AI is fueling an unprecedented boom in data center construction — but the biggest winners might not be the companies you think. While everyone is focused on the headline-making semiconductor stocks, there’s another group of players quietly positioned to profit from billions in AI infrastructure spen
3 extracted signals · 3 resolved · 0 still active
MarketBeat14 Aug 2025, 01:58 UTC
AI-generated source summary
The analysis identifies three construction-based companies (DD, MLM, CAT) positioned to benefit from increased data center construction driven by AI growth. DuPont (DD) is currently trading at 78% of its 52-week high of $90.00, average consensus target price is around $88.25 which the analyst believes to be easily attainable in the coming year. An analyst from Royal Bank of Canada assigned a $94 per share target. Martin Marietta Materials (MLM), is currently trading at 95% of its 52 week high. Geode Capital Management built an $831 million position in August 2025. There is an expectation the the bottom-line earnings of the top-line revenue will see some expansion. Caterpillar (CAT) is trading at 90% of its 52-week high. However, JP Morgan analyst has recently placed an $520 upside. The analyst is expecting it to trade with those high price targets.
AI-generated summary based on the source content.
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