https://wiki.timero.com.br/index.php?action=history&feed=atom&title=While_AI_Takes_The_Spotlight_Infrastructure_Stocks_Shine 2026-06-08T08:14:00Z Revision history for this page on the wiki MediaWiki 1.39.4 https://wiki.timero.com.br/index.php?title=While_AI_Takes_The_Spotlight_Infrastructure_Stocks_Shine&diff=51389&oldid=prev 2025-07-10T08:49:19Z

<p></p> <table style="background-color: #fff; color: #202122;" data-mw="interface"> <col class="diff-marker" /> <col class="diff-content" /> <col class="diff-marker" /> <col class="diff-content" /> <tr class="diff-title" lang="en"> <td colspan="2" style="background-color: #fff; color: #202122; text-align: center;">← Older revision</td> <td colspan="2" style="background-color: #fff; color: #202122; text-align: center;">Revision as of 08:49, 10 July 2025</td> </tr><tr><td colspan="2" class="diff-lineno" id="mw-diff-left-l1">Line 1:</td> <td colspan="2" class="diff-lineno">Line 1:</td></tr> <tr><td class="diff-marker" data-marker="−"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>&lt;br&gt;By Chuck Mikolajczak&lt;br&gt;&lt;br&gt;NEW YORK, Aug 4 (Reuters) - U.S. stocks have rallied this year, largely on the back of companies with ties to artificial intelligence (AI), but as those shares become expensive, investors are turning towards firms set to benefit from <del style="font-weight: bold; text-decoration: none;">[https://www.thesaurus.com/browse/government%20spending </del>government spending<del style="font-weight: bold; text-decoration: none;">] </del>on infrastructure.&lt;br&gt;&lt;br&gt;Nvidia shares have surged almost 205% year to date, while Meta Platforms has surged about 160% as investors anticipate the potential AI may unlock. The S&amp;P communications services and technology sectors have risen more than 40% to be the best performers so far this year.&lt;br&gt;&lt;br&gt;But while concerns grow that not all AI-related stocks will reap the benefits of the technology&#039;s promise and as hopes for an economic soft landing have grown, investors are looking at stocks in industries that have underperformed the broader S&amp;P 500.&lt;br&gt;&lt;br&gt;&quot;In technology, nobody ever guesses at the beginning who is the loser,&quot; said Kim Forrest, chief investment officer at Bokeh Capital Partners in Pittsburgh.&lt;br&gt;&lt;br&gt;Morgan Stanley recently raised its U.S. economic growth forecast for the year on a strong industrial sector <del style="font-weight: bold; text-decoration: none;"> [https://internncraft.com/ memek] </del>and more <del style="font-weight: bold; text-decoration: none;">[https://www.medcheck-up.com/?s=public%20investment </del>public investment<del style="font-weight: bold; text-decoration: none;">] </del>in infrastructure, citing the Infrastructure Investment and Jobs Act that was signed into law in November 2021.&lt;br&gt;&lt;br&gt;That spending has led investors to search for stocks that will reap the benefits of the boost in spending in construction and engineering.&lt;br&gt;&lt;br&gt;While the S&amp;P 1500 industrials sector has risen nearly 13% so far this year and the materials one about 8%, those gains have been dwarfed by the 33% surge in the S&amp;P 1500 construction materials and nearly 23% jump in construction and engineering indexes.&lt;br&gt;&lt;br&gt;&quot;The whole onshoring initiatives, all the infrastructure, fiscal spending that came through during the pandemic - in people´s minds that was done two, three years ago but the reality is that money hasn´t even gone into the economy yet - it is just now hitting,&quot; said Bryant VanCronkhite, senior portfolio manager at Allspring Global Investments in Menomonee Falls, Wisconsin, in an interview with Reuters.&lt;br&gt;&lt;br&gt;&quot;So we are looking at businesses that are in the crosshairs of those initiatives.&quot;&lt;br&gt;&lt;br&gt;VanCronkhite said he views companies such as Vulcan Materials in the materials space and MasTec among industrials as well positioned to benefit from that spending.&lt;br&gt;&lt;br&gt;Investors have rewarded companies in sectors that have reported strong earnings. Last week, Owens Corning shares climbed to a record high of $143.67 after the provider of building and industrial materials reported second-quarter earnings that handily beat expectations.&lt;br&gt;&lt;br&gt;Earnings for the S&amp;P 500 industrials sector are expected to rise 13.7% for the second quarter from the year-ago period, up from 6.7% on July 1, while the materials sector is expected to show a decline of 26.4%, a slight improvement from the 28% fall seen on July 1, according to Refinitiv data.&lt;br&gt;&lt;br&gt;But while some stocks in the sector are likely to reap the benefits of the spending spree, not all are likely to do so and caution is warranted, said Forrest, who favors specialty chemical company RPM International. Forrest cited the potential for projects to be delayed or jeopardized due to environmental concerns, for example.&lt;br&gt;&lt;br&gt;&quot;You have to look harder at these companies about what their end market really is, even though they&#039;re in a sector.&quot;&lt;br&gt;&lt;br&gt;(Reporting by Chuck Mikolajczak; additional reporting by Lance Tupper, Editing by Louise Heavens)&lt;br&gt;&lt;br&gt;</div></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>&lt;br&gt;By Chuck Mikolajczak&lt;br&gt;&lt;br&gt;NEW YORK, Aug 4 (Reuters) - U.S. stocks have rallied this year, largely on the back of companies with ties to artificial intelligence (AI), but as those shares become expensive, investors are turning towards firms set to benefit from government spending on infrastructure.&lt;br&gt;&lt;br&gt;Nvidia shares have surged almost 205% year to date, while Meta Platforms has surged about 160% as investors anticipate the potential AI may unlock. The S&amp;P communications services and technology sectors have risen more than 40% to be the best performers so far this year.&lt;br&gt;&lt;br&gt;But while concerns grow that not all AI-related stocks will reap the benefits of the technology&#039;s promise and <ins style="font-weight: bold; text-decoration: none;"> [https://acidfiles.com/ xnxx] </ins>as hopes for an economic soft landing have grown, investors are looking at stocks in industries that have underperformed the broader S&amp;P 500.&lt;br&gt;&lt;br&gt;&quot;In technology, nobody ever guesses at the beginning who is the loser,&quot; said Kim Forrest, chief investment officer at Bokeh Capital Partners in Pittsburgh.&lt;br&gt;&lt;br&gt;Morgan Stanley recently raised its U.S. economic growth forecast for the year on a strong industrial sector and more public investment in infrastructure, citing the Infrastructure Investment and Jobs Act that was signed into law in November 2021.&lt;br&gt;&lt;br&gt;That spending has led investors to search for stocks that will reap the benefits of the boost in spending in construction and engineering.&lt;br&gt;&lt;br&gt;While the S&amp;P 1500 industrials sector has risen nearly 13% so far this year and the materials one about 8%, those gains have been dwarfed by the 33% surge in the S&amp;P 1500 construction materials and nearly 23% jump in construction and engineering indexes.&lt;br&gt;&lt;br&gt;&quot;The whole onshoring initiatives, all the infrastructure, fiscal spending that came through during the pandemic - in people´s minds that was done two, three years ago but the reality is that money hasn´t even gone into the economy yet - it is just now hitting,&quot; said Bryant VanCronkhite, senior portfolio manager at Allspring Global Investments in Menomonee Falls, Wisconsin, in an interview with Reuters.&lt;br&gt;&lt;br&gt;&quot;So we are looking at businesses that are in the crosshairs of those initiatives.&quot;&lt;br&gt;&lt;br&gt;<ins style="font-weight: bold; text-decoration: none;">[https://sportsrants.com/?s=</ins>VanCronkhite <ins style="font-weight: bold; text-decoration: none;">VanCronkhite] </ins>said he views companies such as Vulcan Materials in the materials space and MasTec among industrials as well positioned to benefit from that spending.&lt;br&gt;&lt;br&gt;Investors have rewarded companies in sectors that have reported strong earnings. Last week, Owens Corning shares climbed to a record high of $143.67 after the provider of building and industrial materials reported second-quarter earnings that handily beat expectations.&lt;br&gt;&lt;br&gt;Earnings for the S&amp;P 500 industrials sector are expected to rise 13.7% for the second quarter from the year-ago period, up from 6.7% on July 1, while the materials sector is expected to show a decline of 26.4%, a slight improvement from the 28% fall seen on July 1, according to Refinitiv data.&lt;br&gt;&lt;br&gt;But while some stocks in the sector are likely to reap the benefits of the spending spree, not all are likely to do so and caution is warranted, said Forrest, who favors specialty chemical company RPM International. Forrest cited the potential for projects to be delayed or jeopardized due to environmental concerns, for example.&lt;br&gt;&lt;br&gt;&quot;You have to look harder at these companies about what their end market really is, even though they&#039;re in a sector.&quot;&lt;br&gt;&lt;br&gt;(Reporting by Chuck Mikolajczak; additional reporting by Lance Tupper, <ins style="font-weight: bold; text-decoration: none;">[https://www.wonderhowto.com/search/</ins>Editing<ins style="font-weight: bold; text-decoration: none;">/ Editing] </ins>by Louise Heavens)&lt;br&gt;&lt;br&gt;</div></td></tr> </table>

FYWTheodore https://wiki.timero.com.br/index.php?title=While_AI_Takes_The_Spotlight_Infrastructure_Stocks_Shine&diff=51337&oldid=prev 2025-07-10T08:11:26Z

