The AI Trade Isn't Slowing

Alphabet blows past earnings

InvestorPlace • Jul 23, 2026

I'm Officially Sounding the Alarm on GE Vernova: Here's What Investors Should Buy Instead

GE Vernova remains an excellent business, but its premium valuation leaves less room for mistakes. Quanta Services offers essential electrification exposure with stronger valuation support and a durable labor advantage.

The Motley Fool • Jul 22, 2026

Quanta Services Named 2026 Top U.S. Solar Solutions Provider by Solar Power World

Quanta Operating Companies Collaborate to Achieve Solar Industry Top Spot HOUSTON, July 21, 2026 /PRNewswire/ -- Quanta Services, Inc. (NYSE: PWR) announced today that it has been named the top solar solutions provider in the United States by Solar Power World for the third time in four years. Quanta operating companies, utilizing their combined expertise and collaborative efforts, installed more than 6,100 megawatts of domestic solar generating capacity in 2025.

PRNewsWire • Jul 21, 2026

Can Quanta's Execution Certainty Strengthen Its Competitive Position?

Quanta Services, Inc. PWR is strengthening its competitive position by focusing on execution certainty as customers undertake increasingly large and complex infrastructure projects. Utilities are expanding capital programs to meet growing electricity demand, while technology customers require faster project delivery at scale.

Zacks Investment Research • Jul 21, 2026

Quanta Services (PWR) Outpaces Stock Market Gains: What You Should Know

In the latest trading session, Quanta Services (PWR) closed at $639.2, marking a +1.05% move from the previous day.

Zacks Investment Research • Jul 21, 2026

Quanta Services: Pullback Offers Another Opportunity Ahead Of Q2

After a robust start to 2026, Quanta Services looks set to continue its momentum further with a $48 billion backlog and strong electric infrastructure demand. PWR's margins are likely to keep benefiting from the shift towards a richer project mix over the coming quarter. Despite a premium multiple following a recent stock price rise, favorable positioning and sustained earnings momentum support the bullish stance.

Seeking Alpha • Jul 20, 2026

Quanta Services: Buy The Bottleneck Between AI And Energized Power

Quanta Services is evolving from a construction contractor to a capacity brokerage firm, uniquely positioned across critical-path power delivery elements. PWR's integrated platform, in-house labor, and transformer capacity expansion underpin its ability to capture long-duration, high-value infrastructure projects amid industry constraints. 2026 guidance implies 22.7% revenue and 29.3% adjusted EPS growth, but valuation reflects a significant scarcity premium with a forward EV/EBITDA of 28.3x.

Seeking Alpha • Jul 18, 2026

Jim Cramer Says Semiconductor Stocks Are “Going Down.” Buy These 2 Dividend Stocks Instead

Jim Cramer believes forced selling is creating opportunities, but investors should resist buying too early.

24/7 Wall Street • Jul 17, 2026

Quanta vs. EMCOR: Which Infrastructure Stock Is the Better Buy?

AI infrastructure, grid modernization and critical infrastructure investments continue to create significant opportunities for engineering and specialty contractors. Quanta Services PWR and EMCOR Group EME have emerged as key beneficiaries, with record backlogs, healthy project pipelines and improved full-year outlooks supporting their growth prospects.

Zacks Investment Research • Jul 17, 2026

Quanta Services (PWR) Suffers a Larger Drop Than the General Market: Key Insights

Quanta Services (PWR) concluded the recent trading session at $631.02, signifying a -2.75% move from its prior day's close.

Zacks Investment Research • Jul 16, 2026