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Bull of the Day: Archive
Bull of the Day: Amphenol (APH)
by Bryan Hayes
Every AI server rack requires high-speed copper, fiber and power interconnects, and Amphenol makes essentially all of it.
APHPositive Net Change
artificial-intelligence datacenter earnings electronics investing tech-stocks
Bull of the Day: MYR Group Inc. (MYRG)
by Benjamin Rains
MYR Group Inc. (MYRG) is a specialty U.S. electrical construction contractor and a great buy-and-hold stock to ride converging megatrends across AI, energy, and beyond.
MYRGPositive Net Change
artificial-intelligence energy utilities
Bull of the Day: Caterpillar (CAT)
by Jeremy Mullin
Shifting Into High Gear on AI Demand
artificial-intelligence energy utilities
Bull of the Day: Amazon.com (AMZN)
by Ethan Feller
Amazon.com shares have broken out to new record highs as growth accelerates.
AMZNNegative Net Change
artificial-intelligence magnificent-7
Bull of the Day: Quanta Services (PWR)
by Tracey Ryniec
What's hot? Power generation.
PWRPositive Net Change
artificial-intelligence datacenter energy
Bull of the Day: Fortinet (FTNT)
by David Bartosiak
If you thought cybersecurity was important before, just wait until you see the havoc AI is causing on it.
FTNTNegative Net Change
cybersecurity
Bull of the Day: Amkor (AMKR)
by Kevin Cook
Semi packaging and testing is the newest AI bottleneck and titans TSMC & NVIDIA know who to call in Arizona
AMKRPositive Net Change NVDAPositive Net Change TSMPositive Net Change LITEPositive Net Change SKHYPositive Net Change
artificial-intelligence cloud-computing datacenter semiconductor
Bull of the Day: Invesco (IVZ)
by Shaun Pruitt
Record inflows, expanding margins, stronger profitability, and continued balance sheet improvement have fueled Invesco (IVZ) stock.
IVZPositive Net Change GSPositive Net Change AMDPositive Net Change BLKPositive Net Change AVGONegative Net Change QQQPositive Net Change QQQMPositive Net Change
artificial-intelligence dividend-investing dividends earnings etfs finance investing large-cap magnificent-7 tech-stocks
Bull of the Day: Ciena (CIEN)
by Andrew Rocco
As hyperscalers scale out distributed AI factories, high-speed optical networking infrastructure becomes a vital link that prevents high-cost GPU clusters from going idle.
AMZNNegative Net Change MSFTNegative Net Change CIENPositive Net Change NVDAPositive Net Change GOOGLNegative Net Change METANegative Net Change
artificial-intelligence
Bull of the Day: Sterling Infrastructure, Inc. (STRL)
by Benjamin Rains
STRL is projected to double its revenue and its earnings again between 2025 and 2027 as the AI data center boom ramps up. The stock is down ~43% from its highs and finding technical support heading into Q2 earnings.
MSFTNegative Net Change STRLPositive Net Change
artificial-intelligence construction datacenter energy