<p></p> <table style="background-color: #fff; color: #202122;" data-mw="interface"> <col class="diff-marker" /> <col class="diff-content" /> <col class="diff-marker" /> <col class="diff-content" /> <tr class="diff-title" lang="en"> <td colspan="2" style="background-color: #fff; color: #202122; text-align: center;">← Older revision</td> <td colspan="2" style="background-color: #fff; color: #202122; text-align: center;">Revision as of 08:11, 10 July 2025</td> </tr><tr><td colspan="2" class="diff-lineno" id="mw-diff-left-l1">Line 1:</td> <td colspan="2" class="diff-lineno">Line 1:</td></tr> <tr><td class="diff-marker" data-marker="−"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>&lt;br&gt;By Chuck Mikolajczak&lt;br&gt;&lt;br&gt;NEW YORK, Aug 4 (Reuters) - U.S. stocks have rallied this year, largely on the back of companies with ties to artificial intelligence (AI), but as those shares become expensive, investors are turning towards firms set to benefit from government spending on infrastructure.&lt;br&gt;&lt;br&gt;Nvidia shares have surged almost 205% year to date, while Meta Platforms has surged about 160% as investors anticipate the potential AI may unlock. The S&amp;P communications services and technology sectors have risen more than 40% to be the best performers so far this year.&lt;br&gt;&lt;br&gt;But while concerns grow that not all AI-related stocks will reap the benefits of the technology&#039;s promise and as hopes for an economic soft landing have grown, investors are looking at stocks in <del style="font-weight: bold; text-decoration: none;">[https://www.change.org/search?q=</del>industries <del style="font-weight: bold; text-decoration: none;">industries] </del>that have underperformed the broader S&amp;P 500.&lt;br&gt;&lt;br&gt;&quot;In technology, nobody ever guesses at the beginning who is the loser,&quot; said Kim Forrest, chief investment officer at Bokeh Capital Partners in Pittsburgh.&lt;br&gt;&lt;br&gt;Morgan Stanley recently raised its U.S. economic growth forecast for the year on a strong industrial sector and more public investment in infrastructure, citing the Infrastructure Investment and Jobs Act that was signed into law in November 2021.&lt;br&gt;&lt;br&gt;That spending has led investors to search for stocks that will reap the benefits of the boost in spending in construction and engineering.&lt;br&gt;&lt;br&gt;While the S&amp;P 1500 <del style="font-weight: bold; text-decoration: none;">[https://www.trainingzone.co.uk/search?search_api_views_fulltext=industrials%20sector </del>industrials sector<del style="font-weight: bold; text-decoration: none;">] </del>has risen nearly 13% so far this year and the materials one about 8%, those gains have been dwarfed by the 33% surge in the S&amp;P 1500 construction materials and nearly 23% jump in construction and engineering indexes.&lt;br&gt;&lt;br&gt;&quot;The whole onshoring initiatives, all the infrastructure, fiscal spending that came through during the pandemic - in people´s minds that was done two, three years ago but the reality is that money hasn´t even gone into the economy yet - it is just now hitting,&quot; said Bryant VanCronkhite, senior portfolio manager at Allspring Global Investments in Menomonee Falls, Wisconsin, in an interview with Reuters.&lt;br&gt;&lt;br&gt;&quot;So we are looking at businesses that are in the crosshairs of those initiatives.&quot;&lt;br&gt;&lt;br&gt;VanCronkhite said he views companies such as Vulcan Materials in the materials space and MasTec among industrials as well positioned to benefit from that spending.&lt;br&gt;&lt;br&gt;Investors have rewarded companies in sectors that have reported strong earnings. Last week, Owens Corning shares climbed to a record high of $143.67 after the provider of building and industrial materials reported second-quarter earnings that handily beat expectations.&lt;br&gt;&lt;br&gt;Earnings for the S&amp;P 500 industrials sector are expected to rise 13.7% for the second quarter from the year-ago period, up from 6.7% on July 1, while the materials sector is expected to show a decline of 26.4%, a slight improvement from the 28% fall seen on July 1, according to Refinitiv data.&lt;br&gt;&lt;br&gt;But while some stocks in the sector are likely to reap the benefits of the spending spree, <del style="font-weight: bold; text-decoration: none;"> [https://www.togeloleng.com/ porno] </del>not all are likely to do so and caution is warranted, said Forrest, who favors specialty chemical company RPM International. Forrest cited the potential for projects to be delayed or jeopardized due to environmental concerns, for example.&lt;br&gt;&lt;br&gt;&quot;You have to look harder at these companies about what their end market really is, even though they&#039;re in a sector.&quot;&lt;br&gt;&lt;br&gt;(Reporting by Chuck Mikolajczak; additional reporting by Lance Tupper, Editing by Louise Heavens)&lt;br&gt;&lt;br&gt;</div></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>&lt;br&gt;By Chuck Mikolajczak&lt;br&gt;&lt;br&gt;NEW YORK, Aug 4 (Reuters) - U.S. stocks have rallied this year, largely on the back of companies with ties to artificial intelligence (AI), but as those shares become expensive, investors are turning towards firms set to benefit from <ins style="font-weight: bold; text-decoration: none;">[https://www.thesaurus.com/browse/government%20spending </ins>government spending<ins style="font-weight: bold; text-decoration: none;">] </ins>on infrastructure.&lt;br&gt;&lt;br&gt;Nvidia shares have surged almost 205% year to date, while Meta Platforms has surged about 160% as investors anticipate the potential AI may unlock. The S&amp;P communications services and technology sectors have risen more than 40% to be the best performers so far this year.&lt;br&gt;&lt;br&gt;But while concerns grow that not all AI-related stocks will reap the benefits of the technology&#039;s promise and as hopes for an economic soft landing have grown, investors are looking at stocks in industries that have underperformed the broader S&amp;P 500.&lt;br&gt;&lt;br&gt;&quot;In technology, nobody ever guesses at the beginning who is the loser,&quot; said Kim Forrest, chief investment officer at Bokeh Capital Partners in Pittsburgh.&lt;br&gt;&lt;br&gt;Morgan Stanley recently raised its U.S. economic growth forecast for the year on a strong industrial sector <ins style="font-weight: bold; text-decoration: none;"> [https://internncraft.com/ memek] </ins>and more <ins style="font-weight: bold; text-decoration: none;">[https://www.medcheck-up.com/?s=public%20investment </ins>public investment<ins style="font-weight: bold; text-decoration: none;">] </ins>in infrastructure, citing the Infrastructure Investment and Jobs Act that was signed into law in November 2021.&lt;br&gt;&lt;br&gt;That spending has led investors to search for stocks that will reap the benefits of the boost in spending in construction and engineering.&lt;br&gt;&lt;br&gt;While the S&amp;P 1500 industrials sector has risen nearly 13% so far this year and the materials one about 8%, those gains have been dwarfed by the 33% surge in the S&amp;P 1500 construction materials and nearly 23% jump in construction and engineering indexes.&lt;br&gt;&lt;br&gt;&quot;The whole onshoring initiatives, all the infrastructure, fiscal spending that came through during the pandemic - in people´s minds that was done two, three years ago but the reality is that money hasn´t even gone into the economy yet - it is just now hitting,&quot; said Bryant VanCronkhite, senior portfolio manager at Allspring Global Investments in Menomonee Falls, Wisconsin, in an interview with Reuters.&lt;br&gt;&lt;br&gt;&quot;So we are looking at businesses that are in the crosshairs of those initiatives.&quot;&lt;br&gt;&lt;br&gt;VanCronkhite said he views companies such as Vulcan Materials in the materials space and MasTec among industrials as well positioned to benefit from that spending.&lt;br&gt;&lt;br&gt;Investors have rewarded companies in sectors that have reported strong earnings. Last week, Owens Corning shares climbed to a record high of $143.67 after the provider of building and industrial materials reported second-quarter earnings that handily beat expectations.&lt;br&gt;&lt;br&gt;Earnings for the S&amp;P 500 industrials sector are expected to rise 13.7% for the second quarter from the year-ago period, up from 6.7% on July 1, while the materials sector is expected to show a decline of 26.4%, a slight improvement from the 28% fall seen on July 1, according to Refinitiv data.&lt;br&gt;&lt;br&gt;But while some stocks in the sector are likely to reap the benefits of the spending spree, not all are likely to do so and caution is warranted, said Forrest, who favors specialty chemical company RPM International. Forrest cited the potential for projects to be delayed or jeopardized due to environmental concerns, for example.&lt;br&gt;&lt;br&gt;&quot;You have to look harder at these companies about what their end market really is, even though they&#039;re in a sector.&quot;&lt;br&gt;&lt;br&gt;(Reporting by Chuck Mikolajczak; additional reporting by Lance Tupper, Editing by Louise Heavens)&lt;br&gt;&lt;br&gt;</div></td></tr> </table>

PeggyS6523 https://wiki.timero.com.br/index.php?title=While_AI_Takes_The_Spotlight_Infrastructure_Stocks_Shine&diff=51327&oldid=prev 2025-07-10T08:08:11Z

