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● AAON posted record second-quarter net sales of $627.0 million, up 101.2% year over year, driven by BASX and data-center cooling demand, and raised full-year sales-growth guidance to 55% to 60% while trimming gross-margin guidance to 25% to 26%.
It is tempting to bundle Vital Farms, SenesTech, Arq, Loop Industries and Tilray Brands into one tidy narrative. Resist it. These tickers do not sit in a single sector, and pretending otherwise would mislead. Only Arq and Loop are genuinely materials businesses in the …
Grouping RCM Technologies, Atomera, HireQuest, The Andersons and Fortrea Holdings under a single sector label is generous. Two of them, Atomera and The Andersons, are outliers flagged honestly rather than forced into a services narrative. What genuinely links RCM Technologies (NASDAQ:RCMT), Atomera (NASDAQ:ATOM), HireQuest …
For two years the market's infrastructure story ran through the hyperscalers and the chipmakers. In 2026 the money is increasingly following the shovels, cables, permits and power that turn a data-center rendering into a functioning campus. Sterling Infrastructure (NASDAQ:STRL), IES Holdings (NASDAQ:IESC), Perma-Fix Environmental …
Mention theNasdaqComposite and most investors picture chips and cloud platforms. Yet theindexalso lists companies that move crude through pipelines, string transmission lines, service oil wells and overhaul aircraft engines. Plains GP Holdings (NASDAQ:PAGP), Terrestrial Energy (NASDAQ:IMSR), MYR Group (NASDAQ:MYRG), Weatherford International (NASDAQ:WFRD) and VSE …
Something quietly interesting has happened on theNasdaqover the past year. A run of engineering, construction and equipment companies, the unglamorous businesses that pour concrete, wire buildings, build drilling systems, lay fiber and connect solar farms to the grid, have come public in quick succession. …
When investors talk about theNasdaqComposite, they usually mean chips and software. But theindexalso houses a long tail of companies that pour asphalt, weld storage tanks, thread oilfield pipe, haul recyclables and testify about why bridges fail. Matrix Service Company (NASDAQ:MTRX), OMS Energy Technologies (NASDAQ:OMSE), …
Grouping Fuel Tech, SNDL, Edible Garden, MGP Ingredients and Codexis under one banner is generous. Three of them, Fuel Tech, MGP Ingredients and Codexis, genuinely sit in the materials and process world of emissions control, distillation and industrial enzymes. SNDL is a consumerBusinessbuilt on …
Group five tickers together and the temptation is to force a tidy narrative. The honest read on AI Financial Corporation (NASDAQ:AIFC), SunPower (NASDAQ:SPWR), Limbach Holdings (NASDAQ:LMB), PureCycle Technologies (NASDAQ:PCT) and MIND Technology (NASDAQ:MIND) is messier and, arguably, more useful. Four of the five genuinely …
Headlines in September 2026 belong to chips and data centers. But the power, pipes and concrete behind that build-out are poured, welded and pumped by companies most investors never name. Concrete Pumping Holdings (NASDAQ:BBCP), Energy Services of America (NASDAQ:ESOA), Shimmick Corporation (NASDAQ:SHIM), Baker Hughes …
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