IESC's backlog surged 62% to $3.86B and PWR hit a record $48.47B backlog as AI infrastructure spending accelerates both stocks.
Sterling Infrastructure's E-Infrastructure revenue surged 174%, and CEO Joe Cutillo says labor shortages are the only constraint on faster growth, not a lack of demand.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Quanta Services didn't make the cut. Grab the names FREE today.
NVIDIA (NASDAQ:NVDA) 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 chips. On a recent The Shawn Ryan Show podcast, the host put trade guru Mike Rowe on the spot: "Jensen Huang keeps saying the tradesman is going to be the next millionaire class … Do you think there's truth to that?" Rowe's answer cut to the point: "I know there's truth to it … I have a thousand success stories to back it up."
The NVIDIA CEO's thesis is that AI factories, semiconductor fabs, and the grid to power them require electricians, pipefitters, and HVAC crews at a scale the U.S. has not seen in a generation. Earl Duke Austin, CEO of specialty contractor Quanta, already attached a number on the opportunity: a $2.4 trillion total addressable market through 2030 from converging utility, generation, and large-load demand.
Sterling Infrastructure's E-Infrastructure revenue surged 174%, and CEO Joe Cutillo says labor shortages are the only constraint on faster growth, not a lack of demand.
Act now: the **** yst who called NVIDIA in 2010 just named his top 10 AI stocks — and Quanta Services didn't make the cut. Grab the names FREE today.
NVIDIA (NASDAQ:NVDA) 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 chips. On a recent The Shawn Ryan Show podcast, the host put trade guru Mike Rowe on the spot: "Jensen Huang keeps saying the tradesman is going to be the next millionaire class … Do you think there's truth to that?" Rowe's answer cut to the point: "I know there's truth to it … I have a thousand success stories to back it up."
The NVIDIA CEO's thesis is that AI factories, semiconductor fabs, and the grid to power them require electricians, pipefitters, and HVAC crews at a scale the U.S. has not seen in a generation. Earl Duke Austin, CEO of specialty contractor Quanta, already attached a number on the opportunity: a $2.4 trillion total addressable market through 2030 from converging utility, generation, and large-load demand.
4 months ago