<p></p> <table style="background-color: #fff; color: #202122;" data-mw="interface"> <col class="diff-marker" /> <col class="diff-content" /> <col class="diff-marker" /> <col class="diff-content" /> <tr class="diff-title" lang="en"> <td colspan="2" style="background-color: #fff; color: #202122; text-align: center;">← Older revision</td> <td colspan="2" style="background-color: #fff; color: #202122; text-align: center;">Revision as of 08:08, 10 July 2025</td> </tr><tr><td colspan="2" class="diff-lineno" id="mw-diff-left-l1">Line 1:</td> <td colspan="2" class="diff-lineno">Line 1:</td></tr> <tr><td class="diff-marker" data-marker="−"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>&lt;br&gt;By Chuck Mikolajczak&lt;br&gt;&lt;br&gt;NEW YORK, Aug 4 (Reuters) - U.S. stocks have rallied this year, largely on the back of companies with ties to artificial intelligence (AI), but as those shares become expensive, investors are turning towards firms set to benefit from government spending on infrastructure.&lt;br&gt;&lt;br&gt;Nvidia shares have surged almost 205% year to date, while Meta Platforms has surged about 160% as investors anticipate the potential AI may unlock. The S&amp;P communications services and technology sectors have risen more than 40% to be the best performers so far this year.&lt;br&gt;&lt;br&gt;But while <del style="font-weight: bold; text-decoration: none;">[https://search.usa.gov/search?affiliate=usagov&amp;query=concerns%20grow </del>concerns grow<del style="font-weight: bold; text-decoration: none;">] </del>that not all AI-related stocks will reap the benefits of the technology&#039;s promise and as hopes for an economic soft landing have grown, investors are looking at stocks in <del style="font-weight: bold; text-decoration: none;">industries that have underperformed the </del>[https://www.<del style="font-weight: bold; text-decoration: none;">wikipedia</del>.org/<del style="font-weight: bold; text-decoration: none;">wiki/</del>broader <del style="font-weight: bold; text-decoration: none;">broader] </del>S&amp;P 500.&lt;br&gt;&lt;br&gt;&quot;In technology, nobody ever guesses at the beginning who is the loser,&quot; said Kim Forrest, chief investment officer at Bokeh Capital Partners in Pittsburgh.&lt;br&gt;&lt;br&gt;Morgan Stanley recently raised its U.S. economic growth forecast for the year on a strong industrial sector and more public investment in infrastructure, citing the Infrastructure Investment and Jobs Act that was signed into law in November 2021.&lt;br&gt;&lt;br&gt;That spending has led investors to search for stocks that will reap the benefits of the boost in spending in construction and engineering.&lt;br&gt;&lt;br&gt;While the S&amp;P 1500 industrials sector has risen nearly 13% so far this year and the materials one about 8%, those gains have been dwarfed by the 33% surge in the S&amp;P 1500 construction materials and nearly 23% jump in construction and engineering indexes.&lt;br&gt;&lt;br&gt;&quot;The whole onshoring initiatives, all the infrastructure, fiscal spending that came through during the pandemic - in people´s minds that was done two, three years ago but the reality is that money hasn´t even gone into the economy yet - it is just now hitting,&quot; said Bryant VanCronkhite, senior portfolio manager at Allspring Global Investments in Menomonee Falls, Wisconsin, in an interview with Reuters.&lt;br&gt;&lt;br&gt;&quot;So we are looking at businesses that are in the crosshairs of those initiatives.&quot;&lt;br&gt;&lt;br&gt;VanCronkhite said he views companies such as Vulcan Materials in the materials space and MasTec among industrials as well positioned to benefit from that spending.&lt;br&gt;&lt;br&gt;Investors have rewarded companies in sectors that have reported strong earnings. Last week, Owens Corning shares climbed to a record high of $143.67 after the provider of building and industrial materials reported second-quarter earnings that handily beat expectations.&lt;br&gt;&lt;br&gt;Earnings for the S&amp;P 500 industrials sector are expected to rise 13.7% for the second quarter from the year-ago period, up from 6.7% on July 1, <del style="font-weight: bold; text-decoration: none;"> [https://moonhillhostel.com/ pencabulan] </del>while the materials sector is expected to show a decline of 26.4%, a slight improvement from the 28% fall seen on July 1, according to Refinitiv data.&lt;br&gt;&lt;br&gt;But while some stocks in the sector are likely to reap the benefits of the spending spree, not all are likely to do so and caution is warranted, said Forrest, who favors specialty chemical company RPM International. Forrest cited the potential for projects to be delayed or jeopardized due to environmental concerns, for example.&lt;br&gt;&lt;br&gt;&quot;You have to look harder at these companies about what their end market really is, even though they&#039;re in a sector.&quot;&lt;br&gt;&lt;br&gt;(Reporting by Chuck Mikolajczak; additional reporting by Lance Tupper, Editing by Louise Heavens)&lt;br&gt;&lt;br&gt;</div></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>&lt;br&gt;By Chuck Mikolajczak&lt;br&gt;&lt;br&gt;NEW YORK, Aug 4 (Reuters) - U.S. stocks have rallied this year, largely on the back of companies with ties to artificial intelligence (AI), but as those shares become expensive, investors are turning towards firms set to benefit from government spending on infrastructure.&lt;br&gt;&lt;br&gt;Nvidia shares have surged almost 205% year to date, while Meta Platforms has surged about 160% as investors anticipate the potential AI may unlock. The S&amp;P communications services and technology sectors have risen more than 40% to be the best performers so far this year.&lt;br&gt;&lt;br&gt;But while concerns grow that not all AI-related stocks will reap the benefits of the technology&#039;s promise and as hopes for an economic soft landing have grown, investors are looking at stocks in [https://www.<ins style="font-weight: bold; text-decoration: none;">change</ins>.org/<ins style="font-weight: bold; text-decoration: none;">search?q=industries industries] that have underperformed the </ins>broader S&amp;P 500.&lt;br&gt;&lt;br&gt;&quot;In technology, nobody ever guesses at the beginning who is the loser,&quot; said Kim Forrest, chief investment officer at Bokeh Capital Partners in Pittsburgh.&lt;br&gt;&lt;br&gt;Morgan Stanley recently raised its U.S. economic growth forecast for the year on a strong industrial sector and more public investment in infrastructure, citing the Infrastructure Investment and Jobs Act that was signed into law in November 2021.&lt;br&gt;&lt;br&gt;That spending has led investors to search for stocks that will reap the benefits of the boost in spending in construction and engineering.&lt;br&gt;&lt;br&gt;While the S&amp;P 1500 <ins style="font-weight: bold; text-decoration: none;">[https://www.trainingzone.co.uk/search?search_api_views_fulltext=industrials%20sector </ins>industrials sector<ins style="font-weight: bold; text-decoration: none;">] </ins>has risen nearly 13% so far this year and the materials one about 8%, those gains have been dwarfed by the 33% surge in the S&amp;P 1500 construction materials and nearly 23% jump in construction and engineering indexes.&lt;br&gt;&lt;br&gt;&quot;The whole onshoring initiatives, all the infrastructure, fiscal spending that came through during the pandemic - in people´s minds that was done two, three years ago but the reality is that money hasn´t even gone into the economy yet - it is just now hitting,&quot; said Bryant VanCronkhite, senior portfolio manager at Allspring Global Investments in Menomonee Falls, Wisconsin, in an interview with Reuters.&lt;br&gt;&lt;br&gt;&quot;So we are looking at businesses that are in the crosshairs of those initiatives.&quot;&lt;br&gt;&lt;br&gt;VanCronkhite said he views companies such as Vulcan Materials in the materials space and MasTec among industrials as well positioned to benefit from that spending.&lt;br&gt;&lt;br&gt;Investors have rewarded companies in sectors that have reported strong earnings. Last week, Owens Corning shares climbed to a record high of $143.67 after the provider of building and industrial materials reported second-quarter earnings that handily beat expectations.&lt;br&gt;&lt;br&gt;Earnings for the S&amp;P 500 industrials sector are expected to rise 13.7% for the second quarter from the year-ago period, up from 6.7% on July 1, while the materials sector is expected to show a decline of 26.4%, a slight improvement from the 28% fall seen on July 1, according to Refinitiv data.&lt;br&gt;&lt;br&gt;But while some stocks in the sector are likely to reap the benefits of the spending spree, <ins style="font-weight: bold; text-decoration: none;"> [https://www.togeloleng.com/ porno] </ins>not all are likely to do so and caution is warranted, said Forrest, who favors specialty chemical company RPM International. Forrest cited the potential for projects to be delayed or jeopardized due to environmental concerns, for example.&lt;br&gt;&lt;br&gt;&quot;You have to look harder at these companies about what their end market really is, even though they&#039;re in a sector.&quot;&lt;br&gt;&lt;br&gt;(Reporting by Chuck Mikolajczak; additional reporting by Lance Tupper, Editing by Louise Heavens)&lt;br&gt;&lt;br&gt;</div></td></tr> </table>

SalvatoreSly https://wiki.timero.com.br/index.php?title=While_AI_Takes_The_Spotlight_Infrastructure_Stocks_Shine&diff=51294&oldid=prev 2025-07-10T07:45:56Z

<p></p> <table style="background-color: #fff; color: #202122;" data-mw="interface"> <col class="diff-marker" /> <col class="diff-content" /> <col class="diff-marker" /> <col class="diff-content" /> <tr class="diff-title" lang="en"> <td colspan="2" style="background-color: #fff; color: #202122; text-align: center;">← Older revision</td> <td colspan="2" style="background-color: #fff; color: #202122; text-align: center;">Revision as of 07:45, 10 July 2025</td> </tr><tr><td colspan="2" class="diff-lineno" id="mw-diff-left-l1">Line 1:</td> <td colspan="2" class="diff-lineno">Line 1:</td></tr> <tr><td class="diff-marker" data-marker="−"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>&lt;br&gt;By Chuck Mikolajczak&lt;br&gt;&lt;br&gt;NEW YORK, Aug 4 (Reuters) - U.S. stocks have rallied this year, largely on the back of companies with ties to artificial intelligence (AI), but as those shares become expensive, <del style="font-weight: bold; text-decoration: none;">[https://www.purevolume.com/?s=</del>investors <del style="font-weight: bold; text-decoration: none;">investors] </del>are turning towards firms set to benefit from government spending on infrastructure.&lt;br&gt;&lt;br&gt;Nvidia shares have surged almost 205% year to date, while Meta Platforms has surged about 160% as investors anticipate the potential AI may unlock. The S&amp;P communications services and technology sectors have risen more than 40% to be the best performers so far this year.&lt;br&gt;&lt;br&gt;But while concerns grow that not all AI-related stocks will reap the benefits of the technology&#039;s promise and as hopes for an economic soft landing have grown, investors are looking at stocks in industries that have underperformed the broader S&amp;P 500.&lt;br&gt;&lt;br&gt;&quot;In technology, nobody ever guesses at the beginning who is the loser,&quot; said Kim Forrest, chief investment officer at Bokeh Capital Partners in Pittsburgh.&lt;br&gt;&lt;br&gt;Morgan Stanley recently raised its U.S. economic growth forecast for the year on a strong industrial sector and more public investment in infrastructure, citing the Infrastructure Investment and Jobs Act that was signed into law in November 2021.&lt;br&gt;&lt;br&gt;That spending has led investors to search for stocks that will reap the benefits of the boost in spending in construction and engineering.&lt;br&gt;&lt;br&gt;While the S&amp;P 1500 industrials sector has risen nearly 13% so far this year and the materials one about 8%, those gains have been dwarfed by the 33% surge in the S&amp;P 1500 construction materials and nearly 23% jump in construction and engineering indexes.&lt;br&gt;&lt;br&gt;&quot;The whole onshoring initiatives, all the infrastructure, fiscal spending that came through during the pandemic - in people´s minds that was done two, three years ago but the reality is that money hasn´t even gone into the economy yet - it is just now hitting,&quot; said Bryant VanCronkhite, senior portfolio manager at Allspring Global Investments in Menomonee Falls, Wisconsin, in an interview with Reuters.&lt;br&gt;&lt;br&gt;&quot;So we are looking at businesses that are in the crosshairs of those initiatives.&quot;&lt;br&gt;&lt;br&gt;VanCronkhite said he views companies such as Vulcan Materials in the materials space and MasTec among industrials as well positioned to benefit from that spending.&lt;br&gt;&lt;br&gt;Investors have rewarded companies in sectors that have reported strong earnings. Last week, Owens Corning shares climbed to a record high of $143.67 after the provider of building and industrial materials reported second-quarter earnings that handily beat expectations.&lt;br&gt;&lt;br&gt;Earnings for the S&amp;P 500 industrials sector are expected to rise 13.7% for the second quarter from the year-ago period, up from 6.7% on July 1, while the materials sector is expected to show a decline of 26.4%, a slight improvement from the 28% fall seen on July 1, according to Refinitiv data.&lt;br&gt;&lt;br&gt;But while some stocks in the sector are likely to reap the benefits of the <del style="font-weight: bold; text-decoration: none;">[https://www.europeana.eu/portal/search?query=</del>spending <del style="font-weight: bold; text-decoration: none;">spending] </del>spree, not all are likely to do so and caution is warranted, said Forrest, who favors specialty chemical company RPM International. Forrest cited the potential for projects to be delayed or jeopardized due to environmental concerns, for <del style="font-weight: bold; text-decoration: none;"> [https://moonhillhostel.com/ xnxx] </del>example.&lt;br&gt;&lt;br&gt;&quot;You have to look harder at these companies about what their end market really is, even though they&#039;re in a sector.&quot;&lt;br&gt;&lt;br&gt;(Reporting by Chuck Mikolajczak; additional reporting by Lance Tupper, Editing by Louise Heavens)&lt;br&gt;&lt;br&gt;</div></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>&lt;br&gt;By Chuck Mikolajczak&lt;br&gt;&lt;br&gt;NEW YORK, Aug 4 (Reuters) - U.S. stocks have rallied this year, largely on the back of companies with ties to artificial intelligence (AI), but as those shares become expensive, investors are turning towards firms set to benefit from government spending on infrastructure.&lt;br&gt;&lt;br&gt;Nvidia shares have surged almost 205% year to date, while Meta Platforms has surged about 160% as investors anticipate the potential AI may unlock. The S&amp;P communications services and technology sectors have risen more than 40% to be the best performers so far this year.&lt;br&gt;&lt;br&gt;But while <ins style="font-weight: bold; text-decoration: none;">[https://search.usa.gov/search?affiliate=usagov&amp;query=concerns%20grow </ins>concerns grow<ins style="font-weight: bold; text-decoration: none;">] </ins>that not all AI-related stocks will reap the benefits of the technology&#039;s promise and as hopes for an economic soft landing have grown, investors are looking at stocks in industries that have underperformed the <ins style="font-weight: bold; text-decoration: none;">[https://www.wikipedia.org/wiki/</ins>broader <ins style="font-weight: bold; text-decoration: none;">broader] </ins>S&amp;P 500.&lt;br&gt;&lt;br&gt;&quot;In technology, nobody ever guesses at the beginning who is the loser,&quot; said Kim Forrest, chief investment officer at Bokeh Capital Partners in Pittsburgh.&lt;br&gt;&lt;br&gt;Morgan Stanley recently raised its U.S. economic growth forecast for the year on a strong industrial sector and more public investment in infrastructure, citing the Infrastructure Investment and Jobs Act that was signed into law in November 2021.&lt;br&gt;&lt;br&gt;That spending has led investors to search for stocks that will reap the benefits of the boost in spending in construction and engineering.&lt;br&gt;&lt;br&gt;While the S&amp;P 1500 industrials sector has risen nearly 13% so far this year and the materials one about 8%, those gains have been dwarfed by the 33% surge in the S&amp;P 1500 construction materials and nearly 23% jump in construction and engineering indexes.&lt;br&gt;&lt;br&gt;&quot;The whole onshoring initiatives, all the infrastructure, fiscal spending that came through during the pandemic - in people´s minds that was done two, three years ago but the reality is that money hasn´t even gone into the economy yet - it is just now hitting,&quot; said Bryant VanCronkhite, senior portfolio manager at Allspring Global Investments in Menomonee Falls, Wisconsin, in an interview with Reuters.&lt;br&gt;&lt;br&gt;&quot;So we are looking at businesses that are in the crosshairs of those initiatives.&quot;&lt;br&gt;&lt;br&gt;VanCronkhite said he views companies such as Vulcan Materials in the materials space and MasTec among industrials as well positioned to benefit from that spending.&lt;br&gt;&lt;br&gt;Investors have rewarded companies in sectors that have reported strong earnings. Last week, Owens Corning shares climbed to a record high of $143.67 after the provider of building and industrial materials reported second-quarter earnings that handily beat expectations.&lt;br&gt;&lt;br&gt;Earnings for the S&amp;P 500 industrials sector are expected to rise 13.7% for the second quarter from the year-ago period, up from 6.7% on July 1, <ins style="font-weight: bold; text-decoration: none;"> [https://moonhillhostel.com/ pencabulan] </ins>while the materials sector is expected to show a decline of 26.4%, a slight improvement from the 28% fall seen on July 1, according to Refinitiv data.&lt;br&gt;&lt;br&gt;But while some stocks in the sector are likely to reap the benefits of the spending spree, not all are likely to do so and caution is warranted, said Forrest, who favors specialty chemical company RPM International. Forrest cited the potential for projects to be delayed or jeopardized due to environmental concerns, for example.&lt;br&gt;&lt;br&gt;&quot;You have to look harder at these companies about what their end market really is, even though they&#039;re in a sector.&quot;&lt;br&gt;&lt;br&gt;(Reporting by Chuck Mikolajczak; additional reporting by Lance Tupper, Editing by Louise Heavens)&lt;br&gt;&lt;br&gt;</div></td></tr> </table>

