Shares of data center infrastructure-related companies are trading higher after Google and Constellation energy announced a 20-year partnership to bring 890 MW of nuclear power online, which helps underpin strong demand for future compute buildout. Also, Baird initiating coverage of Modine Manufacturing with an Outperform rating and a $300 price target further supports the sector.

Shares of data center infrastructure-related companies are trading lower as concerns mount about highly leveraged customers' credit health, which may weigh on expectations for demand, backlogs and margins across the sector.

Oppenheimer Maintains Outperform on AAON, Lowers Price Target to $115

Oppenheimer analyst Noah Kaye maintains AAON (NASDAQ:AAON) with a Outperform and lowers the price target from $125 to $115.

The Zacks Analyst Blog Highlights Innodata, Argan, Trex, Quanta Services and Sterling Infrastructure

The U.S. construction sector is expected to deliver mixed Q3 2026 results, with strong performance in AI data centers and infrastructure projects offset by residential construction weakness and labor shortages. Five construction stocks—Innodata, Argan, Trex, Quanta Services, and Sterling Infrastructure—are identified as likely to beat earnings expectations based on Zacks Rank and Earnings ESP methodology.

Shares of data center infrastructure-related companies are trading lower as elevated oil prices and stronger-than-expected inflation data this week fuel concerns that interest rates will remain higher for longer. Elevated financing costs could slow investment in data centers and power infrastructure, weighing on demand for electrical equipment and HVAC systems.

Shares of data center infrastructure-related companies are trading lower as elevated oil prices and stronger-than-expected inflation data fuel expectations that U.S. interest rates will remain elevated. Higher financing costs could pressure capital spending on data centers, power infrastructure, and commercial building projects, potentially weighing on demand for electrical equipment and HVAC systems.

Zacks Industry Outlook Highlights O-I Glass, Inc. and Apogee Enterprises

The Zacks Glass Products industry is positioned for growth driven by rising demand for sustainable glass packaging, increased construction activity, and technological innovations like smart glass windows. The industry ranks #7 among 247 Zacks industries with positive earnings outlook. However, the sector has underperformed the S&P 500 by 28.6% over the past year. Apogee Enterprises and O-I Glass are highlighted as stocks to watch, with Apogee showing stronger momentum and a #1 Strong Buy rating.