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Evans reframes AI as a capital spending story, comparing it to the railroad era. Companies building the infrastructure will matter more than those using it. He suggests investing in power generation, grid infrastructure, semiconductors, data centers, and enterprise software.
06-01 21:16
Quanta Services, Inc. (NYSE:PWR) announced today that its Board of Directors has declared a quarterly cash dividend to stockholders of $0.11 per share, or a rate of $0.44 per share on an annualized basis. The dividend is
05-22 18:58
Jim Cramer says the stock market's biggest winners are all tied to one theme: data centers.
05-01 15:57
Quanta posts major EPS and revenue beat, lifting shares on strong infrastructure demand and raised FY26 outlook.
05-01 00:49
Companies Reporting Before The Bell • Sonic Automotive (NYSE:SAH) is projected ...
04-30 19:11
U.S. manufacturing PMI hit 54 in April, a 47-month high. AI capex, not Trump tariffs, is doing the heavy lifting — and Wall Street is betting on more.
04-24 21:51
Vertiv expands manufacturing in the Americas to meet rising AI demand, boosting capacity for power, rack systems, and infra solutions.
03-25 00:10
Companies Reporting Before The Bell • Deere (NYSE:DE) is expected to report qua...
02-19 19:11
Goldman Sachs says the US data center boom is tightening power markets, boosting utilities, grid stocks, renewables and reshaping energy investment plays.
01-21 22:16
The top AI infrastructure stocks for 2026 include GE Vernova, Vertiv, Eaton and more.
2025-12-24 04:34