Zacks Market Edge Highlights: Caterpillar, MasTec and United Rentals

This Zacks Market Edge podcast highlights "HALO" stocks—companies with "hard assets, low obsolescence"—that are benefiting from the AI revolution's demand for infrastructure. Tracey Ryniec discusses Caterpillar (CAT), MasTec (MTZ), and United Rentals (URI) as examples of old economy companies seeing renewed growth due to their involvement in building and powering data centers. The article provides financial performance and outlooks for each company, encouraging investors to consider these less obvious beneficiaries of AI spending.