Tuesday, July 28, 2026

Corning is a materials-science company that makes glass, ceramics, and optical fiber — the big question is whether the Optical Communications segment can keep accelerating as the hyperscale AI build-out drives demand, and whether the new $20B run-rate target feels achievable.

DTE Energy is a Michigan utility that's becoming a key power provider for AI data centers. The question is whether the data center load growth narrative is still on track and whether the core utility business is performing well enough to support the massive capital plan.

CMS Energy is a regulated Michigan utility with an indirect AI data center growth story. The question is whether the Q2 print shows any acceleration in data center contract signings or pipeline updates that could justify the stock's premium valuation.

Hubbell makes electrical components for the power grid and data centers. The question is whether data-center growth is still accelerating as they've described, and whether the NSI acquisition is starting to show up in the numbers.

Oshkosh makes specialized vehicles for construction, firefighting, defense, and delivery. The question is whether the massive Access order surge last quarter was a one-off or the start of a real recovery, and whether Vocational can stop stumbling on execution.

CenterPoint Energy is a regulated utility that delivers electricity and natural gas, primarily in Texas and the Midwest. The question is whether the data-center-driven load growth pipeline is translating into tangible earnings momentum or if execution risks are starting to surface.

Herc Holdings rents construction and industrial equipment across North America. The question is whether the pro forma rental revenue decline has continued to narrow and if mega-project activity (including data centers) is accelerating enough to drive a return to growth.

American Tower is a global REIT that leases space on towers and operates interconnection-rich data centers. The question is whether CoreSite's AI-driven growth is accelerating enough to offset the lingering churn from Latin America and the DISH default, and whether the underlying operational momentum supports the stock's current valuation.

Carrier makes HVAC and cooling equipment for buildings, homes, and data centers. The question is whether the data-center cooling boom is accelerating fast enough to offset lingering weakness in residential and European markets.

Xylem is a global water technology company that handles the full water cycle from treatment to smart metering. The question is whether the explosive data-center order growth they flagged last quarter is continuing to accelerate, or if it was a one-time lump.

Ecolab is a water, hygiene, and infection-prevention company that's becoming a critical supplier to AI data centers and semiconductor fabs. The question is whether the core business can hold up while the AI-driven growth engines continue accelerating at 20%+.

Armstrong World Industries makes ceiling and wall systems for commercial buildings. The question is whether the data-center pipeline growth they flagged last quarter is starting to show up in revenue and margins, or if the flattish commercial market is still the dominant story.

Chart Industries makes highly engineered equipment for handling gas and liquid molecules across the energy supply chain. The question is whether the accelerating data-center cooling pipeline is starting to show up in revenue yet, or if this quarter is still all about LNG project execution.

Franklin Electric makes water and fuel pumping systems. The question is whether the data-center cooling business is starting to move the needle, or if the core water and fueling markets are carrying the quarter.

Seagate makes hard disk drives for cloud data centers, and the question is whether the AI-driven demand surge is still accelerating or starting to plateau.

Bloom Energy makes solid-oxide fuel cells that generate electricity on-site, mostly for AI data centers. The question is whether the accelerating demand from hyperscalers and partners like Brookfield is translating into revenue and margin growth fast enough to justify the stock's forward multiple.

KLA makes the inspection and measurement tools that semiconductor fabs rely on to catch defects — basically the quality control for chip manufacturing. The question is whether the explosive growth in advanced packaging (expected to nearly double to ~$1B) is already priced in, or if there's more room to run.

Modine is a thermal-management company being reshaped into a pure-play on AI data-center cooling. The question is whether the explosive growth trajectory in data centers is continuing at the pace implied by the 60-80% FY2027 guidance, or if there are signs of deceleration or margin pressure.

FirstEnergy is a regulated electric utility serving over six million customers across five states. The question is whether the accelerating data center pipeline—4 GW in final contract negotiations—starts showing up in tangible financials or remains a narrative driver.

Teradyne makes automated test equipment for semiconductors and robotics. The question is whether the AI-driven demand surge that pushed them to record revenue last quarter is continuing at the same pace, or if the guidance for Q2 (which implies a sequential decline) signals a temporary pause.

Orion Group Holdings is a specialty construction company with marine and concrete segments. The question is whether the concrete segment's data-center-driven growth can offset continued lumpiness in the marine business and whether margins are holding up as the mix shifts.

Landstar is an asset-light trucking and logistics company that moves freight through a network of independent agents and owner-operators. The question is whether the freight cycle is actually turning and if their heavy-haul data-center business can keep growing at 18%+.

NXP makes embedded chips for cars, factories, phones, and data centers. The question is whether their data-center control-plane business is ramping fast enough to offset any auto weakness and whether the broad-based recovery they've been calling for is actually showing up in the numbers.

Mirion Technologies sells radiation monitoring and safety equipment for nuclear power, medical, and defense markets. The question is whether the accelerating order momentum—especially in small modular reactors—can translate into revenue growth that justifies the stock's forward P/E of 30.9x.

Veralto provides essential water treatment and product quality solutions for industrial and municipal customers. The question is whether the strong momentum from Q1—including raised guidance and a 13% EPS beat—continued into Q2, or if the packaging & color weakness in PQI deepened.

Titan America is a vertically integrated heavy building materials supplier on the US East Coast. The question is whether the data-center and infrastructure demand tailwinds can offset continued residential weakness and deliver a revenue beat.

Skyworks makes the radio-frequency chips that go into smartphones, WiFi gear, and data centers. The question is whether its Broad Markets segment—especially data center and WiFi—can grow fast enough to offset ongoing share loss at Apple.

Enphase Energy makes microinverters, home batteries, and EV chargers for residential solar systems. The question is whether the U.S. residential sell-through decline has stabilized or worsened, and whether the battery business can offset the weakness.

Rogers Corporation makes engineered materials and components for electronics, EVs, and industrial gear. The question is whether the strong guidance they gave last quarter for Q2 revenue of $210-220M and EPS of $0.90-1.10 holds up, or if the macro headwinds in automotive and the slow ramp of their AI story create a miss.

Crane Company makes highly engineered components for aerospace, defense, and industrial fluid handling. The question is whether the strong aerospace momentum and acquisition benefits can offset sluggish industrial end markets and keep the beat streak alive.

Zurn Elkay Water Solutions makes water management products for buildings—drinking fountains, backflow preventers, drains, flush valves. The question is whether the strong momentum from Q1 (11% organic growth) continued into Q2 and if management raises full-year guidance.

PPG makes paints, coatings, and specialty materials for everything from aircraft to buildings. The question is whether they can offset mid-single-digit raw material cost inflation from the Iran conflict with price increases fast enough to protect margins this quarter.

Rio Tinto is a diversified mining giant with big exposure to iron ore, copper, and lithium. The question is whether copper and aluminium strength can offset ongoing weakness in iron ore prices and whether the new CEO's cost-cutting program is showing tangible results.