US data center demand has driven stock surges of contractors and equipment makers like Corning, Sterling Infrastructure, Comfort Systems USA, and Carrier Global (Wall Street Journal)
Techmeme [Unofficial]
February 7, 2026
Wall Street Journal: US data center demand has driven stock surges of contractors and equipment makers like Corning, Sterling Infrastructure, Comfort Systems USA, and Carrier Global — Data-center demand has sent shares in contractors, equipment makers and more surging — The intensity of America's data-center build …
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