Yahoo Finance • 9 hours ago

Dycom Industries Inc (DY) (Q2 2027) Earnings Call Highlights: Record Revenue and Raised Outlook ...

This article first appeared on GuruFocus. Revenue: Record quarterly revenue of $2.01 billion, up 45.6% year over year and 16.7% organically. Adjusted EBITDA: $315.5 million, up 54% year over year, representing 15.7% of revenues. Adjusted... Full story

Yahoo Finance • 15 hours ago

Will Sterling's Building Solutions Weather Housing Headwinds in 2026?

Sterling Infrastructure, Inc.'s STRL Building Solutions segment faces a tougher road in 2026 as elevated mortgage rates, affordability pressures and relatively subdued homebuilder activity weigh on residential construction. The segment's s... Full story

Yahoo Finance • 2 days ago

Q2 Earnings Season Winds Down: 3 Companies That Broke Records

The 2026 Q2 earnings cycle continues to wind down, with the reporting docket starting to get quiet. The period has been another one of positivity so far, with several companies, including Apple AAPL, EMCOR Group EME, and Johnson & Johnson... Full story

Yahoo Finance • 3 days ago

Sterling vs. Comfort Systems: Which AI Infrastructure Stock Wins?

Sterling Infrastructure, Inc. STRL and Comfort Systems USA, Inc. FIX are emerging as major beneficiaries of the artificial intelligence infrastructure buildout. Sterling provides site development and mission-critical electrical services fo... Full story

Yahoo Finance • 8 days ago

FTAI Aviation, EMCOR, Caterpillar, Wabash, and MYR Group Shares Are Falling, What You Need To Know

FTAI Aviation, EMCOR, Caterpillar, Wabash, and MYR Group Shares Are Falling, What You Need To Know What Happened? A number of stocks fell in the morning session after the latest industrial production report showed slower-than-expected gr... Full story

Yahoo Finance • 8 days ago

HVAC stocks slide as rising Treasury yields hit AI infrastructure trade

[Cooling System in Data Center Environment] panumas nikomkai/iStock via Getty Images Shares of heating, ventilation and air-conditioning companies fell Tuesday as rising bond yields prompted investors to retreat from richly valued artific... Full story

Yahoo Finance • 12 days ago

How fast can the U.S. build data centers amid labour concerns?

Investing.com -- The U.S. could increase annual data center construction from 12 gigawatts in 2026 to 35 GW by 2030, but shortages of specialised mechanical, electrical and plumbing workers will set the industry's speed limit, according to... Full story

Yahoo Finance • 13 days ago

This $10 Billion ETF Owns the Companies Wiring America’s $68 Billion Data Center Boom

Quick Read AIRR's $10B portfolio concentrates on electrical and mechanical contractors, making it a direct leveraged bet on hyperscaler capital spending. Comfort Systems (FIX) surged 85% YTD while EMCOR (EME) holds $17B in remaining perfo... Full story

Yahoo Finance • 18 days ago

Microsoft Shows the "Magnificent Seven" What AI Investment Looks Like

In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: Meta and Microsoft's earnings reports. The best "Magnificent Seven" stock to buy now. Hidden Gems earning... Full story

Yahoo Finance • 18 days ago

Microsoft Shows the "Magnificent Seven" What AI Investment Looks Like

In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: Meta and Microsoft’s earnings reports.The best “Magnificent Seven” stock to buy now.Hidden Gems earning hi... Full story

Yahoo Finance • 22 days ago

$70 Billion in Combined Backlog: What EMCOR and Quanta’s Earnings Say About AI’s Physical Buildout

The main physical hurdle for the 2026 artificial intelligence boom has shifted from semiconductor supply to power infrastructure and grid capacity. Hyperscalers, utilities, and data center developers are investing unprecedented capital to... Full story

Yahoo Finance • 27 days ago

Why Situational Awareness hedge fund imploded, even in a tame stock market

The stock market looked unusually tranquil. Beneath the surface, one of Wall Street's fastest-growing funds devoted to artificial intelligence investments was unraveling. In a matter of weeks, Leopold Aschenbrenner's Situational Awareness... Full story

Yahoo Finance • 27 days ago

Stocks Settle Sharply Higher as Microsoft Leads a Surge in Tech Stocks

The S&P 500 Index ($SPX) (SPY) on Thursday closed up +1.66%, the Dow Jones Industrial Average ($DOWI) (DIA) closed up +1.19%, and the Nasdaq 100 Index ($IUXX) (QQQ) closed up +3.36%.  September E-mini S&P futures (ESU26) rose +1.65%, and S... Full story

Yahoo Finance • 28 days ago

Stocks Rally on Stellar Microsoft Earnings and Chip Stock Strength

The S&P 500 Index ($SPX) (SPY) today is up +0.86%, the Dow Jones Industrial Average ($DOWI) (DIA) is up +0.29%, and the Nasdaq 100 Index ($IUXX) (QQQ) is up +2.65%.  September E-mini S&P futures (ESU26) are up +0.84%, and September E-mini... Full story

Yahoo Finance • last month

What Makes EMCOR (EME) an Investment Choice?

Bristol Gate Capital Partners, an investment management company, published its Q2 2026 investor letter for the "US Equity Strategy". A copy of the letter can be downloaded here. The Strategy lagged the S&P 500 Total Return Index in the qua... Full story

Yahoo Finance • last month

3 Reasons We’re Fans of EMCOR (EME)

3 Reasons We're Fans of EMCOR (EME) EMCOR has followed the market's trajectory closely, rising in tandem with the S&P 500 over the past six months. The stock has climbed by 7.7% to $757.07 per share while the index has gained 7.7%. Is EM... Full story

Yahoo Finance • last month

EMCOR Group (EME) Shares Cross Below 200 DMA

In trading on Tuesday, shares of EMCOR Group, Inc. (Symbol: EME) crossed below their 200 day moving average of $121.88, changing hands as low as $121.81 per share. EMCOR Group, Inc. shares are currently trading off about 0.5% on the day.... Full story

Yahoo Finance • last month

1 Large-Cap Stock on Our Buy List and 2 We Turn Down

1 Large-Cap Stock on Our Buy List and 2 We Turn Down Large-cap stocks are known for their staying power and ability to weather market storms better than smaller competitors. However, their sheer size makes it more challenging to maintain... Full story

Yahoo Finance • last month

3 Growth Stocks to Stash

3 Growth Stocks to Stash Growth is oxygen. But when it evaporates, the consequences can be severe - ask anyone who bought Cisco in the Dot-Com Bubble or newer investors who lived through the 2020 to 2022 COVID cycle. Luckily for you, our... Full story

Yahoo Finance • 2 months ago

Daily Dividend Report: EME,CAC,FF,RPM,GIS,WSO

EMCOR Group today announced that its Board of Directors has declared a regular quarterly cash dividend of $0.40 per common share. The dividend will be paid on July 31, 2026 to stockholders of record as of July 15, 2026. Simon Griffiths, P... Full story