Anthropic's S-1 Says It Will Expand Its Data Center Footprint. Here's Who Could Pour the Concrete, Wire the Power, and Cool the Chips.

Anthropic's IPO filing reveals $895.4 billion in computing and infrastructure commitments through 2030. While the company doesn't name specific contractors, three publicly traded firms specializing in data center construction—Sterling Infrastructure (site preparation), Quanta Services (electrical infrastructure), and Vertiv Holdings (cooling systems)—are well-positioned to benefit from this massive expansion. All three companies reported Q3 revenue growth exceeding 57% and maintain substantial backlogs.

11/09/2026, 9:54 PM • The Motley Fool

This Under-the-Radar AI Infrastructure Stock Just Crushed Estimates and Raised Guidance

Sterling Infrastructure reported third-quarter revenue of $1.56 billion, up 127% year-over-year, beating analyst expectations. The company's backlog grew 78% to $6.14 billion, driven primarily by AI data center construction and electrical work. Management raised full-year 2026 revenue guidance by $600 million to $4.68 billion at the midpoint, with the stock trading at a 16.7x forward P/E multiple.

11/03/2026, 2:48 PM • The Motley Fool

Breakfast News: Brace for an AI Optics Shake-up

Marvell is reportedly in advanced talks to acquire Lumentum to control AI optics supply, a critical bottleneck in AI infrastructure. Alphabet slumped 10% despite strong cloud growth due to massive capital expenditures and negative free cash flow. Several earnings reports showed mixed results: Fortinet fell 25% on weak guidance, ServiceNow dropped 19% due to AI deployment costs, while Microsoft, Sterling Infrastructure, and Chipotle posted gains. DoorDash may acquire Instacart to compete in grocery delivery dominated by Instacart's 68% market share.

10/29/2026, 7:30 AM • The Motley Fool

Breakfast News: Science Strikes Back at Cancer

Cancer treatment breakthroughs dominate ESMO 2026 conference with multiple drugs showing significant survival gains. U.S. stocks declined amid AI spending concerns and rising oil prices, with the Fed expected to hold rates steady Wednesday. Several Motley Fool-recommended companies report earnings this week including Alphabet, Amazon, and Mastercard. TransDigm's stock decline reflects valuation compression rather than business deterioration.

10/26/2026, 7:30 AM • The Motley Fool

3 Top Stocks Poised to Capitalize on the AI Infrastructure Boom

Three companies are positioned to benefit from the AI infrastructure boom: Cipher Digital builds AI data centers with long-term contracts and a 5.3-gigawatt portfolio; Sterling Infrastructure is a leading data center construction company with 90% YoY revenue growth and a $4.3 billion backlog; and Comfort Systems USA supplies critical HVAC solutions to data centers with a $14.1 billion backlog and strong profit margins.

09/15/2026, 3:28 AM • The Motley Fool

5 Stocks Poised to Outperform With Their Best Growth Still Ahead

Five financially strong industrial companies—GE Vernova, Vertiv Holdings, Comfort Systems USA, Sterling Infrastructure, and Powell Industries—are positioned to benefit from AI data center expansion and power grid electrification. Each company has strong balance sheets with low debt and substantial cash reserves, enabling continued investment and growth. However, valuations are elevated and all five are exposed to the same cyclical theme, so a slowdown in data center spending could impact them collectively.

07/19/2026, 6:24 AM • The Motley Fool

Sterling Infrastructure Should Regain Momentum Soon

Sterling Infrastructure, a major AI data center builder, has seen its stock drop over 30% from all-time highs despite strong fundamentals. The company's e-infrastructure segment (AI data centers, e-commerce warehouses) grew 174% year-over-year with a $5.15 billion backlog. With full-year revenue projected at $3.75 billion (50.6% YoY growth), the sell-off appears to be part of a broader AI sector correction rather than company-specific issues. The analyst suggests the stock decline presents a buying opportunity given continued strong AI infrastructure demand from major tech companies.

