News

ACM expands its CPS2 role to nine lots, boosting access to a $4.7B U.K. public-sector framework. Yet the stock slips after the news release.

We dive into the top-performing AI and Electrification ETFs.

Management is pointing to a future with billions more in cash flow, but the stock price suggests investors are still waiting for a reason to believe.

GE Vernova and several other stocks to watch near buy points are part of the so-called picks and shovels swath of the AI data center space.

Quanta Services (NYSE:PWR) reported a record backlog linked to grid and AI-related infrastructure work. The company raised its full-year outlook, citing strong demand for modernization of power and data networks. Management highlighted long-term earnings growth targets alongside expanding project visibility. Quanta Services enters this update with its stock at $702.25 and very large gains over the past 3 years and 5 years. The shares are up 59.7% year to date and 94.8% over the past year,...

PWR says grid expansion, data centers and electrification could fuel demand beyond 2030, with a record backlog and higher 2026 guidance.

KBH heads into Q2 earnings with revenues, deliveries and margins expected to decline, while its Built-to-Order strategy may help offset weak demand.

PWR stock's 66.3% rally reflects record results, AI infrastructure demand and grid modernization, but its premium valuation raises the bar.

The official order book was only half the story; the real tell was hiding in a different, less-watched number that quantified the data center boom before it became the main event.

Has AGX stock's 53% surge been backed by fundamentals, or is its premium valuation raising the bar?

ROAD's premium valuation puts investors at a crossroads as a record backlog, Sunbelt expansion and acquisitions support growth.

EME's electrical construction push is gaining momentum as acquisitions, AI demand and record backlog strengthen its mission-critical infrastructure edge.

Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages. Just because a business is in the green today doesn’t mean it will thrive tomorrow.

The Dow Jones hit a new high and SpaceX kept rising. But chips and most AI stocks fell. Fed chief Kevin Warsh's comments will be in focus Wednesday.

The nation's largest electrical construction company has seen its backlog swell to a record $48.5 billion as not just data centers but other construction trends sustain growth.

Growth boosts valuation multiples, but it doesn’t always last forever. Companies that cannot maintain it are often penalized with large declines in market value, a lesson ingrained in investors who lost money in tech stocks during 2022.

Crude oil settling near $95 a barrel after touching almost $115 in early April has handed the market a cleaner rotation setup than anything tech has offered in months. The IBD Stock Market Today host made the call directly: with USO breaking its 10-week moving average and the 10-year Treasury yield retreating from mid-May highs, ... Oil’s 5.7% Weekly Drop Opens the Door for Jets, Materials, and Infrastructure ETFs

President Trump posted Saturday than an Iran deal would "get signed" Sunday. The stock market still must do this. What's next for SpaceX?

Why Quanta Services stock is back in focus Quanta Services (PWR) has been back on investors’ radar after its 2026 Investor Day highlighted a multi trillion dollar market tied to AI and electrification, alongside strong results and a new US$1b buyback. See our latest analysis for Quanta Services. The stock has been volatile recently, with a 1 day share price return of 3.6% and a 30 day share price return down 8.1%. However, momentum over longer periods remains strong, with a 90 day share price...

A number of stocks jumped in the afternoon session after Trump's Iran peace signal offered more credible prospect of ending a three-month supply-chain disruption that squeezed manufacturers, logistics companies, and commodity processors since the Strait of Hormuz effectively closed in late February.

Where SpaceX stock goes from here could offer insight into how strong investor appetite remains for all that’s cutting-edge.

The stock market had a wild but winning week. Comfort Systems and Viavi lead stocks making bullish rebounds. The SpaceX IPO took off.

Can LEN's cost discipline offset housing-market weakness after an earnings beat and a revenue miss?

Can PWR double EPS by 2030 while maintaining margin discipline amid booming AI infrastructure demand?

Quanta Services earns Bull of the Day on AI-driven energy infrastructure growth, while lululemon athletica faces slowing sales and pressure.

Quanta Services, Inc. (PWR) is an energy infrastructure powerhouse that's transformed into one of the biggest winners in the largest capex spending spree in generations.

Mastercard, Seagate and Intuitive Surgical headline new research reports, highlighting growth drivers, outlooks and key challenges shaping performance.

Artificial intelligence stocks have reached dizzying levels this year, and some investors are suddenly finding they have a fear of heights. Tech stocks led the midweek selloff, with the falling 2% on Wednesday, just a few days after it suffered its worst one-day point decline on record on June 5. “After a powerful rally, especially in AI-related and growth stocks, investors are reassessing how much they’re willing to pay for future earnings in an environment where interest rates could remain higher for longer,” notes David Miller, chief investment officer at Catalyst Funds.

Is PWR a good stock to buy? We came across a bullish thesis on Quanta Services, Inc. on X.com by @MoneyShow. In this article, we will summarize the bulls’ thesis on PWR. Quanta Services, Inc.’s share was trading at $691.95 as of May 13th. PWR’s trailing and forward P/E were 95.35 and 50.00 respectively according to Yahoo […]

In recent months, Quanta Services reported quarterly earnings and revenues that exceeded expectations and highlighted a record US$48.50 billion backlog across utility, renewables, and data center projects. These results, alongside renewed analyst attention, underline how Quanta’s scale in critical power infrastructure positions it to capture AI- and electrification-related demand. Next, we’ll explore how this record backlog and upgraded outlook may influence Quanta’s existing investment...