PrincessDurden https://wiki.timero.com.br/index.php?title=While_AI_Takes_The_Spotlight_Infrastructure_Stocks_Shine&diff=51279&oldid=prev 2025-07-10T07:37:37Z

<p></p> <table style="background-color: #fff; color: #202122;" data-mw="interface"> <col class="diff-marker" /> <col class="diff-content" /> <col class="diff-marker" /> <col class="diff-content" /> <tr class="diff-title" lang="en"> <td colspan="2" style="background-color: #fff; color: #202122; text-align: center;">← Older revision</td> <td colspan="2" style="background-color: #fff; color: #202122; text-align: center;">Revision as of 07:37, 10 July 2025</td> </tr><tr><td colspan="2" class="diff-lineno" id="mw-diff-left-l1">Line 1:</td> <td colspan="2" class="diff-lineno">Line 1:</td></tr> <tr><td class="diff-marker" data-marker="−"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>&lt;br&gt;By Chuck Mikolajczak&lt;br&gt;&lt;br&gt;NEW YORK, Aug 4 (Reuters) - U.S. stocks have rallied this year, largely on the back of companies with ties to artificial intelligence (AI), but as those shares become expensive, investors are turning towards firms set to benefit from government spending on infrastructure.&lt;br&gt;&lt;br&gt;Nvidia shares have surged almost 205% year to date, while Meta Platforms has surged about 160% as investors anticipate the potential AI may unlock. The S&amp;P communications services and technology sectors have risen more than 40% to be the best performers so far this year.&lt;br&gt;&lt;br&gt;But while concerns grow that not all AI-related stocks will reap the benefits of the technology&#039;s promise and as hopes for an economic soft landing have grown, investors are looking at stocks in industries that have underperformed the broader S&amp;P 500.&lt;br&gt;&lt;br&gt;&quot;In technology, nobody ever guesses at the beginning who is the loser,&quot; said Kim Forrest, chief investment officer at Bokeh Capital Partners in Pittsburgh.&lt;br&gt;&lt;br&gt;Morgan Stanley recently raised its U.S. economic growth forecast for the year on a strong industrial sector and more <del style="font-weight: bold; text-decoration: none;">[https://www.trainingzone.co.uk/search?search_api_views_fulltext=public%20investment </del>public investment<del style="font-weight: bold; text-decoration: none;">] </del>in infrastructure, citing the Infrastructure Investment and Jobs Act that was signed into law in November 2021.&lt;br&gt;&lt;br&gt;That spending has led investors to search for stocks that will reap the benefits of the boost in spending in construction and engineering.&lt;br&gt;&lt;br&gt;While the S&amp;P 1500 industrials sector has risen nearly 13% so far this year and the materials one about 8%, those gains have been dwarfed by the 33% surge in the S&amp;P 1500 construction materials and nearly 23% jump in construction and engineering indexes.&lt;br&gt;&lt;br&gt;&quot;The whole onshoring initiatives, all the infrastructure, fiscal spending that came through during the pandemic - in people´s minds that was done two, three years ago but the reality is that money hasn´t even gone into the economy yet - it is just now hitting,&quot; said Bryant VanCronkhite, senior portfolio <del style="font-weight: bold; text-decoration: none;">[https://search.un.org/results.php?query=manager </del>manager<del style="font-weight: bold; text-decoration: none;">] </del>at Allspring Global Investments in Menomonee Falls, Wisconsin, in an interview with Reuters.&lt;br&gt;&lt;br&gt;&quot;So we are looking at businesses that are in the crosshairs of those initiatives.&quot;&lt;br&gt;&lt;br&gt;VanCronkhite said he views companies such as Vulcan Materials in the materials space and MasTec among industrials as well positioned to benefit from that spending.&lt;br&gt;&lt;br&gt;Investors have rewarded companies in sectors that have reported strong earnings. Last week, Owens Corning shares climbed to a record high of $143.67 after the provider of building and industrial materials reported second-quarter earnings that handily beat expectations.&lt;br&gt;&lt;br&gt;Earnings for the S&amp;P 500 industrials sector are expected to rise 13.7% for <del style="font-weight: bold; text-decoration: none;"> [https://internncraft.com/ tante sange] </del>the second quarter from the year-ago period, up from 6.7% on July 1, while the materials sector is expected to show a decline of 26.4%, a slight improvement from the 28% fall seen on July 1, according to Refinitiv data.&lt;br&gt;&lt;br&gt;But while some stocks in the sector are likely to reap the benefits of the spending spree, not all are likely to do so and caution is warranted, said Forrest, who favors specialty chemical company RPM International. Forrest cited the potential for projects to be delayed or jeopardized due to environmental concerns, for example.&lt;br&gt;&lt;br&gt;&quot;You have to look harder at these companies about what their end market really is, even though they&#039;re in a sector.&quot;&lt;br&gt;&lt;br&gt;(Reporting by Chuck Mikolajczak; additional reporting by Lance Tupper, Editing by Louise Heavens)&lt;br&gt;&lt;br&gt;</div></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>&lt;br&gt;By Chuck Mikolajczak&lt;br&gt;&lt;br&gt;NEW YORK, Aug 4 (Reuters) - U.S. stocks have rallied this year, largely on the back of companies with ties to artificial intelligence (AI), but as those shares become expensive, <ins style="font-weight: bold; text-decoration: none;">[https://www.purevolume.com/?s=</ins>investors <ins style="font-weight: bold; text-decoration: none;">investors] </ins>are turning towards firms set to benefit from government spending on infrastructure.&lt;br&gt;&lt;br&gt;Nvidia shares have surged almost 205% year to date, while Meta Platforms has surged about 160% as investors anticipate the potential AI may unlock. The S&amp;P communications services and technology sectors have risen more than 40% to be the best performers so far this year.&lt;br&gt;&lt;br&gt;But while concerns grow that not all AI-related stocks will reap the benefits of the technology&#039;s promise and as hopes for an economic soft landing have grown, investors are looking at stocks in industries that have underperformed the broader S&amp;P 500.&lt;br&gt;&lt;br&gt;&quot;In technology, nobody ever guesses at the beginning who is the loser,&quot; said Kim Forrest, chief investment officer at Bokeh Capital Partners in Pittsburgh.&lt;br&gt;&lt;br&gt;Morgan Stanley recently raised its U.S. economic growth forecast for the year on a strong industrial sector and more public investment in infrastructure, citing the Infrastructure Investment and Jobs Act that was signed into law in November 2021.&lt;br&gt;&lt;br&gt;That spending has led investors to search for stocks that will reap the benefits of the boost in spending in construction and engineering.&lt;br&gt;&lt;br&gt;While the S&amp;P 1500 industrials sector has risen nearly 13% so far this year and the materials one about 8%, those gains have been dwarfed by the 33% surge in the S&amp;P 1500 construction materials and nearly 23% jump in construction and engineering indexes.&lt;br&gt;&lt;br&gt;&quot;The whole onshoring initiatives, all the infrastructure, fiscal spending that came through during the pandemic - in people´s minds that was done two, three years ago but the reality is that money hasn´t even gone into the economy yet - it is just now hitting,&quot; said Bryant VanCronkhite, senior portfolio manager at Allspring Global Investments in Menomonee Falls, Wisconsin, in an interview with Reuters.&lt;br&gt;&lt;br&gt;&quot;So we are looking at businesses that are in the crosshairs of those initiatives.&quot;&lt;br&gt;&lt;br&gt;VanCronkhite said he views companies such as Vulcan Materials in the materials space and MasTec among industrials as well positioned to benefit from that spending.&lt;br&gt;&lt;br&gt;Investors have rewarded companies in sectors that have reported strong earnings. Last week, Owens Corning shares climbed to a record high of $143.67 after the provider of building and industrial materials reported second-quarter earnings that handily beat expectations.&lt;br&gt;&lt;br&gt;Earnings for the S&amp;P 500 industrials sector are expected to rise 13.7% for the second quarter from the year-ago period, up from 6.7% on July 1, while the materials sector is expected to show a decline of 26.4%, a slight improvement from the 28% fall seen on July 1, according to Refinitiv data.&lt;br&gt;&lt;br&gt;But while some stocks in the sector are likely to reap the benefits of the <ins style="font-weight: bold; text-decoration: none;">[https://www.europeana.eu/portal/search?query=</ins>spending <ins style="font-weight: bold; text-decoration: none;">spending] </ins>spree, not all are likely to do so and caution is warranted, said Forrest, who favors specialty chemical company RPM International. Forrest cited the potential for projects to be delayed or jeopardized due to environmental concerns, for <ins style="font-weight: bold; text-decoration: none;"> [https://moonhillhostel.com/ xnxx] </ins>example.&lt;br&gt;&lt;br&gt;&quot;You have to look harder at these companies about what their end market really is, even though they&#039;re in a sector.&quot;&lt;br&gt;&lt;br&gt;(Reporting by Chuck Mikolajczak; additional reporting by Lance Tupper, Editing by Louise Heavens)&lt;br&gt;&lt;br&gt;</div></td></tr> </table>

