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infrastructure: Archive
Bear of the Day: Generac (GNRC)
by Kevin Cook
A quiet year for power outages kept sales flat in 2025, and dropped EPS, but focus is on datacenter opportunity
GNRCNegative Net Change AEPNegative Net Change ORCLNegative Net Change BENegative Net Change BNNegative Net Change
alt-energy artificial-intelligence datacenter energy infrastructure
AMD's Resurgence: Outpacing Nvidia in 2026
by Bryan Hayes
The perennial challenger's outperformance signals a structural shift.
AMDNegative Net Change NVDANegative Net Change
artificial-intelligence cloud-computing datacenter earnings infrastructure investing large-cap semiconductor tech-stocks
Chevron Highlights Stocks to Consider if Venezuela's Oil Industry is Revived
by Shaun Pruitt
The energy sector is catching investors' attention as we begin 2026, with crude oil prices spiking following the capture and extradition of Venezuelan President Nicolas Maduro to the United States
CVXPositive Net Change HALPositive Net Change VLOPositive Net Change SLBNegative Net Change COPPositive Net Change
earnings infrastructure investing large-cap oil-energy
Buy the Dip in Sterling Infrastructure (STRL) Stock for 2026?
by Shaun Pruitt
Many bucket lists of top stocks to consider for the new year may include Sterling Infrastructure (STRL), which has once again been one of the market's top performers in 2025.
STRLNegative Net Change
datacenter earnings industrial-products infrastructure internet investing
Oracle's AI Cloud Surge: From Summer Glory to a Dip Worth Buying
by Bryan Hayes
Oracle remains uniquely positioned within the enterprise AI infrastructure space.
ORCLNegative Net Change
artificial-intelligence cloud-computing computers datacenter earnings infrastructure investing large-cap software tech-stocks
Time to Turn the Heat Up: This HVAC Provider Is on Fire
by Bryan Hayes
This stock's appeal goes far beyond the surface level as it has become a critical AI data center play.
FIXNegative Net Change
artificial-intelligence computers construction earnings industrial-products infrastructure investing
Buy Top AI Data Center Stock EME and Hold
by Benjamin Rains
EME profits directly from the AI hyperscale data center spending boom. The Zacks Rank #1 (Strong Buy) stock looks ready to possibly break out after trading sideways since late July.
EMENegative Net Change OKLONegative Net Change
artificial-intelligence infrastructure
Is Cisco Systems (CSCO) a 'Buy' Ahead of Its Upcoming Earnings Announcement?
by Bryan Hayes
Strong demand for Cisco's products in developing AI infrastructure has been a game changer.
CSCOPositive Net Change
artificial-intelligence communications computers cybersecurity dividends earnings electronics infrastructure investing software stock-performance tech-stocks
Willdan Group Vs Sterling Infrastructure: Which Engineering Stock is the Better Investment?
by Shaun Pruitt
With both companies riding on powerful secular trends, investors may be wondering which of these engineering stocks is the better investment.
WLDNPositive Net Change STRLNegative Net Change HYMLFNo Net Change NGGNegative Net Change RIVNNegative Net Change
artificial-intelligence business-services earnings electric-vehicles industrial-products infrastructure investing
Astera Labs Hits All-Time High Following Q2 Earnings Beat
by Bryan Hayes
This market leader has seen its stock advance more than 200% off the April lows.
ALABPositive Net Change
artificial-intelligence earnings infrastructure investing semiconductor tech-stocks