AI's Physical Bottleneck Isn't Chips. It's These Contractors.
Comfort Systems USA (NYSE: FIX) , EMCOR Group (NYSE: EME) , and Sterling Infrastructure (NASDAQ: STRL) are benefiting from the physical build-out behind AI. Their expanding backlogs show how spending is flowing into electrical, cooling, and site work. I compare their growth, diversification, and execution risk to see which business is best positioned. Stock prices used were the market prices of Sept. 19, 2026. The video was published on Sept. 19, 2026. Continue reading