Backlog jumped to $17.81 billion from $9.38 billion a year ago, giving data-center-driven visibility well into 2027. Earnings and revenue cleared consensus for the sixth straight quarter, and the board lifted the quarterly dividend to $1.00 a share.
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FIX Coverage
The AI Boom Isn’t Just About Chips. These 3 Overlooked Stocks Keep Data Centers Running
Everyone is betting on GPU makers, but the real bottleneck in the AI arms race sits in the concrete, copper, and chilled water keeping those chips alive. Three infrastructure stocks are already…
This $11 Billion ETF Owns the Companies Wiring America’s $68 Billion Data Center Boom
An $11.5 billion ETF is quietly betting on the contractors physically building America's data center surge, but a brutal week of double-digit losses raises a pointed question: valuation flush or the first…
This $10 Billion ETF Owns the Companies Wiring America’s $68 Billion Data Center Boom
A single ETF quietly holds the small-cap contractors wiring, cooling, and powering the hyperscaler campuses behind America's AI buildout, but a looming index rebalance could strip out its best-performing names just as…
Reddit is Up 11% Premarket After S&P 500 Addition. Here’s How Other New S&P 500 Stocks Performed.
Index funds may be forced to buy nearly three times Reddit's average daily trading volume after its S&P 500 announcement, but a look at the last twelve additions to the benchmark tells…
Goldman Sachs Just Made 4 Bold Calls: 2 Sells, 1 Buy, and a $2,159 Price Target On This Popular Stock
Goldman Sachs just issued four high-conviction calls in a single day, and one of them slaps a price target on a contracting stock that has already tripled in a year. The reasoning…
Nvidia’s CEO Just Predicted a New Blue-Collar Millionaire Class. Here Are 5 Stocks Worth Watching.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) CEO Jensen Huang has a way of turning things to gold. He has spent much of 2026 explaining that the AI buildout needs hands, not just…
One AI Cooling Stock Is 10% Off Highs. Why IBD Says the Setup ‘Doesn’t Get Much Better’
The AI buildout’s real bottleneck is the steel, copper, and chilled water surrounding the GPUs. The stock at the center of that story just pulled back, and Investor’s Business Daily flagged the…
Here Are Thursday’s Top Wall Street Analyst Research Calls: Agilent, Boston Scientific, Comfort Systems, Dick’s Sporting Goods, Dominion Energy, Electronic Arts, First Solar, Trade Desk, Valvoline, and More
Pre-Market Stock Futures: Futures are trading lower on Thursday as new records are set almost daily, with the AI/Data center trade continuing to push stocks higher on Wednesday. All four major indices…
AI Data Center Boom: 3 Behind the Scenes Names Protecting Headline Chipmakers
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) owns the AI headline cycle, the consensus long position, and a valuation priced for hyperscaler capex to compound forever. But here’s what you should actually be…
3 Stocks Announcing Dividend Hikes of 11% or More
Ever wonder why some portfolios keep delivering steady income even when the market turns choppy? Dividend growth stocks have a quiet edge. According to Hartford Funds’ analysis with Ned Davis Research, S&P…
Comfort Systems USA (FIX) Q1 2026 Earnings Preview: What Wall Street Expects Tonight
Live Updates Comfort Systems Isn't the Only AI Company Soaring After Hours 4:32pm ETIf you’re just joining us, shares of Comfort Systems are up 4.3% after-hours as of 4:30 p.m. ET. It’s…
Had You Invested in These 2 AI Infrastructure Winners 10 Years Ago, Here’s What You’d Have Now
Arista Networks (NYSE: ANET | ANET Price Prediction) and Comfort Systems USA (NYSE: FIX) look nothing alike on the surface. Arista makes high-speed networking switches that move data inside hyperscale cloud facilities,…
3 Surefire Stock Splits to Buy in 2026
Stock splits can create a windfall for investors whenever they’re announced, and even just the prospect of one can lift prices. Stocks like Comfort Systems (NYSE:FIX | FIX Price Prediction), Monolithic Power…
4 Dividend Stocks Flying Under the Radar That Belong on Your Watchlist Now
Most dividend investors gravitate toward the same familiar names: utilities, consumer staples, REITs. But four companies across very different sectors have been quietly raising dividends at aggressive rates while delivering earnings that…
Live: Comfort Systems Reports Earnings Tonight After 65% Rally
Live Updates Check Out the AI Investor Podcast if You're Investing in AI Plays5:07pm ETThere’s not a lot more to say about Comfort System’s earnings. The company absolutely smashed expectations for the fourth quarter.…