infrastructure stocks

Vertiv stock surged 185% on AI momentum but requires unrealistic 5.3% perpetual growth to justify $100B valuation, creating significant downside risk.

Tech's dominance waning; Zacks identifies five non-tech sectors poised for growth in 2026: industrials, retail, pharma, and aerospace offer earnings expansion opportunities beyond mega-cap tech.

Homebuilders face margin pressure from rising costs, while equipment makers and infrastructure companies benefit from strong demand and backlogs amid mixed economic signals.