Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks — and Fermi Inc. didn't make the cut. Two AI power infrastructure names are ripping in premarket trade Tuesday. Babcock & Wilcox: Earnings Blowout and Raised GuidanceBabcock & Wilcox delivered a Q2 print that few were positioned for. In July, the board also authorized a $50.00 million share repurchase program. The Bigger Picture: AI Power Is the TradeThe two moves share a common driver.