MylesCardell4 https://wiki.timero.com.br/index.php?title=While_AI_Takes_The_Spotlight_Infrastructure_Stocks_Shine&diff=51038&oldid=prev 2025-07-10T03:07:18Z

<p></p> <table style="background-color: #fff; color: #202122;" data-mw="interface"> <col class="diff-marker" /> <col class="diff-content" /> <col class="diff-marker" /> <col class="diff-content" /> <tr class="diff-title" lang="en"> <td colspan="2" style="background-color: #fff; color: #202122; text-align: center;">← Older revision</td> <td colspan="2" style="background-color: #fff; color: #202122; text-align: center;">Revision as of 03:07, 10 July 2025</td> </tr><tr><td colspan="2" class="diff-lineno" id="mw-diff-left-l1">Line 1:</td> <td colspan="2" class="diff-lineno">Line 1:</td></tr> <tr><td class="diff-marker" data-marker="−"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>&lt;br&gt;By Chuck Mikolajczak&lt;br&gt;&lt;br&gt;NEW YORK, Aug 4 (Reuters) - U.S. stocks have rallied this year, largely on the back of companies with ties to artificial intelligence (AI), but as those shares become expensive, investors are turning towards firms set to benefit from government spending on infrastructure.&lt;br&gt;&lt;br&gt;Nvidia shares have surged almost 205% year to date, while Meta Platforms has surged about 160% as investors anticipate the potential AI may unlock. The S&amp;P communications services and technology sectors have risen more than 40% to be the best performers so far this year.&lt;br&gt;&lt;br&gt;But while concerns grow that not all AI-related stocks will reap the benefits of the technology&#039;s promise and <del style="font-weight: bold; text-decoration: none;"> [https://moonhillhostel.com/ kontol] </del>as hopes for an economic soft landing have grown, investors are looking at stocks in industries that have underperformed the broader S&amp;P 500.&lt;br&gt;&lt;br&gt;&quot;In technology, nobody ever guesses at the beginning who is the loser,&quot; said Kim Forrest, chief investment officer at Bokeh Capital Partners in Pittsburgh.&lt;br&gt;&lt;br&gt;Morgan Stanley recently raised its U.S. economic growth forecast for the year on a strong industrial sector and more public investment in infrastructure, citing the Infrastructure Investment and Jobs Act that was signed into law in November 2021.&lt;br&gt;&lt;br&gt;That spending has led investors to search for stocks that will reap the benefits of the boost in spending in construction and engineering.&lt;br&gt;&lt;br&gt;While the S&amp;P 1500 industrials sector has risen nearly 13% so far this year and the materials one about 8%, those gains have been <del style="font-weight: bold; text-decoration: none;">[https://search.un.org/results.php?query=dwarfed </del>dwarfed<del style="font-weight: bold; text-decoration: none;">] </del>by the 33% surge in the S&amp;P 1500 construction materials and nearly 23% jump in construction and engineering indexes.&lt;br&gt;&lt;br&gt;&quot;The whole onshoring initiatives, all the infrastructure, fiscal spending that came through during the pandemic - in people´s minds that was done two, three years ago but the reality is that money hasn´t even gone into the economy yet - it is just now hitting,&quot; said Bryant VanCronkhite, senior portfolio manager at Allspring Global Investments in Menomonee Falls, Wisconsin, in an interview with <del style="font-weight: bold; text-decoration: none;">[https://www.healthynewage.com/?s=Reuters </del>Reuters<del style="font-weight: bold; text-decoration: none;">]</del>.&lt;br&gt;&lt;br&gt;&quot;So we are looking at businesses that are in the crosshairs of those initiatives.&quot;&lt;br&gt;&lt;br&gt;VanCronkhite said he views companies such as Vulcan Materials in the materials space and MasTec among industrials as well positioned to benefit from that spending.&lt;br&gt;&lt;br&gt;Investors have rewarded companies in sectors that have reported strong earnings. Last week, Owens Corning shares climbed to a record high of $143.67 after the provider of building and industrial materials reported second-quarter earnings that handily beat expectations.&lt;br&gt;&lt;br&gt;Earnings for the S&amp;P 500 industrials sector are expected to rise 13.7% for the second quarter from the year-ago period, up from 6.7% on July 1, while the materials sector is expected to show a decline of 26.4%, a slight improvement from the 28% fall seen on July 1, according to Refinitiv data.&lt;br&gt;&lt;br&gt;But while some stocks in the sector are likely to reap the benefits of the spending spree, not all are likely to do so and caution is warranted, said Forrest, who favors specialty chemical company RPM International. Forrest cited the potential for projects to be delayed or jeopardized due to environmental concerns, for example.&lt;br&gt;&lt;br&gt;&quot;You have to look harder at these companies about what their end market really is, even though they&#039;re in a sector.&quot;&lt;br&gt;&lt;br&gt;(Reporting by Chuck Mikolajczak; additional reporting by Lance Tupper, Editing by Louise Heavens)&lt;br&gt;&lt;br&gt;</div></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>&lt;br&gt;By Chuck Mikolajczak&lt;br&gt;&lt;br&gt;NEW YORK, Aug 4 (Reuters) - U.S. stocks have rallied this year, largely on the back of companies with ties to artificial intelligence (AI), but as those shares become expensive, investors are turning towards firms set to benefit from government spending on infrastructure.&lt;br&gt;&lt;br&gt;Nvidia shares have surged almost 205% year to date, while Meta Platforms has surged about 160% as investors anticipate the potential AI may unlock. The S&amp;P communications services and technology sectors have risen more than 40% to be the best performers so far this year.&lt;br&gt;&lt;br&gt;But while concerns grow that not all AI-related stocks will reap the benefits of the technology&#039;s promise and as hopes for an economic soft landing have grown, investors are looking at stocks in industries that have underperformed the broader S&amp;P 500.&lt;br&gt;&lt;br&gt;&quot;In technology, nobody ever guesses at the beginning who is the loser,&quot; said Kim Forrest, chief investment officer at Bokeh Capital Partners in Pittsburgh.&lt;br&gt;&lt;br&gt;Morgan Stanley recently raised its U.S. economic growth forecast for the year on a strong industrial sector and more <ins style="font-weight: bold; text-decoration: none;">[https://www.trainingzone.co.uk/search?search_api_views_fulltext=public%20investment </ins>public investment<ins style="font-weight: bold; text-decoration: none;">] </ins>in infrastructure, citing the Infrastructure Investment and Jobs Act that was signed into law in November 2021.&lt;br&gt;&lt;br&gt;That spending has led investors to search for stocks that will reap the benefits of the boost in spending in construction and engineering.&lt;br&gt;&lt;br&gt;While the S&amp;P 1500 industrials sector has risen nearly 13% so far this year and the materials one about 8%, those gains have been dwarfed by the 33% surge in the S&amp;P 1500 construction materials and nearly 23% jump in construction and engineering indexes.&lt;br&gt;&lt;br&gt;&quot;The whole onshoring initiatives, all the infrastructure, fiscal spending that came through during the pandemic - in people´s minds that was done two, three years ago but the reality is that money hasn´t even gone into the economy yet - it is just now hitting,&quot; said Bryant VanCronkhite, senior portfolio <ins style="font-weight: bold; text-decoration: none;">[https://search.un.org/results.php?query=</ins>manager <ins style="font-weight: bold; text-decoration: none;">manager] </ins>at Allspring Global Investments in Menomonee Falls, Wisconsin, in an interview with Reuters.&lt;br&gt;&lt;br&gt;&quot;So we are looking at businesses that are in the crosshairs of those initiatives.&quot;&lt;br&gt;&lt;br&gt;VanCronkhite said he views companies such as Vulcan Materials in the materials space and MasTec among industrials as well positioned to benefit from that spending.&lt;br&gt;&lt;br&gt;Investors have rewarded companies in sectors that have reported strong earnings. Last week, Owens Corning shares climbed to a record high of $143.67 after the provider of building and industrial materials reported second-quarter earnings that handily beat expectations.&lt;br&gt;&lt;br&gt;Earnings for the S&amp;P 500 industrials sector are expected to rise 13.7% for <ins style="font-weight: bold; text-decoration: none;"> [https://internncraft.com/ tante sange] </ins>the second quarter from the year-ago period, up from 6.7% on July 1, while the materials sector is expected to show a decline of 26.4%, a slight improvement from the 28% fall seen on July 1, according to Refinitiv data.&lt;br&gt;&lt;br&gt;But while some stocks in the sector are likely to reap the benefits of the spending spree, not all are likely to do so and caution is warranted, said Forrest, who favors specialty chemical company RPM International. Forrest cited the potential for projects to be delayed or jeopardized due to environmental concerns, for example.&lt;br&gt;&lt;br&gt;&quot;You have to look harder at these companies about what their end market really is, even though they&#039;re in a sector.&quot;&lt;br&gt;&lt;br&gt;(Reporting by Chuck Mikolajczak; additional reporting by Lance Tupper, Editing by Louise Heavens)&lt;br&gt;&lt;br&gt;</div></td></tr> </table>

PeggyS6523 https://wiki.timero.com.br/index.php?title=While_AI_Takes_The_Spotlight_Infrastructure_Stocks_Shine&diff=50980&oldid=prev 2025-07-10T02:48:59Z

