EV Infrastructure and Logistics Stocks Surge: AMER, CMO, and CHPT Impact

After a tech-driven sell-off, investors snapped up high-quality stocks, including Ameresco (AMER), Columbus McKinnon (CM), and ChargePoint (CHPT), as Bitcoin stabilized and U.S. consumer sentiment improved. The rally reflects relief from trade tensions and renewed AI spending, with the S&P 500 turning positive for 2026 and the Dow crossing 50,000 for the first time. AMER spiked 3.2% on a Greenland trade framework reversal and is trading 28.5% below its 52-week high of $43.23 at $30.92, with 53+5% moves in the past year. The broader S&P 500 gained 1.2% during the event. The AI semiconductor “pick-and-shovel” beneficiaries, including Nvidia and Broadcom, drove the sector higher, with the overall market showing renewed buying on bargain-priced opportunities.