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Forget Chips: These 3 Stocks Are Building the AI Data Center Boom

1 source ·1 article ·Aug 20, 11:15 UTC

Data center construction delays are boosting Comfort Systems USA, EMCOR Group, and Sterling Infrastructure, which posted record backlogs and raised guidance in Q2 2026 earnings.

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MarketBeat ·Aug 20, 11:15 UTC

Forget Chips: These 3 Stocks Are Building the AI Data Center Boom

Data center construction delays are boosting Comfort Systems USA, EMCOR Group, and Sterling Infrastructure, which posted record backlogs and raised guidance in Q2 2026 earnings.