---
title: "U.S. stock market midday update: Quanta Services up 15.34%, AI orders surge driving performance"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/294403448.md"
description: "Quanta Services rose 15.34%; Comfort Systems USA rose 10.38%, with a transaction volume of USD 790 million; Mastec rose 11.58%, with a transaction volume of USD 500 million; Emcor Group rose 18.33%, with a transaction volume of USD 456 million; Ferrovial SE rose 3.81%, with a market value of USD 46.7 billion"
datetime: "2026-07-30T18:48:34.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/294403448.md)
  - [en](https://longbridge.com/en/news/294403448.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/294403448.md)
---

# U.S. stock market midday update: Quanta Services up 15.34%, AI orders surge driving performance

**U.S. Stock Market Midday Update**

Quanta Services rose 15.34%, with increased trading volume. Based on recent key news:

1.  On July 30, Quanta Services completed multiple acquisitions, including Dynamic Systems, expanding its civil, mechanical, and turnkey capabilities. The backlog increased to $53.44 billion, enhancing short- to medium-term revenue visibility. Source: SEC announcement
    
2.  On July 30, Quanta Services reported second-quarter revenue of $9.6 billion, exceeding market expectations of $8.613 billion, with adjusted EBITDA of $1.1 billion, surpassing the expected $874.8 million. Source: Reuters
    
3.  On July 30, with the advancement of AI construction, the backlog surged, driving accelerated growth in earnings and revenue. Source: Reuters AI industry demand is strong, driving order growth.
    

**Stocks with High Trading Volume in the Industry**

Comfort Systems USA rose 10.38%. Based on recent key news:

1.  On July 23, Comfort Systems USA announced its second-quarter financial report, with revenue growth of 50% year-on-year and net profit nearly doubling, with a record high backlog. However, stock sales by directors and market concerns over high valuations put pressure on the stock price. Source: Zhitong Finance
    
2.  On July 9, Goldman Sachs initiated coverage of Comfort Systems USA with a buy rating and a target price of $2,159, believing it has good exposure in the AI data center construction sector. Source: Zhitong Finance
    
3.  On July 28, market concerns over the company's high valuation led to an 11% drop in stock price. Source: Zhitong Finance Industry demand is strong, with significant capital inflow.
    

MasTec rose 11.58%. Based on recent key news:

1.  On July 31, MasTec announced the appointment of Alex Spiro as a Class III director on the board. Spiro has extensive experience in corporate governance, securities issues, and strategic transactions, enhancing the company's governance structure and boosting market confidence, driving the stock price up.
    
2.  On July 30, MasTec continued to provide engineering and construction services in the clean energy and infrastructure sectors, with increased market demand for its renewable energy business, promoting positive stock performance.
    
3.  On July 29, although not directly related to MasTec, the growth in global module shipments and the announcement of cash dividends indicate a positive trend in the industry, indirectly supporting MasTec's stock price increase. Increased demand for clean energy and an optimistic industry outlook.
    

Emcor Group rose 18.33%. Based on recent key news:

1.  On July 30, Emcor Group announced its second-quarter financial report and raised its full-year earnings and revenue guidance for 2026. The company expects full-year earnings per share to be between $32.00 and $33.25, with revenue between $20 billion and $20.5 billion. This news drove the stock price up by 13.82%. Source: RTTNews
    
2.  On July 30, Emcor Group reported record growth in quarterly revenue and profits, driven by strong performance across its business segments. Operating profit margins and earnings per share reached new highs, reflecting robust demand in key industries and ongoing operational excellence. Source: Business Wire
    
3.  On July 30, Emcor Group held a conference call to discuss its second-quarter financial results, further boosting market confidence. Source: RTTNews Strong demand in the infrastructure and engineering sectors.
    

**Stocks Ranked Among the Top by Market Capitalization in the Industry**

Ferrovial SE rose 3.81%. Based on recent key news:

1.  On July 28, Ferrovial announced its financial results for the first half of 2026, with adjusted EBITDA increasing by 21.6% to €746 million, and revenue growing by 11.3% to €4.7 billion, driving the stock price up. Source: Reuters
    
2.  On July 28, Ferrovial saw significant revenue growth in its North American highway business, supporting the profitability of its construction operations and further solidifying its industry leadership. Source: Reuters
    
3.  On July 29, Barclays analyst Pierre Rousseau maintained a buy rating on Ferrovial with a target price of €66, enhancing market confidence. Source: Barclays The overall industry performance is strong, with significant capital inflows

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