An earnings preview highlighting four key stocks across housing, industrials, and infrastructure sectors. Toll Brothers faces pricing pressures in the homebuilding market despite a higher-end customer base. John Deere shows strong momentum in agriculture and construction with recent earnings surprises. Comfort Systems and Quanta Services benefit from infrastructure expansion and data center boom, with both positioned for continued growth.

The article discusses how AI's growing electricity demands are creating opportunities in the energy sector, highlighting three companies positioned to benefit from the massive power infrastructure requirements for AI data centers.

Wilson Asset Management completely sold its entire 805,658 share stake in Avantor, valued at $10.8 million, after the stock experienced a 45.8% decline over the past year, signaling a strategic portfolio reallocation.

The growing energy demands of AI data centers are creating opportunities for infrastructure companies that can solve power and cooling challenges, with three key companies positioned to benefit from the AI infrastructure build-out.

Quanta Services is positioned as a key infrastructure provider for AI data centers, with strong growth potential driven by increasing demand for digital transformation technologies and power infrastructure development.

As AI capabilities expand, electric grid infrastructure will require significant upgrades to support increasing power demands. Two companies well-positioned to benefit from this trend are GE Vernova and Quanta Services, which provide critical grid-related technologies and services.

Quanta Services, Inc. announced that its Board of Directors has declared a quarterly cash dividend of $0.10 per share, payable on July 11, 2025, to stockholders of record as of July 1, 2025.

Quanta Services reported strong Q4 results, with adjusted EPS of $2.94 and a backlog of $34.5 billion. The company projected FY25 revenue of $26.6-$27.1 billion and adjusted EPS of $9.90-$10.50, beating estimates.

Several large-cap stocks, including NVIDIA, Teva Pharmaceutical, and UPS, experienced significant losses last week due to factors such as AI competition, weak guidance, and mixed financial results.

U.S. electricity demand is growing at a rapid pace, driven by AI data centers and electric vehicles. This growth will require significant investment in new power production and infrastructure, which is expected to benefit companies like Quanta Services, Emcor Group, and American Superconductor Corp.

MasTec's stock has gained 31% in the past 6 months, outperforming its industry and the broader market. The company's strong backlog, diversified portfolio, and growth opportunities make it an attractive investment option.

EV sales are rising globally, but the limited infrastructure may slow further expansion. Improving the U.S. power grid is crucial to supporting the ongoing growth in the EV market. Affordability and grid modernization challenges need to be addressed.