"Halftime Report" traders Jon & Pete Najarian spot unusual activity in Vulcan Materials and Teradyne.
The surge comes after Transportation Secretary Elaine Chao said that details on Trump's infrastructure plan will be disclosed "pretty soon."
California's $54 billion spending plan to fix roads cleared a major hurdle and could be a boon for construction firms.
Shares of Vulcan Materials rose more than 3 percent Wednesday on expectations for increased highway repair spending in California.
Citi Research says government infrastructure spending will rise 3 to 5 percent annually the next few years.
Shares of Martin Marietta Materials, Vulcan Materials and Nucor rose after Trump announced plans to increase defense spending by $54 billion.
Several construction stocks did not fare well Thursday.
U.S. stock index futures pointed to a higher open on Tuesday as traders eyed a big day of earnings and economic data.
Disney, General Motors and BP are on the list of companies reporting earnings Tuesday, as traders look for more clarity on Trump's agenda.
Bernstein pointed clients to a group of cement stocks that could benefit the most from the construction of a Mexican border wall.
The president-elect plans to revitalize our nation's roads, bridges and airports. Here's how to find stock plays poised to benefit.
We studied the trading history around 15 events in the last seven years that were positive developments toward normal Cuba-U.S. relations.
The billionaire tells CNBC he sees infrastructure stocks doing well under a Donald Trump administration.
King Lip, CIO at Baker Avenue AM, talks about why Pfizer, Northrop Grumman, Vulcan Materials and JP Morgan stocks look attractive.
"The market is seeing Trump as the growth president," strategist Boris Schlossberg says.
The markets are grappling with the reality of a Trump victory.
Jim Cramer found the bull markets that will continue working, even after the election
Here's what traders are watching as we get closer to the first presidential debate on Monday.
No matter who wins the White House, there is likely to be a big jump in infrastructure spending.
Paul Hickey, Bespoke Investment Group co-founder, discusses what to buy/own in August, including Nvidia, Salesforce and more. The "Fast Money" traders weigh in.