3 Stocks Cashing In on AI While Everyone Watches NVIDIA

While investors focus on semiconductor giants like NVIDIA, infrastructure companies supporting AI data center buildout are delivering stronger earnings and better value. Marc Chaikin identifies three stocks—Argan, MasTec, and Quanta Services—that are positioned to benefit from the multi-year expansion of power plants, electrical grids, and construction needed for AI infrastructure.

06/11/2026, 12:27 PM • Investing

Billionaire Investor Quietly Loads Up On Construction Stocks As One Gets The Axe

Hedge fund billionaire Daniel Loeb's Third Point LLC reshuffled its construction & engineering portfolio in Q4 FY25, opening a new 3 million share position in APi Group (APG) while cutting Comfort Systems USA (FIX) by 47%. APG reported strong Q1 earnings with 28% EPS growth and raised FY2026 guidance, prompting multiple analyst price target increases. MasTec (MTZ) also delivered exceptional results with 34.5% revenue growth, leading Loeb to boost his position by 200,000 shares.

05/13/2026, 2:18 PM • Benzinga

Forget Tech: These 3 Funds Yield 11% and They’re Just Getting Started

As tech stocks dominate market gains, contrarian investors can capitalize on discounted closed-end funds offering yields up to 11.8%. Three funds—Gabelli Equity Trust (GAB), DoubleLine Income Solutions Fund (DSL), and NXG Nextgen Infrastructure Income Fund (NXG)—provide diversified exposure to stocks, bonds, and infrastructure while trading at significant discounts to net asset value.

05/12/2026, 8:32 AM • Investing

3 Energy Stocks to Buy as AI Power Demand Surges—and 2 to Avoid

As AI hyperscalers drive unprecedented electricity demand, the article identifies three energy infrastructure stocks positioned to benefit from the multi-year power buildout: MasTec (construction/engineering), Regal Rexnord (data center power management), and EQT (natural gas production). Two companies to avoid are CoreWeave (unprofitable data center operator) and Oklo (small modular reactor company with unfavorable economics).

04/06/2026, 10:27 AM • Investing

Top Holding at 10%: Why a Nearly $60 Million Move Into This Oilfield Stock Stands Out

Webs Creek Capital Management made a significant $57.73 million investment in Cactus (WHD), purchasing 1,263,873 shares in Q4, making it the fund's largest holding at 10.33% of AUM. Cactus, an oilfield equipment and services provider, generated strong quarterly results with $261 million in revenue and 33% adjusted EBITDA margins, though full-year revenue declined slightly and margins compressed. The recent acquisition of Baker Hughes' surface pressure control business could help reaccelerate growth.

03/18/2026, 12:26 PM • The Motley Fool

This Infrastructure Stock Is Up 124% This Past Year, and One Fund Dumped Its $38 Million Stake Last Quarter

Goodlander Investment Management exited its entire $37.77 million position in Primoris (PRIM) during Q4 2025, selling 275,000 shares. Despite the stock surging 124% over the past year and the company delivering solid growth with 19% revenue increase and 22% EBITDA growth, the fund's exit appears to be profit-taking after the dramatic rally rather than a rejection of the infrastructure theme, as the fund maintains other infrastructure and industrial holdings.

03/10/2026, 8:24 PM • The Motley Fool

The New Magnificent Stocks to Own in 2026

As mega-cap tech stocks' dominance wanes, Zacks Investment Research identifies five non-technology stocks poised for growth in 2026: MasTec (AI infrastructure), Caterpillar (construction/mining), Walmart (retail/e-commerce), Eli Lilly (pharmaceuticals/weight loss drugs), and Howmet Aerospace (aerospace/defense). All five are trading at 5-year highs with expected double-digit earnings growth, though valuations are elevated with forward P/E ratios ranging from 30 to 56.

02/27/2026, 12:06 PM • Investing

The New Magnificent Stocks to Own in 2026

As mega-cap tech stocks' dominance wanes, five non-technology companies are emerging as potential new 'magnificent stocks' for 2026. MasTec, Caterpillar, Walmart, Eli Lilly, and Howmet Aerospace are all hitting 5-year highs with expected double-digit earnings growth, though all trade at elevated valuations with forward P/E ratios ranging from 30 to 56.

02/27/2026, 11:07 AM • Investing

This $8 Million ETF Buy Extends a Bond Ladder Spanning 2026 Through 2031

Indiana-based Kirr Marbach acquired 466,959 shares of the Invesco BulletShares 2031 Corporate Bond ETF (BSCV) worth approximately $7.80 million in Q4, extending its bond ladder strategy across maturities from 2026 through 2031. The move provides predictable cash flow and flexibility while maintaining investment-grade corporate bond exposure.

01/28/2026, 2:10 PM • The Motley Fool

What a $4 Million Move Further Into 2029 Bonds Signals for Long-Term Investors

Indiana-based Kirr Marbach increased its position in the Invesco BulletShares 2029 Corporate Bond ETF (BSCT) by 226,705 shares worth approximately $4.27 million. The move signals investor confidence in fixed-maturity corporate bonds as a portfolio ballast, offering predictable income streams and duration control amid rate volatility. The ETF, which matures in 2029, provides a 4.5% yield and serves as a volatility counterweight alongside equity holdings.

01/28/2026, 1:33 PM • The Motley Fool

Scout Clean Energy and Partners Hold Blade Signing Ceremony for Nimbus Wind Farm

Scout Clean Energy held a blade signing event for its 180 MW Nimbus Wind Farm in Arkansas, marking significant progress in construction. The project is expected to be completed early next year and will generate electricity for over 40,000 homes annually.

10/24/2025, 10:00 AM • GlobeNewswire