A 6.5% drop wipes roughly $5 billion off an $82.5 billion infrastructure services leader in a single session, a rare one-day swing for this name after its big run this year. Worth watching whether buyers step in near these levels.
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General Motors shed 7.5% into the close, the worst showing across 387 priority names and nearly double the next-biggest decline. GoPro and Clover Health anchored the other end, each up more than 7.5%.
PWR Coverage
The AI Boom’s Hidden Cost: Wholesale Prices Are Surging 41% in America’s Largest Electricity Market
Number in Focus: 41.1% Quanta Services (NYSE:PWR | PWR Price Prediction) grew second-quarter 2026 revenue 41.1% year over year to $9.56 billion. That is almost exactly the 41% increase the U.S. Energy…
America’s Power Buildout Is Accelerating. These 3 ETFs Invest in the Infrastructure
The U.S. grid rebuild is accelerating fast enough that three very different ETFs are all chasing the same dollars, but they disagree sharply on where the real money gets made.
Jim Cramer Turns on the Two Kings of AI: “If You Want to Destroy Trust, You Couldn’t Find a Better Way”
Jim Cramer opened a recent Mad Money segment by focusing on the companies driving the AI buildout. “Trust, once destroyed, is very hard to restore,” he said. While referencing OpenAI and Anthropic’s…
GE Vernova Climbs 5% as CEO Sees Backlog Hitting $200B Early; Eaton and Quanta Services Edge Higher
Shares of GE Vernova (NYSE:GEV | GEV Price Prediction) are climbing Wednesday afternoon after chief executive Scott Strazik told a Morgan Stanley conference audience the company’s backlog is on track to hit…
GE Vernova Sinks 9% as GLJ Research Starts at Sell With $470 Target; Eaton Drops 7%, Quanta Services Falls 4%
GE Vernova (NYSE:GEV | GEV Price Prediction) stock is down 9% to $873.89 in midday trading Monday after GLJ Research initiated coverage with a Sell rating and a $470 price target. That…
JPMorgan Strategist: The AI Rally Is Expanding Far Beyond the Magnificent Seven
The Magnificent Seven barely budged this year, yet markets keep hitting new highs. A JPMorgan strategist points to a quieter group of companies now driving the AI rally, and their order backlogs…
AI Needs More Than GPUs. These 3 Stocks Are Building Everything Around Them
Everyone knows the GPU giants, but the companies quietly making those chips useful are sitting on backlogs that stretch well over a decade into the future. Three overlooked infrastructure stocks have positioned…
Here Are Friday’s Top Wall Street Analyst Research Calls: Baker Hughes, Etsy, HubSpot, Instacart, JetBlue, Roku, SpaceX, Tower Semiconductor, Trade Desk, and More
Wall Street analysts reshuffled their ratings on Friday with some bold calls that could move money fast, including a dramatic target cut on Trade Desk and a fresh Buy on SpaceX as…
Jim Cramer Says Semiconductor Stocks Are “Going Down.” Buy These 2 Dividend Stocks Instead
Jim Cramer is flashing warning signs on semiconductor stocks and one high-flying AI name he says still has further to fall, but he sees two dividend stocks built to weather exactly this…
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…
Forget XLU. The Grid Fund Actually Powering the AI Boom Is Up 23% in 2026
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…
Oil’s 5.7% Weekly Drop Opens the Door for Jets, Materials, and Infrastructure ETFs
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…
The Boring Sector Quietly Powering the Entire AI Revolution
Editor’s Note: a prior version of this article incorrectly stated the Eaton acquisition of Boyd Thermal was pending when the acquisition closed in March. This article has been reflected to reflect this…
The Real AI Trade May Not Be Software. It May Be Power Equipment
Every dollar of AI capex eventually has to plug into a wall. By the time hyperscalers have signed off on GPU orders, the binding constraint stops being silicon and starts being substations,…
How AI Data Centers Are Reshaping the Power Market (And the 4 Plays Investors Are Making)
If your electricity bill jumped this year, you’re not imagining it. The driver is the server racks humming inside warehouses going up across Virginia, Texas, Ohio, and Arizona, more than summer heat…