infrastructure

The surge in artificial intelligence (AI)-driven electricity demand is transforming what was once considered a niche infrastructure story into one of the market’s most compelling long-term investment themes, according to Yuri Khodjamirian, CIO of Tema ETFs. • Tema Electrification...

Rekor Systems Inc (NASDAQ:REKR), a roadway intelligence firm, saw shares rise on Monday after securing a $16.8 million multi-year agreement in principle with the Oklahoma District Attorneys Council. • Rekor Systems stock is surging to new heights today. Why are REKR shares rallying? $16....

Martin Marietta Materials, Inc. (NYSE:MLM) reported strong first-quarter results and issued FY26 sales guidance below estimates. • Where is MLM stock headed? Details Revenue of $1.36 billion, up 17% year-over-year, beat the consensus of $...

Energy infrastructure investing is often viewed as vulnerable in inflationary environments, given its reliance on commodity inputs and the widespread use of leverage. Yet, the asset class has largely performed in line with expectations, according to Cresta Fund Management partner David Altshuler. "...

President Donald Trump‘s plan to acquire Greenland, despite its potential strategic and natural resource benefits, could cost the U.S. nearly $1 trillion over the next 20 years, with minimal economic return, according to industry and geopolitical analysts. Even though the acquisition of...

Each week, Benzinga’s Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention. Investors are constantly on the hunt for undervalued, under-followed and emerging stocks. With...

Tech expert Erik Gordon has predicted that the potential crash of the AI boom could have a more severe financial impact than the dot-com bust. The professor from the University of Michigan pointed to the recent stock plunge of an AI startup as an indication of the significant financial...

It’s been a roller coaster year for Wall Street as investors revise expectations during a period of rapidly changing policy announcements in the White House. While markets turned bearish in March and April as the Trump Administration threatened tariffs on several U.S. trade partners, the SPDR...

Each week, Benzinga's Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks that are just under the surface and deserve attention. Investors are constantly on the hunt for undervalued, under-followed and emerging stocks. With...

Arelis Agosto, director of Product Research and Strategy at Global X ETFs, sat down with Benzinga’s Dan Leach at Future Proof CityWide Miami in March to discuss the most recent trends in exchange-traded funds. Global X ETFs is a New York-based provider of ETFs with billions in managed assets...

Shares of American Water Works Company, Inc. (NYSE:AWK) are trading higher on Monday. But that may not be the case for much longer. There is a chance the stock reverses and heads lower. As you can see on the chart below, the last three times it reached levels around $148.00, it reversed and sold...

JPMorgan is signaling a strategic pair trade for investors. The firm recommends “Long Kyndryl (KD) / Short DXC Technology (DXC)” in the infrastructure sector. According to JPMorgan analyst Tien-tsin Huang, this trade is set to capitalize on Kyndryl Holdings Inc‘s (NYSE:KD)...

Noted investor Steve Eisman, famous for his ‘Big Short’ bet, is now favoring infrastructure over AI investments. What Happened: Eisman, a senior portfolio manager at Neuberger Berman, expressed his views on the Odd Lots podcast on Saturday. He identified four key factors that will drive...

President Joe Biden currently leads as the favored candidate for the Democratic nomination in the 2024 presidential election. While he's not campaigning, Biden is busy governing the country and focusing on top priorities. Voters will hear more about those priorities and recent wins from his...

Tesla’s Chinese rival NIO Inc. (NYSE:NIO) announced a significant expansion of their global infrastructure. What Happened: The updates were shared via a post on X on Monday by the electric vehicle maker, detailing the extent of NIO’s infrastructure developments. As of Nov. 30, NIO has...