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Monolithic Power Systems
Quanta Services (PWR) Is Chasing AI Data Centers To Build Its Next Growth Engine
10.07.2026 07:09
Quanta Services (NYSE:PWR) is increasing its focus on technology-related revenues tied to AI-driven data centers and advanced manufacturing projects. The company is committing capital to power transformer manufacturing and offsite facilities to support these technology infrastructure opportunities. Management has highlighted a record project backlog and a stronger emphasis on technology work as key parts of this shift. Quanta Services has long been known for its utility and grid-related...
Quanta Services (PWR) Joins Large Cap Growth Indexes, Is The Upside Already Priced In?
10.07.2026 00:18
Quanta Services index reshuffle: what changed Quanta Services (PWR) has just gone through a broad reshuffle across several Russell benchmarks, dropping from multiple value and midcap indexes while being added to large cap growth and defensive indexes. These index changes alter how Quanta Services features in rules based portfolios that track Russell benchmarks, which can affect ownership mix and trading volumes around the rebalancing date. See our latest analysis for Quanta Services. At a...
AMLP Is Built For This Macro
09.07.2026 14:22
AMLP ETF is a buy for stable, high-yield (7.5%) midstream exposure with no K-1s. Click here to read more about the fund.
Can Vicor's Licensing Royalties Strengthen Long-Term Growth?
09.07.2026 14:16
VICR's expanding licensing strategy could unlock recurring royalty income as AI power demands grow, adding a scalable revenue stream beyond hardware sales.
Is Quanta's 110% Tech Growth Outlook Fueling Its Next Growth Phase?
09.07.2026 12:45
PWR sees technology-related revenues rising more than 110% by 2030 as AI data centers and advanced manufacturing reshape its growth path.
Does Monolithic Power Systems’ (MPWR) Index Shift Clarify Its Long-Term Competitive Positioning?
08.07.2026 08:12
In late June 2026, Monolithic Power Systems, Inc. was added to the Russell Top 200 Index and Russell Top 200 Growth Benchmark while being removed from the Russell Midcap Index and Russell Midcap Growth Benchmark as part of the latest index reconstitution. This shift moves Monolithic Power Systems into a larger-cap benchmark universe, which can alter how institutional investors gain exposure to the stock through index-linked products. We’ll now explore how Monolithic Power Systems’ move into...
Is Monolithic Power Systems (MPWR) Reasonably Valued Or Too Rich?
08.07.2026 02:10
Monolithic Power Systems has delivered a very strong 240.7% return over the past five years, yet its current valuation checks lean expensive. This raises the question of how much of that success is already reflected in the US$1,272.81 share price. A 240.7% gain over five years signals that investors have been willing to pay up for Monolithic Power Systems' growth story, so expectations embedded in the stock are high. Recent headlines around both robust business performance and an...
Monolithic Power Systems Inc (NASDAQ:MPWR): A Textbook Quality Investment for Long-Term Growth
07.07.2026 11:10
Quality investing favors companies with durable advantages and strong finances. Monolithic Power Systems (MPWR) exemplifies this with 21% revenue growth, 25% ROIC, zero debt, and expanding margins.
Quanta (PWR): The Best Pick and Shovel AI Stock to Invest In
06.07.2026 09:40
Quanta Services, Inc. (NYSE:PWR) is one of the 10 Best Pick and Shovel AI Stocks to Invest In. On July 2, 2026, Truist raised its price target on Quanta Services, Inc. (NYSE:PWR) to $940 from $851 and kept a Buy rating. Truist adjusted estimates and targets across the machinery, infrastructure services, and multi-industry group as […]
Quanta Services, Inc. (PWR) Gains Growth Momentum with Index Shift and PT Raise
04.07.2026 13:44
Quanta Services, Inc. (NYSE:PWR) is one of Peconic Partners’ top stock picks. The stock makes up 47.56% of the fund’s portfolio. Quanta shares have gained more than 50% year-to-date and surged more than 70% over the past year. In late June 2026, Quanta Services, Inc. (NYSE:PWR) was reclassified out of several Russell midcap and value […]
Is Quanta's Massive CapEx Plan a Risk or a Long-Term Gold Mine?
01.07.2026 15:58
PWR's higher capital spending targets grid upgrades and supply-chain expansion. Can record demand and backlog turn today's investment into lasting growth?
BCKIY or PWR: Which Is the Better Value Stock Right Now?
01.07.2026 15:40
BCKIY vs. PWR: Which Stock Is the Better Value Option?
Is Index Reclassification And A New Grid JV Altering The Investment Case For Quanta Services (PWR)?
01.07.2026 14:13
In late June 2026, Quanta Services, Inc. was removed from several Russell value and midcap indexes while being added to the Russell Top 200, Russell 1000 Growth-Defensive, and Russell 1000 Defensive indexes, reflecting a reclassification toward larger-cap and more growth‑oriented benchmarks. Separately, Hyosung Heavy Industries announced a new U.S.-based gas circuit breaker joint venture with a Quanta subsidiary, expanding Quanta’s role in high-voltage grid equipment manufacturing and...
Jacobs Lands Orange County Highway Modernization Contracts
01.07.2026 13:47
J expands its transportation portfolio with Orange County highway contracts to ease congestion, improve reliability and modernize key corridors.
Here’s What Fueled Monolithic Power Systems’ (MPWR) 21% Surge
01.07.2026 12:58
TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Strategy fell 7.72% (net) in the quarter compared to -6.35% for the Russell Midcap Growth Index. In the first quarter, markets navigated geopolitical tensions and economic resilience alongside […]
Quanta Services (PWR) Joins Hyosung HICO To Build High Voltage Breakers In The US
01.07.2026 12:16
Quanta Services (NYSE:PWR) and Hyosung HICO formed a new joint venture, HYOSUNG HICO BREAKER, LLC, to manufacture high-voltage circuit breakers in the U.S. The partnership focuses on high-voltage and DC technologies aimed at supporting U.S. power infrastructure and grid reliability. The move brings South Korean manufacturing capabilities into the American high-voltage circuit breaker market and supports domestic supply chain goals. For investors watching Quanta Services, the new joint...
Bull of the Day: Quanta Services (PWR)
01.07.2026 08:00
Quanta Services is perfectly positioned to benefit from historic energy demand and the critical infrastructure required to supply it.
Forget XLU. The Grid Fund Actually Powering the AI Boom Is Up 23% in 2026
25.06.2026 15:36
If you own the Utilities Select Sector SPDR Fund (NYSEARCA:XLU) as your AI power play, the logic is straightforward: data centers need electricity, regulated utilities sell electricity, so XLU should capture the demand wave. The fund holds NextEra Energy at 13.59%, Southern Company at 7.47%, and Duke Energy at 7.15%, charges an expense ratio of ... Forget XLU. The Grid Fund Actually Powering the AI Boom Is Up 23% in 2026
Micron surges to new highs on blockbuster earnings: Jim Lebenthal buys the stock
25.06.2026 13:05
The Investment Committee debate Micron's rise and what it means for the rotation and how you should trade it. Jim Lebenthal, Chief Market Strategist at Cerity Partners, joins CNBC's "Halftime Report" to explain why he's buying it here.
3 Top AI Giants With Solid Short-Term Price and Long-Term EPS Upside
24.06.2026 12:13
DELL, MPWR and HPE pair AI infrastructure momentum with strong long-term EPS growth and notable short-term price upside.