<p></p> <table style="background-color: #fff; color: #202122;" data-mw="interface"> <col class="diff-marker" /> <col class="diff-content" /> <col class="diff-marker" /> <col class="diff-content" /> <tr class="diff-title" lang="en"> <td colspan="2" style="background-color: #fff; color: #202122; text-align: center;">← Older revision</td> <td colspan="2" style="background-color: #fff; color: #202122; text-align: center;">Revision as of 02:48, 10 July 2025</td> </tr><tr><td colspan="2" class="diff-lineno" id="mw-diff-left-l1">Line 1:</td> <td colspan="2" class="diff-lineno">Line 1:</td></tr> <tr><td class="diff-marker" data-marker="−"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>&lt;br&gt;By Chuck Mikolajczak&lt;br&gt;&lt;br&gt;NEW YORK, Aug 4 (Reuters) - U.S. stocks have rallied this year, largely on the back of companies with ties to artificial intelligence (AI), but as those shares become expensive, investors are turning towards firms set to benefit from government spending on infrastructure.&lt;br&gt;&lt;br&gt;Nvidia shares have surged almost 205% year to date, while Meta Platforms has surged about 160% as investors anticipate the potential AI may unlock. The S&amp;P <del style="font-weight: bold; text-decoration: none;">[https://kscripts.com/?s=communications%20services </del>communications services<del style="font-weight: bold; text-decoration: none;">] </del>and technology sectors have risen more than 40% to be the best performers so far this year.&lt;br&gt;&lt;br&gt;But while concerns grow that not all AI-related stocks will reap the benefits of the technology&#039;s promise and <del style="font-weight: bold; text-decoration: none;">as hopes for an economic soft landing have grown, </del> [https://moonhillhostel.com/ <del style="font-weight: bold; text-decoration: none;">porno</del>] investors are looking at stocks in industries that have underperformed the broader S&amp;P 500.&lt;br&gt;&lt;br&gt;&quot;In technology, nobody ever guesses at the beginning who is the loser,&quot; said Kim Forrest, chief investment officer at Bokeh Capital Partners in Pittsburgh.&lt;br&gt;&lt;br&gt;Morgan Stanley recently raised its U.S. economic growth forecast for the year on a strong industrial sector and more public investment in infrastructure, citing the Infrastructure Investment and Jobs Act that was signed into law in November 2021.&lt;br&gt;&lt;br&gt;That spending has led investors to search for stocks that will reap the benefits of the boost in spending in construction and engineering.&lt;br&gt;&lt;br&gt;While the S&amp;P 1500 industrials sector has risen nearly 13% so far this year and the materials one about 8%, those gains have been dwarfed by the 33% surge in the S&amp;P 1500 construction materials and nearly 23% jump in construction and engineering indexes.&lt;br&gt;&lt;br&gt;&quot;The whole onshoring initiatives, all the infrastructure, fiscal spending that came through during the pandemic - in people´s minds that was done two, three years ago but the reality is that money hasn´t even gone into the economy yet - it is just now hitting,&quot; said Bryant VanCronkhite, senior portfolio manager at Allspring Global Investments in Menomonee Falls, Wisconsin, in an interview with Reuters.&lt;br&gt;&lt;br&gt;&quot;So we are looking at businesses that are in the crosshairs of those initiatives.&quot;&lt;br&gt;&lt;br&gt;VanCronkhite said he views companies such as Vulcan Materials in the materials space and MasTec among industrials as well positioned to benefit from that spending.&lt;br&gt;&lt;br&gt;Investors have rewarded companies in sectors that have reported strong earnings. Last week, Owens <del style="font-weight: bold; text-decoration: none;">[https://www.healthynewage.com/?s=Corning%20shares </del>Corning shares<del style="font-weight: bold; text-decoration: none;">] </del>climbed to a record high of $143.67 after the provider of building and industrial materials reported second-quarter earnings that handily beat expectations.&lt;br&gt;&lt;br&gt;Earnings for the S&amp;P 500 industrials sector are expected to rise 13.7% for the second quarter from the year-ago period, up from 6.7% on July 1, while the materials sector is expected to show a decline of 26.4%, a slight improvement from the 28% fall seen on July 1, according to Refinitiv data.&lt;br&gt;&lt;br&gt;But while some stocks in the sector are likely to reap the benefits of the spending spree, not all are likely to do so and caution is warranted, said Forrest, who favors specialty chemical company RPM International. Forrest cited the potential for projects to be delayed or jeopardized due to environmental concerns, for example.&lt;br&gt;&lt;br&gt;&quot;You have to look harder at these companies about what their end market really is, even though they&#039;re in a sector.&quot;&lt;br&gt;&lt;br&gt;(Reporting by Chuck Mikolajczak; additional reporting by Lance Tupper, Editing by Louise Heavens)&lt;br&gt;&lt;br&gt;</div></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>&lt;br&gt;By Chuck Mikolajczak&lt;br&gt;&lt;br&gt;NEW YORK, Aug 4 (Reuters) - U.S. stocks have rallied this year, largely on the back of companies with ties to artificial intelligence (AI), but as those shares become expensive, investors are turning towards firms set to benefit from government spending on infrastructure.&lt;br&gt;&lt;br&gt;Nvidia shares have surged almost 205% year to date, while Meta Platforms has surged about 160% as investors anticipate the potential AI may unlock. The S&amp;P communications services and technology sectors have risen more than 40% to be the best performers so far this year.&lt;br&gt;&lt;br&gt;But while concerns grow that not all AI-related stocks will reap the benefits of the technology&#039;s promise and  [https://moonhillhostel.com/ <ins style="font-weight: bold; text-decoration: none;">kontol</ins>] <ins style="font-weight: bold; text-decoration: none;">as hopes for an economic soft landing have grown, </ins>investors are looking at stocks in industries that have underperformed the broader S&amp;P 500.&lt;br&gt;&lt;br&gt;&quot;In technology, nobody ever guesses at the beginning who is the loser,&quot; said Kim Forrest, chief investment officer at Bokeh Capital Partners in Pittsburgh.&lt;br&gt;&lt;br&gt;Morgan Stanley recently raised its U.S. economic growth forecast for the year on a strong industrial sector and more public investment in infrastructure, citing the Infrastructure Investment and Jobs Act that was signed into law in November 2021.&lt;br&gt;&lt;br&gt;That spending has led investors to search for stocks that will reap the benefits of the boost in spending in construction and engineering.&lt;br&gt;&lt;br&gt;While the S&amp;P 1500 industrials sector has risen nearly 13% so far this year and the materials one about 8%, those gains have been <ins style="font-weight: bold; text-decoration: none;">[https://search.un.org/results.php?query=dwarfed </ins>dwarfed<ins style="font-weight: bold; text-decoration: none;">] </ins>by the 33% surge in the S&amp;P 1500 construction materials and nearly 23% jump in construction and engineering indexes.&lt;br&gt;&lt;br&gt;&quot;The whole onshoring initiatives, all the infrastructure, fiscal spending that came through during the pandemic - in people´s minds that was done two, three years ago but the reality is that money hasn´t even gone into the economy yet - it is just now hitting,&quot; said Bryant VanCronkhite, senior portfolio manager at Allspring Global Investments in Menomonee Falls, Wisconsin, in an interview with <ins style="font-weight: bold; text-decoration: none;">[https://www.healthynewage.com/?s=</ins>Reuters <ins style="font-weight: bold; text-decoration: none;">Reuters]</ins>.&lt;br&gt;&lt;br&gt;&quot;So we are looking at businesses that are in the crosshairs of those initiatives.&quot;&lt;br&gt;&lt;br&gt;VanCronkhite said he views companies such as Vulcan Materials in the materials space and MasTec among industrials as well positioned to benefit from that spending.&lt;br&gt;&lt;br&gt;Investors have rewarded companies in sectors that have reported strong earnings. Last week, Owens Corning shares climbed to a record high of $143.67 after the provider of building and industrial materials reported second-quarter earnings that handily beat expectations.&lt;br&gt;&lt;br&gt;Earnings for the S&amp;P 500 industrials sector are expected to rise 13.7% for the second quarter from the year-ago period, up from 6.7% on July 1, while the materials sector is expected to show a decline of 26.4%, a slight improvement from the 28% fall seen on July 1, according to Refinitiv data.&lt;br&gt;&lt;br&gt;But while some stocks in the sector are likely to reap the benefits of the spending spree, not all are likely to do so and caution is warranted, said Forrest, who favors specialty chemical company RPM International. Forrest cited the potential for projects to be delayed or jeopardized due to environmental concerns, for example.&lt;br&gt;&lt;br&gt;&quot;You have to look harder at these companies about what their end market really is, even though they&#039;re in a sector.&quot;&lt;br&gt;&lt;br&gt;(Reporting by Chuck Mikolajczak; additional reporting by Lance Tupper, Editing by Louise Heavens)&lt;br&gt;&lt;br&gt;</div></td></tr> </table>

MylesCardell4 https://wiki.timero.com.br/index.php?title=While_AI_Takes_The_Spotlight_Infrastructure_Stocks_Shine&diff=50968&oldid=prev 2025-07-10T02:45:27Z

<p></p> <table style="background-color: #fff; color: #202122;" data-mw="interface"> <col class="diff-marker" /> <col class="diff-content" /> <col class="diff-marker" /> <col class="diff-content" /> <tr class="diff-title" lang="en"> <td colspan="2" style="background-color: #fff; color: #202122; text-align: center;">← Older revision</td> <td colspan="2" style="background-color: #fff; color: #202122; text-align: center;">Revision as of 02:45, 10 July 2025</td> </tr><tr><td colspan="2" class="diff-lineno" id="mw-diff-left-l1">Line 1:</td> <td colspan="2" class="diff-lineno">Line 1:</td></tr> <tr><td class="diff-marker" data-marker="−"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>&lt;br&gt;By Chuck Mikolajczak&lt;br&gt;&lt;br&gt;NEW YORK, Aug 4 (Reuters) - U.S. stocks have rallied this year, largely on the back of companies with ties to artificial intelligence (AI), but as those shares become expensive, investors are turning towards firms set to benefit from government spending on infrastructure.&lt;br&gt;&lt;br&gt;Nvidia shares have surged almost 205% year to date, while Meta Platforms has surged about 160% as investors anticipate the potential AI may unlock. The S&amp;P communications services and technology sectors have risen more than 40% to be the best performers so far this year.&lt;br&gt;&lt;br&gt;But while concerns grow that not all AI-related stocks will reap the benefits of the technology&#039;s promise and as hopes for an economic soft landing have grown, investors are looking at stocks in industries that have underperformed the broader S&amp;P 500.&lt;br&gt;&lt;br&gt;&quot;In technology, nobody ever guesses at the beginning who is the loser,&quot; said Kim Forrest, chief investment officer at Bokeh Capital Partners in Pittsburgh.&lt;br&gt;&lt;br&gt;Morgan Stanley recently raised its U.S. economic growth forecast for the year on a strong industrial sector and more public investment in infrastructure, citing the <del style="font-weight: bold; text-decoration: none;">[https://www.martindale.com/Results.aspx?ft=2&amp;frm=freesearch&amp;lfd=Y&amp;afs=Infrastructure%20Investment </del>Infrastructure Investment<del style="font-weight: bold; text-decoration: none;">] </del>and Jobs Act that was signed into law in November 2021.&lt;br&gt;&lt;br&gt;That spending has led investors to search for stocks that will reap the benefits of the boost in spending in construction and engineering.&lt;br&gt;&lt;br&gt;While the S&amp;P 1500 industrials sector has risen nearly 13% so far this year and the materials one about 8%, those gains have been dwarfed by the 33% surge in the S&amp;P 1500 construction materials and nearly 23% jump in construction and engineering indexes.&lt;br&gt;&lt;br&gt;&quot;The whole onshoring initiatives, all the infrastructure, fiscal spending that came through during the pandemic - in people´s minds that was done two, three years ago but the reality is that money hasn´t even gone into the economy yet - it is just now hitting,&quot; said Bryant VanCronkhite, senior portfolio manager at Allspring Global Investments in Menomonee Falls, Wisconsin, in an interview with Reuters.&lt;br&gt;&lt;br&gt;&quot;So we are looking at businesses that are in the crosshairs of those initiatives.&quot;&lt;br&gt;&lt;br&gt;VanCronkhite said he views companies such as Vulcan Materials in the materials space and MasTec among industrials as well positioned to benefit from that spending.&lt;br&gt;&lt;br&gt;Investors have rewarded companies in sectors that have reported strong earnings. Last week, Owens Corning shares climbed to a record high of $143.67 after the provider of building and industrial materials reported second-quarter earnings that handily beat expectations.&lt;br&gt;&lt;br&gt;Earnings for the S&amp;P 500 industrials sector <del style="font-weight: bold; text-decoration: none;"> [https://togel125.org/ pencabulan] </del>are expected to rise 13.7% for the second <del style="font-weight: bold; text-decoration: none;">[https://www.houzz.com/photos/query/</del>quarter <del style="font-weight: bold; text-decoration: none;">quarter] </del>from the year-ago period, up from 6.7% on July 1, while the materials sector is expected to show a decline of 26.4%, a slight improvement from the 28% fall seen on July 1, according to Refinitiv data.&lt;br&gt;&lt;br&gt;But while some stocks in the sector are likely to reap the benefits of the spending spree, not all are likely to do so and caution is warranted, said Forrest, who favors specialty chemical company RPM International. Forrest cited the potential for projects to be delayed or jeopardized due to environmental concerns, for example.&lt;br&gt;&lt;br&gt;&quot;You have to look harder at these companies about what their end market really is, even though they&#039;re in a sector.&quot;&lt;br&gt;&lt;br&gt;(Reporting by Chuck Mikolajczak; additional reporting by Lance Tupper, Editing by Louise Heavens)&lt;br&gt;&lt;br&gt;</div></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>&lt;br&gt;By Chuck Mikolajczak&lt;br&gt;&lt;br&gt;NEW YORK, Aug 4 (Reuters) - U.S. stocks have rallied this year, largely on the back of companies with ties to artificial intelligence (AI), but as those shares become expensive, investors are turning towards firms set to benefit from government spending on infrastructure.&lt;br&gt;&lt;br&gt;Nvidia shares have surged almost 205% year to date, while Meta Platforms has surged about 160% as investors anticipate the potential AI may unlock. The S&amp;P <ins style="font-weight: bold; text-decoration: none;">[https://kscripts.com/?s=communications%20services </ins>communications services<ins style="font-weight: bold; text-decoration: none;">] </ins>and technology sectors have risen more than 40% to be the best performers so far this year.&lt;br&gt;&lt;br&gt;But while concerns grow that not all AI-related stocks will reap the benefits of the technology&#039;s promise and as hopes for an economic soft landing have grown, <ins style="font-weight: bold; text-decoration: none;"> [https://moonhillhostel.com/ porno] </ins>investors are looking at stocks in industries that have underperformed the broader S&amp;P 500.&lt;br&gt;&lt;br&gt;&quot;In technology, nobody ever guesses at the beginning who is the loser,&quot; said Kim Forrest, chief investment officer at Bokeh Capital Partners in Pittsburgh.&lt;br&gt;&lt;br&gt;Morgan Stanley recently raised its U.S. economic growth forecast for the year on a strong industrial sector and more public investment in infrastructure, citing the Infrastructure Investment and Jobs Act that was signed into law in November 2021.&lt;br&gt;&lt;br&gt;That spending has led investors to search for stocks that will reap the benefits of the boost in spending in construction and engineering.&lt;br&gt;&lt;br&gt;While the S&amp;P 1500 industrials sector has risen nearly 13% so far this year and the materials one about 8%, those gains have been dwarfed by the 33% surge in the S&amp;P 1500 construction materials and nearly 23% jump in construction and engineering indexes.&lt;br&gt;&lt;br&gt;&quot;The whole onshoring initiatives, all the infrastructure, fiscal spending that came through during the pandemic - in people´s minds that was done two, three years ago but the reality is that money hasn´t even gone into the economy yet - it is just now hitting,&quot; said Bryant VanCronkhite, senior portfolio manager at Allspring Global Investments in Menomonee Falls, Wisconsin, in an interview with Reuters.&lt;br&gt;&lt;br&gt;&quot;So we are looking at businesses that are in the crosshairs of those initiatives.&quot;&lt;br&gt;&lt;br&gt;VanCronkhite said he views companies such as Vulcan Materials in the materials space and MasTec among industrials as well positioned to benefit from that spending.&lt;br&gt;&lt;br&gt;Investors have rewarded companies in sectors that have reported strong earnings. Last week, Owens <ins style="font-weight: bold; text-decoration: none;">[https://www.healthynewage.com/?s=Corning%20shares </ins>Corning shares<ins style="font-weight: bold; text-decoration: none;">] </ins>climbed to a record high of $143.67 after the provider of building and industrial materials reported second-quarter earnings that handily beat expectations.&lt;br&gt;&lt;br&gt;Earnings for the S&amp;P 500 industrials sector are expected to rise 13.7% for the second quarter from the year-ago period, up from 6.7% on July 1, while the materials sector is expected to show a decline of 26.4%, a slight improvement from the 28% fall seen on July 1, according to Refinitiv data.&lt;br&gt;&lt;br&gt;But while some stocks in the sector are likely to reap the benefits of the spending spree, not all are likely to do so and caution is warranted, said Forrest, who favors specialty chemical company RPM International. Forrest cited the potential for projects to be delayed or jeopardized due to environmental concerns, for example.&lt;br&gt;&lt;br&gt;&quot;You have to look harder at these companies about what their end market really is, even though they&#039;re in a sector.&quot;&lt;br&gt;&lt;br&gt;(Reporting by Chuck Mikolajczak; additional reporting by Lance Tupper, Editing by Louise Heavens)&lt;br&gt;&lt;br&gt;</div></td></tr> </table>

