This week's trade

AI spending is exploding.

The biggest tech companies are on pace to spend roughly $700 billion this year alone building out data centers and infrastructure.

And when new power plants are built, transmission lines are upgraded, and large data centers need to connect to the grid, this week’s pick is often the company doing the work.

The growth is already showing up in the numbers: Earnings and revenue are surging year over year… And the company just reported a record backlog of $44 billion.

Join Wall Street Unplugged Premium for full analysis and ticker symbol