Core Viewpoint - The article highlights three profitable AI stocks—MasTec, Vertiv, and nVent Electric—that are outperforming data center startups like CoreWeave due to their sustainable business models and strong financials, contrasting with CoreWeave's unsustainable debt levels and spending plans [3][5][6]. Company Summaries MasTec (MTZ) - MasTec reported Q4 2025 revenue of $3.94 billion, reflecting a 16% year-over-year increase, and has a record backlog of $19 billion, which is up 33% year-over-year [2][9]. - The company forecasts a revenue growth of approximately 19% to $17 billion for 2026, with adjusted EBITDA expected to reach $1.45 billion, an increase of about 26% [9][10]. Vertiv (VRT) - Vertiv achieved full-year 2025 revenue of $10.2 billion, with a 26% organic sales growth and adjusted diluted EPS rising 47% to approximately $4.2 [2][11]. - In Q4 alone, sales grew by 23% year-over-year, and the backlog reached $15 billion, indicating strong demand for its digital infrastructure products [12]. nVent Electric (NVT) - nVent Electric generated $1 billion in data center sales in 2025, marking a 50% year-over-year increase, with its backlog tripling to $2.3 billion [2][15]. - The stock has increased over 300% in the past five years, and the company is trading at 27 times earnings, which is near the historical median [14][16].

Core Viewpoint - XPLR Infrastructure, LP plans to report its third-quarter 2025 financial results on November 4, 2025, and will provide a link to the results on its website [1][2]. Group 1: Financial Reporting - The company will release its third-quarter financial results after the close of the New York Stock Exchange on November 4, 2025 [1]. - An advisory news release will be issued on the same day, directing investors to the financial results and related presentation on the company's website [1]. Group 2: Investor Engagement - Following the release of its financial results, the company intends to meet with investors throughout November and December [2]. Group 3: Company Overview - XPLR Infrastructure, LP is a limited partnership with an ownership interest in a clean energy infrastructure portfolio, focusing on long-term, stable cash flows [2]. - The company aims to deliver long-term value to its common unitholders through disciplined capital allocation and is positioned to benefit from growth in the U.S. power sector [2]. - The portfolio includes diversified contracted clean energy assets across various generation technologies, such as wind, solar, and battery storage projects in the U.S. [2].