Sterling Infrastructure

mentions 2 type Person feed RSS

// recent coverage 2 mentions

09:15

2026-07-26

machinebrief.com

ai-infrastructure

A top fund manager unpacks why he's sticking with AI infrastructure stocks, and flags 2 lesser-known names he's betting on

Brandon Nelson, manager of the Calamos Timpani Small Cap Growth Fund (CTSIX), which has outperformed 99% of similar funds over three years, said he is not ready to sell AI infrastructure stocks despit…

15:57

2026-06-05

letsdatascience.com

ai-infrastructure

Sterling Infrastructure Emerges As E-Infrastructure Leader

Sterling Infrastructure (STRL) has repositioned itself as an E-Infrastructure leader focused on AI-driven data center construction, guiding to roughly 25% revenue growth for 2026 based on a record mul…

// co-occurs with top 8 entities

STRL 1 Seeking Alpha 1 The Globe and Mail 1 Brandon Nelson 1 Calamos Investments 1 Calamos Timpani Small Cap Growth Fund 1 SiTime 1 Morningstar 1

// topics top 2 topics

ai infrastructure 2 ai startups 1