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Is Quanta the better infrastructure buy over MasTec, as its $48.5B backlog, integrated model, and long-term visibility set it apart?

AECOM expands its role on Scotland Excel's engineering framework, securing eight lots to deliver broader consultancy services to Scottish councils.

Can institutional infrastructure become a bigger long-term growth driver for EME as record RPOs and rising demand fuel project opportunities?

KBR's PureSAF win for a proposed Singapore SAF plant expands its energy-transition reach and may add licensing, FEED and engineering revenues.

MTZ's Communications unit is likely to gain from AI data center fiber demand, BEAD funding and record backlog as telecom fundamentals improve.

AI's real bottleneck isn't chips, it's power. Meet the stocks delivering the electricity, grid, and equipment behind every data center, from Constellation to GE Vernova.

ETFs like PAVE offer diversified exposure to AI data center power infrastructure as utilities and grid equipment firms benefit from rising AI build-out spending.

Data center projects may be delayed, but Eaton, Quanta Services, and Vertiv are positioned to benefit from the AI infrastructure buildout

Can PWR's grid modernization push power into its next long-term growth wave as utilities ramp up major transmission investments?

If you own the Utilities Select Sector SPDR Fund (NYSEARCA:XLU) as your AI power play, the logic is straightforward: data centers need electricity, regulated utilities sell electricity, so XLU should capture the demand wave. The fund holds NextEra Energy at 13.59%, Southern Company at 7.47%, and Duke Energy at 7.15%, charges an expense ratio of ... Forget XLU. The Grid Fund Actually Powering the AI Boom Is Up 23% in 2026

Tetra Tech wins EWA contract to deliver digital automation and operational technology solutions for a California wastewater project.

One small company quietly built irreplaceable power infrastructure in Norway years before the AI boom hit. In May 2026, it signed a binding letter for a 15-year, $2.6 billion lease to host AI workloads at the site. The market still hasn't caught on.

Is DY's fiber and data center momentum enough to outpace PWR, or does the broader infrastructure platform make it the better buy now?

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