MasTec

MTZ

Market cap $16B

As the U.S. infrastructure boom accelerates under massive federal spending and the global shift toward clean energy and digital connectivity, two industry leaders are in the spotlight, MasTec, Inc. ( MTZ ) and AECOM ( ACM ). Both companies are riding powerful secular trends, from grid modernization and renewable power projects to the surging demand for data center construction tied to artificial intelligence.

MTZ's Power Delivery business is emerging as a key growth driver, powered by strong utility demand and expanding grid modernization projects.

MTZ stock hits a 52-week high as strong demand in communications, clean energy and power delivery fuels growth momentum.

The government is taking stakes in key US companies. This isn't a bailout but a strategic shift to secure vital supply chains and maintain a competitive edge against global rivals. This new reality changes how we must invest. We should focus on companies central to America's big picture goals, not just quarterly earnings. My strategy targets the essential pillars of national success: Energy independence, AI infrastructure, a reshored industrial base, and a modernized defense apparatus.

MTZ's non-pipeline segments are powering growth, with surging margins and a raised 2025 EBITDA outlook signaling sustained momentum ahead.

MTZ's record $16.5B backlog fuels raised 2025 guidance and positions it for double-digit growth across core sectors.

MTZ's $5B Communications backlog and 42% revenue jump in Q2 2025 signal strong upside for the stock.

FIX, MTZ, JPM, GE and HWM are five old economy stocks that have rallied over 30% YTD and project future growth.

These clean energy names have crushed the S&P 500. One has gone up sixfold.

AI investing may be one of the top market narratives this year, but under the hood may be a theme that's just as exciting: electrification. All of those data centers helping ChatGPT and other AI software revolutionize the economy require huge amounts of electricity.