AI data center construction boom is lifting heavy equipment supplier Arcosa toward a key technical milestone, signaling broader strength in the construction sector.

What happened: Arcosa, a Dallas-based heavy construction company, opened at 133.05 on Wednesday, just under 2% away from a buy point of 135.58. The stock was up about 0.5% early in the session.

Why it matters: The buildout of AI data centers across the country is driving a rally in construction stocks. Arcosa's near-breakout reflects investor appetite for suppliers benefiting from this infrastructure wave.

What to watch: Arcosa's proximity to the 135.58 buy point suggests a potential near-term move; continued data center investment will likely determine whether the stock reaches and sustains that level.