Vulcan Materials and Applied Materials Reach All-Time Highs Amid Infrastructure Boom

Vulcan Materials and Applied Materials reached all-time highs, driven by increasing demand for construction materials, semiconductors, and infrastructure. The rally is fueled by AI data-center buildouts, reshoring, energy transition, and defense modernization, underscoring the convergence of infrastructure spending, AI, and next-generation technologies. The broad rally has re-evaluated traditional building materials, semiconductor equipment, precious metals, and once-niche innovators through a "strategic materials" lens.