News

EME, PWR and CAT are benefiting from the AI data center boom, with strong backlogs and growth plans.

Reaves W H & Co Inc’s second-quarter 2026 investor letter reports a 10.55% increase for its “Reaves Long Term Value Wrap Strategy,” outperforming the MSCI USA Infrastructure Index’s 6.31% decline. The letter can be downloaded here. Cash distributions grew 6.7% in the quarter compared to Q2 2025. Despite geopolitical uncertainty, investor sentiment remained strong. AI […]

GE Vernova's CEO just told a Morgan Stanley conference that the company's most-watched backlog milestone arrives sooner than Wall Street assumed, and the ripple through Eaton and Quanta Services reveals how much of the grid trade hangs on a single demand signal.

TTEK expands its share buyback authority to $898 million as stronger cash flow supports returns, acquisitions and debt reduction.

Investors should consider buying best-in-class AI energy/power stocks in September and holding them for long-term upside.

Quanta Services has decisively outpaced the broader S&P 500 over the past year, while Wall Street remains highly bullish on the stock, with analysts seeing further upside ahead.

Can AGX's strong Q2, rising Power demand and data center opportunities keep AGX's growth momentum going?

Uber initiated, Thermo Fisher upgraded: Wall Street's top analyst calls

AGX's Q2 beat highlights strong Power execution and margins, while Industrial profitability and project timing remain uneven.

AGX's rapid growth and $2.5 billion backlog support its outlook, but soft margins, project risks and a premium valuation raise the stakes.

MTZ's $21.4B backlog and AI infrastructure exposure support growth, but weak cash flow, Communications segment softness and premium valuation pose risks.

Can DY's record backlog, fiber demand and Building Systems growth outweigh near-term margin pressure and wireless revenue deferrals?

Should EME be a buy as record RPOs, strong construction demand and a raised 2026 outlook boost its growth prospects?

According to the average brokerage recommendation (ABR), one should invest in Quanta Services (PWR). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

AGX's Q2 earnings and revenues beat estimates as Power growth, margin expansion and a $2.5B backlog strengthen its outlook.

PWR's record backlog and raised outlook contrast with J's diversified infrastructure growth, putting the former's premium valuation in focus.

The Magnificent Seven barely budged this year, yet markets keep hitting new highs. A JPMorgan strategist points to a quieter group of companies now driving the AI rally, and their order backlogs suggest the real gains may just be getting started.

STRL or FIX: Which AI infrastructure stock offers the stronger mix of growth, backlog, cash flow and valuation for investors?

PWR and FIX post strong Q2 results, rising backlogs and higher 2026 guidance, pointing to further short-term upside.

Can PWR's record backlog, cash generation and estimate momentum outweigh MTZ's cheaper valuation in the infrastructure stock battle?

Tetra Tech's $49M NOAA contract expands its coastal resilience work, adding to a string of major deals secured in recent months.

TOL beats Q3 earnings and revenue estimates as higher home prices offset fewer deliveries, while orders grow despite margin pressure.

Quanta Services (PWR) helps physically build and maintain the AI energy boom, the electrification push, grid expansion and hardening, and other increasingly critical aspects of the economy and Wall Street.

DY's record backlog, fiber demand and rising data center exposure support growth, but its valuation premium and cash flow trends warrant attention.

Baron Capital, an investment management company, released its Q2 2026 investor letter for the “Baron Asset Fund”. A copy of the letter can be downloaded here. U.S. equities reached new highs in Q2, mainly driven by a narrow group of stocks benefiting from AI advancements, particularly in the Information Technology sector, with semiconductor stocks showing […]

AGX's $2.8B backlog and debt-free balance sheet support growth, but project concentration and execution risks cloud the outlook.

Can mission-critical demand and record backlog keep STRL's rally going?

PWR and INOD stand out as AI-led R&D services stocks with strong growth prospects and significant price upside potential.

The stock gave back part of its earnings pop once the market saw where the quarter's profit actually came from.

FIX's record backlog, rising estimates and strong cash flow support a buy stance despite a premium valuation and heavy technology exposure.