The construction of AI-driven data centers is driving a multi-year industrial boom, with capital expenditures and project backlogs supporting growth at least until 2027. While valuations for leading contractors like STRL, VRT, and CAT have become high, diversified ETFs provide a more attractive way to invest. Momentum-focused PRN and builder-centric AIRR ETFs offer different strategies to capitalize on this ongoing construction cycle. Key risks include potential slowdowns in hyperscaler spending, regulatory challenges, and elevated valuations, but strong demand keeps industrials a compelling investment opportunity.
The story on AI's construction boom through 2027 is presented here with Pluang's Industrials sector data as context. For readers following Industrials, as of Oct 02, 2026 21:44 WIB, 68 of 93 priced US stocks rose while 25 fell. Notably, LUNR gained 8.11% with a typical hold time of 4 days and a Pluang order activity skewed 78% Sell, contrasting with PL which rose 8.05%, held typically 4 days, and had 84% Buy activity. RKLB also advanced 7.49%, held longer at 28 days, with a near-even order split of 53% Sell and 47% Buy.
NextEra Energy and partners are developing Project Star, a $22.3 billion natural gas-powered energy campus in Encinal, Texas, aimed at powering a large data center and supplying the grid. The campus will have 6.47 gigawatts of generation capacity, wi...
UBS has increased its price target for G-III Apparel Group to $27.00 from $26.00, reflecting confidence in the company's financial health and market position. Although the current share price slightly exceeds UBS's target, other analysts see potentia...
Enerflex secured a contract to build about 450 megawatts of natural gas-fired power units for a North American data center developer, with deliveries starting in 2027 and completing in 2028. The company’s 2026 capital spending includes $15 million fo...
UBS lowered its price target for McCormick from $52 to $48 following the company's Q3 fiscal 2026 results. Although McCormick beat expectations and confirmed its full-year outlook, its net income fell sharply to $97.6 million from $225.5 million year...
TransUnion has announced that its VantageScore 4.0 mortgage scores will be priced at $0.99 each until December 2028, providing stable and predictable costs for lenders. This pricing strategy follows the Federal Housing Finance Agency's decision to ex...
