One quote is doing a lot of heavy lifting right now in energy circles. That single stat reframes the entire AI infrastructure trade. Everyone is chasing the picks and shovels of AI…
Infrastructure stocks delivered mixed signals in Q3 2025, with companies navigating margin pressures, strong demand dynamics, and varying operational efficiency. This ranking evaluates the sector’s leaders based on revenue growth, profitability margins,…
The artificial intelligence (AI) boom relies on more than just chips and software — it’s built on robust physical infrastructure that handles massive data loads, power demands, and connectivity. As tech giants…
Quanta Services (NYSE: PWR | PWR Price Prediction) delivered a quarter that justified its elevated valuation. The infrastructure contractor beat on both earnings and revenue this morning, posting adjusted EPS of $3.33…
Joel South Wednesday's top analyst upgrades and downgrades included Eldorado Gold, Generac, Lion Electric, MasTec, Quanta Services, Welltower and more.
Friday's top analyst upgrades and downgrades included Activision Blizzard, Bumble, Devon Energy, Electronic Arts, EOG Resources, Fortinet, Kohl's, Lucid, Marriott International, Match, Netflix, Nordstrom, Palo Alto Networks, Permian Resources, Wynn Resorts and…
Monay's top analyst upgrades and downgrades included Block, Boeing, Chegg, Chesapeake Energy, DexCom, Duke Realty, JPMorgan Chase, Kraft Heinz, Merck, Netflix, Patterson-UTI Energy and TechnipFMC.
Tuesday's top analyst upgrades and downgrades included Advanced Micro Devices, American Eagle Outfitters, Azek, Bausch Health, Coinbase Global, Dell Technologies, Fidelity National Information Services, Invesco, Marathon Petroleum, Netflix, New Residential Investment, Spotify…
Monday's additional top analyst upgrades and downgrades included BioMarin Pharmaceutical, Micron Technology, Quanta Services, Sangamo Therapeutics, Silvergate Capital, T. Rowe Price and Zendesk.
Wednesday’s additional top analyst upgrades and downgrades included Alphabet, Avis Budget, Bookings, Haliburton, Netflix, Palantir Technologies, Quanta Services, Tripadvisor and Uber Technologies.
Thursday's top analyst upgrades and downgrades included Analog Devices, Eli Lilly, Fastenal, Global Payments, Keurig Dr Pepper, Lululemon Athletica, Merck, Occidental Petroleum, Rivian Automotive and Stanley Black & Decker.
Friday’s early top analyst upgrades and downgrades included BJ’s Wholesale Club, Cirrus Logic, Cree, DTE Energy, Las Vegas Sands, O'Reilly Automotive, Realty Income and Take-Two Interactive Software.
Friday afternoon's top analyst upgrades and downgrades included Aramark, Baxter International, Ingersoll Rand and Walgreens Boots Alliance.
The top analyst upgrades, downgrades and other research calls from Friday include Alibaba, Blue Apron, Gap, Harmony Gold, Myriad Genetics, Noble and Walmart.
Everybody that follows the cloud space knows who the big players are. The question for investors is who are the major suppliers to these mega-technology leaders that keep things running?
