American Electric Power Company, Inc. (NASDAQ:AEP) is one of the best grid modernization stocks to buy for AI infrastructure. On May 5, Reuters reported that American Electric Power Company, Inc. (NASDAQ:AEP) raised its five-year capital investment plan to $78 billion, an 8% increase from the plan released three months earlier, as data-center growth pushes the […]

The board at FedEx has formally greenlit the spinoff of the company's freight division. The post FedEx board approves spinoff of LTL unit appeared first on FreightWaves.

G's shares fall 9.4% despite Q1 results beating estimates. Weak Q2 revenue guidance overshadows strong AI-led ATS growth.

Westwater Resources (AMEX:WWR) reported first-quarter financial results on Wednesday. The transcript from the company's first-quarter earnings call has been provided below. This transcript is brought to you by Benzinga APIs. For real-time access to our entire catalog, please visit https://www.benzinga.com/apis/ for a consultation. The full earnings call is available at https://events.q4inc.com/attendee/265765325 Summary Westwater Resources Inc reported a net loss of approximately $4.7 million fo

Vertiv Holdings Co (NYSE:VRT) is one of the best grid modernization stocks to buy for AI infrastructure. On April 27, Vertiv Holdings Co (NYSE:VRT) announced the acquisition of Strategic Thermal Labs LLC, adding cold-plate design, server-side liquid cooling, and high-density thermal validation expertise to its AI infrastructure portfolio. Vertiv said the deal is meant to […]

Powell Industries, Inc. (NASDAQ:POWL) is one of the best grid modernization stocks to buy for AI infrastructure. On May 4, Powell Industries, Inc. (NASDAQ:POWL) said it was awarded a data center order worth more than $400 million after the end of its fiscal second quarter, calling it the largest order in company history. The order […]

Is WOLF a good stock to buy? We came across a bullish thesis on Wolfspeed, Inc. on Valueinvestorsclub.com by gri24. In this article, we will summarize the bulls’ thesis on WOLF. Wolfspeed, Inc.’s share was trading at $36.76 as of May 1st. Wolfspeed (WOLF) is an underfollowed pure-play silicon carbide (SiC) semiconductor company positioned at the center […]

US semiconductor companies are on track for faster AI-driven sales growth and stronger returns this

Arm Holdings plc (NASDAQ:ARM) is trading higher by 5.05% on Wednesday as chip stocks catch a bid, with Technology (XLK) up 0.33%, and investors digest fresh U.S.-China headlines that keep the AI and semiconductor supply chain in focus, including those around export controls and market access. Arm’s China Exposure Draws Investor Attention China contributed 17% of Arm's fiscal 2025 revenue, down from 21% in fiscal 2024 and 24% in fiscal 2023, according to the company's latest annual filing, highli

Ben Carlson has a clean explanation for why the S&P 500 keeps grinding higher even when valuations look stretched and consumer sentiment sits in the dumps. The answer is the automatic plumbing of 401(k)s and IRAs that drips money into stocks every two weeks whether anyone feels good about the market or not. Speaking with ... Ben Carlson Explains Why Automatic 401(k) Contributions Keep Markets Rising Despite High Valuations

Anthropic is entering the small business market.

Is DDOG a good stock to buy? We came across a bullish thesis on Datadog, Inc. on Hunterbrook’s Substack. In this article, we will summarize the bulls’ thesis on DDOG. Datadog, Inc.’s share was trading at $146.69 as of May 4th. DDOG’s trailing and forward P/E were 453.32 and 65.79 respectively according to Yahoo Finance. Datadog, Inc. […]

Is HIMX a good stock to buy? We came across a bullish thesis on Himax Technologies, Inc. on Hunterbrook’s Substack. In this article, we will summarize the bulls’ thesis on HIMX. Himax Technologies, Inc.’s share was trading at $11.56 as of May 4th. HIMX’s trailing and forward P/E were 47.31 and 9.84 respectively according to Yahoo Finance. […]

Investing.com -- Bank of America upgraded Akamai Technologies to Buy, arguing the company’s transition from a legacy content-delivery network provider into an AI infrastructure platform is beginning to gain traction with investors and enterprise customers alike.

Is IREN a good stock to buy? We came across a bullish thesis on IREN Limited on Stay Invested’s Substack by Denis Gorbunov. In this article, we will summarize the bulls’ thesis on IREN. IREN Limited’s share was trading at $49.48 as of May 4th. IREN’s trailing and forward P/E were 31.71 and 62.50 respectively according to […]

i-80 Gold (AMEX:IAUX) released first-quarter financial results and hosted an earnings call on Wednesday. Read the complete transcript below. Benzinga APIs provide real-time access to earnings call transcripts and financial data. Visit https://www.benzinga.com/apis/ to learn more. View the webcast at https://app.webinar.net/YWEQaPqn3wA Summary I-80 Gold Corp reported a strong start to 2026, highlighting the completion of a $1 billion recapitalization that secures funding for phase one and two of

Cybersecurity has shifted from a line item into a strategic priority as enterprises race to secure AI workloads, contain identity sprawl, and protect data pipelines that now carry mission-critical traffic. Yet several quality names in the sector still trade in single- and low-double-digit territory, giving retail investors a rare chance to buy growth at compressed ... AI Threats Are Accelerating and These 3 Cybersecurity Stocks Under $30 Are Built to Win

Netflix's 16% drop masks strong Q1 growth, rising ad momentum, and a robust content slate, suggesting the long-term story remains firmly intact.

Vicor (NASDAQ:VICR) has outperformed the market over the past 5 years by 18.05% on an annualized basis producing an average annual return of 30.48%. Currently, Vicor has a market capitalization of $13.73 billion. Buying $100 In VICR: If an investor had bought $100 of VICR stock 5 years ago, it would be worth $379.66 today based on a price of $307.57 for VICR at the time of writing. Vicor's Performance Over Last 5 Years Finally -- what's the point of all this? The key insight to take from this ar

Stocks are steadily inching back toward record levels. The Dow was down 237 points or 0.5%, but the S&P 500 and Nasdaq were up 0.3% and 0.9% respectively, on pace for new closing highs. It would mark the S&P 500's 17th record close for 2026 and the 13th for the Nasdaq.

"The infrastructure foundation on which AI has been constructed will not sustain the AI of tomorrow."

Growth remains soft in Canada and government spending supports activity against weaker demand, said

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

MELI's Q1 growth gets overshadowed by margin pressure, rising credit risks and aggressive spending, driving MELI shares sharply downward.

TTM Technologies' Penang ramp is improving yields and reducing margin pressure, positioning the facility as a potential long-term profit driver.

Over the past six months, Valmont has been a great trade, beating the S&P 500 by 17.9%. Its stock price has climbed to $510.77, representing a healthy 25% increase. This was partly due to its solid quarterly results, and the run-up might have investors contemplating their next move.

The 2020s might enter the history books as an era where the market skipped the stairs and kept taking the elevator either way. The recent surge since the beginning of Q2 is the best example. According to BullTheory, U.S. equities added nearly $10 trillion in market capitalization in just 39 trading days. Yet, the realized volatility has become highly asymmetric. On up days, it is running roughly seven times as much as on down days. Historically, that kind of imbalance tends to appear near exhaus