MasTec, Inc. MTZ

AI data centers are suddenly attracting old-world levels of capital, and Samsung’s US$1b commitment to Helix Digital Infrastructure has pushed this trend into the spotlight for investors who do not want to miss the next big build-out story. Power, fiber, and hyperscale capacity sit at the center of this spending wave, and this article explains how that news connects to 3 stocks exposed to the same theme. The stocks covered below are just a starting sample from this AI data center and digital...

Many investors pay attention to mid-cap stocks because they have established business models and expansive market opportunities. However, their paths to becoming $100 billion corporations are ripe with competition, ranging from giants with vast resources to agile upstarts eager to disrupt the status quo.

Trade disputes, tech regulations and shifting rules on critical exports are pulling global supply chains in new directions, turning onshoring from a buzzword into a real capital spending theme. That creates a window for investors who want exposure to solid manufacturers linked to domestic production rather than far flung networks. This article examines three large cap stocks connected to these developments and outlines key reasons each one may warrant closer review at this time. The three...

MasTec (MTZ) is heading to Morgan Stanley's 14th Annual Laguna Conference on September 15, 2026. The event will give management a fresh forum to discuss its infrastructure construction business with institutional investors. MasTec heads into the Laguna conference after a choppy run, with the share price down 21.2% over the past month and 43.5% over 90 days. Yet the 1-year total shareholder return of 6.7% and roughly 3x total return over three years point to longer term momentum that contrasts...