The stock market had a mixed day on Tuesday, with the S&P 500 and NASDAQ closing lower due to weaker-than-expected retail sales data and concerns about AI’s impact on the financial sector. December retail sales were flat, indicating a slowdown in consumer spending.
Investors are now focused on the upcoming jobs report on Wednesday and the consumer price index on Friday.¹
Overall, S&P 500 fell 0.3% to 6,942, while NASDAQ decreased 0.6% to 23,102.
Tweet of the Day
This is bullish for trucking, and the stock market in general. https://t.co/Ag43uisFJl
— David Sharek (@GrowthStockGuy) February 7, 2026
Chart of the Day
Here is the one-year chart of Sterling Infrastructure (STRL) as of January 2, 2026, when the stock was at $318.
Sterling Infrastructure reported a strong quarterly performance last quarter, with 51% profit growth on a 32% increase in revenue. Growth was primarily driven by the E-Infrastructure Solutions segment, which remained as the largest contributor to topline expansion, with 58% revenue growth. This was fueled by the continued strength in the data center market, where revenue grew 125% year-over-year, as well as large mission-critical projects that supported gross margin expansion.
In addition, the acquisition of CEC Facilities Group, LLC (CEC) contributed to revenue last quarter. Sterling Infrastructure’s backlog increased 64% year over year to around $2.6 billion, providing good visibility into future revenue. With that, management raised full-year 2025 guidance to 27% revenue growth (from 13% last quarter), signaling confidence in sustained growth heading into 2026.
We have STRL on the radar and may add it to our Growth Portfolio.