CorineTripp3120 https://wiki.timero.com.br/index.php?title=While_AI_Takes_The_Spotlight_Infrastructure_Stocks_Shine&diff=50651&oldid=prev 2025-07-10T01:15:35Z

<p></p> <table style="background-color: #fff; color: #202122;" data-mw="interface"> <col class="diff-marker" /> <col class="diff-content" /> <col class="diff-marker" /> <col class="diff-content" /> <tr class="diff-title" lang="en"> <td colspan="2" style="background-color: #fff; color: #202122; text-align: center;">← Older revision</td> <td colspan="2" style="background-color: #fff; color: #202122; text-align: center;">Revision as of 01:15, 10 July 2025</td> </tr><tr><td colspan="2" class="diff-lineno" id="mw-diff-left-l1">Line 1:</td> <td colspan="2" class="diff-lineno">Line 1:</td></tr> <tr><td class="diff-marker" data-marker="−"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>&lt;br&gt;By Chuck Mikolajczak&lt;br&gt;&lt;br&gt;NEW YORK, Aug 4 (Reuters) - U.S. stocks have rallied this year, largely on the back of companies with ties to artificial intelligence (AI), but as those shares become expensive, investors are turning towards firms set to benefit from government spending on infrastructure.&lt;br&gt;&lt;br&gt;Nvidia shares have surged almost 205% year to date, while Meta Platforms has surged about 160% as investors anticipate the potential AI may unlock. The S&amp;P communications services and technology sectors have risen more than 40% to be the best performers so far this year.&lt;br&gt;&lt;br&gt;But while concerns grow that not all AI-related stocks will reap the benefits of the technology&#039;s promise and as hopes for an economic soft landing have grown, investors are looking at stocks in industries that have underperformed the broader S&amp;P 500.&lt;br&gt;&lt;br&gt;&quot;In technology, nobody ever guesses at the beginning who is the loser,&quot; said Kim Forrest, chief investment officer at Bokeh Capital Partners in Pittsburgh.&lt;br&gt;&lt;br&gt;Morgan Stanley recently raised its U.S. economic growth forecast for the year on a strong industrial sector and more public investment in infrastructure, citing the Infrastructure Investment and Jobs Act that was signed into law in November 2021.&lt;br&gt;&lt;br&gt;That spending has <del style="font-weight: bold; text-decoration: none;">[https://search.un.org/results.php?query=led%20investors </del>led investors<del style="font-weight: bold; text-decoration: none;">] </del>to search for stocks that will reap the benefits of the boost in spending in construction and engineering.&lt;br&gt;&lt;br&gt;While the S&amp;P 1500 industrials sector has risen nearly 13% so far this year and the materials one about 8%, those gains have been dwarfed by the 33% surge in the S&amp;P 1500 construction materials and nearly 23% jump in <del style="font-weight: bold; text-decoration: none;">[https://www.deer-digest.com/?s=</del>construction <del style="font-weight: bold; text-decoration: none;">construction] </del>and engineering indexes.&lt;br&gt;&lt;br&gt;&quot;The whole onshoring initiatives, all the infrastructure, fiscal spending that came through during the pandemic - in people´s minds that was done two, three years ago but the reality is that money hasn´t even gone into the economy yet - it is just now hitting,&quot; said Bryant VanCronkhite, senior portfolio manager at Allspring Global Investments in Menomonee Falls, Wisconsin, <del style="font-weight: bold; text-decoration: none;"> [https://blogbossbabe.com/ scam] </del>in an interview with Reuters.&lt;br&gt;&lt;br&gt;&quot;So we are looking at businesses that are in the crosshairs of those initiatives.&quot;&lt;br&gt;&lt;br&gt;VanCronkhite said he views companies such as Vulcan Materials in the materials space and MasTec among industrials as well positioned to benefit from that spending.&lt;br&gt;&lt;br&gt;Investors have rewarded companies in sectors that have reported strong earnings. Last week, Owens Corning shares climbed to a record high of $143.67 after the provider of building and industrial materials reported second-quarter earnings that handily beat expectations.&lt;br&gt;&lt;br&gt;Earnings for the S&amp;P 500 industrials sector are expected to rise 13.7% for the second quarter from the year-ago period, up from 6.7% on July 1, while the materials sector is expected to show a decline of 26.4%, a slight improvement from the 28% fall seen on July 1, according to Refinitiv data.&lt;br&gt;&lt;br&gt;But while some stocks in the sector are likely to reap the benefits of the spending spree, not all are likely to do so and caution is warranted, said Forrest, who favors specialty chemical company RPM International. Forrest cited the potential for projects to be delayed or jeopardized due to environmental concerns, for example.&lt;br&gt;&lt;br&gt;&quot;You have to look harder at these companies about what their end market really is, even though they&#039;re in a sector.&quot;&lt;br&gt;&lt;br&gt;(Reporting by Chuck Mikolajczak; additional reporting by Lance Tupper, Editing by Louise Heavens)&lt;br&gt;&lt;br&gt;</div></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>&lt;br&gt;By Chuck Mikolajczak&lt;br&gt;&lt;br&gt;NEW YORK, Aug 4 (Reuters) - U.S. stocks have rallied this year, largely on the back of companies with ties to artificial intelligence (AI), but as those shares become expensive, investors are turning towards firms set to benefit from government spending on infrastructure.&lt;br&gt;&lt;br&gt;Nvidia shares have surged almost 205% year to date, while Meta Platforms has surged about 160% as investors anticipate the potential AI may unlock. The S&amp;P communications services and technology sectors have risen more than 40% to be the best performers so far this year.&lt;br&gt;&lt;br&gt;But while concerns grow that not all AI-related stocks will reap the benefits of the technology&#039;s promise and as hopes for an economic soft landing have grown, investors are looking at stocks in industries that have underperformed the broader S&amp;P 500.&lt;br&gt;&lt;br&gt;&quot;In technology, nobody ever guesses at the beginning who is the loser,&quot; said Kim Forrest, chief investment officer at Bokeh Capital Partners in Pittsburgh.&lt;br&gt;&lt;br&gt;Morgan Stanley recently raised its U.S. economic growth forecast for the year on a strong industrial sector and more public investment in infrastructure, citing the <ins style="font-weight: bold; text-decoration: none;">[https://www.martindale.com/Results.aspx?ft=2&amp;frm=freesearch&amp;lfd=Y&amp;afs=Infrastructure%20Investment </ins>Infrastructure Investment<ins style="font-weight: bold; text-decoration: none;">] </ins>and Jobs Act that was signed into law in November 2021.&lt;br&gt;&lt;br&gt;That spending has led investors to search for stocks that will reap the benefits of the boost in spending in construction and engineering.&lt;br&gt;&lt;br&gt;While the S&amp;P 1500 industrials sector has risen nearly 13% so far this year and the materials one about 8%, those gains have been dwarfed by the 33% surge in the S&amp;P 1500 construction materials and nearly 23% jump in construction and engineering indexes.&lt;br&gt;&lt;br&gt;&quot;The whole onshoring initiatives, all the infrastructure, fiscal spending that came through during the pandemic - in people´s minds that was done two, three years ago but the reality is that money hasn´t even gone into the economy yet - it is just now hitting,&quot; said Bryant VanCronkhite, senior portfolio manager at Allspring Global Investments in Menomonee Falls, Wisconsin, in an interview with Reuters.&lt;br&gt;&lt;br&gt;&quot;So we are looking at businesses that are in the crosshairs of those initiatives.&quot;&lt;br&gt;&lt;br&gt;VanCronkhite said he views companies such as Vulcan Materials in the materials space and MasTec among industrials as well positioned to benefit from that spending.&lt;br&gt;&lt;br&gt;Investors have rewarded companies in sectors that have reported strong earnings. Last week, Owens Corning shares climbed to a record high of $143.67 after the provider of building and industrial materials reported second-quarter earnings that handily beat expectations.&lt;br&gt;&lt;br&gt;Earnings for the S&amp;P 500 industrials sector <ins style="font-weight: bold; text-decoration: none;"> [https://togel125.org/ pencabulan] </ins>are expected to rise 13.7% for the second <ins style="font-weight: bold; text-decoration: none;">[https://www.houzz.com/photos/query/</ins>quarter <ins style="font-weight: bold; text-decoration: none;">quarter] </ins>from the year-ago period, up from 6.7% on July 1, while the materials sector is expected to show a decline of 26.4%, a slight improvement from the 28% fall seen on July 1, according to Refinitiv data.&lt;br&gt;&lt;br&gt;But while some stocks in the sector are likely to reap the benefits of the spending spree, not all are likely to do so and caution is warranted, said Forrest, who favors specialty chemical company RPM International. Forrest cited the potential for projects to be delayed or jeopardized due to environmental concerns, for example.&lt;br&gt;&lt;br&gt;&quot;You have to look harder at these companies about what their end market really is, even though they&#039;re in a sector.&quot;&lt;br&gt;&lt;br&gt;(Reporting by Chuck Mikolajczak; additional reporting by Lance Tupper, Editing by Louise Heavens)&lt;br&gt;&lt;br&gt;</div></td></tr> </table>

