Key Takeaways Dycom benefits from AI-linked fiber and data center builds, with backlog rising 4.7% year over year to $8.22B.MasTec holds a record $16.78B backlog, driven by clean energy and pipeline projects, despite project delays.DY outperformed MTZ over six months, supported by stronger growth trends and a discounted valuation.The United States energy, power and telecommunications market is booming on the back of incremental public spending initiatives undertaken by the government. Moreover, opportunitie ...