07/08/2026, 2:05 PM • The Motley Fool

3 Telltale Signs an 8%+ Dividend Is Built to Last

The article examines how closed-end funds (CEFs) can sustainably offer 8%+ dividend yields by investing in profitable stocks and returning those profits to shareholders. Using Liberty All-Star Growth Fund (ASG) as an example, the author outlines three key evaluation criteria: portfolio quality (focusing on large-cap tech and data-center beneficiaries), trading at a discount to net asset value, and consistent dividend history. ASG currently yields 8.2% and trades at a 12.2% discount to NAV, making it potentially attractive for investors bullish on U.S. large-cap and AI stocks.

06/29/2026, 6:37 AM • Investing

3 Telltale Signs an 8%+ Dividend Is Built to Last

The article examines how closed-end funds (CEFs) can sustainably offer 8%+ dividend yields by analyzing the Liberty All-Star Growth Fund (ASG) as a case study. It outlines three key factors for evaluating CEFs: portfolio quality (examining underlying holdings), trading at a discount to net asset value (NAV), and dividend consistency. ASG is highlighted as an attractive investment opportunity, trading at a 12.2% discount to NAV with a stable 8.2% yield and exposure to AI-benefiting companies.

06/29/2026, 5:14 AM • Investing

Here’s Why Sterling Infrastructure Stock Can Keep Rallying From Here

Sterling Infrastructure has gained nearly 4,000% over five years and 170% year-to-date, driven by strong fundamentals in its e-infrastructure segment serving the AI data center boom. The company's e-infrastructure backlog grew 123% year-over-year in Q1, revenue nearly doubled to $825.7 million, and total backlog reached $5.15 billion. Recent acquisitions of CEC Facilities Group and Stone Ridge Contracting are expanding market share and geographic reach, positioning the company for continued growth.

06/23/2026, 2:24 PM • The Motley Fool

Small Cap ETFs from iShares Offer Exciting Growth Opportunities. Is IWO or ISCG the Better Buy?

The article compares two iShares small-cap growth ETFs: IWO (Russell 2000 Growth) and ISCG (Morningstar Small-Cap Growth). While ISCG offers a lower expense ratio (0.06% vs 0.24%) and higher dividend yield, IWO has demonstrated superior performance across most timeframes with 41.2% 1-year returns versus 33% for ISCG. The analysis recommends IWO for investors prioritizing performance over cost savings.

06/22/2026, 4:29 PM • The Motley Fool

Something Rare Is Powering The Russell 2000's Record Run, And AI Is The Reason

The Russell 2000 index is reaching record highs driven by AI-related stocks rather than regional banks, which historically led small-cap rallies. Technology and industrial stocks account for over 70% of the index's year-to-date gains, with semiconductor, optical equipment, and data-center infrastructure companies surging. The AI trade has moved downstream to suppliers and builders supporting data-center buildout.

05/27/2026, 1:09 PM • Benzinga

NIO, Intuit, And Reddit Are Among Top 10 Large-Cap Losers Last Week (May 18-May 22): Are The Others In Your Portfolio?

Large-cap stocks in software, electric vehicles, data centers, and healthcare faced significant pressure last week due to weak guidance, regulatory concerns, rising bond yields, and competitive risks. Technology and China-linked companies led the declines, with ten major stocks experiencing notable losses ranging from 4.96% to 18.28%.

05/24/2026, 9:26 AM • Benzinga

3 Infrastructure Stocks Fueling the Data Center Building Boom

As AI demand drives data center expansion, three infrastructure companies are capitalizing on the need for electrical systems, power grid connections, and cooling solutions. Sterling Infrastructure, Quanta Services, and Comfort Systems USA are benefiting from massive backlogs and strong earnings beats, with electricity consumption expected to grow 1.6% annually over the next 25 years.

05/18/2026, 10:21 AM • Investing

DigitalOcean, Micron, And Rocket Lab Are Among Top 10 Large-Cap Gainers Last Week (May 4-May 8): Are the Others in Your Portfolio?

Wall Street's momentum trade accelerated last week as earnings beats and AI-fueled optimism drove massive rallies across tech and infrastructure stocks. Ten large-cap stocks emerged as top performers, with gains ranging from 32% to 57%, driven by better-than-expected earnings, raised guidance, and major partnerships in cloud computing, semiconductors, and space technology.

05/10/2026, 9:10 AM • Benzinga