ZackGillen0 https://wiki.timero.com.br/index.php?title=While_AI_Takes_The_Spotlight_Infrastructure_Stocks_Shine&diff=50629&oldid=prev 2025-07-10T01:09:16Z

<p></p> <table style="background-color: #fff; color: #202122;" data-mw="interface"> <col class="diff-marker" /> <col class="diff-content" /> <col class="diff-marker" /> <col class="diff-content" /> <tr class="diff-title" lang="en"> <td colspan="2" style="background-color: #fff; color: #202122; text-align: center;">← Older revision</td> <td colspan="2" style="background-color: #fff; color: #202122; text-align: center;">Revision as of 01:09, 10 July 2025</td> </tr><tr><td colspan="2" class="diff-lineno" id="mw-diff-left-l1">Line 1:</td> <td colspan="2" class="diff-lineno">Line 1:</td></tr> <tr><td class="diff-marker" data-marker="−"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #ffe49c; vertical-align: top; white-space: pre-wrap;"><div>&lt;br&gt;By Chuck Mikolajczak&lt;br&gt;&lt;br&gt;NEW YORK, Aug 4 (Reuters) - U.S. stocks have rallied this year, largely on the back of companies with ties to artificial intelligence (AI), but as those shares become expensive, investors are turning towards firms set to benefit from government spending on infrastructure.&lt;br&gt;&lt;br&gt;Nvidia shares have surged almost 205% year to date, while <del style="font-weight: bold; text-decoration: none;">[https://www.medcheck-up.com/?s=Meta%20Platforms </del>Meta Platforms<del style="font-weight: bold; text-decoration: none;">] </del>has surged about 160% as investors anticipate the potential AI may unlock. The S&amp;P communications services and technology sectors have risen more than 40% to be the best performers so far this year.&lt;br&gt;&lt;br&gt;But while concerns grow that not all AI-related stocks will reap the benefits of the technology&#039;s promise and as hopes for an economic soft landing have grown, investors are looking at stocks in industries that have underperformed the broader S&amp;P 500.&lt;br&gt;&lt;br&gt;&quot;In technology, nobody ever guesses at the beginning who is the loser,&quot; said Kim Forrest, chief investment officer at Bokeh Capital Partners in Pittsburgh.&lt;br&gt;&lt;br&gt;Morgan Stanley recently raised its U.S. economic growth forecast for the year on a strong industrial sector and more public investment in infrastructure, citing the Infrastructure Investment and Jobs Act that was signed into law in November 2021.&lt;br&gt;&lt;br&gt;That spending has led investors to search for stocks that will reap the benefits of the boost in spending in construction and engineering.&lt;br&gt;&lt;br&gt;While the S&amp;P 1500 industrials sector has risen nearly 13% so far this year and the materials one about 8%, those gains have been dwarfed by the 33% surge in the S&amp;P 1500 construction materials and nearly 23% jump in construction and engineering indexes.&lt;br&gt;&lt;br&gt;&quot;The whole onshoring initiatives, all the infrastructure, fiscal spending that came through during the pandemic - in people´s minds that was done two, three years ago but the reality is that money hasn´t even gone into the economy yet - it is just now hitting,&quot; said Bryant VanCronkhite, senior portfolio manager at Allspring Global Investments in Menomonee Falls, Wisconsin, in an interview with Reuters.&lt;br&gt;&lt;br&gt;&quot;So we are looking at businesses that are in the crosshairs of those initiatives.&quot;&lt;br&gt;&lt;br&gt;VanCronkhite said he views companies such as Vulcan Materials in the materials space and MasTec among industrials as well positioned to benefit from that spending.&lt;br&gt;&lt;br&gt;Investors have rewarded companies in sectors that have reported strong earnings. Last week, Owens Corning shares climbed to a record high of $143.67 after the provider of building and industrial materials reported second-quarter earnings that handily beat expectations.&lt;br&gt;&lt;br&gt;Earnings for <del style="font-weight: bold; text-decoration: none;"> [https://togel125.org/ scam] </del>the S&amp;P 500 industrials sector are expected to rise 13.7% for the second quarter from the year-ago period, up from 6.7% on July 1, while the materials sector is expected to show a decline of 26.4%, a slight improvement from the 28% fall seen on July 1, according to <del style="font-weight: bold; text-decoration: none;">[https://abcnews.go.com/search?searchtext=</del>Refinitiv <del style="font-weight: bold; text-decoration: none;">Refinitiv] </del>data.&lt;br&gt;&lt;br&gt;But while some stocks in the sector are likely to reap the benefits of the spending spree, not all are likely to do so and caution is warranted, said Forrest, who favors specialty chemical company RPM International. Forrest cited the potential for projects to be delayed or jeopardized due to environmental concerns, for example.&lt;br&gt;&lt;br&gt;&quot;You have to look harder at these companies about what their end market really is, even though they&#039;re in a sector.&quot;&lt;br&gt;&lt;br&gt;(Reporting by Chuck Mikolajczak; additional reporting by Lance Tupper, Editing by Louise Heavens)&lt;br&gt;&lt;br&gt;</div></td><td class="diff-marker" data-marker="+"></td><td style="color: #202122; font-size: 88%; border-style: solid; border-width: 1px 1px 1px 4px; border-radius: 0.33em; border-color: #a3d3ff; vertical-align: top; white-space: pre-wrap;"><div>&lt;br&gt;By Chuck Mikolajczak&lt;br&gt;&lt;br&gt;NEW YORK, Aug 4 (Reuters) - U.S. stocks have rallied this year, largely on the back of companies with ties to artificial intelligence (AI), but as those shares become expensive, investors are turning towards firms set to benefit from government spending on infrastructure.&lt;br&gt;&lt;br&gt;Nvidia shares have surged almost 205% year to date, while Meta Platforms has surged about 160% as investors anticipate the potential AI may unlock. The S&amp;P communications services and technology sectors have risen more than 40% to be the best performers so far this year.&lt;br&gt;&lt;br&gt;But while concerns grow that not all AI-related stocks will reap the benefits of the technology&#039;s promise and as hopes for an economic soft landing have grown, investors are looking at stocks in industries that have underperformed the broader S&amp;P 500.&lt;br&gt;&lt;br&gt;&quot;In technology, nobody ever guesses at the beginning who is the loser,&quot; said Kim Forrest, chief investment officer at Bokeh Capital Partners in Pittsburgh.&lt;br&gt;&lt;br&gt;Morgan Stanley recently raised its U.S. economic growth forecast for the year on a strong industrial sector and more public investment in infrastructure, citing the Infrastructure Investment and Jobs Act that was signed into law in November 2021.&lt;br&gt;&lt;br&gt;That spending has <ins style="font-weight: bold; text-decoration: none;">[https://search.un.org/results.php?query=led%20investors </ins>led investors<ins style="font-weight: bold; text-decoration: none;">] </ins>to search for stocks that will reap the benefits of the boost in spending in construction and engineering.&lt;br&gt;&lt;br&gt;While the S&amp;P 1500 industrials sector has risen nearly 13% so far this year and the materials one about 8%, those gains have been dwarfed by the 33% surge in the S&amp;P 1500 construction materials and nearly 23% jump in <ins style="font-weight: bold; text-decoration: none;">[https://www.deer-digest.com/?s=</ins>construction <ins style="font-weight: bold; text-decoration: none;">construction] </ins>and engineering indexes.&lt;br&gt;&lt;br&gt;&quot;The whole onshoring initiatives, all the infrastructure, fiscal spending that came through during the pandemic - in people´s minds that was done two, three years ago but the reality is that money hasn´t even gone into the economy yet - it is just now hitting,&quot; said Bryant VanCronkhite, senior portfolio manager at Allspring Global Investments in Menomonee Falls, Wisconsin, <ins style="font-weight: bold; text-decoration: none;"> [https://blogbossbabe.com/ scam] </ins>in an interview with Reuters.&lt;br&gt;&lt;br&gt;&quot;So we are looking at businesses that are in the crosshairs of those initiatives.&quot;&lt;br&gt;&lt;br&gt;VanCronkhite said he views companies such as Vulcan Materials in the materials space and MasTec among industrials as well positioned to benefit from that spending.&lt;br&gt;&lt;br&gt;Investors have rewarded companies in sectors that have reported strong earnings. Last week, Owens Corning shares climbed to a record high of $143.67 after the provider of building and industrial materials reported second-quarter earnings that handily beat expectations.&lt;br&gt;&lt;br&gt;Earnings for the S&amp;P 500 industrials sector are expected to rise 13.7% for the second quarter from the year-ago period, up from 6.7% on July 1, while the materials sector is expected to show a decline of 26.4%, a slight improvement from the 28% fall seen on July 1, according to Refinitiv data.&lt;br&gt;&lt;br&gt;But while some stocks in the sector are likely to reap the benefits of the spending spree, not all are likely to do so and caution is warranted, said Forrest, who favors specialty chemical company RPM International. Forrest cited the potential for projects to be delayed or jeopardized due to environmental concerns, for example.&lt;br&gt;&lt;br&gt;&quot;You have to look harder at these companies about what their end market really is, even though they&#039;re in a sector.&quot;&lt;br&gt;&lt;br&gt;(Reporting by Chuck Mikolajczak; additional reporting by Lance Tupper, Editing by Louise Heavens)&lt;br&gt;&lt;br&gt;</div></td></tr> </table>

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