As AI-driven data center buildouts accelerate, power and real estate have become critical bottlenecks rather than computing capacity. Major tech companies are securing their own energy sources through nuclear power deals and renewable energy partnerships. Investors can gain exposure through direct data center operators, REITs, and ancillary 'picks and shovels' companies providing infrastructure, cooling, electrical systems, and engineering services.

Investment firm Informed Momentum initiated a new position in Rambus by purchasing 89,201 shares worth $9.14 million in Q3 2025, making it the fund's fifth-largest holding. The move reflects bullish sentiment on Rambus's semiconductor products, which are in high demand for AI applications. However, the stock's elevated P/E ratio of 46 suggests investors should wait for a better entry point.

Lisanti Capital Growth, LLC acquired 98,156 shares of The Bancorp, valued at $7.35 million, signaling investor interest in the fintech-focused bank that provides digital banking and payment infrastructure for platforms like Chime.

AECOM has been selected to provide design services for Southern Water's $4.8 billion capital delivery program, which aims to improve water and wastewater infrastructure in the UK. This collaboration positions AECOM as a vital partner in delivering these ambitious upgrades.

The article highlights 4 stocks with strong interest coverage ratios, indicating their ability to meet interest obligations. The stocks are Sterling Infrastructure, H&R Block, Leidos Holdings, and Stride.

Sterling Infrastructure reported strong second-quarter earnings, surpassing expectations and raising guidance. The company was able to capitalize on the fastest-growing and higher-margin segments of its business, such as e-infrastructure solutions and transportation, despite challenges in other parts of its operations.

Sterling Infrastructure, Inc. (STRL) has seen a significant surge in its stock price, outperforming the industry and the broader market. The company's strategic focus on e-infrastructure and higher-margin projects has driven its growth, with a strong backlog and solid financial performance. However, the stock's valuation is a concern, and investors should consider the potential risks before making an investment decision.

Quanta Services, Inc. (PWR) is capitalizing on strong demand for its services, driven by multi-year customer initiatives focused on modernizing and strengthening utility infrastructure, expanding renewable energy generation and transmission infrastructure, and shifting toward a low-carbon economy. The company is executing a comprehensive growth strategy and has a solid backlog level, but faces challenges from the cyclical nature of the business, oil & gas volatility, and regulatory issues.

Sterling Infrastructure (STRL) closed the most recent trading day at $118.34, moving -0.83% from the previous trading session.

In the closing of the recent trading day, Sterling Infrastructure (STRL) stood at $119.33, denoting a +1% change from the preceding trading day.

In the latest trading session, Sterling Infrastructure (STRL) closed at $116.22, marking a -1.3% move from the previous day.

Amid macroeconomic headwinds, the public sector is encouraging for the industry. Let's find out whether Gates (GTES) or Sterling (STRL) is a better Engineering - R and D Services stock.