Market context
Follow the story. See which markets it affects. Explore the context.
Tutor Perini Corporation (TPC) has outperformed the broader market, driven by a near-record $19.9 billion backlog and public infrastructure spending. Despite raised 2026 guidance and margin gains, pr…
Hennessy Equity and Income Fund released its Q2 2026 letter, identifying Martin Marietta Materials as a performance detractor amid elevated valuation pressures. Despite short-term weakness, the fund …
JPMorgan notes a market rotation from Magnificent-7 to infrastructure plays like Quanta Services, Cisco, and Eaton, driven by massive AI and data-center demand.
Meta Platforms and BlackRock face potential insurance coverage gaps on their $14 billion El Paso data center project. Current insurance limits fall significantly below the project's total valuation, …
Gencor Industries reported strong Q3 fiscal 2026 results, with revenue rising 25.3% to $33.8 million and EPS surging 50% to $0.39. Backlog hit a record $79.2 million, driven by robust infrastructure …
Amazon plans an $11B data center campus in Indiana amid heavy retail investor outflows totaling $90M over the past week.