MYR Group remains a hold despite strong Q2 results and robust data center/grid tailwinds; I seek a further price pullback before upgrading. Q2 EPS surged 86% YoY to $3.17, with revenue up 20% to $1.08
Eaton stands out as a prime beneficiary of the AI infrastructure buildout, driven by surging data center and power equipment demand. I expect money to rotate from overheated chip and memory stocks int
Tortoise AI Infrastructure ETF offers diversified, actively managed exposure to the AI investment theme across sectors like energy, industrials, and technology. TCAI's portfolio is positioned to benef